Maximizing B2B Commerce with ERP Integration November 4, 2012
TODAY S HOST Donna Barnett Chief Technology Of4icer Alternative Technology Solutions November 4, 2012
Agenda Introduction Why Integrate? Integration Planning B2B Integration Points Q&A November 2, 2012
Alternative Overview 15+ years average industry experience 70+ employees 500+ customers and growing Headquartered in Aliso Viejo, CA with of4ices in Chicago, Atlanta, Boston, Indianapolis & Monterrey, Mexico Nationwide resource coverage November 4, 2012
B2B Integration Points WHY INTEGRATE? November 5, 2012
Challenges Impacting Business Growth Limited Sales Channels Scalability market reach: operational cost increase Constantly updating product and inventory information Extra operational costs managing uptime, search, customer care Customer engagement, growth & keeping up with evolving consumer shopping patterns Long Quote to Cash cycles November 5, 2012
Integration Goals Eliminate redundancy Drive ef4iciency automate manual processes Scalability increase order volume Enforce existing business rules Companies save an average of 84.2% per transac6on* * Organisation for Economic Co- operation and Development (OECD) November 4, 2012
Who Should Integrate & When? Standalone Costs Integra6on Costs Data Accuracy Timing Product & Inventory Updates Order Entry Maintenance Development/ Implementa6on Licensing November 5, 2012
B2B ERP Integration INTEGRATION PLANNING November 5, 2012
Integration Planning & Design Connectivity Options REST SaaS or On Premise ODBC Connect Web Services Integration Tools Work4low Tools APIs Results Management System of Record November 5, 2012
Performance Real- time vs. Batch Master Data & Transaction Data Frequency of Change Change Capture/Triggers Data Volume # of Records # of Adds & Updates SaaS transaction costs and limits Timing of Events November 6, 2012
Data Preparation Data Mapping Data Pro4iling Data Type and Rules Validation Record IDs and Lookups November 6, 2012
Additional Planning Considerations Current Situation New or Existing Store? Development & Testing Environments November 6, 2012
B2B ERP Integration INTEGRATION IMPLEMENTATION November 5, 2012
B2B Integration Flow Approve Contact as Magento User Contact Customer Ship- to Email Magento Login Instruc6ons Browse Catalog, Pricing, Availability Parts Prices Inventory Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Invoices Shipment No6fica6on & Tracking November 4, 2012
Key Integration Points Master Data Customers Customer Groups Product Product Groups Inventory Pricing Payment Methods Shipping Methods Transaction Data Orders Shipments Invoices RMAs November 4, 2012
B2B Integration Points CUSTOMERS November 2, 2012
B2B Integration Flow - Customers Approve Contact as Web User Contact Customer Ship- to Email Magento Login Instruc6ons Browse Catalog, Pricing, Availability Parts Prices Inventory Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Invoices Shipment No6fica6on & Tracking November 4, 2012
Customers Leverage Existing Customer Data Contacts as users associated to company Shipping Locations ERP Customer (Billing Company) Customer (Billing Company) Shipping Loca6ons Contacts Addresses (Shipping Loca6ons) Customers (Contact) November 4, 2012
B2B Customer Integration ERP Contact Billing Customer November 4, 2012
Customer Supporting Data Customer Groups ERP Price Lists with Tiered Pricing can be associated with Customer Groups Product Tiered Pricing Payment Terms/Methods B2C Credit Cards Store Credit Gift Cards B2B Credit Cards Store Credit Purchase Order/Terms November 5, 2012
B2B Integration Points PRODUCTS November 4, 2012
B2B Integration Flow - Products Approve Contact as Web User Contact Customer Ship- to Email Magento Login Instruc6ons Parts Prices Inventory Browse Catalog, Pricing, Availability Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Invoices Shipment No6fica6on & Tracking November 5, 2012
Product Categories/Groups ERP System categories can typically Finance or Engineering focused vs. end user or Marketing focused November 5, 2012
Products & Attributes SKUs & Part Numbers Description & Short Description Are they end user focused in ERP? Prices Weight Inventory November 5, 2012
Inventory Availability ERP Inventory Data On Hand Inventory Available Inventory Available to Promise Scheduled Delivery requirements or Request Delivery Dates November 5, 2012
B2B Integration Points ORDERS November 4, 2012
B2B Integration Flow - Ordering Approve Contact as Web User Contact Customer Ship- to Email Magento Login Instruc6ons Browse Catalog, Pricing, Availability Parts Prices Inventory Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Shipment No6fica6on & Tracking November 4, 2012
Orders Automated order creation Eliminates double entry & errors Enforces existing business rules Shipping Methods Status Updates Cancellations Shipments (include carrier tracking data) Creates Shipment November 4, 2012
Credit Card Payment Integration Options Real world examples: Use Magento Processor All Major Payment Gateways Supported Authorize in Magento at Checkout Charge at Shipment in ERP Automated AR transactions in ERP Use ERP Credit Card Module Supports PayPal Pay4low Pro Authorize in Magento at Checkout Pass Authorize Transaction Details Standard Credit Card Processing from Shipment November 4, 2012
Additional B2B Considerations Multi- channel Orders One Stop for Order, Shipment, Invoice Status Return Management Authorization Return Policy Approval Process Needed? Reason & Trouble Codes November 5, 2012
Questions? Donna Barnett Chief Technology Of4icer Alternative Technology Solutions (877) 258-8411 x502 dbarnett@alttechsolutions.com November 4, 2012
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