What systems do you use or want to use at our company?
Please prepare a list of the systems and applications you want to integrate with your ERP or another enterprise system
Which modules or systems do you want to integrate?
What data within these systems is duplicated or scattered, which you would like to automatically synchronize in order to manage it from a single, designated source?
What is your current procedure for each business function/transaction?
Think in detail about each product, what data you want to transfer, in which direction (out of ERP or into ERP), if when data is transferred it needs to be modified, evaluated, validated or connected to parameters of code lists. How do you work with the data now? How does the whole process works?
How many records do you need to share?
Regarding this specific area, how many records will you transfer and what is the required frequency for updates? Do you work with scheduled intervals, or is a real-time synchronization necessary?
Do you have custom modifications within your ERP modules?
If you were involved in your ERP implementation, you might recall what adjustments were needed for a specific module to meet your business’s needs. Write them down. They can be crucial for integration.
What will you gain by synchronizing this particular module/process?
Faster processing? Time and cost savings? A reduction in errors? Less dependency on manual work? A competitive advantage? Increased profits? Sustainable growth?
Is it important for you to have notifications or overviews?
Do you want to have the integration process under control? Do you want to be informed if a problem occurs during the data sync?
What are the business implications for you if the data synchronization process is not seamless and reliable?
In a scenario where some records fail to transfer during synchronization (e.g., due to invalid data), what is the required resolution time to prevent a negative impact on your business?