Forums for the Business Analyst

 
  Modern Analyst Forums  Business and Sy...  Software for An...  ERP and CRM Systems Integration Project
Previous Previous
 
Next Disabled
New Post 2/21/2017 8:05 AM
Unresolved
User is offline Terry
1 posts
No Ranking


ERP and CRM Systems Integration Project 

Hellow World,

I am a new business systems analyst and have just been assigned my first ever CRM and ERP systems integration project. We currently use MS Navision version 4.02 for utility billing. However, some Navision users use Navision to log and track queries from clients, making it difficult for customer services and operation to track queries on escalating issues over multiple systems.  We would also like our meter readers to access previous readings/invoices and enter up-to-date monthly meter reads for each meter through our CRM Salesforce mobile app, using their handheld devices.

We have recently rolled out Salesforce across our business and would like to push this as the master CRM across service lines while Navision acts as slave billing too which handles invoice creation. Invoice data from SF will have to link up into Navision for this to happen, we also would like queries from SF to be Sync’d to Navision in real time and vice versa.

I would like to your opinion on the following, please?

1. How to approach this project; as a business systems analyst where you will begin

2. What modeling techniques will you apply for analysis work and what key areas am I to pay attention to; understanding data which will support the process etc. 

Thanks

 
New Post 3/7/2017 8:23 AM
User is offline BPMDoctor
1 posts
No Ranking


Re: ERP and CRM Systems Integration Project 

Hi Terry,

I saw this post and I thought it could answer some of your questions.

http://blog.triaster.co.uk/blog/how-can-process-mapping-help-with-the-implementation-of-an-erp-system

Good luck,

Alex

 
Previous Previous
 
Next Disabled
  Modern Analyst Forums  Business and Sy...  Software for An...  ERP and CRM Systems Integration Project

Community Blog - Latest Posts

Sanjay Yadav
Sanjay Yadav
 Challenges in Implementation:     I’m a strong believer of putting finishing touch to any initiative. Project Initiation is always tough and complex and need lots of research but if BA is unable to give the finishing touch then he is not done yet. So, I thought to put few of my views, challenges and observations during...
1 Responses
Surbhi Mahnot
Surbhi Mahnot
All professionals talk about identifying business needs, identifying requirements to create tools so that they can help businesses take better decisions. In your career as an IT professional, I am sure at some point you must have heard terms such as “Requirements”, “Business Requirements”, “Software Requirements”...
0 Responses
Edward
Edward
A few weeks ago, one of my colleagues surprised me with a statement he made during our team meeting that the information technology age is coming to an end. I looked at him in complete disbelief. How can the advances that have brought so much convenience to our lives be said to be coming to an end.  I thought he must be mistaken, and just like...
0 Responses




Latest Articles

5 Tips for Success with Packaged Solution Requirements
Mar 29, 2017
0 Comments
A common challenge of enterprise Business Analysts is the discovery, understanding, and description of requirements in the context of implementing pac...
Featured Digital Library Resources 
Copyright 2006-2015 by Modern Analyst Media LLC