Forums for the Business Analyst

 
  Modern Analyst Forums  Business and Sy...  Software for An...  ERP and CRM Systems Integration Project
Previous Previous
 
Next Next
New Post 2/21/2017 9:05 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 9:23 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 Next
  Modern Analyst Forums  Business and Sy...  Software for An...  ERP and CRM Systems Integration Project

Community Blog - Latest Posts

Limor Wainstein
Limor Wainstein
Business analysts typically gather and interpret data from many areas within an organization, finding solutions to business problems and improving business processes with all that data. A business analyst may measure and improve on such disparate things as warehouse efficiency and cloud software implementation. A marketing analyst, on the other...
3 Responses
EA Learning
EA Learning
My current, favourite question for Executives and Architects is “How do you see Architecture operating in an Agile environment.” This question usually elicits a wry smile and a response along the lines of “I will need to get back to you on that!” Many people are wondering how Architecture will fair in the world of Agile. My ...
0 Responses
Limor Wainstein
Limor Wainstein
The age of cloud computing is now so firmly established that research firm Gartner predicted by 2020, a corporate "no-cloud" policy will be as rare as a "no-internet" policy is today. In the same press release, Gartner went on to predict that spending on compute power sold by cloud providers will exceed that of compute power sold and deployed into ...
0 Responses


Upcoming Live Webinars



Latest Articles

5 Business Analysis Trends to Watch in 2018
Jan 14, 2018
0 Comments
Given the speed of change, it is really tricky to predict what trends will grow in popularity or relevance. I am sure whatever emerges will seem obvio...
Featured Digital Library Resources 
Copyright 2006-2015 by Modern Analyst Media LLC