Efficient and quick, and accurate information exchange between business partners is fast becoming essential for business success. This not only helps in reducing operating costs by making timely decisions, but also helps improve service to end customers. Examples of these processes are:
- Receiving or sending invoices from your in house ERP system to external invoicing platforms
- Exchange of purchase order data with suppliers
- Inventory or fulfilment data flow from either external vendors
- Payment integration from in house ERP systems and banks or payroll providers
Several critical business processes are still manual and paper based, without using software to track the processes and keeping a record of decisions made around these processes. Several companies use multiple software for their business processes – data flow between these different softwares often becomes a manual process. Examples of these processes are:
- Online customer facing websites to backend inventory management and order fulfilment systems
- Customer Relation Management systems to backend ERP systems
- Approval requests on documents such as purchase order and invoices, customer invoices, expenses, requisitions etc.
- Issue logs around internal projects, customer service requests, inter-departmental inquiries
- Human resource processes such as vacation requests, hiring and onboarding
- Travel requisitions and expense reports
- Compliance on schedule events and procedures
- Escalation and reporting of workflow events to senior management based on business rules
Often times these integrations are not very efficient because of lack of workflow in case of exceptions and errors because of business rules. There are no business processes which monitor these errors and exceptions to make sure they are handled in time and quickly.
Panni helps organization resolve these integration and workflow issues by leveraging Microsoft technology stack. We offer a full service by not only building the workflow engine through SharePoint, but also building the integrations between systems using Microsoft BizTalk as the middleware.
Our approach to handling workflow and integration projects is as follows:
- Firstly we map the process flow between functions, vendors or customers and do a process optimization to streamline the information flow and data flow.
- Work with the business to develop future state business processes and escalation guidelines for the new automated processes.
- Leverage Microsoft technology stack to develop the workflow engine and integrate with other systems if required.
Our methodology ensures not only the workflow automation is in place, but also ensures that the organization is ready to move towards managing their workflow digitally from a manual paper based method.
Contact us today on how we can help you in process automation and integration by leveraging the power of SharePoint.