ERP system integration Guide
ERP (Enterprise Resource Planning) systems help you to transform, integrate and scale your business. It keeps the integrated data usually handled by different departments so that managing company data becomes seamless. ERP Integration is simply connecting and synchronizing your ERP software with other business applications such as eCommerce (front-end), CRM (Customer Relationship Management), EDI (Electronic Data Interchange), marketing tools such as analytics, and other databases and data points that your business operates with.
ERP software is a complex system, and companies from different industries require different specific functionality. It is an important tool for finance, accounting, risk management, and many more industries. Here are some basic features useful for any company regardless of its business area:
Finance management & accounting
- Storing the documents and templates;
- Tracking the company’s money flows;
- Automated calculation, making simple operations;
- Preparing financial reports.
Procurement & inventory management
- Keeping the lists of approved vendors and goods;
- Automated generation & sending the purchase orders;
- Shipment tracking.
Manufacturing
- Planning production management, tracking that the company has the necessary materials and production capacity;
- Real-time status of production of the different goods;
- Calculating the production time, supply-demand comparison, production planning.
Order & Warehouse Management
- Integration with warehouses, distribution centers, retail stores;
- Real-time tracking of order delivery to the customer;
- Preventing order losses;
- Planning the work according to the expected order volume;
- Cutting shipment expenses.
Supply Chain Management
- Tracking each stage in the supply chain: sub-suppliers & suppliers, manufacturers & distributors, retailers & customers;
- Managing returns, refunds, and replacement of goods;
- Integration with procurement, manufacturing, order & warehouse management.
Customer Relationship Management (CRM)
- Storage of customer & prospect information and communication & purchase history;
- Sales management, lead generation;
- Handling marketing campaigns.
Workforce Management & Human Resources Management
- Monitoring the workers’ schedule, task management;
- Overtime & KPI management, preparing salary & tax reports;
- Tracking time off, vacations, sick leaves;
- Employee document storage: performance review, job descriptions, benefits.
The benefits of ERP system integration for Enterprises are huge and here are some important ones :
- Improved productivity & cooperation
- Cost-effectiveness
- Improved data access
- Enhanced data security
- Data analytics & visualization
- Scalability
For big enterprise-level companies deciding on an ERP system is an important strategic choice. The Jelvix team can help you determine which program will be most effective for your company. It’s essential to consider how the business operates while aligning a potential ERP solution with your organization’s goals.
