CRM/ERP Integration

Overview

This case study highlights the integration of a customer relationship management (CRM) system with an enterprise resource planning (ERP) system for a leading e-commerce company. The goal was to streamline business processes and enhance data visibility across both platforms.

Project Challenges

The client sought to automate data exchange between their CRM and ERP systems, ensuring seamless integration and eliminating manual data entry. The project required careful planning to ensure compatibility across both systems and to maintain data integrity.

Project Phases:

01 Background & Context

The project involved integrating a CRM system with an ERP system for a leading e-commerce company. The client wanted to automate data exchange and enhance data visibility across both platforms.

02 Agile Approach

The project followed the agile methodology, dividing it into six sprints spanning 18 weeks. Daily scrum meetings facilitated planning and changes.

03 Key Modules

The development phase focused on creating APIs for data exchange between the CRM and ERP systems. Key features included automated data synchronization, data validation, and error handling.

04 Technology Stack

The project utilized APIs, data mapping, and data transformation tools to ensure seamless integration. APIs were created to set up backend environments, and data mapping ensured accurate data transfer.

05 Testing

Continuous integration and development (CI/CD) ensured rigorous testing and deployment. Azure DevOps and Git were used for CI/CD, and Azure Boards for lifecycle management.

Overcoming Challenges:

One major challenge was ensuring data consistency across both systems. This was addressed through data validation and error handling mechanisms.

Technologies Used:

Final Impression

The client was highly satisfied with the work completed during the project’s second phase. They expressed their intention to continue the collaboration, engaging for the subsequent seven phases of the project and additional endeavors, solidifying the partnership.