How to Find the Right ERP Integration Provider

Digital transformation is the future of business practices and procedures, so your company needs to ensure that your ERP system integrates smoothly with other automation software applications that you need.

If you are in need of a new ERP system for your business, then you’ve come to right place. It can be confusing and stressful to determine which ERP integration provider is a good fit for your company’s needs, but with a little bit of planning and research, you easily pick the right provider.

We’ve provided an outline of the different types of ERP systems and some advice to help you chose the Enterprise Resource Planning software and provider that will give you all the tools you need to improve efficiency, cut costs, and speed up business processes.

What is an ERP System? 

Before we get into the different facets and tools that an ERP system has to offer, lets define ERP. ERP stands for Enterprise Resource Planning and it is a business process management software. The software is almost like your company’s collective brain, communication system, and filing cabinet. This means that ERP software stores, manages, and integrates company data across teams and departments to in one central database to streamline workflows.

Most ERP systems are used to manage business finances like billing, purchase orders, invoices, sales orders, payroll, and all other company profits or expenses. Because this data is often translated and shared between departments, ERP systems integrate with automation software in other departments like AP Automation software in the Accounts Payable department, Sales Order Automation software in the sales department, and HR Automation software in the Human Resources Department to share real-time information.

ERP systems remove the need for manual business processes that are error-prone and waste time. 

ERP systems remove the need for manual business processes that are error-prone and waste time.  Most companies use ERP primarily for financial management but the software has many different features to offer and there are also multiple different types common application integrations that we’ll explain below.

Customer Service ERP Integration

Customer service ERP integration is better known as IT Service Management (ITSM) and can increase customer satisfaction with tools to support consumers like problem and incident management. The software can manage return orders, repair scheduling, and other self-service capabilities for a seamless and easy customer experience. 

ITSM is a great software tool that can be adjusted to your company needs while providing you visibility into ways to grow and improve for even better customer interactions.

CRM ERP Integration

CRM stands for Customer Relationship Management and it is another software that can provide exceptional customer experiences while streamlining workflows. CRM stores customer data like addresses and past orders for more personalized shopping experiences and faster checkouts.

CRM ERP integration also offers customers more visibility into the order process so they can easily track their package and estimate when it will arrive at their door. For any company with an online store, CRM will help you meet the customer demand for faster shipping, easier tracking, and more tailored shopping experiences. 

Collaborative efforts to fulfill orders between departments and team members are also seamless with CRM integration because each department will have access to updates in customer data or sales orders in real-time. Supply chain management is greatly improved with all of the customer and stock data in one secure cloud.

E-Commerce ERP Integration

E-Commerce ERP integration allows for automatic inventory updates on the E-commerce platform of your choosing and on your business’s end by sharing data through the ERP system. Real-time data updates in stock levels or price changes will save your business from common mistakes that lead to being unable to fulfill an order.

Project Management ERP Integration

Project Management ERP integration offers easy collaboration efforts and updates for projects between staff members and departments. Project managers can easily see an employee’s progress on an assignment while employees can have full awareness of deadlines and scheduling expectations. The software helps managers prioritize projects for their staff members and make realistic expectations for efficiency based on data projections.

Business Intelligence ERP Integration

Business Intelligence (BI) ERP Integration offers data and insights to all employees across departments. The software allows for the easy share of suggestions and accurate forecasting for informed decision-making. Business management software helps to drive employee experience by giving every team member a voice and space to contribute to business decisions.

ECM ERP Integration

Enterprise Content Management (ECM) ERP integration will help your company transition to a paperless office by storing all of your business documents, forms, and files in a secure cloud-based system.

ECM integration offers easy document sharing, added security, E-signatures, collaboration tools, and more for seamless business practices and communication. ECM software also drives ROI by expanding the value of a single technology implementation and streamlines workflows. Cloud solutions like ECM are the best tools for decluttering your filing cabinets and getting that office organized with a centralized database of digital files.

This central database also clears up communication issues by improving the general flow of communication with interdepartmental visibility. Employees with granted access can easily pull up a document from the ERP system that has been integrated with ECM software because of the With the anypoint platform.

AP Automation ERP Integration

Accounts Payable (AP) Automation fixes the invoice approval process by streamlining the process with electronic forms and automated workflows. With AP Automation integrated into your ERP system, managers can easily approve an invoice and send it on to the next step of the process with automated approval workflows.

The software also removes the need for manual data entry by Accounts Payable departments because Intelligent Data Capture (IDC) scans the invoice and captures relevant data automatically and then sends it on to the next step without the need for manual entry. 

Sales Order Processing Automation ERP Integration

Sales order processing automation software similarly integrates with your ERP system to streamline the sales order process with IDC. Customer orders, shipping addresses, and other important data may be easily misentered through by sales staff manual processes, but with Sales Order Processing Automation artificial intelligence ensures that all data is correct before swiftly moving the order on to the next step.

HR Automation ERP Integration

HR automation software keeps Human Resources departments organized with employee data and onboarding processes in one common database. When new hires need to sign documents or complete onboarding steps, HR staff will have real-time insight into the new employee’s progress while the new hire can easily sign documents with e-signatures without printing them out and wasting paper.

Human resources management software is one of the most common integration software solutions because it streamlines the onboarding process so new employees can get to work promptly after hire. The software also stores valuable employee data in a cloud-based ERP system where the information has restricted access to prevent security leaks.

Choosing the Right ERP Provider

Choosing the right ERP provider for your company begins with determining which ERP software integrations your company needs. ERP providers may offer custom integrations and a wide range of software, so it is best to reach out with a plan for your current business operations.

If your business is a hospital or clinic, you could benefit from an HR Automation integration, but you probably don’t need E-commerce integration. Communicate with your company’s different departments and analyze your regular business practices. If there is a practice that is consuming too much paper or taking too long, then there is probably are cloud systems and ERP integration software to streamline your workflows.

With advanced planning, you can research providers who specialize in connected systems for your essential business functions. Providers may try to upsell with integrations that your company won’t utilize, so be firm about the key features that you need. However, you will also want to think ahead for business growth. Providers may be able to assist you with additional features for cloud-based applications or automation software that will set you up for a smoother digital transformation in the future.

Overall, ERP integration software will provide cost savings by streamlining workflows, reducing paper usage, and removing the object of human error. 

Overall, ERP integration software will provide cost savings by streamlining workflows, reducing paper usage, and removing the object of human error. Document sharing and staff communication will benefit from data stored in a single database and visibility into business insights will increase. The future of business is digital transformation with the automation of business processes, so you are already on the right track by reading this article.

Mosaic offers ERP Integration Services that are tailored to your needs. Contact us today to begin your company’s digital transformation with ERP Integration solutions.

All About Integrating your ERP with your ECM

When your organization needs to complete your daily financial tasks, you don’t take out a pen and paper and get to work. You’ve likely already invested in an ERP (Enterprise Resource Planning) system that allows you to manage your organization’s finances, and while that solution can be great on its own, it becomes even stronger when coupled with a smart ECM (Enterprise Content Management) solution. Many assume that the two exist separately, doing separate tasks, but DocStar was designed to work WITH your ERP, not just alongside it.

What is an ERP?

ERP, or Enterprise Resource Planning is a business process management software that helps manage and integrate a company’s finances. It also manages key tasks such as supply chain, operations, reporting, manufacturing, and human resource activities. An ERP is what keeps a business’ wheels turning each day, and ensures that they can plan properly for the future.

What is an ECM?

ECM, or Enterprise Content Management, is a way to manage your organization’s data in a way that allows it to be accessible, secure, and organized. It is a way to eliminate the reliance on paper in daily tasks and helps protect crucial information for your organization.

Mosaic offers robust ECM solutions that help businesses store, organize, and protect data. Rather than existing as merely a digital filing cabinet, our solutions are designed to work with your existing software to ensure long term success.

What does software integration mean?

By integrating your ERP with your ECM, you can make the most of both investments.

DocStar ECM can easily be integrated with common ERP and line of business systems such as MS Dynamics, Sage, Epicor, Oracle, SAP, Infor, and others.

DocStar is built to integrate with these systems without the need for complex work from your IT team.

Why integrate your ERP with your ECM?

Beyond simplifying your workflow with integration, there are clear benefits to investing in a solution that works with your ERP. Integration works especially well within AP Automation, where you can synchronize data between DocStar AP Automation, enterprise content management and any enterprise application for streamlined business processes.

A key problem integration solves is eliminating the need for duplicate data entry and going back and forth between different applications to complete day to day tasks. For employees working in accounting, this can save time better used for other more meaningful tasks. It also reduces the possibility of incorrect data being entered into your systems, which when added up can save your company a significant amount of money.

Within accounting, another major productivity waster is the “stare and compare” often required when validating data. Integration eliminates that by automatically validating data before inputting into your accounting software for additional efficiency.

Integration can also vastly improve your data visibility with real-time updates, making decision making much easier.

What are the next steps?

If you’re already using an ECM, you can ask how your system can integrate with your ERP. If you currently aren’t taking advantage of the benefits of a digital content storage system, there’s no time like the present to invest in a solution.

Mosaic is here to help! We’ll gladly share how our ECM solution integrates with your ERP and answer any questions you might have. Give us a call at 1-800-387-7859.

Understanding E-Signatures

“Sign on the dotted line!” How many times do you hear that phrase when completing forms? You likely have had to sign your name countless times throughout your life, starting out by writing it at the top of your homework in kindergarten and then including it on nearly every form since. 

Your signature is just as unique as your fingerprint, and it can hold a lot of weight. It’s your mark of commitment on contracts, your security on checks and credit cards, and your stamp of approval on office paperwork. 

The problem with these traditional signatures though, is that they’re a pain. Typically these forms are piles of paper that someone has to go through and mark off where they need to be signed, and then you sit there, pen in hand, signing and initialing. It takes time that could be spent doing more valuable tasks, and it’s certainly not enjoyable. 

Fortunately, E-Signatures alleviate much of that. 

What are E-Signatures?

According to current U.S. legislation and the Electronic Signature & Records Association (ESRA), E-Signatures are defined in technical terms as “an electronic sound, symbol or process that is attached to or logically associated with a record and executed or adopted by a person with the intent to sign the record.”

In layman’s terms, an e-signature is a mark on an electronic document that captures the signer’s intent to approve or accept the contents of that document. E-Signatures are just like a physical signature, just digital. 

Do E-Signatures have the same weight as regular signatures?

E-Signatures have the same legal standing as a handwritten signature as long as it adheres to the requirements of the specific regulation it was created under. Some of these requirements might include:

  • The document signer can be uniquely identified and linked to the signature
  • The signer is the only party with access to the private key used to create the signature
  • The signature must be able to identify if the associated data has been tampered with, post-signing
  • If the data has been changed, the signature must be able to be voided

Fortunately, E-Signature software is designed to comply with these requirements and ensure that the documents being signed have the same legality of physical documents with pen and ink signatures. 

How can I utilize E-Signatures?

With DocStar Enterprise Content Management (ECM), you also get an embedded electronic signature capability developed using the DocuSign E-Signature API. You can access DocuSign from within DocStar ECM workflow tasks and ad hoc actions for all DocStar ECM document content, forms, and packages. 

This integration means that accessing and signing off on approvals and agreements is simple, quick, and secure. Need someone else’s signature? You can easily upload and send documents to others to complete anywhere at any time. No more waiting days for mailed documents or for them to print, sign, and scan, you can even send reminders and check on the status so you know exactly where the document stands. 

The combination of DocStar ECM plus DocuSign eSignature allows for a comprehensive contract management system and facilitates end-to-end business workflows. In scenarios where content validation with eSignature is required for documents, forms, and packages, this integration shines. 

Within DocStar ECM, DocuSign maintains a complete, automated history of every viewing, printing, sending, signing, or declining activity on a document. Once a document is signed, a certificate of completion is attached in DocStar ECM as proof of the signing. With DocuSign, you can be confident that your technology meets current regulations and statutes, such as the Uniform Electronic Transactions Act (UETA), the U.S. Federal ESIGN Act, and E.U. Directive 1999/93/EC, and others.

Let us help

Being DocStar implementation specialists, Mosaic can help implement this integration and help your organization complete advanced workflows to automate your entire end-to-end process. Give us a call at 800.387.7859 to set up your customized demo.