Need to integrate some systems for your business? Not sure how much it will cost or where to start?
Our integration planning guide has some information on how to plan your integration. Maybe you want to get a quote before you plan, to determine your ROI and decide if you want to take it further.
How do you go about that? What information do you need to provide a company like WDCi to enable them to give you a quote for your integration?
The key is in describing your use-case(s) and your business objective(s).
Here are some simple tips:
1. Describe your business process that you want automated – avoid any technical ideas or data level detail (that can come later). Some simple business processes (use-cases) might be:
- When I change my Sales Opportunity to closed/won, I’d like an invoice to be created automatically in my financial system. When the invoice is paid, I’d like visibility of that payment in my sales system OR
- When I add certain tasks to my projects (in my project management system), I’d like these tasks to generate bug issues in my issue tracking system. When the bugs are updated or completed, I’d like those updates to be reflected back in the project management tool – providing visibility to the PM. OR
- I need to synchronise my Customer data across our CRM, ERP and Sales Automation systems. When a Customer is updated in one of them, I want that information to be reflected in the other two systems.
2. If you understand the process flow and sequence of events, draw that up, it will help you flesh out how it really works. Your drawing could be just a few simple boxes and arrows, as long as it describes the flow you expect. If you don’t understand the flow, focus on the high level detail of describing the process in plain language.
3. Identify the systems you want integrated, what version are you running?
4. Contact us
If you focus on the applications involved and the business process you want to automate between these applications – we’ll take it from there, work with you and provide a quick quote for your review.
We have vacancies for consultants to join our Kuala Lumpur team. The roles will be primarily focused on Data Migration and Data Integration. There also exists the opportunity for the right individual(s) to expand their knowledge in the SSO and Identity Management area if they are interested.
WDCi has 3 main areas of expertise:
- Data Migration
- Data Integration – with specialist expertise in SaaS integration
- SSO and Identity Management – with a focus on SaaS SSO
Design, Develop and Support Integration solutions built on the leading SaaS integration platform Boomi Atomsphere. Design and build data migration, ETL and integration solutions using the leading open source integration tool – Talend.
- Design: 10%
- Development: 40%
- Implementation: 20%
- Support: 30%
- Ability to work with remote team members.
- Flexible approach to work breakdown, can do what needs to be done on the day.
- Ability to work remotely with customers.
- Highly motivated to improve self knowledge and team knowledge.
- Good attention to detail.
- The ability to work in a rapid environment, while maintaining a high standard of delivery and communication – our mantra is “rapid but not reckless”.
The good stuff:
- You will work with a team that values respect and enjoys their customer involvement and the projects they work on. We’re here for the long haul and we want you to enjoy the journey with us.
- Gain exposure to SaaS technologies, including salesforce.com, Netsuite, RightNow, Sugar, JIRA Studio, Accept 360 – and the list goes on.
- Help us to expand our suite of packaged integrations.
- Learn to build Connectors for Boomi and Talend.
You will need to have the following:
- Background in data migration or data integration.
- Experience with either ETL tools or data integration tools.
- The ability to understand and extract customer use-cases for integration.
- Experience with customer support.
Interested? Send us your details to firstname.lastname@example.org.
Time to blow our trumpet and party (briefly) before we get on with it.
Happy birthday to the WDCi team. 2 years old, 50+ global customers and the opportunity to work with some really great people.
Thanks to the team, and more importantly thanks to our customers for making it all happen and laughing with us along the way.
Ping Identity allows you to universally login to your SaaS applications, using Salesforce as your user identity store.
No need to install, configure, manage, maintain and backup a local Active Directory or LDAP user store if you don’t want to, just have Salesforce manage the user identities.
What does this mean?
- You can use Salesforce as your source of user information and login credentials for your other SaaS and Internet applications.
- Users login to the Salesforce portal, then directly access their other Internet-based applications by simply clicking a link.
- No further authentication is required, minimizing login failures and password resets.
Our CTO (Walter Dewildt) captures the benefits well – “”With Ping Identity’s Universal Login, Salesforce becomes the hosted identity provider, reducing license, infrastructure and ongoing maintenance costs of traditional identity stores, while leveraging the Salesforce platform’s reliability and security.”
Check out the full press release here.
Single Sign on (SSO) for salesforce.com can take various forms.
The Winter 10 version supports SAML2 for salesforce.com and the Salesforce partner & customer portals. It does not support SAML2 for Salesforce Sites yet. (Sheduled for a coming release).
When setting up SSO here are some issues you should consider:
- What is your User or Identity store? Is it an internal store such as Active Directory, Oracle access Manager or a Custom LDAP? or do you want to use a cloud based store like Salesforce, or Google to manage your user identify information?
- Do you have more than one user identity store?
- Do you want to auto provision (activate/create) the Salesforce users (Just in time) or do you have an existing provisioning process?
- Do you want to allow deep linking to URLs? or always force people to login via a “home page” or “dashboard” ?
- Is SSO for your internal users or your customers/partners. Do you have separate data stores for each?
- Do you want users to keep existing usernames & passwords or get a new “single” username/password?
- Should I use salesforce.com’s Delegated Authentication model or the SAML2 SSO?
Sounds like a lot to think about.
The reality is that there are many variants and solutions to meet your specific requirements.
At WDCi we have been looking at these issues for a while and using our partnership with Ping Identity to provide solutions to Single Sign On requirements for Salesforce.com and other systems.
Take a look at the Identity pages on our website or contact us for more information on the right solution for SSO for your company.
If you are using Jira as an issue/defect management system and you have a separate support system, you may have all the dilemmas like the others:
- You need to purchase additional user license for each developer to access to your support system
- You need to purchase a new user license for each support engineer to access Jira
- Support tickets are not linked with an issue in Jira
- When an issue is resolved in Jira, customers are not updated in the support system
The above scenario are some common integration challenge you will see in most organisations who are using Jira and other case/ticket management system such as Salesforce, RightNow, Parature, etc. With our RIO solution, we can help you to solve this problem.
Benefits of integrating these systems together:
- You don’t have to purchase extra seats/users in both system
- Developers and support engineers can now collaborate better
- Engineer can act as a communication medium between developers and customers
- Jira issues can be linked with multiple support cases. Developers can prioritise based on the priority and urgency of an issue.
- Once a Jira issue is updated, customers will automatically receive update from the support system