DrPete Technology Experts was recently involved with a major client who required help with the integration and synchronisation of some of their core business systems. By using the industry's leading interface solution tool - Jitterbit - the team were able to rapidly build, test and deploy a robust interface between newly installed Salesforce (SFDC) and their established Microsoft Dynamics AX platform (AX).
Jitterbit provides a wizard, point and click, drag and drop transformation builder that was used to configure data flows between the aforementioned business applications. This has allowed the business apps to keep doing what they do best (SFDC for front end customer/sales interaction; AX for order processing and warehouse/inventory) yet still provide each other the necessary workflow data, without duplication and performance efficiency being compromised. Other features adopted through the project included: one time data loader (data from Excel spreadsheets and other databases); data synchronisation (customer contacts/addresses etc); workflow triggers and workflow/system scheduling.
And although Jitterbit already has useful templates (for many well known business applications like SFDC and AX) to get you started, Jitterbit UK also provided helpful guidance to some of the tricky customisation and proprietary setup at the client site.
With Jitterbit's technology solution now proven within the business, there are other initiatives in the clients' project pipeline that will benefit from the speed and robustness of deployment when applying this amazing tool.