top ten integration targets for sugar

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TOP TEN INTEGRATION TARGETS FOR SUGAR Glenn Johnson Senior Vice President Magic Software Americas @glenn4pr @MagicSoftware #SugarCon

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Learn how you can automate business process integration between Sugar and third-party applications using the pre-built library of application and protocol adapters in the Magic xpi Integration Platform. Explore specific business process flows such as opportunity to order conversion between Sugar and third-party ERP systems. Discover the benefits of integration monitoring, synchronization, enterprise mobile mash-ups and more.

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Page 1: Top Ten Integration Targets for Sugar

TOP TEN INTEGRATION TARGETS FOR SUGAR

Glenn Johnson

Senior Vice President

Magic Software Americas

@glenn4pr @MagicSoftware #SugarCon

Page 2: Top Ten Integration Targets for Sugar

CRM Profit Cycle

2

Page 3: Top Ten Integration Targets for Sugar

Integration Enhances CRM Profit Cycle

3

Page 4: Top Ten Integration Targets for Sugar

6 of top 10 Integration Touchpoints are to ERP Systems

4

Page 5: Top Ten Integration Targets for Sugar

5

#1 Opportunity to Order Conversion

Lead

Opportunity

Account

Contact

ERP Sales Order

convert lead-to-opportunity

conv

ert o

ppor

tuni

ty-to

-ord

er

Page 6: Top Ten Integration Targets for Sugar

6

#2 Address Book Integration

CRMERP

address book integration

Page 7: Top Ten Integration Targets for Sugar

7

#3 Accounts Receivables Integration

CRMERP

credit status integration

Page 8: Top Ten Integration Targets for Sugar

8

#4 Inventory/Warehouse Integration

CRMERP

inventory status check

WMS

Page 9: Top Ten Integration Targets for Sugar

9

#5 Payroll Integration

CRMERP

sales commission calculation

Page 10: Top Ten Integration Targets for Sugar

10

#6 eCommerce Integration

• abandoned cart-to-opportunity sync

• closed order sync• activity sync• address book sync• Master Item Data

sync

Page 11: Top Ten Integration Targets for Sugar

11

#7 Work Order Integration

Lead

Opportunity

Account

Contact

ERP Sales Order

convert lead-to-opportunity

convert opportunity-to-order

gene

rate

wor

k or

der

Work Order System

Page 12: Top Ten Integration Targets for Sugar

12

#8 Supply Chain Integration

Lead

Opportunity

Account

Contact

ERP Sales Order

convert lead-to-opportunity

convert opportunity-to-order

supp

ly ch

ain

fore

cast

ing SCM System

Page 13: Top Ten Integration Targets for Sugar

13

#9 Product Lifecycle Management Integration

CRMERP

eCommerce

PLM

master data synchronization

Page 14: Top Ten Integration Targets for Sugar

14

#10 Mobile Integration & Apps

• Composite CRM, ERP and other systems– data mash-ups– process orchestration

• Online and Offline apps• Location and Context Sensitive

– process specific– industry and business specific– location aware– device enhanced features

• barcode• photo attachments• etc.

Page 15: Top Ten Integration Targets for Sugar

Databases, Frameworks

Enterprise Applications

Grid deployment, Cloud and On-Premise, Shared-Nothing architecture, In-Memory Messaging, Async/Sync.,

Context, Scalability, Security

Enterprise Adapters

Comprehensive Enterprise Architecture

Orchestration, Transformation, Routing, Transactions, Monitoring, Management

Protocol Adapters

Page 16: Top Ten Integration Targets for Sugar

Smarter Technology

Page 17: Top Ten Integration Targets for Sugar

Magic xpi Flow Editor

Visual: Drag, Drop and Configure

Page 18: Top Ten Integration Targets for Sugar

Magic xpi Data Mapper

Visual: Drag and Map Data Connectivity

Page 19: Top Ten Integration Targets for Sugar

CASE STUDY

Sennheiser Electronic GmbH & Co. KG – Integration of SugarCRM and JD

Edwards

Page 20: Top Ten Integration Targets for Sugar

About Sennheiser:Turnover: € 584.4 million (2012) Number of employees: 2,329 people worldwide (2012 average), 1,226 (53 %) in Germany and 1,103 (47 %) abroad

Manufacturing plants:Germany (microphones, headphones, wireless microphone and monitoring systems, conference and information systems, aviation headsets)Ireland (headphones, audiology products, monitor loudspeakers, integrated systems products)USA (wireless microphone and monitoring systems)

Sales subsidiariesFrance, Great Britain, Belgium, the Netherlands, Switzerland and Liechtenstein, Germany, Denmark (Nordic), Russia, Hong Kong, India, Singapore, Japan, China, Canada, Mexico and the USA

Page 21: Top Ten Integration Targets for Sugar

21

Sennheiser Selects Magic for Central Integration Plattform

Sennheiser automates business processes across SugarCRM and Oracle JD Edwards; The first of many integration projects planned with award winning Magic xpi Integration Platform.

The Challenge• Central Integration Platform to integrate ERP from Oracle JD Edwards with CRM from

SugarCRM and other systems of a heterogenous IT landscape (IBM Content Manager ECM, Product Labeling System PLM (CIM Database), Lotus Notes, Microstrategy etc.

• Platform needed to be flexible, scalable, easy to use and maintain

The Solution• Magic xpi`s standard adapter for JD Edwards and SugarCRM made lengthy

programming of interfaces unnecessary• Flexible and stable Central Integration Platform in a hub-and-spoke architecture • Process Automation with synchronization of account data, sales information, vendor and

invoice data

Page 22: Top Ten Integration Targets for Sugar

22

Sennheiser Selects Magic for Central Integration Plattform

The Benefits• Standard adapter made integration quick and easy to implement• Future integration projects, changes or reacting to business requirements can also be

performed quickly and easily• Integration Platform provides a clear architecture for efficient maintenance and prevents

Spaghetti Code• No data silos by integrating the whole IT landscape• Automation of business processes increases productivity• In-Memory Computing Architecture for high availability, elastic scalability and 24/7

business continuity

Page 23: Top Ten Integration Targets for Sugar

Application Landscape

(7) Tesa

(1) SugarCRM

(2) IBM Content Manager

(3) PLM CIM database

(4) Guardus CRQ

(5) LVR - Warehouse

(6) Product Labeling(8)

Microstrategy (BI)

(9) Lotus Notes

(10) WUP

(11) EDI

Magic xpi

(12)

(13)

(14)

JD Edwards

EnterpriseOne

ERP

Sennheiser Selects Magic for Central Integration Plattform

Page 24: Top Ten Integration Targets for Sugar

Magic xpi Architecture at Sennheiser

Magic xpi Process Engine (Server)Magic xpi Process Engine (Server)

SugarCRM

OpportunitiesAccountsContactsLeadsCampaignsTargetsTarget ListsCasesCalenderCallsMeetings………

JD Edwards

IBM Content ManagerMicro Strategy (BI)Lotus NotesWUPProduct LabelingLVR WarehouseGuardus CRQPLM CIM DatabaseTESA

etc.Scalability Scalability Transaction

Security

Transaction Security Error-HandlingError-Handling

Monitoring via Magic xpi MonitorMonitoring via Magic xpi Monitor

Integration ProcessIntegration Process

Regelbasierte Implementierung der

logischen Flow‘s

Business- Rules

Business- Rules

Graphical Modelling

Graphical Modelling

Rule based Implementation of

logical flows

Rule based Implementation of

logical flowsAdapterAdapterComponentComponent

Page 25: Top Ten Integration Targets for Sugar

Magic Software Enterprises empowers customers around the globe with smarter technology that delivers a multichannel user experience for enterprise processes

and business logic and data

Page 26: Top Ten Integration Targets for Sugar

A global provider of application development and business integration

platforms

Focused on business

needsInnovative technology

Proven experience

Who We Are

Page 27: Top Ten Integration Targets for Sugar

Corporate Overview

EstablishedIn 1983

NASDAQ (MGIC)

15 offices Worldwide

>50 Countries

>1000Employees

>2,500Global Partners

ThousandsOf Customers

Millions Of End-users

Page 28: Top Ten Integration Targets for Sugar

Global Presence

R&D Labs

Regional Headquarters

Support Centers

Page 29: Top Ten Integration Targets for Sugar

THANK YOU

[email protected] (949) 250-1718

@glenn4pr #SugarCon