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The American consumer electronics and networking company sought to optimize its business operations by integrating Salesforce with its Oracle E-Business Suite (EBS). The objective was to streamline sales processes, manage vendor information, and improve data exchange between the systems. The 2-way integration involved integrating Salesforce with EBS to synchronize Offer, Vendor, and Sales Form data bidirectionally. The integration was planned for a duration of 1 month.
Business Challenges
● No visibility on manual Claims Creations in ERP:The lack of real-time visibility into claims creation in the ERP system caused delays and inefficiencies in claims processing.
● Manual Claims and Approval with Wrong Entries: The manual claims creation and approval process led to errors and inaccuracies in claim data.
● No Visibility in Financial Transaction Failure: The absence of real-time alerts and monitoring made it challenging to identify and resolve financial transaction failures between Salesforce and EBS.
● On-Time Payment to Vendors: Ensuring timely payments to vendors was difficult due to delays in claim processing and approval. Managing available vendors and onboarding new vendors posed challenges in vendor management.
● Independent Team & System, Communication Gap: The independence of teams and systems resulted in communication gaps and disjointed processes.
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