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Connect existing integrated global Salesforce solution to a new SAP R/3 system

Project duration: 1 year, 10 months

Brief description

Two affiliates of a group customer are switching from a locally customized SAP R/3 system to an SAP system configured according to the company standard. As the current ERP system is already fully integrated with CRM Salesforce cloud solution the approximately 30 interfaces need to be switched, too. The exchange of master and transactional data between the systems must be continous not to interrupt business of the approximatly 800 active CRM users. PTA is accountable for planning, configuration, activation and testing as well as accompany the go-lives with country representatives.

Supplement

Within the main project of switching SAP systems in the background for the given countries, PTA supports the interface – driven connections between the involved ERP system and the global Salesforce.com CRM Cloud solution. In this scenario SAP PI and Microsoft BizTalk Server are processing messages flowing to and from the involved systems, following the architectural approach of an Enterprise Service Bus (ESB). PTA covered conceptioning, planning, configuration and monitoring of the BizTalk application which is responsible for the specific orchestration, processing and mapping of the individual messages.

Subject description

Salesforce.com is used to implement sales and service management at the customer. The complete lead-to-cash process starting with the first contact of a potential customer, via opportunity handling to the deal is covered by the features of the system. Repair visits of technical experts are planned based on inbound customer complaints as well as regular maintenance visits as granted by individual service contracts. A planning board helps to identify and assign the appropriate field service engineer based on availability, skills and technical requirements of each service visit. The engineers document their work in Salesforce from where it's forwarded to the ERP system for invoicing. Spare parts ordering and management completes the features of the service module.

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