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SharePoint & ERP Integration
Transcript of SharePoint & ERP Integration
Girl Geek Dinner
Agile Forum Vietnam Customers often ask: "Can SharePoint be
an ERP solution?" What is an ERP? How about SharePoint? An Enterprise Resource Planning is an integrated system that manages both internal and external resources and management information across an entire organization in real-time. 5 development stages of a business 1. Existence 2. Survival 3. Success 4. Take-Off 5. Resource
Maturity critical to the company important & managed Modestly irrelevant Financial accounting Management accounting Human resources Manufacturing Supply Chain Management Sales & CRM Project Management Data "silos" critical to the company facilitate flow of information between business functions
manage connections to outside stakeholders Time consuming
Tedious tracking and reporting
Unreliable data Financial accounting Management accounting Human resources Manufacturing Supply Chain Management Sales & CRM Project Management Data "silos" Time consuming consolidation
Tedious tracking and reporting
Unreliable data Rationalize Why have both? What's new in SP 2013 ? Business Connectivity Services SharePoint is an enterprise collaboration and content management platform which enables users to connect each other and share the information across an organization. Create and manage content
Streamline Business Process
Visualize information Industry best practices Search Document management Portal Collaboration Plant floor connectivity Access control Business process flexibility HR BI Production HR Finances HR BI Production Finances SharePoint as an ERP alternative? + online
+ access control
+ revision SharePoint & ERP integration Case Study 1 Order-to-cash:
Billing Case Study 2 HR modules:
Performance Review Industry: Telecommunications Industry: Healthcare Develop verticalization Develop flexibility +flexibility +policies +access control +faster deployment Strong governance
Business Process reviewed ERP/SharePoint
Common challenges familiar UI Composite BCS Solution types 1. OData Support as data source 4. CSOM API 3. Enhanced external lists (perf., sort, filter, export to excel) 5. BDC models scoped for app level, not to farm level 2. Eventing framework for external notifications Example 2 Surface Business data:
Business Intelligence Industry: Retail +visibility +user interface Example 1 Real time alert:
analysis Industry: Manufacturing +reactivity +collaboration Plant Floor Quality control Prod. manager Supply Chain manager Account Manager Executives ERP Data ERP Data SharePoint ERP Financial integration One step further towards the cloud Thank you! Agile Tour 8th & 9th Nov. Next dinner: 1st Nov. @hoanganhphan email@example.com Out-of-the-Box connectors: SQL Server, WCF/WS 1. BCS models 2. External Content Types connectivity information, data definitions, behaviors
stored within the BDC Metadata Store, not in the SP content database
typically a database view or table External system XML metadata, at farm level (not sandbox) 3. External lists UI to interact with ECT
SharePoint lists with some limitations (workflow, event, RSS, REST) Custom connectors (SAP) or .NET assembly (data aggregation) migrate to ERP sales, stocks, customer, provider, etc. material, stock, energy, etc. Even with ERP, users still have a need for tools to :
produce report, presentation
collaborate, be social + + + Cloud readiness Automated data