Better Intelligence with BI Integration

Better Intelligence with BI Integration

Do you have a shortage of sources you’d like to use to improve your business intelligence?  Didn’t think so.  Today’s organizations want to gain insight from many different, often disparate, sources.  Cobbling this information together manually in order to run reports is a time consuming, inefficient process that can take away from product efforts in the name of analytics.

You need BI integration.  Luckily Jitterbit is here to help!

Consider this scenario:  A client is entered into the CRM system as a lead from the website.  The sales team offers customization as a benefit to closing the deal.  The engineering team logs their hours in a project management application.  Once the project is completed the client is billed and the transaction is stored in a financial database.  With BI integration, all of this information is available in one place and easily analyzed.

Let’s change the scenario slightly: The client is entered into CRM and sales closes the deal in the same manner.  However, the engineering team goes over the estimated number of hours required for customization and logs those hours in the time management application.  The deadline may slip unless overtime is approved, which increases the cost.  If the client is not billed in time, financial targets may not be met.

Without BI integration the data is not mirrored to a data warehouse or similar system for reporting, a manager may not become aware of the issue or may make future decisions based on bad data.  Integrating these systems allows for a single view of every project, allowing the manager to give an accurate financial forecast.

While it is vital to the performance of the organization, individually accessing systems and databases to understand what is happening is not an effective use of time and may not be conducive to identifying trends and issues.  Data sources can be as varied as Excel files and flat files, such as XML and CSV, to ODBC databases, to enterprise applications like Salesforce, Dynamics, or SAP.

Using Jitterbit, an organization can pull data from all these sources and synchronize it with a data warehouse — allowing you to connect your business intelligence tool of choice and to start gathering deep, useful analytics.  Operating at higher efficiency in this way can save time, money, and allow for easier identification of business trends and issues.

For further information, please check our AWPRx success story, and visit our Salesforce Integration solutions page, then give us a call!