4 Steps to a Successful System Integration

4 Steps to a Successful System Integration

You’re looking forward to enjoying more freedom and flexibility in managing your employee expense reports, timesheets and/or account payables. But first, you have to connect your new cloud-based service to your in-house accounting or ERP system. Since Nexonia’s specialty is deep and highly configurable system integrations,  your implementation process is sure to be smooth and steady.  But regardless of whether you’re integrating your ERP with one of Nexonia’s solutions or another Independent Software Vendor (ISV)’s product (such as Bill.com’s bill payment system or Avalara’s AvaTax sales tax solution), your integration can be implemented with ease —especially if you take a few simple steps:

1. Define Your Goals

Are you investing in new software and integrating it into a streamlined workflow to save time, money or improve your processes? While your answer to this question is surely, “YES!” it’s helpful to define exactly what you expect to achieve. For example, you might looking to:

  • Reduce manual processing of data by 10 hours/week
  • Get more visibility into spend to make budget optimizations
  • Lessen turnaround time on approvals to provide better customer service

This exercise will help set your team’s expectations and ultimately enable you to make the most of your system. Plus, you’ll be ready when it comes time to measure your ROI and evaluate your solution’s performance.

2. Prepare For Custom Configurations

Today’s expense and payroll solutions are designed to seamlessly pull all of your data, including user hierarchy information and your chart of accounts, over to the new system. They are programmed to support departments and classes (however they’re used by your organization) and any custom fields can be mapped according to your specifications. Before your new system enters development, share clear details on how your existing process works so configurations are managed correctly. This will help the team identify anything that isn’t an “out of the box” capability and ensure your company’s software administrators are hitting the ground running after the integration.

3. Know Your Data

It’s important that your data is usable—clean and in the right format—so it can be synchronized with the new solution. Prior to the integration, your implementation team will ensure your data is sitting in your systems correctly, but be sure to address any of your questions or concerns with the project manager early. There may be something different your users want to do with the data once it’s in the new system, and you don’t want to leave their success to chance. Some good things for your team to know: how often will the integration run? Can the data be synced on-demand? Will the process affect your network and create downtime? Will users need to do anything differently in their day-to-day work?

4. Get Ready To Go Full Speed Ahead

A systems integration is a process resulting in tremendous changes—it marks an exciting time for your accounting team and your organization as a whole. Rest assured, the efforts you put in up-front to plan for success will pay off in the end. It will enhance the way your team operates and add value where you only imagined it before. And, if you opt to move forward with a Nexonia solution integration, you can rest assured you’ll be in good hands.