Integrating a Complex Cloud Landscape

SaaS Provider Uncovers Benefits of Large-Scale Cloud Integration

We helped this SaaS provider integrate a large number of cloud applications using Informatica’s Cloud Integration Platform as a Service (iPaaS).

Overview

A SaaS provider needed a strategic approach to integrating a large number of cloud applications. That’s why they contacted Primitive Logic.

The Challenge

Our client was using multiple cloud applications — encompassing CRM, ERP, expense reporting, and other functions — and their infrastructure was located entirely in the cloud. Any transactions between applications were being done manually, which not only took time, but also exposed the organization to the risk of human error. They needed a strategic approach to cloud integration that could accommodate a large number of one-way and two-way data transfers:

cloud integration diagram

The organization was looking for a partner to design and execute their integration strategy using Informatica’s Cloud Integration Platform as a Service (iPaaS).

Why They Chose Primitive Logic

This client came to know Primitive Logic through our partnership with Informatica, shortly after we received the Informatica Partner of the Year award. They chose us based on our extensive experience in cloud integrations, our deep familiarity with Informatica’s products, and our expertise with Salesforce, NetSuite, Concur, and other applications.

The Results

Our first step was to complete the project requirements, including integration flows and detailed system-to-system mapping requirements. We then configured and coded the required tasks for implementing the various integration solutions and executed the integration using Informatica Cloud iPaaS.

In addition, we addressed a series of risks and issues to ensure a successful project, including

  • Provision of adequate environments (development, test, stage, integration, production)
  • Configuration of client platform
  • Development of scripts for integration
  • Collaboration with third-party SaaS providers
  • Ensuring an appropriate two-way API framework
  • Formalization of testing strategy
  • Reservation of client SME support

Planning to dedicate sufficient time and resources to these “hidden” activities helped ensure predictable outcomes to our initiatives.

Successful completion of the project yielded numerous beneficial outcomes, including a dramatic improvement in our client’s partner invoice process as a result of integrating data from its CRM and payables apps. “This allows us to have automation on purchase order generation, receipt creation, and invoice approvals,” said the client’s operations lead, “all of which will enrich the partner invoicing experience through speed and consistency. In addition, the automation will save a substantial amount of time.” In their partner invoice processes alone, our client saves the time equivalent of one full-time employee, with even greater time savings projected in the future.

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