Concept. Integration. ERP, MRP & CRM

Every business is under pressure to work more efficiently and effectively and there are numerous software solutions available to help across all aspects of an organizations activities.

These span all disciplines such as Accounting and Finance, Enterprise Resource Planning (ERP), Material Requirements Planning (MRP), Customer relationship management (CRM) and of course DriveWorks for Design Automation and Configuration.

A challenge then becomes to share data between all of these systems.

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Architecture

Understanding how important it is to facilitate integration in today’s business environment, and with so many different systems available, DriveWorks has been architected so that it is easy to pass data to and from other company systems.

DriveWorks Pro provides a number of different methods to make use of existing data within a company. These options are grouped as follows and are based on standard functionality inside DriveWorks:

  • Tabular data entered directly into DriveWorks using a Simple Table
  • Tabular data imported directly into DriveWorks using an Excel Data Table
  • Linking to a database table using an ODBC Data Table
  • Pulling data from a database, as it is needed, based on rules using GetData
  • Pulling data from a database, as it is needed, based on rules using QueryData
  • Differences between Simple Table, Excel Table, ODBC Table, GetData and QueryData
  • Programmatic access to an external system using the DriveWorks API*

* A Software Development Kit (SDK) is available to all DriveWorks Pro customers with an annual Subscription Support Contract.

Can I use DriveWorks with our company’s CRM system?

Yes!

This is a question that comes up quite often and the good news is that DriveWorks projects can be integrated with many other company systems, including CRM systems.

DriveWorks Pro can take data from CRM, use it, perform operations and calculations and then pass information on to other systems.

A DriveWorks Configurator project can use data directly queried from your CRM records. This information can then be displayed in your DriveWorks forms, perhaps as a customer list with billing and delivery addresses, or other business relevant options. DriveWorks is a rules-based system, so you can then set the rules that are to be applied to the information entered, and decide what happens to it.

This type of integration is a great time and money saver. Information does not need to be manually re-entered on the form and this in turn helps to cut down the potential for costly errors caused by mistyping.

As well as using data from CRM programs such as Microsoft Dynamics and Salesforce, DriveWorks Pro can also pass data directly in to other company systems such as Product Data Management Systems (PDM). There is an out of the box integration for DriveWorks Pro to SOLIDWORKS PDM Professional, which is also used by many companies using DriveWorks for Design Automation.

These are just a few examples of what can be done with DriveWorks through the flexibility of the underlying rules engine and the form design capabilities. You can implement DriveWorks to work alongside almost any company system.

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