
Why you need Core Business Platform
Businesses are under continual pressure to cut costs, stay ahead of their competitors and deliver quality goods and services to their customers. At the same time, technology is continually evolving and the expensive software systems a business purchased a mere two years ago are now out of date, data is at risk of being hacked and stolen, and investors demand business growth.
How we help businesses
Business stakeholders and tech teams are often misaligned in projects and goals, the Core Business Platform ecosystem can help to solve these issues by using tested methodologies to design our solutions, making sure that business outcomes are always at the forefront.
Use Case
1
Integration of three business processes:
CRM | ACCOUNTING | OPERATIONS
PROBLEM
An enterprise has purchased a subscription to a new CRM platform and they need to move all their existing customer data from their accounting and operations systems to the new CRM. These records will have to be kept in sync so if a new user is created in the operational software, user data will be inserted in the accounting and CRM systems. Same for the case when user data is updated.
SOLUTION
Core Business team can implement a sync service that leverages integrations with all the systems involved and deploy a user interface (UI) to manage the mappings and rules required. This UI can be available for the enterprise users or for the Core Business team.
Use case examples
Business processes we can streamline
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Business Operations
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Shipping
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Brokering
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Employee onboarding
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Human resources
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Logistics management
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Inventory management
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Payment processors
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Client relationship management
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Communication
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Payroll
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Invoicing
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Accounting
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ERP modernization
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Business intelligence reporting
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And more
Use Case
3
Integration of three business processes:
SPREADSHEETS | DATA WAREHOUSE | BUSINESS INTELLIGENCE
PROBLEM
An enterprise relies on spreadsheets to calculate performance metrics and KPIs. Enterprise users must download spreadsheets from various sources to calculate these metrics and KPIs. The process is time consuming and error prone. Metrics and KPIs take too long to calculate.
SOLUTION
The Core Business team can implement a data warehouse and an ingestion process that can pull data via API, DB or upload spreadsheets from file storage. Data ingestion would be scheduled and monitored. Data would be aggregated and displayed in a BI tool of choice or embedded in an operational console or third-party web app like Salesforce, WordPress, custom website, etc.
What you can get...
Configurable user interface and custom reporting integrated with all your vital data sources.
Business process automation utilizing a powerful workflow engine.
Robust data management—including collection, aggregation, augmentation, visualization and distribution—supported by data vault and business intelligence tools.
with API builder and event-driven architecture, allowing for cost-effective scalability.
Flexible platformincluding an authentication and authorization layer.
Strong security, compliance and governance,Documentation of your business processes to enable continuous improvement.
Use Case
2
Integration of four business processes:
CRM | ACCOUNTING | OPERATIONS | INVOICE AUDITING
PROBLEM
An enterprise uses multiple systems to operate their invoice auditing process. This process involves data that lives in three different software systems. Operational software contains some of the customer data like credit limit. Accounting software contains invoices aging, and the CRM software contains contact data. Users auditing the invoices need to jump between systems to complete their auditing process.
SOLUTION
The Core Business team can develop an operational console and a backend that integrates with all systems involved and use a workflow engine to keep track of the state of the auditing process. Enterprise users will be able to access all information in one screen and have a customized UI for their specific needs.