Integration Best Practice

A fit-for-purpose, robust data integration architecture provides the foundation for a well executed Salesforce® implementation that shares data with enterprise systems or 3rd parties. The definition of such an architecture requires specialised expertise in respect to the logical and physical design and the appropriate selection of tools and technologies.

Audit9 provides expert consultancy services that draw upon experience gained over two decades in relation to vendor agnostic system integration concerns and six years specifically focused on the Salesforce domain. Having worked on some of the largest Salesforce implementation programmes over recent years, the requisite expertise has been developed to ensure common mistakes are avoided and to validate the integrity of an integration architecture at design stage, before expensive implementation activities take place.

Audit9 is the developer of the Master Data Management solution clearMDM listed on the Salesforce AppExchange, and can provide expert consultancy in relation to addressing MDM requirements on the Salesforce platform.

Review

An independent, expert review of a proposed integration architecture at design stage can help to mitigate the risk of design flaws, the inappropriate choice of tools and technologies and the possibility that elements of the logical or physical design have been omitted or misinterpreted. Such issues can be expensive in terms of cost and time to rectify.

Existing integrations can also benefit from one-off or periodic review to ensure the ongoing efficiency and scalability of the solution or to reduce the risk of silent errors or process inefficiencies being introduced.

Definition

A well-defined and robust architecture should be the objective for any integration project. Audit9 can work as an integral part of the project team to help ensure this objective is met or can be assigned accountability for the delivery of the integration design. In either case; conceptual, logical and physical designs and related artefacts (diagrams, blueprint schematics) can be prepared and guidance provided in relation to integration design principles and practices to be implemented.

Implementation

In addition to data integration quality assurance services, Audit9 also provides an implementation capability. Projects of this type entail taking a validated, best-practice integration design forward into a well-executed integration solution. This typically involves the implementation of 3rd party middleware solutions and the development of on-platform technical components. Off-platform, bespoke integration solutions can also be developed using Java or .NET technologies, where required.

Audit9 can also help validate and execute data migration projects, ensuring the integrity and quality of data imported into the Salesforce instance.

Troubleshooting

Data integration issues can prove technically challenging and time expensive to resolve and may cause serious disruption to the related business processes. Audit9 can help to reduce the impact of such issues through a forensic analysis of the problem and the definition of mitigation measures and design improvements. An independent, fresh perspective, unencumbered by the history of the project, can often provide an efficient resolution path.

Vendor Selection

In the context of Salesforce data integration, there are a multitude of integration technology vendors, products and capabilities to navigate. Audit9 can help evaluate integration requirements against the available integration technology options with a view to identifying an appropriate, extensible technology choice. An over-specified or under-specified solution may have significant cost implications.

A clear understanding of the pricing model for specific integration technologies (endpoints etc.) is also imperative to ensure artificial architectural constraints are not introduced unknowingly.