Salesforce and QuickBooks integration

data integration best practices

Salesforce.com Data Integration Assessment

The Salesforce.com Data Integration Assessment is a packaged service, with standardized deliverables, scope, and pricing. The assessment service includes a detailed analysis of your existing information flow, databases and applications with the goal to extract value from your Salesforce.com deployment. This supports decision- making processes by presenting paths to optimization through gap analysis and assessment of areas for short-term and long- term redesign and improvement.

Description
Data Integration Assessment
Inputs
Interviews with stakeholdersReview of existing information flow, data sources, data targets
Review of the objectives, success criteria and risk factors for the upcoming integration
Review of related data management systems
Develop Integration requirements (short/long-term)
Scope of Work
Identify current data integration tools and custom code being deployed
Compare against standard best practices:
Requirements management;
Project planning;
Meta data management;
Change / configuration management;
Quality assurance and testing;
Recommend remediation activities
Outputs and Deliverables
Initial study
Presentation of results
Executive report with:
Gap analysis;
Areas of strength and weakness;
Ranked deficiencies;
Areas of information integration improvements;
ROI hypothesis;
Printed report binder with slides;
Interactive electronic version of report.
Typical Duration
2-5 days for on-site assessment, depending on scope of and complexity of integration
Typical Effort
2-5 days for on-site assessment
2-5 days for off-site analysis and deliverables preparation
Pricing
Starting from $10,000.00. Please contact us or call (617) 848- 5959 to learn more.

Our Solution, Your Benefits

Through a combination of tools-based and consultative discovery and analysis, Apatar will provide you with a detailed Executive Report and Recommendations that will help you bridge the gap between your current and desired information flow, and have an accurate estimate of the upcoming Salesforce.com deployment, data migration and integration risks, costs, and duration.

Maximize Your Processes

1. Compare your current Salesforce.com deployment plans against standard best practices.
2. Discover missing, yet fundamental, components required for an Salesforce.com deployment and information integration within your organizations.
3. Receive an analysis of the financial impact and Return on Investment which your organization can leverage as a result of the Salesforce.com deployment and information integration initiative.