Elevate 2024 Day 2: Unifying Business Processes Across Multiple Systems with Automation

The video explores how to unify business processes across multiple systems with automation. This session will delve into tools versus processes, integration strategies, and the benefits of automation in creating seamless, efficient workflows.

The Unifying Business Processes Across Multiple Systems video, presented by Lee Harding at Elevate 2024, explores how automation can streamline and integrate business processes across different systems. It discusses the balance between tools and processes, the evolution from custom interfaces to standardized solutions, and the benefits of automation in simplifying user interactions and ensuring seamless data exchange. The document also covers the use of data connectors for importing and exporting data, the customization options available, and the importance of scheduling, notifications, and logging for administrators. Emphasizing collaboration with customers, it highlights AIM's commitment to integrating various systems to support efficient workflows.

Key Topics Covered

  1. Tools vs. Processes

    • Importance of balancing tools and processes.
    • Simplifying processes for reliable and repeatable outcomes.
  2. Historical Context

    • Company’s long history of building custom interfaces.
    • Transition from custom interfaces to standardized solutions.
  3. Payroll Process Integration

    • Example of integrating payroll processes across systems.
    • Importance of seamless data exchange and automation.
  4. System Leaders and Integration

    • Identifying the source of truth for different domains.
    • Ensuring systems work together without replacing each other.
  5. Automate Solution Overview

    • Introduction to Automate catalog items.
    • Benefits of standardized solutions over custom interfaces.
    • Components of the Automate solution: integration components, business automation solutions, custom automation, and open API support.
  6. Data Connectors

    • Inbound Data Connectors (DCS): Importing data into the system.
    • Outbound Data Connectors: Exporting data to other systems.
    • Custom business rules and file generation.
  7. Advanced Automation Training

    • Training options for custom automation and open API support.
    • Steps to get started with advanced automation.
  8. Integration with External Systems

    • Embracing external systems as partners.
    • Examples of integrated solutions (e.g., Arc GIS).
    • Collaborative efforts with customers to solve complex issues.
  9. Practical Examples and Case Studies

    • Real-world examples of data connectors.
    • Transition from custom solutions to standardized products.
    • Customer success stories and feedback.