Thursday, February 01, 2024

Systems Integration - Made Simple

Navigating various tools and platforms can be daunting, often leading to inefficiencies and errors (transpose errors in reporting is a classic example of this). However, with the right approach, professionals can integrate these tools and streamline the reporting process. Modern integration does not need to be complex. When completed, it will simplify project administration, enhance collaboration and thereby improve productivity.  

UniPhi has over 20 years of practical experience in integrating software into our database (hence the name). The application combines manual data capture via a core web application with integration into a variety of applications including Accounting software, EDMS, CRM, scheduling tools, cost estimating platforms and visualisation products. Plugins to Microsoft Office suite means any type of unstructured data can become structured simply by an end user rather than a developer.


Making project software integration a straightforward and efficient endeavour involves:

Define Clear Objectives:

Before delving into the integration process, it's crucial to define clear objectives. Understand what you aim to achieve through software integration – whether it's improving communication, data synchronization, or streamlining workflow. This clarity will guide your decisions throughout the integration process.  This is why we UniPhi have 'Kick-off workshops' to establish the objectives before we begin.

Choose the Right Tools:

Selecting the right tools for software integration is paramount. Ensure that the chosen software aligns with your project requirements and integrates seamlessly with existing tools. Opt for solutions that offer robust API (Application Programming Interface) support. APIs make integration more straightforward and less time-consuming.  The opportunity to discard some systems and just use UniPhi can also apply here, saving further money on discontinuing unwanted licenses or other obsolete subscription costs.

Let software tell you its wrong:

Most integrations will provide data validation before inserting records into a database. This includes checking account codes, business logic discrepancies, missing data and incorrect naming. This middle period of data cleansing is much simpler if you trust the configuration of the source system and it's associated API

Prioritise Data Security:

As integration involves the exchange of sensitive data between different platforms, prioritizing data security is non-negotiable. Choose software solutions that adhere to industry-standard security protocols, like UniPhi which is ISO 27001 accredited and can implement encryption measures to safeguard your project data.

Overall:

Simplifying project software integration is a strategic move that can significantly impact the efficiency and success of your projects, savings costs and hours. By following the above outline you can navigate the complexities of software integration with confidence. UniPhi make adopting and applying these strategies simple and intuitive, contact us and witness the transformation of your project management processes.

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