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API Management 13 min

Boomi Best Practices: Through the lens of a client

Discover the transformative journey of a major retailer using Boomi's iPaaS. Our blog explores key strategies for effective integration, from application landscape analysis to proactive monitoring, ensuring seamless operations and scalability.

alfeu
Alfeu Dos Santos
Online Marketer
Boomi Best Practices Through the lens of a client

How better to show the quality of an iPaaS solution than to do so through the eyes of a company primed for digital transformation? Today, we’re looking at the journey of a well-renowned retailer and how their choice for Boomi propelled their systems to a new market and landscape.

A beloved retail brand known for its B2C cooking equipment and household items, had a long-standing reputation for providing exceptional customer experiences. When the COVID-19 pandemic hit, stores were forced to shut their doors, and consumer behaviour rapidly shifted, the company realized the importance of embracing a digital-first strategy to stay competitive and cater to changing landscape.

We invite you to join us on a journey through this client’s digital transformation, focusing on the best practices used that led to their success implementation of Boomi and the strengthening of their business. By exploring these crucial steps and the role of Boomi’s iPaaS solution, we aim to inspire and guide you to embark on your own digital transformation journey.

Navigating the Shift: A Digital-First Strategy with Boomi

For a company that relies on its welcoming shopping experience and creating an atmosphere conducive to the brand, the COVID-19 pandemic shook the company up in more ways than one.

Obviously, stores closed, so their main challenge was how to continue delivering a high-quality customer experience – while shifting from an in-person to an e-commerce environment. Secondly, the pandemic led to a surge in webshop visits and orders, adding significant pressure to their outdated ERP (enterprise resource planning system), logistics, and integration processes.

With these two challenges, this retailer knew they needed to shift to a more agile and streamlined way of doing business. Not just to keep the company afloat in the here and now but also lay a solid foundation for a more interoperable future. It became evident that adopting a digital-first strategy was the way forward.

Boomi’s iPaaS solution proved to be the best solution to transition their approach from a brick-and-mortar model to a click-and-mortar one.

The Importance of your ERP in Combination with your iPaaS

To thrive in today’s digital age, a multichannel strategy is no longer a luxury, but a necessity. The seamless and adaptive integration of critical components – ERP, WMS, PIM, CRM, and webshops – stands as the foundation for the success of such a strategy. This is where the magic of iPaaS steps in, acting not just as a connector, but as the lifeblood that fuels the entire network of components.

The traditional view of an ERP was as a monolithic giant overseeing multiple business departments, a concept now on the brink of obsolescence. The dawn of cloud-based SaaS applications has ushered in a transformative shift. Modern, forward-thinking companies now lean towards a best-of-breed strategy. Within this strategy, the use of applications that are best suited for specific tasks or departments is favoured, and the need for an iPaaS to weave them all together becomes clear.

However, the conversation isn’t simply about integrating your ERP with an iPaaS solution. It’s about understanding the tapestry of all business applications, intricately woven together based on primary business processes. It’s a shift in focus: from viewing applications as the central components to placing business processes at the heart of operations. In this paradigm, iPaaS emerges as the nervous system, harmonizing these processes.

But for a multichannel strategy to be successful, the backbone is the flawless integration of several key components. This is where iPaaS shines. Let’s break down the components and see how iPaaS ties them together:

ERP (Enterprise Resource Planning): Your ERP system manages and integrates different business processes, such as finance and human resources, into one combined system. It helps in keeping data flow organized and decision-making consistent throughout the company.

Aligning an ERP with your iPaaS serves you in multiple ways:

  • Improved Data Exchange
    An iPaaS enables the efficient and automated exchange of data between your ERP system and other applications, systems, or services. This ensures that your ERP system has access to up-to-date and accurate information from various sources, while also making the data available to other systems as needed.

  • Further Process Automation
    By integrating the ERP system with other applications and services through iPaaS, you can automate various business processes and workflows, reducing manual tasks and improving overall efficiency.

  • Enhanced Analytics and Reporting
    The integration and monitoring capabilities of an iPaaS let you consolidate and analyze data from your ERP system and other sources, resulting in more comprehensive and insightful reporting and analytics and eventually better decision-making.

  • Added Scalability and Flexibility
    iPaaS solutions like Boomi are designed to offer a scalable and flexible approach to integration. So having an iPaaS connected to your ERP makes it easier and more cost-effective to adapt to changing business needs and requirements.

WMS (Warehouse Management System): This is the control tower for all inventory, storage, and distribution processes. In a multichannel strategy, where goods might be sold on different platforms, it’s crucial to have a system that ensures stock availability and timely delivery.

PIM (Product Information Management): Your PIM system manages product details and makes sure they appear the same across all sales channels. This consistency means that whether your customer looks at a product on a website or an app, they see the same information.

CRM (Customer Relationship Management): Your CRM is a system that tracks and studies customer behaviors and likes. This data helps in creating tailored communication for customers on different platforms.

Webshop: The digital storefront. It’s where the digital customer experience comes to life, and where the products or services are displayed for online visitors.

Boomi Best Practices #1: Defining Clear Objectives

The need for an iPaaS and in this particular case, the need for Boomi goes hand in hand with getting clear on the objectives your organization is after. When it comes to choosing your iPaaS, and this certainly accounts for the ones we offer at Yenlo, they are all great at integration. But it’s the use case and your business needs that determine which iPaaS is the right solution for you.

In the case of this client, what stood out was the need for a scalable, fast-to-implement, and easy-to-handle integration platform. A platform that could help them shift to a multi-channel API-driven approach that not only served customers during the pandemic with the same level of quality customer experience but also prepared them for a future that lay beyond. One that integrates a wider network of suppliers, third-party services, manufacturing, logistics, and warehouse inventory. Here are some best practices for defining your own goals and objectives:

Understand your organization’s needs: Start by assessing your organization’s needs and challenges. Talk to key stakeholders from different departments to identify areas where integration can improve efficiency, collaboration, or customer experience.

Identify key metrics and desired outcomes: Determine the specific metrics and outcomes you want to achieve with Boomi iPaaS integration. For example, you may aim to reduce manual data entry, increase data accuracy, or streamline the order fulfilment process.

Prioritize integrations: Based on your organization’s needs and desired outcomes, prioritize the integration projects that will have the greatest impact. Consider factors such as the complexity of integration, resource requirements, and potential return on investment.

Align integration goals with business strategy: Ensure that your integration goals are in line with your organization’s overall business strategy. This will help you demonstrate the value of Boomi iPaaS integration to stakeholders and secure necessary support and resources.

Boomi Best Practices #2: Application Landscape Analysis

Now that you have your objectives clear, it’s time to align them with your current application landscape. By understanding the intricacies of your existing systems, platforms, and processes, you can create a tailored integration plan that matches your unique business needs, that starts by identifying dependencies, redundancies, and gaps within your systems. This in-depth exploration will help you gain a clearer picture of areas that require optimization, allowing you to address these issues effectively and efficiently.

When analyzing your application landscape, there are six key stages to consider. These stages will help ensure a smooth and effective integration process, ultimately benefiting your organization. Here’s what you need to know:

  1. Discover and Catalog
     Start by identifying all applications, systems, and platforms in your organization. This provides a clear overview of your application landscape and reveals how different components interact with one another, setting the stage for efficient integrations.
  1. Map Dependencies
    Next, examine the relationships and dependencies between applications, systems, and platforms. Understanding these connections can help you pinpoint potential bottlenecks, areas of risk, and opportunities for improvement, allowing you to prioritize integration tasks effectively.
  1. Identify Redundancies and Gaps
    By scrutinizing your application landscape, you can spot redundancies (overlapping functionalities or duplicated systems) and gaps (areas where your organization’s needs aren’t being met). Identifying these issues can streamline your application landscape and guide future integration projects.
  1. Assess Integration Requirements
    Determine the specific integration requirements for each application, system, and platform, taking into account factors like data formats, communication protocols, and security needs. This understanding ensures a seamless and efficient integration process.
  1. Prioritize Integrations
    With a clear grasp of your application landscape, dependencies, redundancies, gaps, and integration requirements, you can prioritize your integration projects based on their business impact, complexity, cost, and available resources.
  1. Develop an Integration Roadmap
    Finally, create a detailed integration roadmap that outlines the sequence of integration projects, timelines, and resource allocation. This roadmap serves as a guide for your organization, ensuring a well-planned, organized, and executed integration process.

Boomi Best Practices #3: Utilize Boomi’s Core Capabilities

After the analysis and getting clear on your integration roadmap, you can start looking into the core capabilities of your preferred iPaaS. In the case of Boomi there are a few that truly stand out and make this an incredibly powerful integration platform built for scale. This was also noticed by this multinational retailer as their core objectives led straight to Boomi’s iPaaS solution. These five Boomi capabilities played a crucial role in its success:

Low-code development

Boomi’s intuitive, low-code platform allowed this client to reduce development time and complexity. This user-friendly approach enables your teams to easily create and modify integrations, even without extensive programming knowledge. As a result, you can quickly respond to changing business needs and accelerate your digital transformation journey.

Scalability

The client knew that with the rising demand in online shopping and thereby the possible geographical expansion and penetration of other consumer markets, they were in need of a solution that could easily scale up and down. Being cost-efficient and ready to turn up the volume when required. Boomi’s iPaaS platform scales seamlessly to support your growth. This flexibility allows you to focus on your business objectives without worrying about outgrowing your integration solution.

Data management

There are few integration platforms that understand data management as well as Boomi. Especially with it’s dedicated Master Data Managament features, you can be sure your data integrity is on point and consistent across your entire application landscape. That was also the case for the client as they were able to make better informed decisions based on reliable data, improving their overall business efficiency.

API management

Being ready for a new digital first approach to business means to lead with APIs. The company was able to expand both their internal processes as well as client-facing services by leaning heavy on API management. With Boomi, the retailer could efficiently design, deploy, and manage APIs, improving communication between applications and facilitating seamless integration. This allowed them to expose data and services from their applications to external partners, enhancing collaboration and enabling new business opportunities.

Connectivity

A final core capability of Boomi that is particularly helpful if you’re embarking on your new digital transformation journey is having an extensive library of pre-built connectors to simplify the integration process. For our client case, this library allowed them to connect various applications, systems, and platforms with much more ease and faster time-to-market.

This also eliminated the need for custom coding and reduced the risk of errors, ensuring a more streamlined and efficient integration process. With Boomi’s robust connectivity options, the company could focus on optimizing their operations rather than dealing with technical integration challenges.

Boomi Best Practices #4: Monitor and Optimize Integrations

When your integrations are running smoothly and it’s nicely connected to your ERP and other systems, you’d want to make sure they keep consistent. Here are the best practices for monitoring and optimizing your integrations with Boomi.

Adopt a forward-looking monitoring strategy

Our well-renowned retailer discovered that anticipating potential issues before they occur is vital for sustaining uninterrupted operations. By consistently observing the status and performance of integrations, you can quickly pinpoint any inefficiencies or potential obstructions, stopping bigger issues in their tracks.

Set up customized alerts

Boomi’s platform boasts a customizable alert feature tailored to your distinct needs. Our retailer, for instance, set up specific notifications for crucial events or any unexpected activity. This way, they were instantly aware of any developments that demanded swift action.

Leverage built-in dashboards and analytics
Boomi offers an extensive suite of pre-configured dashboards and analytics instruments. These tools can be adapted to your unique needs, helping you gain a deeper understanding of your integrations.

Regularly review and update your integrations
As market dynamics shift, integration requirements adapt. Our retailer made it a practice to regularly revisit their integrations, introducing necessary updates and refinements to maintain peak efficiency.

Design with growth in mind
With Boomi’s iPaaS solution, it’s crucial to conceive integrations that grow in tandem with your enterprise. The retailer made sure their integrations were structured with a scalability perspective, catering to the rising requirements of their flourishing online business.

Boomi Best Practices #5: Get Assistance for Future Growth

Through the use of new ERP components and their Boomi iPaaS, this client was able to shift from a brick & mortar to a click & mortar company. With the pandemic, obviously the market was geared towards e-commerce practices, but even after the world ‘opened up’ again, the digital-first foundation that they, kept growing their e-commerce activities.

Not only were they able to navigate the economic and societal difficulties, they were able to plan for growth and doubled down on swinging momentum in the favour of their long-term goals and objectives for digital transformation.

This client took Yenlo on board as their system’s integrator for Boomi. That way the company didn’t have to go through all the aforementioned stages by themselves – especially in the midst of a pandemic when the core business required most attention. No need to reinvent the wheel if you have an expert driver by your side. The Boomi best practice here is to seek expert help to find the shortcuts and create a stable foundation for your digital-first integration approach.

What shifts are you about to make?

In conclusion, Boomi’s iPaaS solution proved to be instrumental for this client’s digital transformation journey. By identifying and improving crucial processes, they have successfully transitioned to a click-and-mortar business model, delivering exceptional customer experiences and driving growth in their e-commerce operations. Boomi’s support for the client’s future growth demonstrates the power of iPaaS solutions in helping businesses thrive in today’s rapidly evolving digital landscape.

At Yenlo we’ve found that a lot of companies are still operating with a slow and error-prone point-to-point approach to integrations. iPaaS solutions, like Boomi’s, are propelling companies to the top of their markets due to the increased effectiveness, agility, time-to-market, and reducing of costs. When you’re ready to embark on this journey, we’d love to help you find your best practices and become a showcase example of integration technology fit for the future. Get in touch today to speak with one of our Boomi experts.

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