Drew FordDirector of Operations| Business InstrumentsKs, United States
In the current PM tool market their is always a need for the tool to integrate with the companies other tools.
If you could have your pick what are those 3rd party tools?
What API's would you like to see out there? Saving Changes...
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Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
Hey Drew,
Typical project management tools offer low-level integration, for example with single applications - think Excel, Visio or Access.
I would like to see these tools integrate at a higher level with ERP tools - E-Business Suite, SAP, Salesforce ... Ideally, the tools would integrate via REST and/or SOAP APIs.
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1 reply by Drew Ford
Mar 02, 2016 10:27 AM
Drew Ford
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Stephane, if I understand you correctly you are looking for your sales crm tool to initiate the project once a sale is completed or for when the project is finished it connects with the accounting tool to trigger invoices?
They definitely need to integrate with the corporate e-mail system, Exchange and/or Lotus Notes.
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1 reply by Drew Ford
Mar 02, 2016 10:28 AM
Drew Ford
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I think integration with email is common now with PM tools. We connect with gmail and exchange for example.
Saving Changes...
Drew FordDirector of Operations| Business InstrumentsKs, United States
Mar 01, 2016 8:59 PM
Replying to Stéphane Parent
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Hey Drew,
Typical project management tools offer low-level integration, for example with single applications - think Excel, Visio or Access.
I would like to see these tools integrate at a higher level with ERP tools - E-Business Suite, SAP, Salesforce ... Ideally, the tools would integrate via REST and/or SOAP APIs.
Stephane, if I understand you correctly you are looking for your sales crm tool to initiate the project once a sale is completed or for when the project is finished it connects with the accounting tool to trigger invoices?
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1 reply by Stéphane Parent
Mar 02, 2016 2:40 PM
Stéphane Parent
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Exactly, Drew.
Saving Changes...
Drew FordDirector of Operations| Business InstrumentsKs, United States
Mar 02, 2016 10:00 AM
Replying to John Herman
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They definitely need to integrate with the corporate e-mail system, Exchange and/or Lotus Notes.
I think integration with email is common now with PM tools. We connect with gmail and exchange for example. Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
Mar 02, 2016 10:27 AM
Replying to Drew Ford
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Stephane, if I understand you correctly you are looking for your sales crm tool to initiate the project once a sale is completed or for when the project is finished it connects with the accounting tool to trigger invoices?
So, when I use the PM tool to send out reminder e-mails to my project staff requesting Status Update, the PM system can receive the reply e-mail and parse it to get the info for Status, and then update the database with that info? If no, and it's just sending out reports and reminders, and not receiving and parsing replies, then you don't have the kind of e-mail integration that I am expecting.
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1 reply by Drew Ford
Mar 02, 2016 4:16 PM
Drew Ford
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John,
I get what you are saying now. We actually have that in development right now as this was requested by some of our clients already, so we should be releasing that feature soon.
Saving Changes...
Drew FordDirector of Operations| Business InstrumentsKs, United States
Mar 02, 2016 3:48 PM
Replying to John Herman
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So, when I use the PM tool to send out reminder e-mails to my project staff requesting Status Update, the PM system can receive the reply e-mail and parse it to get the info for Status, and then update the database with that info? If no, and it's just sending out reports and reminders, and not receiving and parsing replies, then you don't have the kind of e-mail integration that I am expecting.
John,
I get what you are saying now. We actually have that in development right now as this was requested by some of our clients already, so we should be releasing that feature soon. Saving Changes...
Drew FordDirector of Operations| Business InstrumentsKs, United States
We now have the capability to create tasks from email- without logging into the system. So one can create a task, assign it with all the details all from there email. Interested in seeing what we have done then please message me and I will send you out a link. Saving Changes...
Drew, I see the benefit in integrating with IT timekeeping/time-sheet applications and IT configuration management applications (some ERP tools have timekeeping built-in), as well as issue management applications such as JIRA
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1 reply by Drew Ford
May 06, 2016 4:49 PM
Drew Ford
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Samuel,
We have timekeeping and time sheet capability already built into the tool!
Saving Changes...
Drew FordDirector of Operations| Business InstrumentsKs, United States
May 06, 2016 4:39 PM
Replying to Samuel Vaddi
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Drew, I see the benefit in integrating with IT timekeeping/time-sheet applications and IT configuration management applications (some ERP tools have timekeeping built-in), as well as issue management applications such as JIRA
Samuel,
We have timekeeping and time sheet capability already built into the tool! Saving Changes...
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