We have evaluated our current CRM and ERP systems and procedures. Currently, there is a custom module that is causing performance issues including failed registration orders. This results in Customer Service staff having to re-enter registration orders, as well additional work for Finance staff. This custom module also creates a barrier when upgrading our ERP system.
Eliminating the custom module in our ERP system will relieve our system of these performance issues and allow the Registration orders to be processed within another system, GoSignMeUp. This will result in a more effective process and also allow Retail Sales to be processed differently. With less stress on customer duplicates, our ERP system can integrate with the website web
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Since the CRM and ERP system was not built out-of-the-box to handle registrations in any form, CRS has used a third-party application to handle those types of orders. That third-party app was clunky, slow and caused many data integrity issues.
In April 2014, we removed that application from the systems and customized a module of the ERP system to handle registrations. This was a major improvement for our internal processes and system performance. It put our system back to a more normal, out-of-the-box setting, with the minor custom configuration to an ERP module. However, there are still some issues with this custom module:
• Sometimes the system does not register the participant correctly, and re-invoicing has to occur
• The ability to upgrade is effected – we would have to remove the custom module, upgrade the system, and reinstall an upgraded version of the custom module. This would require more development time.
• The current custom module prevents us from integrating into the website which would be ideal for streamlining the retail product order process
This report will discuss my proposal for a project of implementing an online registration and event management system. Specifically, GoSignMeUp (GSMU). Essentially, this will separate the Retail Sales order process and the Registration order process. This will eliminate the need for a custom module in our existing ERP system.
GoSignMeUp vs. Custom Module
We would implement GSMU to process registration
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