MIGRATION TO NETSUITE FOR COMPREHENSIVE CRM DATA INTEGRATION

NetSuite CRMHealthcare Wearable Technology

By Pawan Sharma

Client Overview

The client is a global technology company that develops and produces personal health and wellness software and integrated hardware products, particularly their scanning technology. Since its inception, the client has overseen various technological innovations that benefit the health industry utilizing paid subscriptions to monetize.

CRM Data Integrationsection
CRM Data Integrationsection

Project Overview

The Problem:

Chetu's main objective was to migrate from WCF (Windows Communication Foundation) to NetSuite for better visibility through a cloud based CRM solution. The client wanted to leverage NetSuite to manage customers' account profiles and billing information to allow the client to be able to process customer and partner information, as well as edit and update data with NetSuite, via two-way communication.

The Fix

Chetu used various technologies to realize the client's project, including:

  • NetSuite Sandbox
  • Visual Studio 2013 platform
  • xUnit-Moq.Net
  • NuGet (package manager)
  • GIT (version control)
  • Third Party Resharper (for Code Refactoring ELMAH)
  • Auth0
  • Telerik Kendo UI controls
  • Bootstrap (for screen responsiveness)

For successful integration between NetSuite and the existing data, Chetu performed an extensive mapping exercise through a phased approach based on functionality, which matched the data in two sources and converted it when needed. Extensive research was done based on available documentation, reference to the NetSuite Sandbox (test and development server), and co-ordination with the client.

The Result:

The client is now able to create and edit account profile information, along with billing details and referral programs for main products. NetSuite provides a variety of packages, and based on the client's preference, Chetu used the web services rather than the front end interface to keep their UI interface uniformed with the rest of their website, optimizing workflows.

CRM Data Integration hero technology used
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