Imagine a smart box that not only communicates with over 500 different systems, but also comes with a network of experts ready to craft bespoke solutions tailored to your organisation’s unique needs. Welcome to the world of the d.velop platform – the all-rounder for digital software integration. In today’s business landscape, where processes span a multitude of applications, it’s crucial to have a partner that enables fast, cross-system data exchange. With the d.velop platform, you achieve not only seamless connectivity but also a significant acceleration of your business operations.
Why Cross-Application Software Integration Matters
Modern business processes are complex and often involve multiple applications – from customer relationship management to financial accounting. A smooth flow of information between these systems is not just desirable, but essential for saving time, avoiding errors, and ultimately boosting productivity. The d.velop platform makes this possible by connecting systems so that data is available exactly where and when it’s needed. The range of integration options is extensive:
Standardised integrations with systems like Salesforce, SAP, or Dynamics 365 are available via dedicated components. These allow for scenarios such as audit-proof document storage, integrated information management (e.g. customer, supplier, or HR files), or end-to-end invoice processing – all with minimal effort.
Other systems are connected via various app builders on the d.velop platform, often in collaboration with partners who bring deep expertise in specific systems, such as DATEV. Low-code and no-code connector platforms like Microsoft Power Automate are also supported, with d.velop offering a certified connector. And if your preferred system isn’t yet included, you can create a custom integration using numerous REST-based APIs or the d.velop process studio. Look at the overview of all integration options.
Three Real-World Examples of Software Integration with the d.velop Platform
Example 1: Standard Integration with Salesforce
Integrating a document management system into Salesforce is a prime example of efficient information management in modern organisations. This native integration enhances Salesforce’s basic DMS capabilities with a powerful document management solution.
This enables centralised, secure, and easily accessible information management – directly within the Salesforce interface.
Benefits of Integrated Information Management:
- Centralised access to information: All relevant documents and data are stored in one easily accessible system, reducing duplication and data loss while simplifying search.
- Enhanced security and compliance: With d.velop documents, all files are securely stored and managed in line with compliance requirements, including audit-proof archiving.
- Increased efficiency: Staff save time by accessing and editing documents directly within Salesforce, without switching between systems. Features like document zoom, versioning, redlining, and Office integration support daily workflows.
Integrated Digital Signatures with d.velop sign
A practical example of the benefits of this integration is the use of d.velop sign for digital signatures. Imagine a sales team needing to finalise a contract with a new client. With d.velop sign integrated into Salesforce, the contract can be created, sent, and digitally signed – all within the system.
The client receives the contract for digital signature and returns it securely, without leaving the Salesforce environment. This streamlines the contract process, reduces paperwork, and enhances the customer experience.
Example 2: Connecting MS Teams via Microsoft Power Automate
Imagine a team working on a critical project. The team members use Microsoft Teams to collaboratively create, edit, and provide feedback on a document. This collaborative approach allows everyone to work together in real time, regardless of their location.
Once the document is finalised, it is automatically transferred to d.velop documents via the certified connector. This transfer happens seamlessly, without any additional effort required from the team. As soon as the document is stored in the DMS, it becomes accessible to all authorised employees across the organisation. This process ensures that the document is securely stored, easy to locate, and available for future reference.
Example 3: Custom Integration of Your Third-Party or Line-of-Business System
In scenarios where no pre-built connector exists for your primary system, d.velop offers flexible solutions through its open API capabilities and the d.velop process studio. These options allow for bespoke integrations tailored precisely to your specific requirements and system landscape.
In this low-code example, a job posting is published in a CMS system following an approval workflow. This software integration enables a smooth and efficient process from creation to publication. By leveraging open APIs and the no-/low-code approach of the d.velop process studio, this scenario benefits from a flexible and adaptable solution that saves time while ensuring data integrity and compliance – from using ready-made building blocks to integrating custom scripts.
The Efficiency Multplier
This eBook shares the learnings of those who have cracked the code to successfully integrate key digital platforms. For these select few, integration has become the multiplier to accelerate workflows and unlock newfound agility.
Conclusion
Whether you’re looking for a standard solution or something entirely bespoke – the d.velop platform and its expert network are ready to support your organisation’s journey into the future. With the ability to connect over 500 systems through software integration and the flexibility to create custom solutions when needed, d.velop is the partner you need for efficient, secure, and future-ready digital transformation.