Portfolio

Order-to-cash integration in publishing

Publisher launches online checkout through order-to-cash integration

Influential Software delivered a bespoke order-to-cash integration solution that allowed seamless online payments for magazine subscriptions.

People with e-books representing order to cash integration in publishing

Executive brief

Boosting sales with order-to-cash integration

Our client provides publishing services for subscription-based media such as magazines. Influential Software’s systems integration experts assisted the company by developing an order-to-cash integration solution. This project provided the following benefits:

increased online sales

reduced manual data entry

smooth purchase process

unlocking on-premise data

Wondering how we developed this order-to-cash integration with magazine subscription software? Read on to learn more.

The full story

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The challenge

Checkout had no access to customer data

With digital disruptors like Amazon seizing a large share of book sales, today’s publishers have stiff competition. These market pressures made a compelling case for our client to diversify into online sales.

 

At the time of this project, Influential’s software engineers had developed an online checkout portal for the publisher’s customers to buy magazine subscriptions. The last piece of the puzzle was to connect this online checkout, built in a Microsoft Azure cloud, to the customer data that it needed to place orders.

 

However, there was no in-built connectivity between the cloud-based checkout and the company’s on-premise customer relationship management (CRM) software, from AdvantageCS. For this reason, this order-to-cash integration effort required some in-depth expertise with Azure Integration Services.

 

Without that CRM data integration in place, the company faced the following obstacles:

 

  • the need for sales staff to manually check and update customer data
  • a high risk of inaccuracy and duplication in customer and sales data
  • low customer satisfaction due to the lengthy purchase process

 

In light of these issues, it was clear that an order-to-cash integration solution was critical to the company’s growth.

The solution

On-premise CRM data integration with the cloud

This publisher knew of Influential’s integration work for publishers like Taylor & Francis, Hachette, and Oxford University Press. And having demonstrated our Azure expertise in building the online checkout system, our team was ideally placed to deliver the customer data integration as well.

 

The solution concerned a common integration challenge, namely how to connect an on-premise system to the cloud. Our decision to use Azure technology to achieve this was based on this platform’s low-code, top-security, and high-value features.

 

Because of the complex queries that the checkout needed to perform on the on-premises CRM, a pre-built Azure connector was not sufficient. Instead, we took the approach of developing an on-premises API that would query the customer database.

 

Breaking the project down into two halves, on the Azure cloud side there were:

 

  • the online checkout portal
  • an Azure Logic App
  • a custom Azure connector

 

And on the on-premises side we had:

 

  • an Azure on-premise data gateway
  • an ASP.NET Core API
  • and, of course, the AdvantageCS CRM

 

With all these elements in place, the online checkout system was automatically updated with accurate data from the company’s CRM. And when a customer placed an order in the checkout, the CRM automatically received that data. In this way, the order-to-cash process had become smooth and self-sufficient for both customers and the sales team.

The benefits

Growing sales with customer data integration

Through our innovative approach to on-premise data integration, the client’s primary goal was achieved: a seamless, automated online checkout.

 

Overall, the business benefits of this order-to-cash integration were:

 

  • increased sales by enabling customers to buy online
  • improved efficiency by eliminating manual data tasks
  • greater customer satisfaction through seamless purchasing
  • added value from existing software by bringing data to the cloud

 

With this online checkout up and running, the publisher was able to capture a slice of revenue that had previously been beyond its reach.

We know publishing software

Influential has served the publishing industry for 30 years, developing and integrating systems for the likes of Taylor & Francis and Hachette. To learn more about what we can achieve, visit our systems integration page.

Info

5th November 2020
hybrid integration, order-to-cash, CRM, data integration

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