PSG Knowledge Sharing
Using Pervasive Professional Services (PSG) allowed Schroders' Application Support and Development Team to observe real-life integration best practices and methodologies to form a strong foundation for future work in-house.
Extensibility
Schroders will benefit from the extensibility of Pervasive® Data Integrator™. With a baseline of existing upload code, the company can easily expand to upload back-office data from additional applications to its hosted CRM solution."
Easy to Maintain
With a single automated procedure for integrating Schroders’ data from its back-office data hub into their hosted CRM solution, Schroders can easily handle common maintenance tasks such as expiring passwords and environment updates in seconds with Pervasive’s user-friendly configurability.
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Older Schroders Case
Schroders Seeks To Move Oracle 9x AUM data to CRM Database
Schroders wanted to upload assets under management (AUM) data from its back office Oracle 9x Global Data Hub to their externally hosted CRM database. The goal: Give Schroders sales and client services staff the ability to view client assets directly from their externally hosted CRM solution without needing to log into or access other systems.
Pervasive® Data Integrator™, and the Pervasive Services Group (PSG), helped achieve this goal with automated integration.
IT Restructuring Leaves Schroders in Need of Fast, Reliable Integration
Schroders' IT staff was in the midst of a restructuring and Global Data Hub support and related integration was being migrated to another team. A highly experienced data integration specialist was needed, one that could deliver results quickly and accurately.
Pervasive Data Integrator, PSG Bring an Automated Integration Solution to Schroders
Already a long-time Pervasive® Data Integrator™ user in earlier data migration projects, Schroders called in the Pervasive Professional Services Group (PSG) to develop the maps and processes to extract data from their Oracle 9x Global Data Hub and upload it into a hosted CRM database on an automated, regularly scheduled basis.
Pervasive PSG defined field-level mapping and error-handling behavior; developed the transformation map; conducted quality control testing of the process, map and CRM results; and then completed production development and process scheduling in Schroders’ environment.
Pervasive Data Integrator connects to Schroders’ global data hub application database, extracts AUM data, and quickly uploads the data into the external CRM solution – with negligible impact on server performance.
Easy Automation: Pervasive Delivers the Best Solution
to Schroders
Pervasive® Data Integrator™ now delivers a single automated procedure for integrating Schroders’ data from its back-office data hub into their hosted CRM solution. Steve Cogger from Schroders' Application Support and Development team says, "We upload data daily from our hosted CRM database in just seconds using our standard Internet connection." Schroders also can easily handle common maintenance tasks such as expiring passwords and environment updates in seconds with Pervasive’s user-friendly configurability.
PSG Gives Schroders' IT Staff Knowledge To Build On
Using Pervasive Professional Services (PSG) allowed Schroders' Application Support and Development Team to observe real-life integration best practices and methodologies to form a strong foundation for future work in-house. Steve Cogger of Schroders' Application Support and Development Team indicated this is a significant benefit that will aid the company as it moves ahead in its competitive industry.
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