Seamless connection between CAD and ERP

In the digital age, the ability to integrate two systems is not just a technical necessity but a strategic choice. Our organization understands the complexities and nuances of system integrations and has strong expertise in CAD-PDM-ERP integrations.

CUSTOMTOOLS' ERP Connector supports SOLIDWORKS and SOLIDWORKS PDM, and ERP systems Odoo, Dynamics 365 Business Central and NAV, and Oscar. We can also help integrate other systems.

A typical integration project has five phases, which ensure that our clients get the full power out of integration.

We initiate every integration project with a comprehensive specification phase, collaborating closely with our clients to establish the fundamental principles of the integration. This phase encompasses critical aspects such as the potential migration of existing data, defining data mappings, and, most importantly, determining what data holds paramount importance in transferring seamlessly between systems, as well as how this data aligns across different platforms.

Following this careful planning phase, we move into the implementation stage. Sometimes, we first carry out implementation in a test environment, but in many cases, clients exclusively possess a production environment. To configure and deploy the integration effectively, it is imperative for us to gain access to the client's environment.

Throughout the implementation process, we concurrently undertake testing and documentation, a practice that begins during the specification phase but reaches its zenith when all the requirements are implemented. This culminates in final testing, followed by comprehensive user training. We firmly believe that even the most sophisticated integration is only as powerful as the users who understand how to leverage it. While our systems are designed to guide users in the desired direction, a profound understanding of how the integration operates and its underlying principles remains crucial.

Lastly, comes further development. We value the process of gathering feedback from users after the integration has been in active use. It's often challenging to account for every possible scenario during the project's early phases. Post-implementation insights might reveal the need to transfer specific data between systems, which can be accommodated through necessary adjustments. This continuous feedback loop ensures that the integration evolves in line with your evolving needs.

Check out our ERP connector and download a free CUSTOMTOOLS demo. Our sales is also happy to help!