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CRM – ESB – web portal interface
Project duration: 4 months
Brief description
In the course of this project, an interface is created to supply the customer portal with customer, system and order data from the central CRM system. The CRM system is the leading system for customer, system and order data. These data are first transferred to the customer portal after a CRM user is approved. Then, all changes to the relevant data are automatically sent to the customer portal.
Supplement
The CRM system is hosted by the PTA subsidiary DATIS, while PTA is responsible for continuous further development of the interface. PTA supervises the requirements analysis for the project in an advisory role, implements the requirements that are relevant to the CRM system, and provides support for live operation of this interface. The data from the CRM system are transferred to the customer portal via an open source Enterprise Service Bus (ESB).
Subject description
The customer portal is an online portal for end customers (B2C) in the energy market.
Overview
- Industries energy
- Specialist tasks Controlling, customer service, energy data management, portals, project handling, project planning, Smart Metering, storage
- DV tasks customised software new development
- System environment Client/Server, Enterprise Application Integration (EAI), standard software: CRM systems
- Procedure model agile software development
- Development/ test tools Microsoft Dynamics CRM 2016 SDK, MS Team Foundation Server TFS, MS Visual Studio .NET,
- Standard software APM (Active Position Manager)
Project period12.04.2017 - 15.08.2017
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