What do we need to know about your business and systems at the start?

Typical questions from the OxFlow team include:

• Do you already have a middleware or integration tool (e.g.: Boomi, Workato, Informatica, Mulesoft, Zapier, Jitterbit, etc)?
• Which systems will be involved in automation? (e.g.: Salesforce, NetSuite, Blackbaud products, Oracle, DonorPerfect, etc).
• What kinds of data you are looking to work with (e.g.: Companies, People, Product, Orders, Moves-Management, etc)
• Do you already have a “Data Mart”?
• Have you established “rules” for things like:
  • Primary keying across systems (e.g.: email address)
  • Survival – which system wins with automated updates?
• Do you have an internal “Data Team” already?