Synchronisation of projects between ERP and project management software

Context

Smooth collaboration begins with coordinated systems. Managing projects simultaneously in ERP and project management software can quickly lead to missed updates, duplicated efforts, and errors. This is precisely what is avoided here. A clean synchronization transforms this chaos into a clear structure. Every order in the ERP becomes a well-managed project, with status changes synchronized at all times. Teams can focus on execution rather than error correction. Efficiency is not a goal here, but a prerequisite.

What We Do

In this scenario, we ensure seamless project synchronization:

• Automatic Project Creation: For every order created in the ERP, a corresponding project is automatically created in the project management software.

• Assignment of Client and Project Management: Clients and project managers are assigned in the project management system based on ERP order data.

• Continuous Status Synchronization: The status of orders and projects remains consistent at all times:

  • When an order in the ERP is closed, the corresponding project is automatically closed in the project management system.

  • Closed projects no longer allow additional time tracking.

Benefits

This approach brings clear benefits in several areas:

Efficiency Gains:

• Elimination of Redundant Data Entries: Automated project creation and status maintenance replace manual steps.

• Seamless Processes: Continuous synchronization prevents discrepancies between ERP and project management.

Compliance & Control:

• Correct Status Management: Actions in the project management system are only possible in alignment with the ERP status.

• Enhanced Governance: Closed orders and projects can no longer be altered or booked.

Employee Experience & Scalability:

• High Transparency: Employees can always see the current project status – across all systems.

• User-Friendliness: Less administration, more focus on value-adding activities.

• Scalability: The process works regardless of the number of projects, teams, or organizational units.

Data-Driven Insights:

• Enhanced Reporting: Consistent data provides reliable insights into project performance.

• Improved Resource Planning: Current project and order data enable realistic budget and capacity planning.