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Configuration, Integration & Customization

Velcom ERP > Configuration, Integration & Customization

Configuration, Integration & Customization

Introduction

The Configuration, Integration & Customization phase translates the approved blueprint into a functional and technically robust enterprise application. This phase ensures alignment between business and technology, establishing the operational foundation for testing, migration, and go-live activities.

Configuration, Integration & Customization

Configuration

  • Org Structure & Data Framework
  • Workflow MIS setup
  • Config Validation

Integration

  • Strategy & Tools
  • Data Mapping & Validation
  • Security Compliance

Customization

  • Enchanment, workflow, Ectension
  • Version Control & Documentation
  • Quality Assurance

Configuration defines the organizational structures, rules, and reporting parameters that bring business design to life. It sets the groundwork for standardized operations and compliance across modules.

Organizational & Structural Setup (Examples)

  • Define company codes, plants, warehouses, and cost centers in ERP.
  • Configure employee groups, positions, hierarchies, and policies in HCM.
  • Set up CRM business units, territories, and customer segmentation.
  • Map fiscal years, tax structures, and currency conversions.
  • Align structures across ERP, CRM, SCM, HCM, and Analytics for integrated reporting.

Master Data Framework

  • Develop templates for master data – customers, suppliers, employees, materials.
  • Define naming conventions, field validations, and approval workflows.
  • Apply master data governance with defined ownership and audit trail.

Workflow & Authorization Configuration

  • Configure workflow approvals for key transactions (PO, invoices, leave requests).
  • Implement role-based access control and segregation of duties.
  • Define internal and external user access policies for security compliance.

Reporting & Dashboard Setup

  • Establish reporting structures by business unit, department, or geography.
  • Configure KPIs and dashboards using ERP Analytics or Power BI.
  • Enable drill-down capabilities for business performance monitoring.

Configuration Validation & Documentation

  • Conduct configuration review session with functional leads.
  • Maintain Configuration Traceability Matrix (CTM) for mapping requirements.
  • Document parameters, system paths, and approval references for audit.

Integration connects all applications to ensure seamless data flow, process continuity, and real-time visibility across the enterprise ecosystem.

Integration Strategy

  • Design integration architecture covering ERP↔CRM, HCM↔Payroll, SCM↔Analytics.
  • Define integration frequency (real-time vs. batch) and business priority.
  • Establish interface inventory for tracking endpoints and data dependencies.

Integration Tools & Technologies

  • Utilize middleware tools (e.g. SAP CPI, Oracle Data Integrator / Weblogic, MS Power Automate).
  • Implement APIs, IDOCs, and ETL tools for data extraction and transformation.
  • Enable integration monitoring dashboards for transaction transparency.

Data Mapping & Validation

  • Document field mapping between source and destination systems.
  • Validate key data fields such as currency, tax codes, and document IDs.
  • Establish error-handling mechanisms and alert notifications.
  • Execute Interface Testing to ensure successful data exchange.

Integration Security & Compliance

  • Use encrypted transfer protocols (HTTPS, VPN, or SFTP) for secure data flow.
  • Maintain interface audit logs and comply with GDPR or HIPAA requirements.
  • Apply role-based access for interface maintenance.

Integration Testing & Reconciliation

  • Conduct end-to-end interface testing across all integrated modules.
  • Reconcile data between ERP, CRM, SCM, HCM, and Analytics for consistency.
  • Obtain sign-off from functional and technical teams before deployment.

Customization delivers system flexibility while preserving upgradability. It addresses specific business needs through controlled extensions and developments.

Enhancement Development

  • Create custom reports, screens, and forms for statutory or business requirements.
  • Develop localized functionalities such as GST/TDS reporting or payroll-specific logic.
  • Build automated validation rules to reduce manual errors.

Workflow Automation

  • Apply RPA tools to automate repetitive business tasks (invoice posting, payroll processing).
  • Introduce automated alerts for approval, exceptions, or SLA violations.
  • Implement chatbots for CRM service requests or HR self-service.

Localization & Legal Customization

  • Configure tax rules, regional reporting formats, and statutory requirements.
  • Implement language packs and multi-currency settings.
  • Ensure compliance with country-specific laws and audit standards.

Integration-Based Extensions

  • Develop APIs and connectors for external applications or mobile apps.
  • Enable AI-driven analytics and forecasting for business insights.
  • Integrate IoT or predictive tools for advanced supply chain visibility.

Version Control & Documentation

  • Maintain code version control using Git, Bitbucket, or Azure DevOps.
  • Prepare Technical Design Documents (TDDs) with impact analysis.
  • Implement code review and deployment workflows for traceability.

Quality assurance ensures the configured and customized system operates as intended, delivering accuracy, stability, and performance.

Unit & Component Testing

  • Validate each configured component and custom development.
  • Record results, compare with expected outcomes, and resolve issues.

System Integration Testing (SIT)

  • Test end-to-end business processes across modules and integrations.
  • Engage both functional consultants and technical teams for validation.

Regression & Performance Testing

  • Conduct regression testing post-updates to ensure no disruptions.
  • Validate load handling and response times under peak conditions.

Documentation & Handover

  • Prepare Configuration Completion Report and Customization Summary.
  • Transfer all documentation to PMO for UAT readiness.
DeliverablePurpose
Configuration Document & Traceability MatrixCaptures parameters mapped to requirements.
Master Data Templates & Governance RulesEnsures standardized and validated master data.
Integration Architecture & Interface MapsDefines data flow and connected applications.
Technical Design Documents (TDDs)Details all developments and code logic.
Workflow & Automation ScriptsSupports process automation and optimization.
Configuration Completion ReportConfirms readiness for SIT and migration.

Outcome of the Configuration, Integration & Customization Phase

By the end of this phase:

  • The enterprise system is fully configured and validated against business requirements.
  • Integrations ensure seamless cross-application data flow.
  • Custom developments are documented and performance-tested.
  • The solution is stable, secure, and ready for Training, UAT, Data governance, Cutover, and Go-Live.
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