German ERP-Software Company
Integrate Rexx HR with central Data Warehouse
- A Cloudomation on-premise instance was set up within company’s data center.
- Data is requested from several JSON APIs from the Rexx HR software.
- Different data categories are accessed via different API endpoints.
- Due to limitations of REXX HR APIs, only a specific amount of data can be accessed via one API. Therefore, data sets are split up and accessed in parts from different APIs.
- E-mail notifications are sent in case of persistent failure to access any API.
- For each of the data categories, all the individual data parts are validated:
- Check if the same number of records exists for each part.
- Check if data is complete.
- E-mail notifications are sent if data checks fail.
- Data is prepared for further processing:
- String fields contain amounts and currency information as string are split up into numeric fields for amount, and a separate currency column.
- Data types are set.
- Data sets are merged.
- Column names are changed to fit requirements of the DWH.
- E-mail notifications are sent if data pre-processing fails.
- Data is loaded into DWH.
- Stored procedure for reporting is triggered in the DWH.
- Result of stored procedure is monitored. E-mail notifications are sent if the stored procedure returns an error.
A Cloudomation automation expert and a Cloudomation project manager coordinated with internal and external stakeholders to conduct detailed requirements engineering. In close consultation with company’s business stakeholders, Cloudomation project management coordinated with client’s internal functions to gather all necessary information and accesses. The automated process was developed in close collaboration with external developers responsible for the DWH and the reporting process.
- Add additional HR data categories to the data processing pipeline.
- Add more detailed monitoring of post-processing in DWH to ensure success of the entire process, including the steps happening outside of Cloudomation.
- Automate data delivery of processed HR data from DWH to project management software, ticketing software and ERP software.
- Cloudomation will support the client in achieving gold-standard data management across departments and data siloes by functioning as central automation, orchestration and monitoring layer for data integration.
Swiss Software Company
Automated payslip delivery to HR tool
- Payslips are uploaded in bulk to Cloudomation.
- Parse payslip pdf files to extract employee number.
- Access HR database to extract mapping of employee numbers between payslip tool and HR tool, which use different employee numbering systems.
- Check: Correct employee number in payslip pdf?
- Check: Each payslip can be assigned to an employee? (No excess payslips.)
- Create report containing all successful uploads and any issues that were encountered. If there are issues, all valid pdfs are still uploaded.
- Upload individual payslips to correct employee account in HR tool. Employees can now see and download their payslips in the HR tool.
One Business Applications Manager from the customer and one Automation Specialist from Cloudomation met for two afternoons. With support from our expert, the Business Applications Manager developed the automation script himself. He now owns the process and can extend and adapt it on his own.
- Streamlining automated process: parallel processing of pdfs, parallel creation of employee number mapping.
- Direct automated download of payslip pdfs from source.
- Dynamic update of employee number mapping for new or resigning employees.
- Spin up AWS machine of specific type.
- Configure security groups.
- Configure network.
- Configure hard disk.
- Set up operating system.
- Install, update, and configure libraries.
- Download, set up and configure software product.
- Create account for customer on software product.
- Send notification email with login credentials to System Administrator, who does a final check and then forwards the credentials to the customer.
One System Administrator from Semantic Web Company and one Automation Specialist from Cloudomation sat together one afternoon. The System Administrator didn’t know Python. With support from our expert, he was able to develop the automation script himself. He now owns the process and can extend and adapt it on his own.
- Extend the automated process for additional deployment options, e.g. on different environments and with different components.
- Add steps before and after the process, e.g. a quick test after deployment finished, and direct send out of credentials to the customer.
- Automate roll-out of updates and other maintenance processes.
Austrian Software Company
Integration of Time Tracking and Work Planning Software
- Free Clockify-Jira-plugin was installed. With the plugin, times can be tracked in tickets directly via the Jira user interface. The plugin transfers the Jira ticket number and the title of the ticket to Clockify.
- In Jira, ticket epics are assigned that represent customer projects and internal projects.
- For billing, it is important to be able to correctly assign times to individual projects.
- Cloudomation was used to automate the assignment of projects in Clockify so that they are automatically transferred from Jira:
- The ticket number is taken from the description of Clockify time recording.
- Epic is requested in Jira.
- Clockify project is mapped to Jira epic.
- Projects are updated automatically in Clockify.
- Billing of customer work to the minute is now possible.
- Time spent on individual tickets is now directly visible.
- Time recording effort for employees is significantly lower because they can do everything directly in Jira
A project manager from Cloudomation developed the integration according to her own requirements within half a day.
- Automatic creation of Clockify projects based on Jira epics, so that project planning can take place entirely in Jira.
- Notifications for project managers when the workload for certain projects is reached or exceeded.
- Automatic creation of time reports for customers from Clockify projects with nice formatting and only necessary fields.
Integrate webshop with an inventory management system
- Order information is requrested from SaaS webshop system (Magento) via REST API.
- Product information: ID, amount, discount codes.
- Customer information: name, delivery address, invoice address, phone number, email address.
- New orders are requested every 30 minutes.
- Order information is transferred to the on-premise inventory management system (MS SQL) via the Cloudomation satellite.
- When the on-premise system is shut down or rebooted, the satellite automatically reconnects. Order processing continues at exactly the point of interruption. Double processing of orders or lost orders are impossible.
- Customer information is cross-checked with existing customers and classified: new or existing customer.
- Data wrangling to ensure correct processing:
- All phone numbers are converted to the E.164 standard. Any international phone number can be processed.
- Anomaly detection logic for intelligent mapping of existing customers:
- Same customer name, but different phone number – assume phone number changed.
- Same name, different delivery address – assume moved.
- Same name and both different address and phone number – assume different person with same name.
- New customers are created in the inventory management system.
- Order is created in the inventory management system. Invoice and delivery slip are created.
- Packaging and shippping are the only manual steps left in the process.
A Cloudomation automation expert conducted an in-depth requirements analysis with Aras employees who are responsible for the order process. This was followed by a technical audit in coordination with external IT service providers: the webshop hosting provider, as well as the inventory managemet system development company. The integration was developed by Cloudomation in close coordination with Aras. During a six week trial period Aras was able to fully test the process. Minor adaptations were done to ensure every possible scenario is covered. After go-live of the process, we continue to support Aras in the use of the process and work with them to extend it further.
- Extend the process to automatically print delivery slip and invoice on the warehouse printer so that the warehouse has a physical “to-do” package of delivery slips.
- Add automatical send-out of dispatch notice and invoice to customers after package has been handed over to logistics partner.
- Automatic forwarding of invoice information to accountant’s software.
- Automatic send-out of vouchers and other loyalty program items to customers two weeks after their last purchase.
Viennese SaaS Company
Application Release Automation
- Integration with git source control system: git commit triggers build.
- Source code extracted from git.
- Components are built and deployed in fixed order. This was much easier to do in Cloudomation than before.
- Build completes in 2-3 minutes. Before it took 15 minutes.
One Automation Expert from Cloudomation developed the build automation flow script based on the previously used build script. In cooperation with the build master, our expert was able to improve elegance and performance of the build process significantly.
- Further improve performance by only building components with committed changes, instead of always running a full build.
- Extend build automation into full CI/CD pipeline.
Austrian Software Company
Website Management: Release and Backups
- The website environment was cloned. One environment was defined as development website, and the second as productive website.
- Separate URLs were deinfed for the development and the productive website. No-index and no-follow flags were set for the development website, so that search engines to not lead visitors to the development website.
- The release process was automated:
- A full database backup of both the development and productive website is created.
- The backup is restored in the productive environment.
- Base-URLs are updated to fit the productive website URL.
- No-index and no-follow flags are removed for the productive website.
- A link-checker is run on the new productive website. Any dead links are reported via email to the person who triggered the release.
- The release process transfers not just changesd concent, but also all updates to the backend, plugins etc.
- The person who triggered the website release is informed via email once the release is complete, which takes about seven minutes (including the link-checker). Information about any issues found are included in the email.
- If there are problems with the website, a roll-back can be triggered. Any old backup can be chosen to be restored to the productive website. Usually, the backup created right before the release is restored.
- Restoring the backup takes about three minutes.
- Updates of plugins are tested in the development instance before release. Only working updates are released.
- Because the release process is so easy, changes are published frequently. Even small improvements are always carried out consistently in the development instance and then released. Nobody logs in to the productive website to make changes.
A Cloudomation automation expert worked with the marketing team to develop the release process. A first version was ready in less than a week, with total effort of about two days invested. Iterative improvements were added over the following six weeks to improve user experience. Total effort was about three days. Now, the marketing team is in control of the release process, updates, tests and even restoring backups without any dependence on IT.
Through this project, the marketing team became a big fan of automation and has started to come up with many areas where autoamtion can help:
- Adding checks for performence (page loading times) in the release process.
- Integration of newsletter tool with website signup form. Currently, a standard plugin is used with limited flexibility regarding styling of the form.
- Flexible integration of other forms on the website with other tools, e.g. calendar, ticketing system, and CRM.
- Automatic cleanup of website: removing unused elements from the media library, flagging private pages and templates that haven’t been used in a long time for deletion etc.
- Website uptime and performance monitoring.
Let us tell your story!
You want to improve your processes with automation? Contact us for a 30 minute free consultation.