When undertaking Integrations, MethodData approaches the task with a methodology that asks all the correct questions to help streamline the process. We use a 10 point workflow when we undertake Integrations for our clients to ensure the Integration delivers exactly what the client needs. Today, we’re going to share our top-level Integration Methodology with you. Whether you want to undertake a number of complex Integrations or just one, this will help you deliver the exact Integration your company needs.
MethodData’s Top-level Integration Methodology:
- Start off with a Discovery Phase: Discover what is existing and what the end-goals of the business needs are
- Undertake technical due diligence on how best to extract the data, and determine which method is best to transfer the data
- Document detailed workflows
- Undertake UX design if required
- Document detailed data mapping
- Modify HubSpot if required
- Documentation: All gates, triggers and business rules
- Undertake Integration
- Test and document
- Support and Monitor Integration
We do all of this hand-in-hand with our clients, ensuring that we remain agile enough to modify our approach at any step of the process, as we learn more from the preceding tasks. It’s worked wonders for us. The patience and diligence involved in the journey are always worth the outcome.
1. Discovery Phase
This involves a concerted effort to sit down isolated from distractions, and observe and map out the existing metrics and views on current sales and marketing operations. Designing end-goals for the business to be able to make clear decisions, and the input criteria and the data that will make that achievable.
2. Undertake Technical Due Diligence
A good first question is simply, is an Integration even possible? Not all applications have data available to be extracted, or maybe not the information you would actually like. Assuming the data exists in single or multiple places, it is important to determine which method is best to access and transfer the data leveraging pre-packaged Integrations where possible and adapt them to the business needs. There are a number of integration types that one can use if they are available.
- Point-to-Point Integrations
- SQL Queries
- RSS Feeds
- Filtered Streaming Pub/Submodel
3. Document Detailed Workflows
Documentation is always important. In this case, it will greatly help with the process to have the workflows, data flows, intended functionality and features documented in detail.
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4. Undertake UX Design
We find it most efficient to work with executive decision makers, administrators of systems and applications, and Sales and Marketing managers, so ensure that the usability of our builds are designed with them in mind. To achieve this, we advise engaging with our UX team to design the look and workflows expected of our solution. From the get-go, you will be delighted in seeing your business needs come alive with our cutting-edge designs.
5. Document Detailed Mapping
To make sure that the data being pulled across is moved into the correct fields, it is extremely important to document a detailed data map. Terms used in one application might not be the terms used in the next application. It is therefore important to understand the business policies regarding reconciliation of duplicate or mismatched data and which data is from the authoritative source.
6. Modify HubSpot
Consistency in your data is important. Often this entails cleaning up and modifying your HubSpot. Our team is here to help ensure that you get exactly the visibility, reporting and dashboards required to streamline your Sales and Marketing Operations.
Document all gates, triggers and business rules. This step is vital for the success of your Integration.
8. Undertake Integration
Once you’ve done all of the prep work, it’s time to build out the necessary Integrations at last. Ensure that all critical data metrics are extracted and funneled to the right data stores if needed, and transformed into meaningful visualizations in the form of Dashboards and Reports.
9. Test and Document
Test everything so that you can eliminate avoidable issues before relying on the Integration. In order to make this Integration a success in the long run, we need to document the technical steps that you’ve taken. A simple step will help in the future when further changes and developments are required.
10. Support and Monitor Integration
It is crucial to monitor your Integration. If it breaks, you should be able to fix it without long periods of down time. It is key to have a structure in place where responsibility to monitor and support your Integration has been assigned.
Conclusion: MethodData’s Integration Methodology
We follow a comprehensive and thorough Integration Methodology that is tried and tested over hundreds of Integrations. We have seen a huge increase in efficiency and successful Integrations no matter what Applications we are Integrating. This allows us the ability to give our clients exactly what they require each and every time. As a result, we build long term relationships with our clients and have an extremely high retention rate.