This proposal was submitted to the client to create a 3rd party API integration with the Netsuite.
Project Goals
Get the estimation for CRM – API Integration and customization.
Our Solution
As per our best understanding, the task is to create an API integration with the 3rd party system OSCAR EMR.
INTEGRATION
- We have to create the customers in Netsuite, which is created in the OSCAR EMR
- Also, we will create a custom record in Netsuite to store the appointments created in the 3rd party system ie, OSCAR EMR
- The appointments will be connected to the Customer record
- This will be a scheduled process
- We can add the historical data to the Netsuite, so the customers & appointments created before the integration will be recorded in Netsuite
CUSTOMIZATION
- We will create a saved search for showing all the customers created on every day/every month & also the appointments created on everyday/every month
- The results can be scheduled to send email to the specific person in the organization (either an employee/ customer)
- The customers created can be shown in KPI also, we can compare the last month’s count with the current month count.
- Similarly, we can show a comparison KPI for showing the count of appointments created during this month & last month
- These can be shown in KPI meter/ trend graph also so that the user will get a picturized data
- We also can add the customization methods ( SuiteFlow/ SuiteScript) to make the process easier, ie, to make any alteration in the customer record/ appointment record.
Assumptions
- The API integration process will be a scheduled one-way process (From OSCAR EMR to NetSuite, the API call will be initiated from NetSuite).
- Demographic Number auto-generated in OSCAR EMR will be used as a Unique Identifier to prevent duplication of customers in NetSuite.
- There will be a unique identifier for the appointment as well. Please provide this as well
- We have to create a simple saved search/ KPI/ KPI meter/ Trend graph which shows all the customers/ customer count created from the OSCAR EMR system
- Similarly, we have to create a simple saved search/ KPI/ KPI meter/ Trend graph for appointments/appointment count created from the OSCAR EMR system
- Access to OSCAR EMR staging/testing environment
- The role will be of Administrator. KPI, KPI Meter, and Trend Graph will be published to the Administrator dashboard.
Results And Evaluation
- The customers & appointments will be created on an hourly basis/daily basis/ weekly basis/ monthly basis to the NetSuite from OSCAR EMR.
- The count of the customer created & appointments created will be shown in KPI
- Saved search will be available to filter out the customers/ appointments created from OSCAR EMR
- The resultant data can be sent to any specific employee as excel/ PDF/ Word file
NOTE
- We assume the customization is not complicated, if we have to set up a complicated process then the time frame will change
- Also for the API integration, this is a rough estimate. The time will be changed according to the data processing requirement
- We can add KPI, KPI meter, Trend Graph according to the availability in NetSuite as NetSuite have some fixed number limitation for this
- We need confirmation from OSCAR regarding API feasibility of real time sync. Else we will fallback to scheduled sync
Question
- Could you please mention which all customization has to consider for getting a clear portrait of the requirement?
- If there are any already existing customers in NetSuite, then this value should be set in NetSuite before we proceed with the Integration. In such cases, can we use the Email ID as an extra feature for Unique Identification?
Estimated effort: 65h