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Integrating SERVICEPower into your service organization
By Dave Goodwin
Senior Technical Consultant, ServicePower Business Solutions

The progress of commercial computing, from its early days of batch processed number crunching applications, such as payroll processing, to its all pervasive role in organisations today, has been accompanied by an explosion in the breadth and depth of functionality which computerised systems must provide. IT systems are now used by almost all employees in large enterprises, and form an integral part of business processes and process re-engineering.

Given this, even the modern, comprehensive software packages, such as ERP or CRM systems, cannot normally provide all the functionality an organisation needs. This is perhaps particularly true for field service organisations, partly because although ERP and CRM systems have now broadened into the service field, their origins lie elsewhere; ERP originated in manufacturing and CRM as an automated sales force management tool. Whether it is to supplement the breadth of functionality, or the depth in a specialist area, the modern service enterprise typically relies on a variety of different and quite separate software applications, each of which will process its own set of tasks and organise its own data.

The degree to which this has progressed is such that, today, integrating these disparate applications efficiently and seamlessly to provide a high quality total system has become a central, business critical activity. The phrase ‘high quality’ here clearly implies those critical measures which determine the effectiveness of the system in use. Equally important, however, though perhaps less visible, are those driving the ease with which the integrated system of co-operating applications can be developed and maintained. Both of these quality aspects are central drivers governing the level of business benefit and return on investment that the system will deliver.

It is therefore essential that any software package designed for use in co-operating systems provides high quality interfaces, which facilitate the development of a well-designed integrated solution. Equally important in ensuring a successful integration is that the enterprise implementing an integrated system plans from an early stage in the project, the business processes that must accompany the system in use, and the data flows it will need to support.

As a system for scheduling field engineers, SERVICEPower is designed to be integrated with front end host systems such as ERP systems or Service Management Systems (SMSs) which provide a portal onto a wide range of business support functions, but which cannot themselves provide a scheduling capability or are unable to match the quality and range of scheduling functionality which SERVICEPower can provide, and which a modern service enterprise needs.

SERVICEPower is therefore specifically targeted for use in co-operating systems. In response to this, an integration module supporting interfacing at a technical level and a structured implementation approach to supplement this and to help the enterprise formulate the business processes and data flows, on which the integrated system will rely, accompanies SERVICEPower.

When designing the integration of a host system with a specialist support system such as a scheduling package, there are three related, but distinct, areas that need to be considered:

  • The way in which the facilities of the scheduling system are to be used to support key business process and to achieve key business goals
  • The sourcing from within the host system, of the information required by the scheduling system to achieve these business goals
  • The physical nature of the interfaces between component systems and the manner in which information is to be passed between the two systems

The issues implied by the above can impact both the ease of the integration process as well as the quality of the final integrated system. Addressing issues in all of these areas is, therefore, key to a successful project outcome.

Addressing the first two of these areas requires a structured implementation approach, whereas the latter demands standardised, well-designed interfaces and components.

SERVICEPower implementations are supported by a comprehensive and well-tried implementation process whose objective is to help the customer’s enterprise maximise the business return on its investment in SERVICEPower in the shortest possible time scale.

The implementation approach includes workshops and processes covering both technical and business oriented aspects of the integration. Wherever appropriate, these are supported by parallel streams of activity. This approach reduces implementation time scales while taking advantage of the synergies obtained from the simultaneous development of ideas over all aspects of the project. The workshops cover key areas, and these are the drivers for on-going processes, which develop and refine the ideas generated in the workshops.

The main business workshops cover Business Process and Business Mapping. The latter is central to the implementation process as it takes advantage of SERVICEPower’s capability to be tailored to match a customer’s business drivers. The Business Mapping process allows each customer of SERVICEPower to benefit from a comprehensive scheduling capability based on a standard product—but with an implementation tailored to that customer’s specific business needs.

The main workshops on the technical stream are the Interface Workshop and the Technical Workshop. These consider how the interface to SERVICEPower will be developed and how SERVICEPower will fit in architecturally and be administered to support the business requirements given at the start of the project and refined by the business workshops.

However essential the use of a structured approach may be in ensuring a successful integration, it is insufficient on its own and will not achieve its objectives without the support of an easy to use, well designed interface.

The SERVICEPower interface module provides a standard interface to host systems, which obeys the key principles of structured design, those of loose coupling and high cohesion.

These are well-established design pillars for software packages targeted for use in co-operative systems. Loose coupling implies weak package-to-package inter-dependency, while high cohesion implies that each transaction performs a discrete function. Following these design principles minimises the development and maintenance effort of integrated systems. Most importantly, they support the development of a coherent integrated system, within which each package can exhibit the independent performance needed to maximise the effectiveness of its contribution to the total system’s goals.

The provision of an independent interface in a standard form keeps the physical process of integration in ‘the main stream’. This is important to allow the flexibility, which must be provided by any software module, designed to work co-operatively with a wide variety of other systems and so support their driver’s integration routes.

The standard interfaces supported by SERVICEPower have enabled it to be successfully integrated to a wide range of host systems, via a variety Inter-Process Communication (IPC) mechanisms; these systems include the market leading SMS systems as well as other systems, such as Web based applications, Microsoft Outlook and mobile communications systems. The SERVICEPower interface module has formed the basis of certified integrations of SERVICEPower with leading SMS systems.

The SERVICEPower interface module can be invoked via a number of programming languages and calling standards. Examples of those, which have been used by host systems integrated to SERVICEPower, include C, Visual Basic, VBA, Java, SOAP/XML and Perl.

Access to the SERVICEPower integration module can be via IPC mechanisms appropriate to the host system. Hosts have successfully integrated to SERVICEPower by methods including, direct call, via COM objects, via Remote Function Call (RFC) or via database stored procedures.

The SERVICEPower integration module is thread-safe, can be located remotely from the SERVICEPower server machine and multiple-instances of the module can simultaneously access the same SERVICEPower server. These properties enable it to occupy a variety of locations in the overall system architecture. Examples of this from actual implementations include:

  • Co-locating the module from each client of the host system
  • Co-locating the module with a central server component of the host system
  • Calling the module via a Web server
  • Calling the module via Microsoft Transaction Server
In summary, the integration of components into a total system, while certainly presenting its challenges, can be achieved successfully and deliver significant business benefit, if approached in the correct way. Use of a structured implementation approach and well-designed components, such as are provided by SERVICEPower, are central to ensuring this success.

About the Author

Dave Goodwin is a Senior Technical Consultant with ServicePower Business Solutions, based in Stockport, England. He can be reached at d.Goodwin@servicepower.com

For more information about ServicePower or our products, visit the Web site at www.servicepower.com or call us in the U.S. on +1 (410) 571 6333, or in the UK on +44(0)161 476 2277

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