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Integration to MS Office

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Afortio Enterprise Application Integration (EAI) services are centred on integration of various systems or applications to MS Office. We use industry standard tools to provide a standard connectivity / integration interface.


Representative projects

OutlookForce

Sales Desktop

Working in partnership with Vested Development, Inc, Afortio has developed OutlookForce for salesforce.com. OutlookForce is part of InvisibleCRM product line of salesforce.com extensions, which brings the power of CRM inside of Microsoft Outlook.

New tabs and menu options added to Microsoft Outlook to bring CRM functionality and new combinations of information that adds new insight to customer profiles. Each component of the CRM is represented in Microsoft Outlook, making it easy to cross-reference information, track leads and opportunities, or any of the standard functions of a CRM system.

OutlookForce supports online and offline modes and provides invisible automatic data synchronization between salesforce.com and Outlook bringing new level of flexibility to end users. Outlook's comprehensive calendar, task and contact list becomes available for clear planning inside salesforce.com.

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IMAP provider for MS Outlook

MS Outlook versions including 2000 and below did not allow working with IMAP accounts in Exchange mode. Our solution overcomes this limitation and allows MS Outlook to work with IMAP mailboxes while operating in Exchange mode.


Outlook Integration for Amdocs ClarifyCRM

Working in partnership with Vested Development, Inc, Afortio developed component which fully integrates Amdocs ClarifyCRM workspace into the Microsoft Outlook. It provides seamless bi-directional synchronization of salesperson’s data (contact list, calendar, tasks, correspondence, etc) between Microsoft Outlook and Clarify CRM. Standard Outlook objects are customized with respect to CRM object model. Easily transfer customized forms with Field Mapping are designed to make this process intelligently automated.

Amdocs Clarify CRM

It associates customer’s inbound and outbound email messages with CRM system rows such as accounts, opportunities, contacts or leads. End user may even transfer information to the PDA using Outlook’s device sync. Component has convenient and easy-to-use interface and can work in online/offline modes. We used J2EE, С++, HTTP, SOAP, Outlook Add-in Com+ component in this project.


MS Office Integration for Signifile Orchestra Document Control System

The main goal of the project is integration customer’s Signifile Orchestra Document Control System to MS Office (Word, Excel, Outlook).

This solution is destined for convenient documents extraction. Information retrieval is realized with using arrangement special customized taxonomy (without using traditional context search). The system allows assigning each file to several categories (for example: type document, department, etc.) Required document may be easy obtained in series with applying different filters.

Microsoft Office Integration

In the scope of this projeсt the possibility to attach documents to Document Control System in user-friendly ways was implemented:

  • Directly from MS Office-applications using toolbox
  • From Windows Explorer (from context menu or drag-n-drop to special folder).

Application for automation of Support Centre

Application is developed for Support Centre of Ukrainian company GMM Technology which is specialized in selling, leasing and support of Automatic Teller Machines (ATM). System is used by all departments of Support Centre (Customer Care Centre, Technical Support Centre, Field Support Centre and Service Design & Logistics) and it automates the following processes:

  • Contract Management
  • Planning and control of equipment’s setting and support
  • Proving different kind of assistance
  • Purchase of spares and retail materials
  • Analysis Support Centre’s functioning

The system is based on the three-tier architecture and has friendly Web-based GUI. We performed integration of the system with customer’s corporative Intranet-portal. In addition, there was implemented data import/export between this application and other company’s subsystems (warehouse accounting, document management and workflow, business accounting, HR department) and MS Office application (MS Excel, MS Word, MS Outlook).

System is fully developed by Afortio specialists using Java/J2EE (EJB, Jsp/Servlets, JSF).


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