A Danish insurance company was running a CRM system to control and maintain customer relationship information and plan meetings for its insurance agents. Because the CRM system wasn’t integrated with their IBM Domino infrastructure running their mail and calendar the insurance agents in effect had two calendars – one in IBM Notes holding their company appointments and one in a CRM system holding their external customer meetings. This meant that the insurance agents effective stopped using their calendars or maintained a third, non-company, calendar) as there were no single place to see all appointments. Besides this the organization as a whole was unable to plan internal meetings with the insurance agents as their calendars didn’t reflect their actual whereabouts.
To remedy this they decided to use the OnTime Group Calendar API to integrate the two systems using web services using an intermediate Enterprise Service Bus (ESB). The OnTime Group Calendar API web services are hosted directly on IBM Domino and performs extremely well. After implementing the solution the insurance agents only need to maintain their calendar in Notes as it will reflect their true calendar showing both internal, external and personal appointments and meetings.
The solution provides a true two-way synchronization so any appointment planned from their CRM system shows up in the calendar in Notes. If the user reschedule the appointment the corresponding appointment in CRM is automatically updated and if the appointment is deleted the appointment get cancelled in the CRM system as well as a follow-up activity being created to make sure a new meeting is planned. The personal calendar in Notes is also updated once a meeting is marked completed in the CRM system to allow for automated expense reporting based on the personal calendars in Notes. As an added benefit of the using the OnTime Group Calendar API all insurance agents are now able to use their Notes client, their iNotes webmail or their mobile device to do their job resulting in true mobility and added flexibility.
Below is an architectural drawing showing how it all integrates using Domino as a central application server.