About the client
The client is a cloud technology company transforming automotive retail by connecting OEMs, dealers, and consumers through a unified, cloud-based platform. Focused on replacing legacy tools, it enhances sales, service, and customer engagement with data-driven, automated solutions that boost visibility, coordination, and daily operations.
Client challenges
- Fragmented system landscape: The customer’s disconnected HR, finance, and operations systems resulted in manual processes, delays, and limited visibility into employee and customer data.
- Data integrity issues: Manual processes resulted in errors, duplication, and missed updates, leading to financial discrepancies, delayed reimbursements, and inaccurate PTO and payroll records.
- Boomi platform performance challenges: Unoptimized JVM settings, unmanaged GC logs, and misconfigured thread pools impacted performance. Limited parallelism, poor monitoring, and inconsistent error handling slowed scalability.
- License usage inefficiencies: Unoptimized connector usage, fragmented processes, and bulk scheduling drove up license costs. Lack of shared components, consolidation, and audits affected cost control and scalability.
- Logging and error handling gaps: Lack of a robust logging and error-handling framework led to redundant executions, increased connector usage, and SLA violations. Missing alerts and validations led to data duplication and delayed resolution.
- Lack of real-time data synchronization: The customer experienced real-time synchronization issues between Workday and enterprise systems, resulting in data inconsistencies, outdated insights, and compliance gaps.
- Compliance risks: The customer faced compliance and audit risks due to complex global tax regulations, high data volumes, and weak security and privacy controls.
Solution
LevelShift implemented a secure, scalable, and high-performance integration framework to unify the customer’s core enterprise systems, including Workday, NetSuite, SAP Concur, and TAP.
Workday-NetSuite
- Integrated Workday and NetSuite using Kafka and the Boomi platform to enable cohesive and efficient data flow.
- Enabled real-time synchronization of Workday General Ledger data with NetSuite journal entries.
- Implemented a change detection mechanism using Amazon S3 to ensure timely and accurate record updates.
Workday-SAP Concur
- Implemented a Boomi-based integration, streamlining data transfer from Workday to SAP Concur.
- Ensured accurate, error-free data transfer with strong security and automated error recovery.
- Secured data through encryption and ensured compliance with data privacy regulations.
- Transferred employee identity, expense, and travel data from ERP systems to NetSuite via the Boomi integration platform.
Workday-TAP (client’s Automation Platform)
- Enabled consistent employee data and PTO Data transfer from Workday to TAP via Kafka using the Boomi platform, with Amazon S3 supporting interim storage and change detection.
- Ensured precise delta sync without data corruption for high integrity.
- Added custom logic for Net Hours Calculation and PTO Status Validation to align with TAP system requirements.
Salesforce-TAP and Salesforce-NetSuite
- Integrated Salesforce and NetSuite to streamline smooth flow of information between front-office (sales, marketing, support) and back-office (finance, inventory, fulfilment) operations, enabling:
- End-to-end visibility across customer, order, inventory, and financial data.
- Process automation to eliminate manual entry and reduce errors.
- Faster order-to-cash from lead capture to fulfilment and invoicing in NetSuite.
- Improved customer service with real-time access to financial and order data.
- Real-time sales insights including inventory, pricing, and order status within Salesforce.
Boomi Platform and License Optimization
To ensure reliable performance and scalability, we implemented the following enhancements for the client:
- Tuned JVM memory settings for optimal resource utilization
- Monitored Garbage Collection (GC) logs to identify performance issues.
- Configured thread pools and queues to improve processing efficiency.
- Enabled parallel processing by removing unnecessary flow controls.
- Set up a BI analytics dashboard for proactive monitoring and log visibility.
- Deployed a framework-based error-handling pattern to ensure process resilience.
- Optimized Boomi license usage by reusing connectors, consolidating processes, adopting event-based triggers, and regularly auditing license consumption.
Log and Error Handling Enhancements
Our experts deployed a robust log and error-handling framework that helped the client avoid:
- Redundant executions and unnecessary processing
- Excessive connector usage in retry loops
- Downtime and SLA violations
- Missed alerts, with timely notifications via email and dashboards
- Duplicate data processing across systems
Benefits
With LevelShift’ Boomi expertise, the integration of Workday with NetSuite, SAP Concur, and TAP delivered notable business benefits to the client.
- Unified disconnected systems to ensure seamless data flow, reducing duplication, manual entry, and reconciliation efforts.
- Enhanced operational efficiency through automated workflows across HR, finance, sales, and operations.
- Streamlined reporting with a single source of truth, simplifying data gathering and ensuring compliance readiness.
- Improved agility to launch and adopt new tools quickly, enabling faster deployment of new services without heavy investments.
- Minimized resource allocation for full-time technical support through automation and integration best practices.