Bidirectional interfaces significantly optimize processes

Data exchange between the customer portal and the ERP system is often a nuisance. If there are interfaces at all, data is only exchanged in one direction. Important data records are not taken into account and there is no real-time transfer. If a transfer only takes place every week, this has less technical than product policy reasons: Providers with an all-in-one philosophy want the property management company to remain as a customer in its own system.

A bidirectional interface that transmits data in two directions, i.e. both sending and receiving, would be better. Until now, complicated and time-consuming ERP systems have been typical, some of which date back to the last millennium, are particularly off-putting to younger employees and are not networked in the modern system landscape. Attractive cloud solutions have only been available for a few years, but open interfaces are not necessarily the rule. The future is clear: the customer portal, ERP system and the entire communications area are moving to the cloud.

Modern and open systems are therefore required. The first cooperating industry providers of a bidirectional interface of this kind are the customer portal etg24 and the cloud ERP system Impower. Property management data is automatically exchanged in real time. Existing API interfaces have been expanded for this purpose. There is no leading system; instead, the master data is entered where the process begins. Ideally, this is done by the owner themselves when they change their data in the customer portal, which has an immediate effect on the billing software. This considerably reduces the workload for employees when carrying out such routine tasks.

The providers will set limits for data self-maintenance so that there are no negative effects for accounting and payment flows due to incorrect entries. An offline mode informs the property management about data changes that have been initiated but not yet accepted by the system and intervenes if incorrect entries are made.

More bidirectional interfaces will be coming onto the market in the future. This is good news, because systems that claim to be all-in-one software do not do everything satisfactorily. On the contrary, due to a lack of programming resources, some areas quickly become obsolete. It makes little sense for providers to cover topics such as e-mail communication or video conferencing. There are tried and tested solutions such as Outlook, Teams or SharePoint.

If the latter is also supported by the bidirectional interface, this would be a desirable infrastructure. A typical application scenario is a workflow such as automatic invoice filing with approvals, including forwarding to the advisory board area in the customer portal for self-auditing. Impower and etg24 have announced that any element can be transferred from the ERP system to the customer portal at the touch of a button. This can be an annual statement, a form letter for a special apportionment, a business plan or similar, which are thus available to the user in the customer portal without any further communication effort.

Real-time synchronization of owner and tenant changes is already possible today. If it is noticed during master data maintenance that too few residential units have been created, the entry in the system immediately affects the other system, including information on the location description or the MEA. It is clear that the bidirectional interface, which connects two complementary systems, significantly optimizes property management processes.

The author Alexander Haas is a management consultant and webinar provider for real estate management companies.

www.haas-unternehmensberatung.de

alexander.haas@haas-unternehmensberatung.de

This text was not created by Impower, but was taken in part from the article by Mr. Haas.

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