Connectivity with external tools

Connect your ERP and CRM application with most popular services


A lot of external services can be linked to your Full Stack Zone ERP CRM using the provided interface modules or using external modules...


LDAP

Use your own LDAP server so your users will share same password. Or reuse data in your LDAP to create users in application. Synchronize user data in the direction of your choice.


Online Payment Services

Use the Payment modules (for example, Paypal, Stripe, Paybox, ...) to offer your customer an interface to pay their invoice online. You can also include payment links into your sent email automatically. Dolibarr is also SCA ready (Strong Customer Authentication).


SMTP

Define the SMTP properties of your SMTP email hosting provider so your emails will be sent using your own email provider platform. All emails you send also appears into your "Sent" repository of your email box.


Google

Integrate Google services like Google Maps, Google Contacts, Google Calendar and more using external modules.

 

eCommerce

Install external modules to synchronize your ERP with your eCommerce platform (like Prestashop, Magento, WooCommerce, ...)

 

Computer Telephony Integration (CTI)

Use the generic clickToDial module to call your partners by a simple click on your application. Input calling may also be trapped to open directly your customer card using external modules.



One Time Password (OTP) or 2-Steps Authentication

Add features to support OTP or 2-Steps Authentication using systems like Google Authenticator. Several addons are available on the Dolistore market place

 

RSS

Integrate external RSS inside your dashboard.



Example:

Interface Management Software for Engineering & Construction


Formalize Contractor Collaboration Alignment with Interface Connect

Interface Connect is the latest evolution of Coreworx interface management software for major projects. Interface Connect includes the interface management processes trusted by projects around the world for more than 15 years and combines that power with new user-centric experiences aimed at optimizing efficiencies, adoption, and ease of use for all parties.

Interface Connect provides project teams with automated tools that facilitate formal collaboration alignment between contracting parties at interfaces on large capital projects. Interface Connect manages the communication and activities required to define and control scope delineation, track all interface requests to completion, and ensure key stakeholders are kept informed.

Project owners/sponsors, EPCs, and other project stakeholders can monitor interface progress, identify trends, and mitigate schedule interface-related risk through interactive dashboards and reports.

Supporting best practices in interface management, Interface Connect replaces spreadsheets or paper-based interface management systems that limit the efficiency of contractor interactions, deliverable timelines, and oversight of interface issues.


Interface Connect – Interface Management Software Benefits

Formalize Scope Delineation

  • Ensure clear scope definition
  • Identify gaps & overlaps in contractor scope early


Mitigate Cost & Schedule Risk


  • Identify discrepancies between interface dates and project schedule
  • Gain visibility to potential interface issues for early resolution
  • Mitigate interface issues that lead to potential change


Improve Accountability

  • Increase visibility to interface agreements for improved team performance
  • Ensure interface deliverables are completed on time


Ensure Compliance to Policies

  • Drive compliance to the master interface plan via automated work processes
  • Ensure consistent capture of interface data via forms


Reduce Errors & Rework

  • Ensure early identification of engineering disconnects across scopes of work
  • Improve notification of changes to key activities



Interface Connect – Interface Management Software Features


Coreworx Interface Connect Software provides projects with automated tools to help drive interface management best practice across contracting parties throughout the project life cycle.

 


Interface Scope Delineation

Interface Scope Package Definition & Award

  • Formalized identification and assignment of major scopes of work to verify responsibility and authority over interface responsibility


Contracting Party Profiles & Membership

  • Identification of contractors, vendors, suppliers, and partners involved in interface activities


Contracting Party Confidentiality Matrix

  • Protection of confidential information and identities between interfacing parties


Interface Point Process

  • Formal definition of a project interface for common reference across interfacing parties, which includes important interface properties and definition of scope split.


Interface Phase Transition

  • Process that supports your contracting strategy by adjusting responsible parties and scopes of work across project phases.


 

Interface Collaboration

Interface Agreement Process

Formal communications documenting the needs of one contracting party and the commitment of the other contracting party to meet these needs, on or before a certain date.


Owner / PMT Endorsement Process

Process to facilitate an owner’s visibility and authorization to ensure compliance to scope and schedule objectives and avoid rework.


Interface Queries / Action Item Process

Agile and tactical method to support adhoc assignment and completion of key activities related to an interface agreement.


Interface Bulk Import/Export

Ability to import interface content in order to save time and gain adoption.


Working Folders

Collaboration areas to share, edit, and markup files for project teams..



Interface Information Management

Interface Register and Search

Interactive list of interfaces to provide visibility and reference to interfaces, changes, actions, and responsibilities. Full-text and metadata search also provided.


Standard Document Repositories

Central source of controlled information related to interfaces, giving all stakeholders access to correct revisions and full history for discovery or handover purposes.


Definable Codes and Numbering

Configurable codes and numbering to support unique project and client standards for classification of interface content.

 


Interface Insight & Monitoring

Interface Dashboard

Interactive summary of interface status and progress metrics alerting interface managers to issues and enabling them to take mitigation action.


Interface Reports

A collection of standard reports to reveal interface issues, progress, and trends.


Interface Schedule Integration

Integration to project and contractor schedules to highlight and display any discrepancies between an activity’s current forecast completion date and the schedule’s need date.


Notifications & Alerts

System generated messages and watch lists prompting responsible parties to take action regarding high-risk interfaces or interface activites on the critical path. In additions, these notifications communicate interface status changes to key stakeholders.





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