The Design And Realization Of The Integration Of Adobe Forms Technology And Enterprise Crm Processes

During information exchanging among different enterprises, documents are the main sources of interaction between businesses and their customers, which are used to generate revenue, conduct transactions, and transfer knowledge. Meanwhile, forms and other documents are a common interface between the customers, partners, and suppliers of a company, and its backend systems and business processes.However, bridging the document and business process is a difficult challenge for many industries. The traditional way of collecting data from end users, especially the primarily paper-based method, is often time-consuming and error-prone. Forms can be difficult to complete, slow to submit, and difficult to integrate into a workflow process. This requires a solution to solve the critical elements of data capture and dynamic document generation, and then automate and integrate form- and document-based processes with existing business processes.Based on the analysis of SAP Enterprise Service Architecture, extensible mark language XML, and Adobe form technology, this thesis implements the integration of Adobe PDF form and corresponding document process with CRM business process by combination of the technologies above. This project is part of the ERP product (Business ByDesign) design for mid-small size market. As a enterprise resource planning management system, this ERP product integrates the management concept,business process,human resource,computer hardware and software together, all business solutions are implemented in the product, including CRM,SRM,SCM,HCM etc. But our main focus is the research of integration of PDF form with the business process sell from stock in CRM, the integration solution,implementation procedure and test strategy are introduced in detail.We do a great marketing requirement research in CRM business solution, and analyze the requirement of sell from stock business process clearly. Based on the requirements, the integration scenarios and business objects are designed in Enterprise Service Repository (ESR), and a solution is proposed to integrate the document process and business process together. Meanwhile, the design of interactive form helps a lot to implement the interaction of end user with internal processes. A briefly introduction of the implementation procedure of digital signature in form template is demonstrated in this thesis.At last, to test and verify the integration solution proposed above, a test strategy is designed to assure the correctness of function modules and integration system.Currently, the solution is applied in the ERP product.