Yoga Connect for Dynamic Enterprise Content and ERP Integration

Often, the most complicated part about integrating your content management platform with your ERP is the precarious combination of custom scripts, scheduled server tasks, and imports/exports of flat data files and images. These integrations create multiple points of failure and provide poor auditing and tracking for individual records.

That’s why RPI has developed Yoga Connect, an API-based connector for Kofax, OnBase, or Perceptive Content to exchange data programmatically with some of the largest ERP vendors, including Lawson and Microsoft Dynamics. In this webinar, RPI Senior Solution Architect Alex Lindsey and Senior Project Coordinator Bailey Bettis will provide a detailed overview of Yoga Connect and give a few examples of how you can replace your current integration solutions.

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Transcript

Alex Lindsey:
Hello, everyone, and thank you for joining another Webinar Wednesday. Today we’re going to be talking about Yoga Connect by RPI Consultants. It’s a product that we developed to help you integrate directly into your ERPs. A few housekeeping items to keep track of first, this recording, or this presentation will be recorded. The actual presentation itself, PowerPoint will be distributed to everyone on this call at a later date, by the end of the week, or next week.

This video will also be posted to YouTube at a later date as well. You can always reference this in the future. If you have any questions, feel free to put those in the go-to webinar chat window at any point. We’ll take questions at the end. If you have any ideas for any additional webinars that you’d like cover in the future, please feel free to put that in the window as well. We’d be happy to present on that as well.

One of the things to call out to people who have already done this webinar today, due to some technical difficulties earlier today. We are having another webinar Wednesday December fifth. We’re gonna be covering AP automation with Kofax TotalAgility and Lawson APIA and how those, kind of integrate. It’s content management with Infor Lawson. We’ve also got some past webinars that you can check out as well.

If you’re interested in the Infor practice, we have a ton of webinars that are going on as part of that winter series. My name is Alex Lindsey. I am a senior solution architect with RPI Consultants. I have a focus on basically AP automation, some other non-standard solutions and creative ways to automate things. I’m also a novice ax thrower.

Bailey Bettis:
Hi. My name is Bailey Bettis. I’m a senior project coordinator here at RPI. The main things I focus on, is during all projects, I make sure everything runs smoothly, things are on time, on budget. I also…Alex decided to help me out with my [PowerPoint] slide, am a rock kicking master, which means I like to rock climb and kick box in my spare time.

On the agenda for today…first of all, we’ll just tell you a little, bit more about us, here at RPI. And then, we’ll dive right into Yoga Connect, and give you guys an overview of the software we’ve created. And then, we’ll show you guys some use cases and examples so you can see how Yoga Connect can benefit your specific solution and business practices. Then, we’ll go over some of, the technical stuff, specifications needed for Yoga Connect as well as our future roadmap. And then, we will kind of summarize the whole presentation and open up the forums to any questions you guys might have.

A little, bit more about RPI. Here at RPI we have over 80 employees and that’s full-time consultants, project managers, as well as technical architects. We have three different offices. Our headquarters is in Baltimore, but we are also located in Tampa and then all of us here in Kansas City. We focus on a variety of things to help clients’ technical strategy, architecture, expert installation and upgrades. We focus mainly on specific tech software, mostly Kofax, Hyland, and Infor products. We can do a variety of solutions, and support and do managed services. In those support and managed services, we can do business process analysis, workflow design, solution product enhancements, basically a one-stop-shop for all content process automation.

Alex Lindsey:
Before we jump into what Yoga Connect is, what is yoga in general? Yoga is basically a flexible software suite that we’ve developed here, at RPI. It really essentially fills the gaps, when it comes to workflow processes and your ECM base. If you have perceptive content for instance, you can basically layer Yoga on top of that. That includes Yoga Docs and dashboard. That is essentially a web browser, HTML 5 web browser that allows you to process your documents, do eForm processing, look at a specific dashboard, snapshot of your workflow at any given time, historical reports, anything like that.

There’s Yoga Forms for basically a nice integrative method to do form submission, SMS which is basically to do approvals through your phone. And then, there’s Yoga capture as well. That allows you to import documents via email and other methods. There’s also Yoga Link, which is basically a screen technology that allows you to pull values from other web based ERPs and index documents.

And then, there’s of course, Yoga Connect, which we’ll jump into right now. Essentially, Yoga Connect is a connector method that we’ve developed to basically bring in data from your ERP or workflow system. If you are doing workflow processing within Kofax, OnBase, or Brainware, ReadSoft Online, Perceptive Content, any other front end technology whether it’s strictly OCR or optical character recognition, for those that may not know that term. Any other front end workflow, where you have data that needs to get push into your ERP, this could be accounting data, this could be human resources data, related to employees, student records.

Anything like that, basically this connector was developed to push data in through basically COM or rest-based calls. COM is most commonly used for the Infor practice to basically call those jobs and those modules to basically push data in. If you’re an Infor client, that looks something like the MA540, or the AP520. It’s basically get that data into your system for invoice posting. Another APIs as well, that basically any kind of rest based call, that we can communicate with, the Yoga Connect tool can facilitate that. It’s also easy to maintain and easy to install. It’s multifaceted, and product and solution agnostic, meaning that, it’s not just for AP.

We talk about accounts payable here a lot at RPI Consultants. We do it really well. We know the products really well. We understand accounting procedures really well. It’s not just for that. It can be for any kind of system. Any third party application that you need to facilitate data transfer between these systems, into another system, Yoga Connect can handle that. It’s also right now, Infor Lawson ready, meaning that you could just essentially lay this down if you’re a Lawson customer. If you’re, front ending it with one of these other applications, you can lay down Yoga Connect pretty easily and have that pushed in.

Bailey Bettis:
Alex already kind of hit on some of, the benefits. We do wanna dive in a little further. Some of the main takeaways you wanna learn about Yoga Connect, is it does standardize integrations across multiple platforms like Alex was saying. It’s solution agnostic, so you can use it as a translation method for multiple systems. That way you have the same standard integration translation tool for all of your softwares.

It also has real time interface, which means, it can reduce breaking points. That way you’re not dealing with scheduled tasks, you know, pushing data at specific times every day, usually at the end of the night. It’s a resting API. It can happen in real time, and happen quicker and so you can make sure your data is pushed in correctly. It can also integrate with cloud-based applications. Something like ReadSoft Online, can also work with Yoga Connect, as well as being highly customizable for all solu