Content Comparison

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1. Ensure clear mapping of business goals to integration objectives.

2. Define roles and responsibilities for integration oversight.

3. Establish standard operating procedures for ongoing data synchronisation.

4. Prioritise user adoption through training and support.

Step 1

Authentication: Connect your SuccessFactors instance using OAuth authentication. A "Connect" button is provided to initiate the authentication flow.

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Step 2

Set Permissions: Configure access scopes including employee records, organizational charts, and compensation data. Access level is set to read-only.

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Step 3

Customization: Select specific data points to sync (employee information, organizational structure, compensation) and set sync frequency options (daily, weekly, or on-demand).

Step 4

Review: Confirm all integration settings and check the "Integration reviewed" box before finalizing.

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Organization structure Roles view

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• Pre-setup: Define the key data elements to sync between Planview and Orthogramic, such as project schedules, resource allocations, and deliverables.

• Authorisation: Configure API access to establish secure communication between systems.

• Data mapping: Map Planview fields to Orthogramic’s data schema to ensure seamless data flow.

• Integration testing: Validate the data sync process through test cases, focusing on accuracy and performance.

• Go-live: Activate the integration and monitor its initial operation for discrepancies or improvements.

Step 1

Authentication: Set up OAuth authentication with your Planview instance using the provided "Connect" button.

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Step 2

Set Permissions: Define access scope to include tickets, project workflows, and backlog information. Permission level is limited to read-only access.

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Step 3

Customization: Configure synchronization options including data points for open tickets, closed tickets, and backlogs. Set sync frequency as daily, weekly, or on-demand.

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Step 4

Resources: View and manage integrated project resources, with options to search and filter projects by date range.

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Step 5

Review: Perform final verification of integration settings and mark as reviewed before saving.

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Service Now

To be added

Jira

• Pre-integration setup: Identify project management elements (e.g., issues, sprints, and workflows) that need to be integrated.

• Authorisation: Set up credentials and establish a secure connection between Jira and Orthogramic.

• Customisation: Tailor the integration to align with organisational workflows, such as prioritising tickets for strategic initiatives.

• Data sync testing: Run test cases to ensure that all relevant data is accurately synchronised.

• Deployment: Launch the integration and create a post-integration dashboard for tracking progress.

Pre-integration

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Step 1

Authentication: Initialize Jira connection through OAuth authentication, with options to test the connection.

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Step 2

Set Permissions: Configure access permissions for tickets, project workflows, and backlog data with read-only access level.

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Step 3

Customization: Define data sync points for open tickets, closed tickets, and backlogs, with customizable sync frequencies.

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Step 4

Resources: Access integrated project resources and view project timelines and details.

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Step 5

Review and Post-integration: Verify all settings and confirm integration completion.

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Post integration view

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Atlan

• Data discovery: Identify and prioritise datasets critical to business architecture domains.

• Connection setup: Configure API integration to enable seamless data access from Atlan to Orthogramic.

• Metadata alignment: Sync metadata fields between Atlan’s catalog and Orthogramic’s information domain.

• Validation: Ensure that metadata and data flow correctly by conducting quality checks.

• Launch: Implement the integration and regularly monitor its performance to maintain alignment.

Step 1

Authentication: Enter authentication key and test connection with provided credentials.

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Step 2

Set Permissions: Configure access to metadata (schemas, lineage) and data assets (tables, databases) with read-only permissions.

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Step 3

Customization: Set synchronization frequency options (daily, weekly, on-demand).

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Step 4

Resources: Access and manage data assets with detailed descriptions and search capabilities.

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Step 5

Review and Post-integration: Verify all settings and confirm integration completion.

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