CHECKINGplan®
Technical documentation. APIs
The CHECKINGplan® application programming interface (API) contains a number of standard methods, which allow customers to access and integrate CHECKINGplan® functionality into their business applications or websites. Similarly, it can be used to synchronise existing information in another system, without having to maintain the same supports and data in both systems.
This technology is therefore designed to meet the needs of customers who require maximum flexibility in integration with their existing solutions.
Generic CHECKINGplan® API
The CHECKINGplan® application programming interface (API) contains a number of standard methods, which allow customers to access and integrate CHECKINGplan® functionality into their business applications or websites. Similarly, it can be used to synchronise existing information in another system, without having to maintain the same supports and data in both systems. This technology is therefore designed to meet the needs of customers who require maximum flexibility in integration with their existing solutions. The API we have developed requires developers to write XML code in order to achieve integration with CHECKINGplan®. We use methods based on Simple Object Access Protocol (SOAP) and Web Service Definition Language (WSDL). Developers need to translate the XML into the code within the system they need to integrate, which can be partial (only a series of methods, or the addition of certain records for example) or total. Several different programming languages can be used, the recommended ones being C#, VisualBasic and Java. By integrating the API functions, customers can benefit from an improved user experience in their current application. Among the possibilities are:
Consultation of services performed and incidents
Automatic employee synchronisation
Registration of clients by salesmen, directly from a smartphone
Reception of view and inspection services generated from multiple platforms (web, smartphones, PC)
IBM Intelligent Operations Centre (IOC)
The IBM Intelligence Operations Centre (IOC) is an IT solution to help senior executives of companies and institutions manage complex environments within cities, for example in incidents and emergencies. It offers integrated data visualisation, real-time collaboration and comprehensive analytics to help cities improve the ongoing efficiency of their operations, plan growth, and manage response work. CHECKINGPlan works in collaboration with IBM, to be able to feed your solution with valuable information obtained through our tool, and that normally cannot be obtained by itself, such as field data, information regarding fleets of vehicles and trucks, work done by operators, etc. The integration relies on three basic features:
Compatible and scalable
CHECKINGplan® sends data to IBM IOC using the MQTT protocol, used extensively in the solution. This guarantees compatibility and scalability in integration.
Real-time data
Data is sent to IBM IOC in real time: for example data concerning vehicles – route and geographical position, alarms (collection incidents, breakdowns, maintenance), and work reports
Service attachments
CHECKINGplan® goes further, and is capable of sending rich information, such as service attachments (photos, signatures).
Both systems remain synchronised, handling the same supports without having to maintain the information in both systems.
CHECKINGplan® and Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management (CRM) business solution that enables companies to fully manage customers, sell effectively and market more intelligently. CHECKINGplan® is able to provide greater business intelligence and productivity to this solution, allowing users to use smartphones and tablets to collect extended and agile information from customers, both for recruitment and for monitoring and periodic tasks. Areas in which CHECKINGplan® provides CRM improvements:
Sales
- Registration of opportunities with questionnaire by sector and activity
- Planning of services, pending services
- Content collaboration: multiple users can take notes and complete questionnaires
- Mobile sale: salesmen collect information on the go
- Sales intelligence: dashboards and indicators
Omnichannel service
- Employees can close incidents from their tablet, PC, or browser
- Employee training: through pre-designed questionnaires, employees follow a clear guide to the information to be collected in each sales phase
- On-site service: employees can take pictures and notes during an intervention
- Service analysis: information and trends of customer preference, regarding contracted products or those that are not commercially successful
Marketing
- Management of potential clients: Fast registration of contacts. Qualify leads to accounts and opportunities in one step. Automated quotes according to customer preference based on a series of key points
- Visit planning, automatic budgeting
- Monitoring of outstanding services for clients above a certain level of interest
- Potential customer rating
