Less moving data. More getting work done.
Practical workflows for enterprises, small teams and independent professionals. Each example explains the problem, process, benefit and controls.
Compare plans with actual results
Bring income and expenses from your accounting systems into a profit and loss report. Data Bridge checks the data and prepares it for comparison with your plan in IBM Planning Analytics or another system.
Explore this use casePlan sales with up-to-date data
Bring customer deals, open orders and actual sales together. Data Bridge keeps these forecasting inputs up to date so your team can plan using current information.
Explore this use caseCollect department budgets without the confusion
Managers prepare budgets in familiar Excel files. They then choose the period and department, add the file and review the data before loading it. Data Bridge guides them through these steps and sends the result to your planning system.
Explore this use caseSee upcoming payments and receipts together
Bring outstanding payments, expected receipts and cash balances into your cash-flow calendar. Data Bridge updates and checks the data, while your finance team decides what to pay and when.
Explore this use caseSend approved plans to your business systems
After a plan is approved, send the figures to your accounting or other business system. Data Bridge checks that the data matches, transfers it through the configured connection and records the outcome.
Explore this use caseShow partners current stock availability
Send selected stock information to a dealer portal or partner app. Data Bridge reads the approved data from your internal system and makes it available through an API, an address for automatic data exchange. Partners do not need direct access to your full database.
Explore this use caseUpdate your catalogue from supplier price lists
Process price lists using the same rules each time: match product codes, calculate prices and prepare catalogue updates. Run the same workflow again when a new file arrives.
Explore this use caseBring all your sales into one report
Combine sales from your store, website and marketplaces. Start with files or connect the systems directly to keep the report updated regularly.
Explore this use caseSee which customers still need to pay
Match invoices to payments, find overdue amounts and identify the account owners. Data Bridge prepares a list for follow-up and sends it to a form, spreadsheet or team notification.
Explore this use caseCheck expense requests automatically
Collect the request details, check required fields and conditions, and pass the request to the next step. Data Bridge connects these actions to your company’s rules and systems.
Explore this use caseSend documents from BAS to M.E.Doc
Prepare documents in BAS, check their details and send them to M.E.Doc through a configured connection. Data Bridge also helps retrieve their processing status so your accounting team can see the outcome.
Explore this use caseUse JD Edwards data across your business
Connect JD Edwards data to planning, reports and other apps. Data Bridge prepares the required format, checks it and transfers it through the agreed connection.
Explore this use caseReceive orders from other systems
Give a partner portal or app an API address for submitting orders. Data Bridge checks the request, starts the required workflow and helps the sender track the result.
Explore this use caseGive applications the data they need
Prepare stock levels, prices or reporting figures and share them through your own API. You choose the data, response format and access rules. Data Bridge creates a reference for the team connecting the app.
Explore this use caseUse local files in cloud workflows
Keep files on the computer or server where your team works. Agent on Windows, macOS or Linux gives Data Bridge access to the required folder so it can prepare the data and send the result to a cloud system.
Explore this use caseStart the action you need with one button
Add a button to a familiar business app. Users choose parameters or a file, start the prepared workflow and see the result. They do not need to open the workflow editor.
Explore this use caseThese are illustrative product use cases, not claims about results achieved by named customers.
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