Chris Reddick (President and CEO at Clarity Ventures) and Ron Halversen (Vice-President of Sales and Marketing at Clarity) talk about product catalog integrations in buyers groups.

Part 1 of a 7-part series

RON: Good morning, Chris. How you doing today? 

CHRIS: Hey Ron, doing great. Very excited to dive in. Today we're going to be talking about the catalog system integration with buying groups, and this is a really potent topic. There's a lot here that we're going to unpack, so let's just dive right in and go high-level and give folks an idea of some of the different areas we're going to be covering today. 

RON: Sounds good. Yeah, it's fun because you talk about the catalog and everybody thinks it's, “Oh, we're just showing products.” But sometimes they don't understand all of the different data sources and the nuances and all the different elements that might need to come together to show a simple product catalog. 

I mean, we've got one in particular I'm thinking about right now, and they don't even have SKUs. It's literally everything is made to order, right? They sell raw products. They're a manufacturing company. And so there's things like government compliance for products, there's tensile strength, and hot and cold requirements, chemical resistance. Just a crazy amount of things that can happen in the number of businesses that we've seen. I love the term unpack a lot. Yeah, because there's going to be a lot. So first off, let's just define what a catalog system integration is, whether or not you're talking about group buying platforms.

what is hipaa

RON: At a high level, we're taking the product catalog on the website, and we have to populate it with a significant amount of data. And that data might be coming from multiple and different sources. So basically that's done through integration, it could be with a platform like Clarity Connect, there's many of them out there. I started counting through the other day, and we've done close to 4000 integrations over 16 years. I mean, that is just crazy when you start talking.  

Even though we may have only done like 1500 sites, which in and of itself is a lot, some integrations—I mean, one client in particular, we had close to 30 integrations. We integrated 26 different hardware stores and then we integrated their CMS, we integrated their 3PL, we integrated their WMS, it ended up, I think, somewhere close to 32 different integrations for a single project. So integration’s a big deal. Did you have anything else you wanted to add to the definition? 

what is hipaa

CHRIS: Yeah. I would just say, in general, just to stub out some of these topics—and we're about to go into detail here—who is this for, as well. This is basically for anyone who has some level of self-service that you're looking to implement within your group eCommerce buying experience for users. 

And to give you some specifics: This would be things like customer-specific pricing, detailed inventory. Like, like you said, run the ability to buy online, pick up in store (BOPIS). Being able to deal with different jurisdictions and the rules, maybe there are regulations around what people can see or what they can order. Maybe it's a quoting process and they need a Wizard to walk them through that. Maybe it's millions and millions or hundreds of millions of variations of products, and we've got to be able to present that to the buyer group customers in a way that is performant and user-friendly. And the list does go on.  

So we're going to be decomposing those, and we'll try to keep it fairly high level, but still get into enough weeds that you'll have some detailed notes. And for any one of these areas that we're diving into, there is, of course, really a relatively infinite depth that we can get into for your particular space. So we want you to keep in mind that we're always happy to chat. You can leave comments below and we're happy to go into more detail and whatever format works best for you. So with that, I'd say we dive into the first focus area. 

RON: All right. Let's talk briefly about some of the different data sources. One that I missed on this slide could just be the supply chain, right? I mean, there could be EDI with dozens of supply chain vendors that are participating in your buying group. You can imagine Costco and how many vendors and suppliers they're connected to. So maybe we'll just start, and I'll mention that one and then I'll let you go in and we'll just go down each one of these and just dive into it. 

Let's just start with the potential for EDI and API integrations to the supply chain and the different vendors. I’ll touch base on that one and then I'll turn it over to you and let you go through some of these others. 

The supply chain is a big one. That could be simply a bidirectional integration for a couple of different things. I remember one client we did that was connected to a supply chain for toner cartridges for printers. Every single Staples, OfficeMax, Office Depot, we had to connect to them with our platform so that when I would go to Staples.com and place an order for a toner cartridge, the order would then get sent in from Staples along with the shipping information to our client. 

Our group buying platform would process it, build the shipping label, and then our client would pick and pack it, ship it out, put the label on it so it would show up at my doorstep looking like it came from Staples. Meanwhile, our platform, once it was shipped, would have to take the tracking status in the order status and pump that back up to Staples so that the client purchasing it could log into Staples and get an update on their order, where it is, and be able to track it. 

So there's usually at least a simple bidirectional for orders, and then there's also usually a bidirectional for Staples to order. Because if Staples is ordering from a supplier and they're stocking stuff, they may have an order go in for a purchase order when low stock comes to replenish their stock, and the vendor may be sending up all of the product information, the dimensional weights, the inventory, stock levels, things like that.  

There's usually at least, for orders and for inventory, multiple bidirectional connections, even with just the supply chain. Is there anything else you want to add to that one or do you want to go ahead and dive into some of these others? 

what is hipaa

CHRIS: Yeah, I would. I think you did a great job. And I would say, just briefly extending on that, a lot of our clients work with distribution companies, 3PL companies that even have different warehouse locations, distribution locations, so we can work with them too. There is a lot of fidelity here. 

The big takeaway is that, if you don't work with an integration platform or a partner that can deliver a group buyers platform with an integration platform capability, then you're going to have to figure this out. I mean, this is—I don't want to say it's a guaranteed requirement, but it most likely is, and it's the most likely low friction path. So you definitely want to dig into that.  

Like you said, Ron, there are several other key areas. And just to go through a few of them, I think most obvious for everyone is the accounting ERP. You may have other similar systems, but typically it's going to be accounting back-office ERP, warehouse management. Possibly all of the above. 

But ultimately we can integrate with basically any ERP system that has API access. We've already successfully integrated with 50 of the most popular ERPs on the face of the planet. And then, of course, really anything that has access, it can be API database, it can be EDI, any format where we can interact with it, flat file, you name it, we can interact with it.  

This is really important because, the name of the game, at this phase, is to be able to enable self-service, not just for the end-user but also for your internal team, to get content pushed out to the site and allow that content to reflect the source of truth for wherever that is. So if you have a source of truth for inventory, a source of truth for pricing, maybe you have a PIM that is managing the actual marketing content. The list of different sources of truth can be quite large depending on how skilled-up your organization is. 

And really, it's incumbent on your buying group platform or software, your group purchasing organization software, to be able to bring all of this data together and marry it effectively within the user's experience. Then it should leverage the right business logic so that, whenever we're integrating the ERP, the PIM, and the warehouse management system, then we are accurately reflecting the content with category/subcategory. All the attributes that we want to show on the site, the variations, possibly the customer-specific pricing, the locations in the inventory at the different locations.  

This could be for distribution purposes. It could be for jurisdictional issues with—maybe it's a restricted chemical and we can't show it in certain regions, things like that. All of this then needs to be able to tie back to any inventory management and order management. Typically that's going to be through the above-mentioned systems. So ERPs, PIMs, warehouse for eCommerce, but it could be another model that you have. We do a lot of work with clients who have custom systems. Whenever someone gets at scale, they do weird stuff, but it's weird to the outside world because it's what works best for their business. 

And you get to the point once you operate at scale where you realize that there isn't really an easy solution. And in most cases, if you're going to look at the cost-benefit analysis, you're going to get a lot of benefit for the spend. 

If you're focusing on making everything seamless for the customer's workflow and for the business's workflow, instead of trying to make the business and the customer adjust to the software limitations. So we really want to make that a key takeaway from this integration aspect, we need to be able to get the data from the source of truth wherever that is, and you should be able to continue to operate your business and scale it up. 

Obviously, if the business isn't doing something that is just optimized enough and we know that as a group, we're going to call that out and say this isn't best practice. It doesn't mean we're not willing to do it, but, “You may want to think about doing it [in an industry best-practices sort of] way. This is what a lot of folks in your specialty area do to handle this with their inventory.”  

Or maybe you're trying to roll out something new and you're not very experienced with it. That's where having an experienced partner is going to help you save some time. But ultimately, the key takeaway with all these integrations is, they really need to be able to continue to operate the way that you have them designed. And the buying group software needs to pull all this data in seamlessly without you having to do a lot of manual work. 

 

Buying Groups Work

With the right group buying platform, you can become the go-to buyers group destination for your industry. Let Clarity help you find the hidden advantages that can get you there.

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Continue to Part 2 to learn about the importance of listing to your clients' needs.