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Accelerating Your SuccessAccelerating Your Success
APIFYING AN ERP
Marjukka Niinioja
Senior Consultant & Manager
PlanMill Oy
Twitter: @mniinioja
www.planmill.com
Accelerating Your SuccessAccelerating Your Success
25+
COUNTRIES
100+
CUSTOMERS
20 000+
USERS
15
YRS BUSINESS
25
EXPERTS
2.2+
NET SALES (M€)
PLANMILL BRIEFLY
11.5.2015 2© 2014 PlanMill Ltd. I www.planmill.com
Our customers are the best in their breed and have
innovated a unique way of renewing their industry
Connected to PlanMill
Zapier
Accelerating Your SuccessAccelerating Your Success
Accelerating Your SuccessAccelerating Your Success
Accelerating Your SuccessAccelerating Your Success
ERP’S ARE SEEN AS GRANPA’S OLD SLEIGH
- BORING AND HEAVY TO MANOEUVRE
Summer Cottage in Hausjärvi, Finland, 2014 © MN
Accelerating Your SuccessAccelerating Your Success
APIS ARE LIKE SPACE FIGHTERS - YOUNG, FAST
AND NIMBLE
Legoland Germany, 2014 © MN
Accelerating Your SuccessAccelerating Your Success
http://techcrunch.com/2012/02/10/2011-api-trends-government-apis-quintuple-facebook-google-twitter-most-popular/
PlanMill API 1.0 was born
”THE BORING” & ”THE NIMBLE” GOT HITCHED
IN 2009
PlanMill API is Private
and Partner API (also
for customers)
Accelerating Your SuccessAccelerating Your Success
THE ACCIDENTAL API BIRTHING PROCESS
First 12 months
Devs have
an idea
Consultants start
speaking about it
to customers
API is born
API?? What is
that??
Very quiet
launch
”Productization”: Test environment,
API key request form, usable dev
documentation, some idea of
pricing
First real use cases
by customers
around projects and
time reporting
Amount of employees ”on the know”
First big API using
application project
sold, massive
improvements to API
as result
First partnership case
(Atlassian Confluence
with Ambientia) made
possible by API
API as major
selling point
compared to
competitors
”Learning by supporting” ”Learning by coding and co-coding”
Accelerating Your SuccessAccelerating Your Success
API UX PROBLEMS WE HAD IN THE PAST
• Why 5 requests, can’t I do it in 1 API
• Someone send 10 requests per ms – the system is stuck
• Backend is relying too much on the front end
• Yes this thing about filtering requests has been
documented - didn’t you find it?
• I don’t want to get stacktraces as error messages in the
API response
• I want to see the id in the response of the thing I just
created
Accelerating Your SuccessAccelerating Your Success
NEW IMPROVED PROCESS FOR THE API 2.0
Research
project
Customer &
Partner needs
and insights
Piloting
technologies
& 1st service
Demos,
knowlegde
sharing &
discussions
Arch. vs.
strategy what
services, how
to monetize
Internal beta
Eat own
dogfood with
new UI clients
Public beta
1.5 + involve
dev
community
Feedback
from
developer
community
Publish 2.0
WE ARE
HERE
Accelerating Your SuccessAccelerating Your Success
OUR ARCHITECTURE CHOICES 1/3
• Authentication: HMAC over OAuth2 at first
– We need to improved our unified identity management
– Customers were more interested in “system integration” than
authorizing individual users
• Data format: JSON over XML
– JSON is more UI development friendly and easier to parse
– also PDF & CSV available from reporting endpoints
• All other HTTP verbs properly used, not PATCH
– JSON delta would be cool, but we need to improve our
persistence layer first.
– Most users or IaaS –providers don’t even know how to use
proper PATCH
Accelerating Your SuccessAccelerating Your Success
OUR ARCHITECTURE CHOICES 2/3
• Documentation: RAML over Swagger
– New, standard, easy to adopt
– easy to generate documentation
– Easy to even generate SDK:s in various languages, experimenting with
the good folks of apimatic.io
– Looking in to https://www.apichangelog.com for automating API change
notifications
• REST over SOAP
– SOAP has it’s uses also in our platform for invoice, account and payroll
transactions, as described by http://nordicapis.com/rest-vs-soap-nordic-
apis-infographic-comparison/
• Some custom headers like x-PlanMill-Currency
– Used to convert all money amounts to requested currency
• Both developer and end-user friendly error messages & codes
– /enumerations?section=System.API.Errors
Accelerating Your SuccessAccelerating Your Success
OUR ARCHITECTURE CHOICES 3/3
• Batch
• Hooks
• Integrations
Accelerating Your SuccessAccelerating Your Success
BATCH OPERATIONS
Submit multiple API requests as a batch operation.
PUT /batch
BODY:
[ { "destination": "projects", "method": "POST", "header": {
}, "body": { "name": “ABC deployment project" } },
{ "destination": "projects/2839831", "method": "POST",
"header": { }, "body": { "name": “Acme ERP project" } },
{ "destination": "projects/2839830", "method": "DELETE",
"header": { }, "body": { } } ]
Accelerating Your SuccessAccelerating Your Success
HOOKS
• Designed according to http://resthooks.org/ “Stop That
Polling Madness” – manifest
• Work really well with services like Zapier & Google Cloud
Messaging, plus Apple’s and Microsofts messaging
• Hooks are subscribed to by the client and hooks trigger
when suitable event happens
• Example:
– /hooks
– { id: 2836851, hook: "timereport.delete", url:
"http://requestb.in/1cebrdl1", eventUser: -1, eventProject: -1 }
Accelerating Your SuccessAccelerating Your Success
INTERNAL API WARS: SHOULD WE SAVE A
STATE OR NOT
/integrations/{integrationName}
• Using specific saved integration settings for
importing or exporting a set of data to like file
containing information of different companies to
PlanMill as accounts
Accelerating Your SuccessAccelerating Your Success
EXAMPLE OF OUR BIGGEST RESTFUL DESIGN
PROBLEM SO FAR
Accelerating Your SuccessAccelerating Your Success
THINGS WE NOTICED WE NEEDED WHEN
DEVELOPING UI
/enumerations
/languages
/meta
{ "filters" : [{ "name" : "freetextsearch", "caption" : "" },
{ "name" : "status", "caption" : "Status",
"values" : { "All" : "-1", "Locked" : "2", "Preliminary" : "4",
"Reported" : "0", "Accepted" : "1" } },
{ "name" : "billableStatus", "caption" : "Billable status",
"values" : { "All" : "-1", "In billing" : "4", "Billable" : "1", "Invoiced" :
"6", "Draft invoice" : "5", "Non-billable" : "3" }
Accelerating Your SuccessAccelerating Your Success
USING THE API: SOME DATA
CAN NOT ESCAPE – BUT MUST
BE SHARED VIA API
• Company Secrets – inside company &
immediate network
• Personal Data - Payroll integrations
– social security numbers
– sick leaves
– bank account & credit card numbers
– passwords
• Real Money – E-invoicing & Accounting
– invoices
– expense reports
– payroll
Accelerating Your SuccessAccelerating Your Success
SHARING DATA MUST BE DONE CARINGLY
Personal Data Act & Company
Policy controlled
• Personal
• Personal + HR
• Inside Individuals & Teams
in a Company
• Inside Company
• Inside Company + Partners
+ Customers
Government & Trade Treaty
controlled
• Inside Country
• Inside Continent
• Inside World (minus some
specific countries)
• Public – content might be
restricted by 3rd parties
before it reaches the
recipient
Integration as a Service (IaaS) like Zapier, ITFF etc. is very tempting and simple to plug and
play. Suites SMB’s and non-critical business data, often more security is needed.
Accelerating Your SuccessAccelerating Your Success
MORE INFORMATION
Marjukka Niinioja, Senior Consultant & Manager
PlanMill Ltd.
Hämeentie 19, FI-00500 Helsinki
Tel: +358 40 838 7308
Email: marjukka.niinioja@planmill.com, sales@planmill.com
Website: www.planmill.com
Twitter: @Mniinioja, @PlanMill

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APIfying an ERP

  • 1. Accelerating Your SuccessAccelerating Your Success APIFYING AN ERP Marjukka Niinioja Senior Consultant & Manager PlanMill Oy Twitter: @mniinioja www.planmill.com
  • 2. Accelerating Your SuccessAccelerating Your Success 25+ COUNTRIES 100+ CUSTOMERS 20 000+ USERS 15 YRS BUSINESS 25 EXPERTS 2.2+ NET SALES (M€) PLANMILL BRIEFLY 11.5.2015 2© 2014 PlanMill Ltd. I www.planmill.com Our customers are the best in their breed and have innovated a unique way of renewing their industry Connected to PlanMill Zapier
  • 5. Accelerating Your SuccessAccelerating Your Success ERP’S ARE SEEN AS GRANPA’S OLD SLEIGH - BORING AND HEAVY TO MANOEUVRE Summer Cottage in Hausjärvi, Finland, 2014 © MN
  • 6. Accelerating Your SuccessAccelerating Your Success APIS ARE LIKE SPACE FIGHTERS - YOUNG, FAST AND NIMBLE Legoland Germany, 2014 © MN
  • 7. Accelerating Your SuccessAccelerating Your Success http://techcrunch.com/2012/02/10/2011-api-trends-government-apis-quintuple-facebook-google-twitter-most-popular/ PlanMill API 1.0 was born ”THE BORING” & ”THE NIMBLE” GOT HITCHED IN 2009 PlanMill API is Private and Partner API (also for customers)
  • 8. Accelerating Your SuccessAccelerating Your Success THE ACCIDENTAL API BIRTHING PROCESS First 12 months Devs have an idea Consultants start speaking about it to customers API is born API?? What is that?? Very quiet launch ”Productization”: Test environment, API key request form, usable dev documentation, some idea of pricing First real use cases by customers around projects and time reporting Amount of employees ”on the know” First big API using application project sold, massive improvements to API as result First partnership case (Atlassian Confluence with Ambientia) made possible by API API as major selling point compared to competitors ”Learning by supporting” ”Learning by coding and co-coding”
  • 9. Accelerating Your SuccessAccelerating Your Success API UX PROBLEMS WE HAD IN THE PAST • Why 5 requests, can’t I do it in 1 API • Someone send 10 requests per ms – the system is stuck • Backend is relying too much on the front end • Yes this thing about filtering requests has been documented - didn’t you find it? • I don’t want to get stacktraces as error messages in the API response • I want to see the id in the response of the thing I just created
  • 10. Accelerating Your SuccessAccelerating Your Success NEW IMPROVED PROCESS FOR THE API 2.0 Research project Customer & Partner needs and insights Piloting technologies & 1st service Demos, knowlegde sharing & discussions Arch. vs. strategy what services, how to monetize Internal beta Eat own dogfood with new UI clients Public beta 1.5 + involve dev community Feedback from developer community Publish 2.0 WE ARE HERE
  • 11. Accelerating Your SuccessAccelerating Your Success OUR ARCHITECTURE CHOICES 1/3 • Authentication: HMAC over OAuth2 at first – We need to improved our unified identity management – Customers were more interested in “system integration” than authorizing individual users • Data format: JSON over XML – JSON is more UI development friendly and easier to parse – also PDF & CSV available from reporting endpoints • All other HTTP verbs properly used, not PATCH – JSON delta would be cool, but we need to improve our persistence layer first. – Most users or IaaS –providers don’t even know how to use proper PATCH
  • 12. Accelerating Your SuccessAccelerating Your Success OUR ARCHITECTURE CHOICES 2/3 • Documentation: RAML over Swagger – New, standard, easy to adopt – easy to generate documentation – Easy to even generate SDK:s in various languages, experimenting with the good folks of apimatic.io – Looking in to https://www.apichangelog.com for automating API change notifications • REST over SOAP – SOAP has it’s uses also in our platform for invoice, account and payroll transactions, as described by http://nordicapis.com/rest-vs-soap-nordic- apis-infographic-comparison/ • Some custom headers like x-PlanMill-Currency – Used to convert all money amounts to requested currency • Both developer and end-user friendly error messages & codes – /enumerations?section=System.API.Errors
  • 13. Accelerating Your SuccessAccelerating Your Success OUR ARCHITECTURE CHOICES 3/3 • Batch • Hooks • Integrations
  • 14. Accelerating Your SuccessAccelerating Your Success BATCH OPERATIONS Submit multiple API requests as a batch operation. PUT /batch BODY: [ { "destination": "projects", "method": "POST", "header": { }, "body": { "name": “ABC deployment project" } }, { "destination": "projects/2839831", "method": "POST", "header": { }, "body": { "name": “Acme ERP project" } }, { "destination": "projects/2839830", "method": "DELETE", "header": { }, "body": { } } ]
  • 15. Accelerating Your SuccessAccelerating Your Success HOOKS • Designed according to http://resthooks.org/ “Stop That Polling Madness” – manifest • Work really well with services like Zapier & Google Cloud Messaging, plus Apple’s and Microsofts messaging • Hooks are subscribed to by the client and hooks trigger when suitable event happens • Example: – /hooks – { id: 2836851, hook: "timereport.delete", url: "http://requestb.in/1cebrdl1", eventUser: -1, eventProject: -1 }
  • 16. Accelerating Your SuccessAccelerating Your Success INTERNAL API WARS: SHOULD WE SAVE A STATE OR NOT /integrations/{integrationName} • Using specific saved integration settings for importing or exporting a set of data to like file containing information of different companies to PlanMill as accounts
  • 17. Accelerating Your SuccessAccelerating Your Success EXAMPLE OF OUR BIGGEST RESTFUL DESIGN PROBLEM SO FAR
  • 18. Accelerating Your SuccessAccelerating Your Success THINGS WE NOTICED WE NEEDED WHEN DEVELOPING UI /enumerations /languages /meta { "filters" : [{ "name" : "freetextsearch", "caption" : "" }, { "name" : "status", "caption" : "Status", "values" : { "All" : "-1", "Locked" : "2", "Preliminary" : "4", "Reported" : "0", "Accepted" : "1" } }, { "name" : "billableStatus", "caption" : "Billable status", "values" : { "All" : "-1", "In billing" : "4", "Billable" : "1", "Invoiced" : "6", "Draft invoice" : "5", "Non-billable" : "3" }
  • 19. Accelerating Your SuccessAccelerating Your Success USING THE API: SOME DATA CAN NOT ESCAPE – BUT MUST BE SHARED VIA API • Company Secrets – inside company & immediate network • Personal Data - Payroll integrations – social security numbers – sick leaves – bank account & credit card numbers – passwords • Real Money – E-invoicing & Accounting – invoices – expense reports – payroll
  • 20. Accelerating Your SuccessAccelerating Your Success SHARING DATA MUST BE DONE CARINGLY Personal Data Act & Company Policy controlled • Personal • Personal + HR • Inside Individuals & Teams in a Company • Inside Company • Inside Company + Partners + Customers Government & Trade Treaty controlled • Inside Country • Inside Continent • Inside World (minus some specific countries) • Public – content might be restricted by 3rd parties before it reaches the recipient Integration as a Service (IaaS) like Zapier, ITFF etc. is very tempting and simple to plug and play. Suites SMB’s and non-critical business data, often more security is needed.
  • 21. Accelerating Your SuccessAccelerating Your Success MORE INFORMATION Marjukka Niinioja, Senior Consultant & Manager PlanMill Ltd. Hämeentie 19, FI-00500 Helsinki Tel: +358 40 838 7308 Email: marjukka.niinioja@planmill.com, sales@planmill.com Website: www.planmill.com Twitter: @Mniinioja, @PlanMill