2. iQmetrix Presents

3. Automating API Onboarding
Presented by
Kevin Harris

4. Introductions
Hello!!!
Mini Kevin is
going to be filling
in for me today

5. What We’ll Cover
• Postman at iQmetrix
• Automating with Postman: Where it began?
• The manual process of API Onboarding
• The automated process of API Onboarding
• The automated process a Video Demo

6. Postman at
iQmetrix

7. Who uses Postman at iQmetrix
Sales SupportDevelopers
And many more…

8. What do we use Postman for
Sales SupportDevelopers
Development
Automation
Testing
Demo’s
Training
Documentation
Support
We have over 450 Employee’s around half use Postman

9. Postman in my Role
I would be
lost without
Postman.

10. Automating with Postman:
Where it Began?

11. Is repetitive
work really
the best use
of People
Resources?
How many times have you heard….
• A manual process
• Takes hours to complete and
• The end result is the same

12. Skill Requirements for the Manual Process
The manual
process
requires a
skilled person
The Employee Requirements
• Knowledge of all systems
• Good Communication skills
• Detail Oriented

13. What Does the API Onboarding Specialist Create?
It’s the same
thing every
time.
API Access
Postman
E-mails
API Users

14. My Story: How it all started
I still felt like
there was a
way to speed
things up.
Documenting the process
saved a days worth of work

15. My Story: The new Problem
Think outside
the box!!!
How do you eliminate having to enter
the same data in multiple spots?

16. The Case of the Duplicate
Orders

17. My First Automation Project
Hello iQmetrix team
Can you please tell us what the original
order number is for PO ABC123
Here are the order numbers we are seeing:
• 123456
• 678910
• 098765
• 432109
Thank you
The Client

18. My First Automation Project
Solving the ticket
• Call the Middleware Adapter
• Get the Order Number
• Respond to client
Short but
sweet

19. My First Automation Project
Hello Mr. Client
The original order number is 123456.
I will now close this ticket. If you have
additional questions, please feel to reply
and the ticket will automatically reopen.
Thank you
iQmetrix Team

20. My First Automation Project
Manual
Process takes
about
10 minutes to
complete
• 1 Ticket = 10 min
• Multiple tickets everyday
Time Investment: 365 tickets = 60 Hours

21. My First Postman Automation Project
This is where it
all beganMy Experiment: what could I Automate
• Environment Variables
• Test Script
• Ticket Queue’s API’s

22. My First Postman Automation Project
That’s almost a
week and a half
Manual Process 1 Ticket = 10 min
Automated Process 1 Ticket = 1 min
Time Savings: 365 Tickets = 54 Hours

23. Onboarding API’s: Vendor Inventory
Service

24. API Onboarding: Data Entry Points
DB Admin Team

25. The Manual Process

26. The DB Admin Team
This is out of scope
for this presentation
Time: N/A
A ticket is manually created
• Creates Database
• Runs Scripts

27. Entry Point 1: RQ
These Steps
can’t be
automated
with Postman
Time: 20
minutes
After the DB Admin team is finished
• Set-up Test Company
• Security Roles and
• Map Vendor

28. Entry Point 3: HUB
• Vendor Setup
• Access
Credentials
• Users
• VMI Set up
There are a
lot of little
steps here
which can be
Automated
Time: 45
minutes

29. Entry Point 4: Postman
We need to
manually
enter
everything we
just created
Time: 45
minutes
Once setup is complete
• Environments
• Collections
• Test Postman Set-up
• Client Resource

30. Entry Point 5: Zen Desk
This part is very
labor intensive
Time: 150 minutes
Once setup is complete
• Request to Create Test Company
• Request to run Scripts
• Create Onboarding Letter

31. The Manual Process: Time to Create 1 Package
Could be a
little more little
less depending
experience
• RQ Set up = 20 minutes
• HUB Set up = 45 minutes
• Postman Set up = 45 minutes
• ZenDesk Tickets = 150 minutes
Total time = 260 minutes or approx. 4.5 hours

32. The Automated
Process
This is so
cool!

33. API Onboarding: Data Entry Points
DB Admin Team

34. The Entry Points in the Automated Process

35. The Automated Process: Postman Part 1
The
environment
form variables
are now stored
in Postman
Scripts
• Create an Environment
• Populate Variables using test script
• Fill out the new Environment Form
• Generate tickets to DB Admin team
Time: 4 minutes

36. The Automated Process: RQ Set-up
These steps
still can’t be
automated
with Postman
Time: 20 minutes
After the DB Admin team is finished
• Set-up Test Company
• Security Roles and
• Map Vendor

37. The Automated Process: Postman Part 2
There are 5
new variables
created by the
RQ set-up
• After the RQ set up is complete
• Add Additional Variables to the
Environment
• Use the Postman Runner to complete the
process
Time: 2 minutes

38. Video Demo
You are
going to love
this!!!

40. The Automated Process: Time Saved
That’s
Half a Day
Manual Process 1 Package = 4.5 Hours
Automated Process 1 Package = 30 min
Time Savings: 1 Package = 4 Hours

41. The Automated Process: Time Saved
On 10 onboarding
packages we save
One Week
Now we can say….
• An Automated Process
• Takes minutes to complete and
• We can focus on other tasks

42. iQmetrix.com | 1.866.iQmetrix
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