Salesforce Integration Its not just for IT any more

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Salesforce Integration Its not just for IT any
more
Track Salesforce Administrators

• Ron Papas, Informatica On Demand
• Kathy Taves, AAA
• Curt Hodge, Dolby Labs
• Anna Tadrick, BAX Global

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Safe Harbor Statement
Safe harbor statement under the Private
Securities Litigation Reform Act of 1995 This
presentation may contain forward-looking
statements including but not limited to
statements concerning the potential market for
our existing service offerings and future
offerings. All of our forward looking statements
involve risks, uncertainties and assumptions. If
any such risks or uncertainties materialize or if
any of the assumptions proves incorrect, our
results could differ materially from the results
expressed or implied by the forward-looking
statements we make. The risks and uncertainties
referred to above include - but are not limited
to - risks associated with possible fluctuations
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hosting, our new business model, our history of
operating losses, the possibility that we will
not remain profitable, breach of our security
measures, the emerging market in which we
operate, our relatively limited operating
history, our ability to hire, retain and motivate
our employees and manage our growth, competition,
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assumes no obligation and does not intend to
update these forward-looking statements, except
as required by law.
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Ron Papas SVP, General Manager
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Agenda

• INFA Integration Solutions for Salesforce
• IT Solution AAA
• Hybrid Solution Dolby Labs
• Line of Business Solution BAX Global

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Informatica is the Integration leader
... in the market
in the Integration market

• Founded in 1993
• 391MM in 2007 Revenue
• 1,500 Employees
• 3,350 Customers
• NASDAQ INFA
• 1st in customer Satisfaction 1
• Gartner Magic Quadrant Leader 2

Informatica

• 2007 TNS Custom Research, Inc. Data Integration
  Software survey.
• Gartner Magic Quadrant for Integration Tools, 2007

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Data Integration is critical for SaaS/PaaS
Effective Segmentation
Marketing
Legacy Applications
Invoices Products Orders Pricing Shipping
Accurate Forecasting
Sales
Customer Retention
Call Center
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SaaS vs. Enterprise ApplicationsHow are
requirements for SaaS integration different?

• Data silos outside the corporate firewall
• Security/Performance/Resilience over internet
• SaaS business user expectations
• Ease of use
• Time to value
• Price

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Whos responsible for SaaS integration? Answer
varies based on company, SaaS deployment size
politics
Salesforce.com Admin
Middleware Specialist ETL, EAI
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IT and SaaS Admins have different skill sets
and therefore require different tools
Collaborate
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Informaticas strategy for SaaS
IntegrationSolutions for IT Business Users
PowerExchange PowerCenter
Informatica On Demand Services
SaaS Applications
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Many large salesforce.com customers use
PowerExchange Informatica is the leading
enterprise integration vendor for SFDC
12,000
4,000
4,300
4,000
4,000
1,700
2,600
2,000
2,000
1,000
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and salesforce.com customers of all sizes are
leveraging Informaticas On Demand Services
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Kathy Taves AVP, IT Partner Integration
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All About Auto Club Group
The Auto Club Croup (ACG) is the largest
affiliation of AAA clubs in the Midwest,
providing travel services, auto, home and life
insurance, and fixed-rate annuities through AAA
to more than 4.2 million members.

• INDUSTRY Insurance
• EMPLOYEES 5,000
• GEOGRAPHY Midwest
• USERS 900
• PRODUCTS USED SFA Unlimited Edition, Informatica
  PowerCenter
• DATA REPOSITORY gt51Gb, gt 60M records

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Key Lead Management Processes

• Quote Unbound/ Bound Policies
• Salesforce CRM to ACG custom link avoids
  re-keying of customer data.
• Agent completes quote/policy and data is returned
  near real-time to Salesforce CRM using
  Informatica.

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Key Lead Management Processes

• Insurance Agents
• Book of Business
• CRM/Clarify data transformed by Informatica into
  an Agents book of business in Salesforce.
• Assigned agents to ACG households using
  Informatica.
• Large data volumes in initial loads and nightly
  updates.

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Salesforce CRM Custom Design
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Lead Managements Technical Architecture
Legacy CRM
PowerCenter/ PowerExchange

• Informatica PowerCenter 8.1.1 sp4
• Installed on HP Unix Cluster
• Application Server
• Database Server
• CRM/Clarify Oracle Database is on HP Unix
• Insurance System Data Staging Database is DB2 v9

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Project Lessons Learned

• Data quality - profile data early and often.
• Performance testing is key to reduce risks
  predict timelines.
• Model Metrics provided valuable consulting
  expertise. Onsite ACG Informatica expertise
  critical to long-term support.
• Informaticas SFDC PowerExchange tool simplified
  data integration efforts.
• Cooperation between IT and SFDC Administrators is
  critical (e.g., new data fields, validation
  rules, workflow, purging).
• ACG leveraged/built additional capabilities
  including
• Customer Matching Householding
• Name Address Standardization
• Assignment of Agents to Households (Informatica)
• Nightly Back-Up Recovery Processes
  (Informatica)
• Multiple Robust SFDC Test Environments

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Curtis Hodge Sr. Manager Business Systems
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All About Dolby Labs
Dolby Laboratories is the global leader in
technologies that are essential elements in the
best entertainment experiences. Founded in 1965
and best known for high-quality audio and
surround sound, Dolby innovations enrich
entertainment at the movies, at home, or on the
go.

• INDUSTRY Entertainment
• EMPLOYEES
• GEOGRAPHY Global
• USERS
• PRODUCT(S) USED SFA, Force.com, Informatica
  iPack, Informatica On Demand Data Replication
  Service

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Objective
Project Objective Replace our current on-premise
CRM system with a better solution.
Smooth integration was a Critical Success Factor
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Integration Architecture
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Integration Lessons Learned
Start with Experts Reduce risk (and heartache)
by hiring consultants or the integration vendors
professional services to ensure integration best
practices. Be Ready to Re-Sync Design
integration jobs that are purely for re-syncing
data that got out of sync during an on-premise
outage or issue. It will make it easy to
re-sync. Plan for Iterative Design Impacting Your
Integrations Salesforce makes prototyping easy
and effective, but iterative design can delay the
start of integration development. Plan
accordingly. Ensure Ongoing Integration
Expertise If supporting integrations
internally, have your internal resources trained
and participating in the initial integration
creation, not just after go-live. Audit the
Integration of Key Data If leveraging
custom-built stored procedures in the
integration, run regular audit reports to ensure
critical data is in sync.
We Did It!
We Did It!
Next Time
Next Time
Next Time
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Anna Tadrick Supervisor, Performance Analysis
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All About BAX Global/Schenker
BAX Global/Schenker is part of DB Logistics, the
Transportation Logistics Division of Deutsche
Bahn AG. One of the worlds largest logistics
providers, the joint organization has a team of
55,000 experts at 1,500 locations in 150
countries throughout the world.

• INDUSTRY Transportation Logistics
• EMPLOYEES 55,000
• GEOGRAPHY Global
• USERS 55
• PRODUCT(S) USED SFA, Informatica On Demand

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The BAX Global Environment

• Business Objectives
• Provide Salesforce CRM users with the most
  current customer account information
• Support Sales Strategy
• Support Opportunity Management
• Support KPI Measurement
• Improve Quality of Data

• Challenge - IT Resources
• Legacy Salesforce CRM Replicated Database
• Legacy Data Import Process

SFDC Replicated db
Data Warehouse
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The BAX Global Environment

• Solution
• On-demand Integration Tool that
• Eliminates the need for external IT resources
• Customizes Salesforce CRM data replication and
  creates our own schedules
• Customizes Data Import to run regularly and
  on-demand
• Builds complex business logic that combines
  multiple data sources to make it available in
  Salesforce CRM

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Strategic Use of Imported Data
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Lessons Learned

• Identify Business Goals
• Ensure good communication with the stakeholders
  to avoid re-design
• Plan Step by Step Transition
• Move smoothly from the old environment to the
  new one
• Clean Your Data
• Integration is a great opportunity to review
  your existing data fields

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Informatica On Demand Services Demo

• On Demand Data Integration Service
• Import, Export, Synchronize Salesforce CRM with
  your back office databases, files and systems
• On Demand Data Quality Assessment Service
• Identify data quality problems and trends then
  quickly fix them
• Free trials at www.InformaticaOnDemand.com

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QUESTION ANSWER SESSION
Ron Papas
SVP, General Manager
Kathy Taves
AVP, IT Partner Integration
Curt Hodge
Sr. Manager Business Systems
Anna Tadrick
Supervisor, Performance Analysis