I T E004 Kelman 091807

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  • I T E004 Kelman 091807

    1. 1. Why CIOs are Adopting the Appliance Approach to Salesforce.com Integration Douglas Menefee, CIO, The Schumacher Group Chandar Pattabhiram , Vice President of Product Marketing. Cast Iron Systems
    2. 2. Today’s Agenda <ul><li>Integration Appliances Overview - Chandar P </li></ul><ul><li>Schumacher Group Case Study - Doug Menefee </li></ul><ul><li>Live 10 SAP-SFDC Demo - Chandar P </li></ul><ul><li>Q & A - All </li></ul>
    3. 3. Integration is Painful and Expensive ©2007 Cast Iron Systems, Inc. • Confidential “ #1 pain point for CIOs” “ $1 out of $3 IT dollars spent every year on integration” “ For every $1 spent on integration software, companies spend $5.30 to $7.20 on people”
    4. 4. ©2007 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools ERP (2) Program using development tools Custom Code Java Visual Basic C++, SQL ERP Integration Choices
    5. 5. ©2007 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools ERP (2) Program using development tools Custom Code Java Visual Basic C++, SQL ERP Traditional Integration Choices
    6. 6. ©2007 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools ERP (2) Program using development tools Custom Code Java Visual Basic C++, SQL ERP Salesforce.com Integration Appliance Cast Iron Integration Appliance Complex Experience <ul><li>Install and maintain multiple components </li></ul><ul><li>Write integration code </li></ul><ul><li>Re-write integration code </li></ul><ul><li>Multiple tools needed to track integration health </li></ul>Simple Experience <ul><li>One device </li></ul><ul><li>No coding </li></ul><ul><li>No re-coding </li></ul><ul><li>One console </li></ul>
    7. 7. Salesforce.com Appliance Overview <ul><li>Problems Solved </li></ul><ul><li>Data migration to salesforce.com </li></ul><ul><li>Data synchronization with other applications </li></ul><ul><li>Data extraction for reporting & dashboards </li></ul>
    8. 8. Why an Appliance? ©2007 Cast Iron Systems, Inc. • Confidential <ul><li>Servers </li></ul><ul><li>Operating System Appliances </li></ul><ul><li>Sun, HP. IBM </li></ul><ul><li>SPAM, Authentication, Firewalls </li></ul><ul><li>Security Appliances </li></ul><ul><li>F5, Juniper, Barracuda </li></ul>Storage Layer Network Layer <ul><li>Routers, Switches, Gateways </li></ul><ul><li>Routing Appliances </li></ul><ul><li>CISCO, Juniper, Extreme </li></ul>Hardware Layer Security Layer <ul><li>Data storage and retrieval </li></ul><ul><li>Storage Appliances </li></ul><ul><li>EMC, Network Appliances, Sun </li></ul>Integration Layer <ul><li>Application integration </li></ul><ul><li>Integration Appliances </li></ul><ul><li>Cast Iron Systems </li></ul>Appliances simplify infrastructure
    9. 9. Common Applications Connected ©2007 Cast Iron Systems, Inc. • Confidential Top Endpoints Other Endpoints Flat Files Database ERP DB2
    10. 10. Integration Appliance Scenarios <ul><li>Profiles </li></ul><ul><li>Leads </li></ul><ul><li>Campaigns </li></ul><ul><li>Accounts </li></ul><ul><li>Contacts </li></ul><ul><li>Products </li></ul><ul><li>Qualified Leads </li></ul><ul><li>Campaigns </li></ul><ul><li>Quotes </li></ul><ul><li>Opportunities </li></ul><ul><li>Invoices </li></ul><ul><li>Customer Service </li></ul><ul><li>Customers </li></ul><ul><li>Contacts </li></ul><ul><li>Products </li></ul><ul><li>Sales orders </li></ul><ul><li>Shipments </li></ul><ul><li>Invoices </li></ul><ul><li>Payments </li></ul><ul><li>Support </li></ul>DEMAND GENERATION DEMAND FULFILLMENT CRM Back-office/ERP Marketing Automation
    11. 11. Some Examples Leading compensation provider Online travel provider $280M Emergency medicine mgmt provider Owns > 100 media brands Australia’s largest oil refiner Sales & Marketing division of Europe’s largest insurer Power, Transmission & Distribution group Description Customers, sales summary SFC & SAP Company Systems Integrated Scenario SFDC & SAP Customers, order visibility SFDC, Web Portals Customer master SFDC & Oracle ERP Customer master SFDC, PeopleSoft, SaaS Doctor billing & scheduling SFDC, Oracle Advertising data sync SFDC, Netsuite Opps to Sales orders
    12. 12. Today’s Agenda <ul><li>Integration Appliances Overview - Chandar P </li></ul><ul><li>Schumacher Group Case Study - Doug Menefee </li></ul><ul><li>Live 10 SAP-SFDC Demo - Chandar P </li></ul><ul><li>Q & A - All </li></ul>
    13. 13. Why We Chose the Integration Appliance as Our Platform Douglas Menefee CIO, The Schumacher Group
    14. 14. About Schumacher Group <ul><li>Emergency Medicine Management (EMM) </li></ul><ul><li>3rd largest & fastest growing EMM company in the nation </li></ul><ul><li>Based in Lafayette, LA with 7 regional offices across the country </li></ul><ul><li>590 Full-time employees </li></ul><ul><li>140 Emergency Department contracts in 17 states </li></ul><ul><li>2,400 Emergency Department and Hospital Medicine providers </li></ul><ul><li>Provide care for 2.4 million patients annually </li></ul>
    15. 15. Our Environment <ul><li>Salesforce.com </li></ul><ul><ul><li>210 seats with 10+ unique roles </li></ul></ul><ul><ul><li>Used for SFA & CRM </li></ul></ul><ul><ul><li>Tracks Physician info & Opportunities </li></ul></ul><ul><li>Tangier Web </li></ul><ul><ul><li>Hosted solution </li></ul></ul><ul><ul><li>Used for Physician Scheduling </li></ul></ul><ul><li>PeopleSoft </li></ul><ul><ul><li>ERP hosted by Cedar Crestone </li></ul></ul><ul><ul><li>Used for A/R, G/L, HR functions for physicians </li></ul></ul><ul><ul><li>Migrated recently to hosted env. </li></ul></ul><ul><li>Other </li></ul><ul><ul><li>GE Business Centricity Billing </li></ul></ul><ul><ul><li>SQL Server DBs </li></ul></ul><ul><ul><li>Centralized scanning </li></ul></ul>
    16. 16. Our Business Needs <ul><li>Need to move data across applications </li></ul><ul><ul><li>Both real-time & batch </li></ul></ul><ul><li>Improve data quality & reliability </li></ul><ul><li>Fluidly change business processes </li></ul><ul><li>Scale with rapid growth </li></ul><ul><li>Do notifications & triggers </li></ul>Picture here SFDC – PeopleSoft – SQL - Tangers ?
    17. 17. Options Evaluated <ul><li>Custom Code: </li></ul><ul><ul><li>Quick but dirty </li></ul></ul><ul><ul><li>Too programming intensive </li></ul></ul><ul><ul><li>Difficult to modify as needs changed </li></ul></ul><ul><li>Evaluated multiple ETL tools: </li></ul><ul><ul><li>Too costly </li></ul></ul><ul><ul><li>Long learning curve </li></ul></ul><ul><ul><li>No native SFDC connectivity </li></ul></ul><ul><li>Narrowed to two choices </li></ul><ul><ul><li>Cast Iron Appliance </li></ul></ul><ul><ul><li>SQL Server Integration Services (SSIS) </li></ul></ul>Picture here SFDC – PeopleSoft – SQL - Tangers
    18. 18. Cast Iron vs. SSIS <ul><li>Connect to any data source to include flat files </li></ul><ul><li>Connect to any data source to include flat files </li></ul><ul><li>Developers least favorite </li></ul><ul><li>Developers favorite </li></ul><ul><li>Rapid deployment of integrations takes days </li></ul><ul><li>Traditional application development approach </li></ul><ul><li>Solid experience with SFDC </li></ul><ul><li>Lack of SFDC domain experts </li></ul><ul><li>Own development environment </li></ul><ul><li>Dev environment dependent on SQL Server </li></ul><ul><li>GUI interface empowers junior database admin </li></ul><ul><li>Requires advanced developer skills </li></ul><ul><li>3 year investment = ~$175k </li></ul><ul><li>Cost Built into SQL licenses </li></ul>SQL Server Integration Services Cast Iron Integration Appliance
    19. 19. Solution Bakeoff <ul><li>POC Scenario: </li></ul><ul><ul><li>Extract data from custom object in SFDC </li></ul></ul><ul><ul><li>Update Tangiers & </li></ul></ul><ul><ul><li>Notify users </li></ul></ul><ul><li>Cast Iron: </li></ul><ul><ul><li>Engaged their own Sales Engineer on project </li></ul></ul><ul><ul><li>Completed entire POC in 6 hours </li></ul></ul><ul><li>MS-SSIS </li></ul><ul><ul><li>MS Partner assigned to project </li></ul></ul><ul><ul><li>Given 72 hrs to complete </li></ul></ul><ul><ul><li>“ This cannot be done” </li></ul></ul>Picture here SFDC –Tangers POC
    20. 20. Why We Choose the Integration Appliance <ul><li>Primary Reasons </li></ul><ul><ul><li>Rapid deployment of integration projects </li></ul></ul><ul><ul><li>Accessible, knowledgeable professional services </li></ul></ul><ul><ul><li>Appliance devices keeps dev environment autonomous </li></ul></ul><ul><ul><li>Approach is Flexible, Fluid, and Scalable (elastic) </li></ul></ul><ul><li>Secondary Reasons </li></ul><ul><ul><li>Orchestrations are easy to backup for Disaster Recovery purposes </li></ul></ul><ul><ul><li>Utilization of junior staff to accomplish needs </li></ul></ul>
    21. 21. Using the Appliance as our Integration Platform <ul><li>Cast Iron is our Integration Platform </li></ul><ul><li>Appliance used for both real-time & batch needs </li></ul><ul><li>Multiple integration projects: </li></ul><ul><ul><li>Doctor scheduling info between SFDC & Tangiers </li></ul></ul><ul><ul><li>Payment info from PeopleSoft to SFDC </li></ul></ul><ul><ul><li>Other </li></ul></ul>Picture here SFDC – PeopleSoft – SQL - Tangers
    22. 22. Lessons Learned <ul><li>Define use cases in advance </li></ul><ul><li>Construct a communication strategy </li></ul><ul><li>Involve more people than you normally would </li></ul><ul><li>Treat each integration point as its own project </li></ul><ul><li>Make simplicity a “must-have” </li></ul><ul><ul><li>Simple solutions, not build-it-yourself tools </li></ul></ul><ul><ul><li>Seek solutions that provide built-in connectivity & standards-based access </li></ul></ul><ul><li>Prioritize, reprioritize, and then reprioritize </li></ul>
    23. 23. Today’s Agenda <ul><li>Integration Appliances Overview - Chandar P </li></ul><ul><li>Schumacher Group Case Study - Doug Menefee </li></ul><ul><li>Live 10 SAP-SFDC Demo - Chandar P </li></ul><ul><li>Q & A - All </li></ul>
    24. 24. Salesforce.com Appliance Overview ©2007 Cast Iron Systems, Inc. • Confidential What The Integration Appliance Does
    25. 25. Live “Clicks, Not Code” Demo What Customer Master to Accounts How
    26. 26. Summary: Integration Appliances Simplicity Just Like….
    27. 27. Thank You Q & A 1-866-NO-CODING
    28. 28. What it Means to You Cast Iron Integration Appliance for Salesforce.com Plug in. Configure. Run. Simplicity Free-up scarce resources Skills Save 80% or more Cost Salesforce.com Integration in days Time IT Needs
    29. 29. Appendix

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