Hybrid IT: Legg Mason

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As a global leader in financial asset management services, Legg Mason grappled with how to align it’s big, complex and ever changing CRM and reporting data/processes from conventional client/server to current day SaaS model such as Salesforce. Challenges we faced are multi-faceted, but notably first how to safely migrate and sync cloud and onsite data; and secondly how to architect front end application design for best data consumption.

In this session, you will learn:

* Data migration BP ( best practices ), tips, gochas at details, setting up a brand new Informatica environment.

* BP around Informatica Cloud, PowerCenter (PC) connecting to Salesforce.

* BP around setup and prepare a SaaS app like Salesforce to work with Informatica products.

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Hybrid IT: Legg Mason

  1. 1. Hybrid Integration: Interoperabilityof Informatica Cloud & PowerCenterIvan Belal, Developer Analyst, Legg Mason, Inc
  2. 2. Legg MasonLegg Mason is a Diversified Global AssetManagement Firm serving Individual andIntuitional Investors for over a century.•Over 3,000 employees with 31 officesaround the world•Headquartered in Baltimore, Maryland•Ticker: LM (NYSE)•Assets Under Management (AUM)of $655B as of April 2013•Roughly 35% of our assets under management(AUM) are serviced byour Global Distribution Organization•Field and internal wholesalers distributeour funds through financial intermediaries
  3. 3. When we first started…3
  4. 4. Alternatives we thought about…4Solutions ConsBuild in-house webservices/end pointsHarder to build (re-invent the wheel ?)Salesforce Data LoaderBuild wrappers around data loader;by itself lacks automation/one clickoperationNative Salesforceimport/exportLimited, ManualOther vendors thruextensive PoCCost prohibitive, Learning curve
  5. 5. Why we chose a hybrid integration solution• Covers our current and foreseeable future use cases• Broad reach/active communities• Resource availability• Interoperability between Informatica Cloud andPowerCenter• Secure transfers - compliance• Excellent pre/post support at various levels e.g.training, issues5
  6. 6. Each shop is different…Current use cases:(Salesforce Master, CRM reporting On-site)1.Sync Salesforce Accounts, Contacts2.Sync Salesforce Merges, Deletes3.Push summary trans from OnSite CRMto Salesforce4.Replicate Salesforce data6
  7. 7. Architecture7OnSite DBOnSite QueueSF Merges, DeletesTask_TypeAction A Action BUpdate Status(Closed/Failed)Submitted_Dt ASCSF Queue – Case/Request ObjectDelete Merge1. Users perform Merge,Delete operations2. SF triggers insert recordsPowerCenter workflowStatus = NewInsert requests into onsitequeue/update status flag
  8. 8. Interoperability8Informatica Cloud & PowerCenterEasy metadata import/exportUse PowerCenter for complex transformations (Data warehouse), whileInformatica Cloud offers rapid developmentInfomratica Cloud for data replication: fast, rapid development, nocomplex transformationBoth can be called via third-party scheduler i.e. AutoSys
  9. 9. Our lessons learned…• Secure Agent server and Salesforce timedifferences (use of $LastRunDate, $LastRunTime)• Central job execution e.g. AutoSys (can’t useICS scheduler)• Onsite referential integrity9
  10. 10. Our future Informatica roadmap• Implement near real-time via Change Data Capture (CDC)• Migrate existing feeds (lots of them!!!)• Use PowerCenter as primary ETL tool to DW10

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