Informatica Cloud Extend 101: Process Automation
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Informatica Cloud Extend 101: Process Automation

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How do you stop users from corrupting your data once it is clean and consistent? Typically they forget to enter key data. They create duplicate or inconsistent records and use cloud applications......

How do you stop users from corrupting your data once it is clean and consistent? Typically they forget to enter key data. They create duplicate or inconsistent records and use cloud applications that undo your hard work by modifying almost any data at any time. This is where Informatica Cloud Extend is invaluable. Informatica Cloud Extend allows you to create process automation wizards that guides end users as they enter and modify data in popular cloud applications. In this session you will see how Informatica Cloud Extend lets any sales, marketing or customer service professional create wizards that automate repetitive activities in Salesforce. And we will see how Informatica Cloud Extend enforces best practices for data entry. We will also describe how in the future, process automation wizards will be able to manipulate any data from any source via an Informatica connector.

Learn:
• How to create Salesforce guides that keep data clean by enforcing best practices for data entry
• Automate repetitive and mundane Salesforce activities to improve user productivity
• Use mobile wizards to improve customer satisfaction and reduce time to resolution

www.informaticacloud.com/cloudextend

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  • Process Automation for Salesforce UsersDo it yourself; no coding requiredCreate mobile or desktop wizardsWorks with standard and custom Salesforce objectsWho is it for?Sales operations Customer service or support operationsMarketing departmentsSalesforce administratorsWhy?Ensures users don’t undo clean dataImproves end user efficiency and productivityProduces consistent and repeatable processDelivers accurate data for downstream systemsHow?Powerful tools to quickly model Salesforce processesGuides users simply through a “workflow” of questions, actions and automated work

Transcript

  • 1. Cloud Extend 101:Using Process Automation forAccurate and Clean DataPresented by Dr. Michael Rowley and CliveBearman, Informatica
  • 2. Agenda• Primary data management challenges with cloud• Cloud data management solutions• Live demonstrations• Architecture and roadmap• Questions and answers• Next steps2
  • 3. 3Solving cloud data management challengesDirty Data- Duplicate,inconsistent dataCloud Integration Cloud MDMConnect SilosSaaS Silos- Disconnected data1 Keep Data CleanLack of Process- Inefficient, forgetful users3Dirty Data- Duplicate, inconsistent data2
  • 4. 4Solving cloud data management challengesDirty Data- Duplicate,inconsistent dataCloud Integration Cloud MDMConnect SilosSaaS Silos- Disconnected data1 Dirty Data- Duplicate, inconsistent data2 Keep Data CleanLack of Process- Inefficient, forgetful users3Integration MDM ?
  • 5. 5Look what happens with Salesforce
  • 6. 6How data gets dirty in Cloud applicationsLong forms meanmissing andinconsistent dataSiloed data getsout of syncMcDonaldsHQ(IL)McDonalds NorthAmerica (IL)USCanadaMexicoMcDonalds EMEA(UK)UKFranceGermanyMcDonalds Asia(Japan)ChinaNew ZealandDuplicatedata gets createdUsers forget tocreate key recordsOPPORTUNITIES ORDERSACCOUNTCONTACTS
  • 7. • Users struggle to remember best practices ortraining• Inconsistent process; limited access to otherrelevant data; low user adoption• Requires IT or consulting and custom code• Users guided through questions, actionsand automated work• Universal access to data on premise and inthe cloud• DIY; hand-coding not required7Add process to keep data cleanCurrent implementation Process-Centric implementationThe Hard Way The Easy Way3 75 62 48113758246
  • 8. 8Informatica Cloud ExtendEfficiently guiding users to keep data cleanBusiness Experts Designthe Process1Users Follow EmbeddedGuides2
  • 9. • Conference first contact• iPad opportunity to order• Automating data quality9Please face forward for the demonstrations
  • 10. Runtime architecture (desktop browser)ExecuteProcess WizardsReal-time data access(Meta-data synchronization)force.comAuthenticate withSalesforce credentials
  • 11. Runtime architecture (mobile)Authenticate withSalesforce credentialsReal-time data accessExecuteProcess Wizards(Meta-data synchronization)force.com
  • 12. Designer architecture (desktop browser)Authenticate withSalesforce credentials(Meta-data synchronization)force.com
  • 13. 13Informatica Cloud Extend roadmapSpring2013Futures• Acquired in Feband released aspart of Spring ’13• ‘Headless’ guides• Cloud Integrationtasks• iPhone app beta• Custom themes• Process reports inSalesforce•Real-time datafrom anywhere•TelephonySummer2013
  • 14. 14Process automation benefits“Weve seen a 20% increase inagent productivity, reduced ourcustomer call waiting times to virtuallyzero and reduced the time it takesto create new accounts by 85%.”Customers Include:Design Publish Guide
  • 15. 15The Informatica Cloud familyFrom integration to quality to processCloud IntegrationConnecting cloud and on-premise appsCloud Data Quality & Master Data ManagementDelivering the “Single Customer View”Cloud Process AutomationGuiding users to work efficiently with data