In this webinar we talked about working from the beach. Being able to mobilize Salesforce processes for the smart phone generation. The topics we covered include: - The essential guide for connecting to Salesforce - Using Cloud Master Data Management to deliver a single view of your customer information - Mobilizing processes for the smart phone generation

1. Cloud Integration and Data
Management Summer School
Lesson 3:
Working from the Beach
Mobilizing Salesforce Processes for the Smart Phone Generation
Clive Bearman, Director of Marketing, Informatica Cloud
Dr. Michael Rowley, Technical Evangelist, Informatica Cloud
Daegan Gray, President and CEO, INSynergy LLC.

2. Summer School Overview
• Curriculum
• Good News - No test!
• Complete all 3 lessons receive gift card for a summer treat
Lesson Title Date
1
Don’t Get Cast Away on a Data Island
The Essential Guide for Connecting to Salesforce
Tues 6/18
10:00 am PST
2
Customer Relationships Don’t End In September
Using Cloud Master Data Management to Deliver a Single View of Your Customer
Thurs 7/18
10:00 am PST
3
Working from the Beach
Mobilizing Processes for the Smart Phone Generation
Thurs 8/15
10:00 am PST

3. 3
Why are there 3
lessons?

4. 4
There are 3 BIG
challenges.

5. 5
1
Salesforce
Becomes
Another
Data Silo
2
Salesforce
Data
Becomes
Inconsistent
3
Salesforce
Users
Corrupt
The Data

6. Today’s Lesson
• Goal
• Understand how “Process Automation” benefits Salesforce users
• Faculty
• Clive Bearman, Director of Marketing, Informatica Cloud
• Dr. Michael Rowley, Technical Evangelist, Informatica Cloud
• Daegan Gray, President & CEO, INSynergy LLC
• Lesson Plan
• Salesforce user problems
• Adding process for productivity
• Demonstration
• Process automation in action
• Q&A
• Homework assignment
6

7. 7
How do Salesforce
users corrupt
data?

8. 8
Look what happens with Salesforce

9. • Data entry is time consuming and error prone
• Users forget their training and key data
• Forces redundant and repetitive tasks
• Lack of best practices lowers user adoption
• Requires developers and custom code
• Guide users through step-by-step processes
that speed up data entry and reduce errors
• Easy to follow questions, actions
and automated work
• Best practices on any device
• Hand-coding not required
Add Process to Keep Data Clean and Users Efficient
The Hard Way The Easy Way
3 75 62 4
81
1
3
7
5
8
2
4
6
9

10. Informatica Cloud Extend
A simple approach to user efficiency
Business people design the
process1
End users follow embedded
guides2
10

11. Demonstration
Dr. Michael Rowley
Technology Evangelist, Informatica Cloud

12. Please Face Forward for the Demonstration
12

13. Process Automation Benefits
“We've seen a 20% increase in agent
productivity, reduced our customer call waiting
times to virtually zero and reduced the time it
takes to create new accounts by 85%.”
Other Customers Include:
13

14. Process Automation in Action
Daegan Gray
President and CEO, INSynergy LLC

15. The Problem Is Structural And Systemic:
 The Insurance Transaction
 Data Intense
 Inherently Collaborative
 Members Building Solutions To Meet ONLY Their Needs
 Zero Integration = Increased Complexity
 Exponentially Inefficient Process
 The Big Question Is…HOW?
 How Do We Influence Change
 How Do We Introduce Collaboration
 How Do We Eliminate Redundancy
 How Do We Get This Industry IN-Synergy!
Insurance…Outside The Box & Into The Cloud

16. The Data Must Live One Life!
Members Plug-in
• Integrate With Current Information Systems
• Add And Remove Value
• Without Any Duplication Of Effort
Insurance…Outside The Box & Into The Cloud
Insured Agent Aggregator Wholesaler MGA Carrier Reinsurer
The How : Create an Intelligently
Integrated Transaction Platform

17. Insurance…Outside The Box & Into The Cloud

18. EFFICIENT EXECUTION – DATA LIVES ON LIFE
BENEFITS • Never An Incomplete Submission
• Ensure Accurate Reportable Data
• Gather Critical Analytics For Better Decisions
• Eliminates Back & Forth On Incomplete Data
• Exponentially Increases Capacity
• Maximizes Underwriting Resource
• Improved Customer Service
• Significantly Improves Margin
• Makes Agency More Efficient
• Maximizes Opportunity Count
• Efficient & Effective
• Ease of Doing Business!
Digital Discipline Rules Engine Real-Time Quote / Bind / Issue
FEATURES • Wizard Workflows
• Required Fields
• Drop Downs & Lookups
• Class & Product Aware Questions
• Bi-Directionally Integrated with AMS
• Automates Simple Decisions
• Intelligently Presents Decision Data
• Transparent Decision Making Model
• Enforces Underwriting Parameters
• Automates Quote
• Automates Proposal
• Automates Policy Issuance
• Automates Digital Signature / Billing
Insurance…Outside The Box & Into The Cloud

19. Questions and Answers

20. Homework Assignment
20
1
2
3
Register for FREE One-day Training Class
http://inter.viewcentral.com/events/cust/search_results.aspx?cat3_id=31&cid=informa
tica_global&pid=1&lid=1
Get social and tell a friend
Follow @CloudExtend on Twitter
Contact Us
http://www.informaticacloud.com/contact-us.html4
Check out AppExchange Reviews
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JgFnEAK

21. Appendix

22. Runtime Architecture (Desktop/Tablet Browser)
Execute
Process Wizards
Real-time data access
(Meta-data synchronization)
force.com
Authenticate with
Salesforce credentials
Cloud
Extend
22

23. Runtime Architecture (Mobile)
Authenticate with
Salesforce credentials
Real-time data access
Execute
Process Wizards
(Meta-data synchronization)
force.com
Cloud
Extend
23

24. Designer Architecture (Desktop/Tablet Browser)
Authenticate with
Salesforce credentials
(Meta-data synchronization)
force.com
Cloud
Extend
24

25. Alternative Process Automation Options
25
1
2
3
Workflow & Approvals
Limited functionality and uses
Apex Coding
Need developer skills or consultants
Visual Flow
Too complicated - Not for business users
http://videos.informaticacloud.com/n2RRJ/informatica-cloud-extend-vs-salesforce-visual-flow

26. • Add “stack” diagram to appendix
• Promo for new mobile app
• App store listing
26