Managing Data Quality in a  Hybrid SaaS/On-Premise environment                  Clint Bidlack, ActivePrime CTOActivePrime ...
ActivePrime   • Data Quality On Demand   • #1 Inner Circle CRM On Demand partner   • Solutions built on the ActivePrime Pl...
Example Customers  ActivePrime Inc
Managing Data Quality in a  Hybrid SaaS/On-Premise environmentActivePrime Inc
On Prem Success != SaaS Success  ActivePrime Inc
Failure: Why?  ActivePrime Inc
What do we want?  Measured in seconds (search engine speed)  Real Time Data Quality  ActivePrime Inc
Under the Hood  • On Prem Query  records = c.execute(‘     select last_name, account_name from contact     where last_name...
Under the Hood  • SaaS Query  records = cod.c.query_entities(    (AccountName,’ ContactLastName’),     Contact,     "[Cont...
Under the Hood  • Measure Similarity  thresh = 0.3  Matches = []  for last_name,account_name in records:    if distance(la...
Failure: Visualized          2.5           2          1.5seconds                                       Measure Similarity ...
Failure: Visualized          14          12          10seconds    8                                  Measure similarity   ...
Failure: Again … why?  • No industry standard  • SQL over HTTP…  • Instead     • Each vendor builds own     • Small subset...
Different Approach: ActivePrime  • Index data optimized for inexact queries  • Fast inexact comparisons  • Domain knowledg...
Solution: Third Approach          14          12          10           8                                    Measure Simila...
Single Record Processing?  • Real time  • Easy…  • One record    • Read, Process, Update  • However …  ActivePrime Inc
Single Record Caveats  • Manage complexity    • CRM    • Data Quality    • 3rd party data providers (multiple)  • Increase...
Single Record: Verification  • Oracle  • ActivePrime  • StrikeIron    • Real-time data verification in the Cloud  ActivePr...
Verification: UI for Business  • UI for business users … not ETL!  ActivePrime Inc
Verification: UI for Business  ActivePrime Inc
Verification: UI for Business  ActivePrime Inc
Batch Processing?  • Less problematic  • Batch of data     • Read, Process, then Update  • No need for real time results  ...
ActivePrime Inc
Case Study: InsperityActivePrime Inc
About Insperity  Insperity Business Performance Advisors offer the most  comprehensive Workforce Optimization solution in ...
Oracle CRM On Demand • Oracle CRM OnDemand client for 7+ years • Supporting 500+ users  ActivePrime Inc
ActivePrime  • Issue     • Users entering duplicates     • Every user destroyed the value of our data  • Solution     • Ac...
Case Study: KomoriActivePrime Inc
About  • Komori America Corp     • North American HQ for Japanese press       manufacturer     • Sales, service, spare par...
Oracle CRM On Demand • Oracle CRM On Demand since 2010    • Komori’s first cloud-based experience    • Research began 2009...
ActivePrime  • Issues:     • All users need to find records quickly     • Reduce/eliminate data duplication  • Solution   ...
Summary • SaaS Real time data quality is hard • On Prem success != SaaS success • Single record data quality is easier   •...
QuestionsActivePrime Inc
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Managing Data Quality In A Hybrid Saas On Premise Environment

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From Oracle Open World 2011. Managing Data Quality In A Hybrid Saas On Premise Environment

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Managing Data Quality In A Hybrid Saas On Premise Environment

  1. 1. Managing Data Quality in a Hybrid SaaS/On-Premise environment Clint Bidlack, ActivePrime CTOActivePrime Inc
  2. 2. ActivePrime • Data Quality On Demand • #1 Inner Circle CRM On Demand partner • Solutions built on the ActivePrime Platform • Real-Time • Batch • Verify (with StrikeIron) • 11,000+ users • 42 Countries and 15 languages ActivePrime Inc
  3. 3. Example Customers ActivePrime Inc
  4. 4. Managing Data Quality in a Hybrid SaaS/On-Premise environmentActivePrime Inc
  5. 5. On Prem Success != SaaS Success ActivePrime Inc
  6. 6. Failure: Why? ActivePrime Inc
  7. 7. What do we want? Measured in seconds (search engine speed) Real Time Data Quality ActivePrime Inc
  8. 8. Under the Hood • On Prem Query records = c.execute(‘ select last_name, account_name from contact where last_name like "em%" and account_name like "an%” ‘) ActivePrime Inc
  9. 9. Under the Hood • SaaS Query records = cod.c.query_entities( (AccountName,’ ContactLastName’), Contact, "[ContactLastName] ~LIKE em* AND [AccountName] ~LIKE an*‘“ ) ActivePrime Inc
  10. 10. Under the Hood • Measure Similarity thresh = 0.3 Matches = [] for last_name,account_name in records: if distance(last_name, emmanuel) <= thresh and distance(account_name,’anhiser busch’) <= thresh: matches.append([last_name,account_name]) ActivePrime Inc
  11. 11. Failure: Visualized 2.5 2 1.5seconds Measure Similarity Query 1 0.5 0 On Prem SaaS Search 1.5 Million Contacts (one query term) ActivePrime Inc
  12. 12. Failure: Visualized 14 12 10seconds 8 Measure similarity 6 Query 4 2 0 On Prem SaaS Search 1.5 Million Contacts (15 query terms) ActivePrime Inc
  13. 13. Failure: Again … why? • No industry standard • SQL over HTTP… • Instead • Each vendor builds own • Small subset of SQL ActivePrime Inc
  14. 14. Different Approach: ActivePrime • Index data optimized for inexact queries • Fast inexact comparisons • Domain knowledge • Nicknames • Country/state/province variations • Company variations • Others + plug-in architecture ActivePrime Inc
  15. 15. Solution: Third Approach 14 12 10 8 Measure Similarityseconds 6 Query 4 2 0 On Prem SaaS ActivePrime Search 1.5 Million Contacts (15 query terms) ActivePrime Inc
  16. 16. Single Record Processing? • Real time • Easy… • One record • Read, Process, Update • However … ActivePrime Inc
  17. 17. Single Record Caveats • Manage complexity • CRM • Data Quality • 3rd party data providers (multiple) • Increased ops challenges • Ensure robustness ActivePrime Inc
  18. 18. Single Record: Verification • Oracle • ActivePrime • StrikeIron • Real-time data verification in the Cloud ActivePrime Inc
  19. 19. Verification: UI for Business • UI for business users … not ETL! ActivePrime Inc
  20. 20. Verification: UI for Business ActivePrime Inc
  21. 21. Verification: UI for Business ActivePrime Inc
  22. 22. Batch Processing? • Less problematic • Batch of data • Read, Process, then Update • No need for real time results • … however … fast is always good! • UI for business ActivePrime Inc
  23. 23. ActivePrime Inc
  24. 24. Case Study: InsperityActivePrime Inc
  25. 25. About Insperity Insperity Business Performance Advisors offer the most comprehensive Workforce Optimization solution in the marketplace that delivers administrative relief, big company benefits, reduced liabilities and a systematic way to improve productivity. Industry: Service Employees: 2000 corporate, 100,000+ clients, 2,000,000+ employees 2010 Revenue: US $1.7 billion ActivePrime Inc
  26. 26. Oracle CRM On Demand • Oracle CRM OnDemand client for 7+ years • Supporting 500+ users ActivePrime Inc
  27. 27. ActivePrime • Issue • Users entering duplicates • Every user destroyed the value of our data • Solution • ActivePrime CleanEnter • Real-time identification of duplicates • Impact • Every user now contributes to quality data • Very fast search, more effective users! ActivePrime Inc
  28. 28. Case Study: KomoriActivePrime Inc
  29. 29. About • Komori America Corp • North American HQ for Japanese press manufacturer • Sales, service, spare parts, marketing • On Oracle EBS since 2007 (upgraded to 12.1.3 Sept 2011) • Andy Katz • Director of Information Technology • Researched and implemented CRM On Demand solution • Responsible for all CRM technical operations ActivePrime Inc
  30. 30. Oracle CRM On Demand • Oracle CRM On Demand since 2010 • Komori’s first cloud-based experience • Research began 2009, selected Oracle CRMOD Dec 2010 • Go-live May 2010 • Currently 30 users: • Executive staff • Sales Management • Marketing • Field Sales Staff • Improved view of customer base • Improved sales process management and analysis ActivePrime Inc
  31. 31. ActivePrime • Issues: • All users need to find records quickly • Reduce/eliminate data duplication • Solution • ActivePrime Search • ActivePrime Clean Enter • Impact • Find records quickly with minimal information! • Huge time savings for users • Users don’t have to think about how to construct the search • View Link: Very easy and fast “scanning” of results ActivePrime Inc
  32. 32. Summary • SaaS Real time data quality is hard • On Prem success != SaaS success • Single record data quality is easier • Complexity management • Batch data quality less problematic • Solutions exist! ActivePrime Inc
  33. 33. QuestionsActivePrime Inc

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