Informatica Cloud Account Synchronization

Account Synchronization www.informaticacloud.com Darren Cunningham, Informatica Cloud Marketing Ron Lunasin, Informatica Cloud Product Management

Today’s Agenda
The Account Synch Challenge
Informatica Cloud Overview
Informatica Cloud Account Synch Demonstration
Customer Success and Best Practices
Discussion
www.informaticacloud.com

Clouds in the Forecast… “ #1 strategic technology area in 2010 for IT” “ Cloud computing will expand and mature in 2010”

The Integration Challenge: Scattered Clouds 65 percent of IT managers recognize integration issues as the top barrier for SaaS/Cloud adoption . “ ” Your Company

Integration Drives Cloud Application Success Greater Adoption Stronger Connection More Business Value Having Salesforce without integration is like having a house on a beautiful island, with no way to get there. 5-Star Review for Informatica Cloud Services “ ”

Primary Cloud Integration Use Cases:
To make into a whole by bringing all parts together; unify
To join with something else; unite
Synchronize Load / Migrate Monitor Report / Backup

Today’s Focus: Account Synchronization Primarily Cloud to On-Premise 2 Accounts and Contacts By synchronizing our back-office apps with salesforce.com, we knew that Bay & Bay sales teams would have all the timely, relevant, and trustworthy information they needed to drive sales revenues. Rob Adams, Bay and Bay Transportation “ ” 1 Load Data Synchronize Data

Loading Accounts: Translation is the Key Common Scenarios:
Address Fields
Customer Type
01
02
03
New Customer
New Partner
Prospect

Loading Contacts, Maintaining Relationships Common Scenarios
Associate Contacts with Accounts
V-Look-Ups (does this look familiar?)

Bi-Directional Application Synchronization Common Scenarios:
Process Integration (Opportunity  Order)
Customer, Product, etc. Master

Cloud Integration Options Outsource Cloud Services On-Premise Tools for IT 4 5 3 Hand Code You need to consider integration for what it is: the mother of all single points of failure . “ ” David Linthicum Author, Cloud Computing and SOA Convergence in Your Enterprise Free Tools 2 1

Informatica Cloud Services www.informaticacloud.com True SaaS Integration Proven Customer Success Kendall Collins, CMO “ Informatica’s focus on customer success and innovative technology has earned them the top spot for data integration on the AppExchange . ” Designed for Line of Business Users

Informatica Cloud Demonstration Your Company DB/File Interfaces RDS www.informaticacloud.com Loading Accounts Loading Contacts and Maintaining Relationships Accounts and Contacts Synchronization Secure Agent 1 3 2

Account Synchronization Success Stories Reduced time to information for sales team from weeks to seconds LOB accomplished 75% of what they needed in a day Increased sales in target accounts 270% Increased cross-sell/up-sell revenue 12% overall $50,000/year in IT savings through reduced application maintenance Eliminated the need for duplicate entry into multiple applications Keeping reps in one system means greater productivity and adoption Consolidated SmithBarney and Morgan Stanley data on day one of merger: no disruption Managers didn’t lose momentum in ongoing recruiting efforts Synchronizing Salesforce CRM with Oracle ERP and other business apps 1.5M rows of data synchronized daily 360-degree shared views of assets, brokerage data, and customer information Anticipated to deliver 900% ROI

360º Customer View
Benefits:
Improves user experience, improves productivity
Prevents users from viewing data they don’t own
Increases exposure to custom objects, reports
Allows IT resources to focus on more complex projects

Account Synchronization Best Practices
Don’t underestimate data loading
“ This is a field mapping exercise.”
Take time to understand your data
Don’t underestimate your data volumes
Ensure your data integration solution can scale
Leverage external IDs to simplify integration
Bring over key IDs from on-premise objects
Expect the unexpected
SaaS app schema change is frequent
Incremental changes are inevitable

View the Recording:
http://www.informaticacloud.com/resources/webinars.html
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Informatica Cloud Account Synchronization

by Darren Cunningham

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Informatica Cloud Account Synchronization Presentation Transcript