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I T E001 Chancellor 091707


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I T E001 Chancellor 091707

  1. 1. On-Demand Best Practices from the CIO Trae Chancellor Track: IT Exec
  2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at /investor ., inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
  3. 3. We need to stop spending “Dead Money” March 2007 On average, $8 out of every $10 spent in IT is ‘dead money’ - not contributing directly to business change or growth September 2006 … infrastructure and utility applications account for 68 percent, or more than two-thirds of all IT spending; however, they make no direct business performance improvement.
  4. 4. Move from Infrastructure to Innovation Innovation Infrastructure Services Security Network Storage Operating System Database App Server Web Server Data Center Disaster Recovery Application Services Security Sharing Integration Customization Web Services API Multi-Language Multi-Currency Workflow Analytics Multi-Device Messaging Search Operations Services Authentication Availability Monitoring Patch Mgmt Upgrades Backup NOC CIO
  5. 5. How IT Innovates <ul><li>Application and Business Process Rationalization </li></ul><ul><ul><li>Workflow </li></ul></ul><ul><ul><li>Analytics </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Usability </li></ul></ul><ul><ul><li>Data intensity and logic intensity </li></ul></ul><ul><li>Based on the requirements we choose </li></ul><ul><ul><li>Extend native functionality of existing Salesforce model </li></ul></ul><ul><ul><li>Create custom app </li></ul></ul><ul><ul><li>AppExchange partnership with integration </li></ul></ul>
  6. 6. IT Solution Delivery App <ul><li>Portfolio management </li></ul><ul><ul><li>IT Project Pipeline visibility </li></ul></ul><ul><ul><li>Demand management </li></ul></ul><ul><ul><li>Investment evaluations </li></ul></ul><ul><li>Project management </li></ul><ul><ul><li>Status reporting </li></ul></ul><ul><ul><li>Issue & risk management </li></ul></ul><ul><ul><li>Release visibility </li></ul></ul><ul><li>Resource management </li></ul><ul><ul><li>Capacity planning by skill, resource type, date </li></ul></ul><ul><ul><li>Demand analysis </li></ul></ul><ul><li>Dashboards and Reports </li></ul>
  7. 8. Intranet Integration <ul><li>Business Problem </li></ul><ul><ul><li>Integrate Intranet functions with Salesforce </li></ul></ul><ul><ul><li>Multiple applications and databases </li></ul></ul><ul><li>Business Solution </li></ul><ul><ul><li>Salesforce Call Center </li></ul></ul><ul><ul><ul><li>Solutions </li></ul></ul></ul><ul><ul><ul><li>Case Management </li></ul></ul></ul><ul><ul><li>Quarterly certifications with workflow and reports </li></ul></ul>
  8. 9. Ticket Process
  9. 10. Quarterly Certification
  10. 11. Automate Paid Time Off Process <ul><li>Business Problem </li></ul><ul><ul><li>Manual processes and limited integration </li></ul></ul><ul><ul><li>Process was prone to error due to manual entry </li></ul></ul><ul><ul><li>Managers had poor visibility into employees availability </li></ul></ul><ul><ul><li>Reporting for compliance was inefficient </li></ul></ul><ul><li>Business Solution </li></ul><ul><ul><li>Automated submissions and approval of TO requests in Custom object </li></ul></ul><ul><ul><li>Eliminated manual data entry </li></ul></ul><ul><ul><li>Team TO calendar and visibility </li></ul></ul><ul><ul><li>Integrated with HR and Payroll systems </li></ul></ul>
  11. 12. Time-Off Manager
  12. 13. Manage the Recruiting Process <ul><li>Business Problem </li></ul><ul><ul><li>Recruiting had to be managed manually by HR </li></ul></ul><ul><ul><ul><li>Spreadsheets </li></ul></ul></ul><ul><ul><ul><li>Leads were manually entered and tracked from Internet </li></ul></ul></ul><ul><ul><li>Job profiles were managed separately from the rest of the HR information </li></ul></ul><ul><li>Business Solution </li></ul><ul><ul><li>Integration between recruiting application HRMS and Internet automates new hire process </li></ul></ul><ul><ul><li>Once requisition changes status to Hired, new hire record is recorded in Workday </li></ul></ul><ul><ul><li>Eliminated manual data entry </li></ul></ul><ul><ul><li>Pipeline visibility and Dashboards </li></ul></ul>
  13. 14. Recruiting
  14. 15. ERP – Integration (Quote-to-Cash) <ul><li>Business Problem </li></ul><ul><ul><li>Salesforce is used for Order management and Oracle is used for Accounts Receivable </li></ul></ul><ul><ul><li>Customers need access to their invoices and payment history </li></ul></ul><ul><li>Business Solution </li></ul><ul><ul><li>Automated billing and synchronization with Oracle AR </li></ul></ul><ul><ul><li>Billing code has been created using APEX </li></ul></ul><ul><ul><li>Draft invoices are sent to Oracle, final invoices are imported back to Salesforce for presentation </li></ul></ul><ul><ul><li>Payments are imported from Oracle to Salesforce for presentation </li></ul></ul>
  15. 16. ERP
  16. 17. Sales Commissions – The Platform and Integration <ul><li>Business Problem </li></ul><ul><ul><li>Commission system performance and legacy systems </li></ul></ul><ul><ul><li>Processing and reports not aligned with business growth </li></ul></ul><ul><li>Business Solution </li></ul><ul><ul><li>Commissionable events created in Salesforce using APEX </li></ul></ul><ul><ul><li>Integration to Xactly for processing </li></ul></ul><ul><ul><li>Roll-out of AppExchange Estimator for Sales commissions </li></ul></ul><ul><ul><li>No additional hardware, database licenses, datacenter space or administration </li></ul></ul><ul><ul><li>Retired legacy systems </li></ul></ul>
  17. 18. Commission Process
  18. 19. Change Management Process <ul><li>Innovation and demand will come from everywhere </li></ul><ul><li>Development/QA/Release processes </li></ul><ul><ul><li>Innovate quickly </li></ul></ul><ul><ul><li>Agile methods </li></ul></ul><ul><li>Sandbox and full user acceptance testing </li></ul><ul><li>IT Change Control </li></ul><ul><li>Full governance and compliance activities </li></ul>
  19. 20. On-Demand Solutions <ul><li>Building and deploying solutions on the Platform </li></ul><ul><ul><li>Not just for CRM anymore </li></ul></ul><ul><ul><li>Rationalization </li></ul></ul><ul><li>Innovative Application Examples </li></ul><ul><ul><li>Extend native functionality of existing Salesforce model </li></ul></ul><ul><ul><li>Create custom app </li></ul></ul><ul><ul><li>AppExchange partnership with integration </li></ul></ul><ul><li>Change Management and Operations </li></ul>
  20. 21. Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories: </li></ul><ul><ul><li>Overall rating of the session </li></ul></ul><ul><ul><li>Quality of content </li></ul></ul><ul><ul><li>Strength of presentation delivery </li></ul></ul><ul><ul><li>Relevance of the session to your organization </li></ul></ul>We strive to improve, t hank you for filling out our survey. <ul><li>Additionally, please score each individual speaker on: </li></ul><ul><ul><li>Overall delivery of session </li></ul></ul>
  21. 22. Trae Chancellor VP, Information Technology Alex Denissov Director, IT Development Chris Tiernan Manager, Integration Development QUESTION & ANSWER SESSION Salesforce Salesforce Salesforce
  22. 23. : Five paths to integration success A comprehensive family of technologies built on top of the Apex Web Services API Mash-ups from AppExchange Native Desktop Connectors Integration Middleware Connectors Developer Toolkits Native ERP Connectors 2 3 4 5 1