Vallabha Nadagouda - Integrating Proprietary Software Tools with CRM Delivered as SaaS - Interop Mumbai 2009


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This session would discuss integration issues faced with two industry standard products -- one being SaaS enabled CRM software. This session will demonstrate how organizations can make use of Web services API offered by the SaaS tool, extracting inserted / updated objects, and then transferring these changes on to third party tools and recording them in the form of issues. Finally, the session will demonstrate how the communication can be achieved in two ways, from CRM tool changes that are captured and reflected on third party tools and vice versa.

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Vallabha Nadagouda - Integrating Proprietary Software Tools with CRM Delivered as SaaS - Interop Mumbai 2009

  1. 1. -Vallabha Nadagouda Sr. Project Manager
  2. 2. An application owned, delivered and managed remotely by one or more providers. Where the provider delivers an application based on a single set of common code and data definitions, which are consumed in a one-to- many model by all contracted customers at any time. On a pay-for-use basis or as a subscription based on use metrics. 2
  3. 3. Use of SaaS solutions is maturing, with more than 40% of organizations using SaaS for more than three years. Nearly 90% of organizations expect to maintain or grow their usage of SaaS, with more than one-third transitioning from on-premises to SaaS. Key drivers of the transition include total cost of ownership and unmet performance expectations. * Data are collected from Gartner reports. 3
  4. 4. is a vendor of Customer Relationship Management (CRM) solutions, which it delivers to businesses over the internet using the SaaS model. 4
  5. 5. The client, headquartered in Scotts Valley, California, USA. An ISV of a leading software platform implementing issue, bug and defect tracking, change management, customer support, helpdesk and other workflow and issue management systems. 5
  6. 6. Efficient and fast collaboration between sales and other departments of an organization. Improve operational efficiency. Creating a bridge between on-premise and on- demand applications. 6
  7. 7. Analysis: 1. Thorough study of participating systems. 2. Identifying the interested Salesforce objects. 3. Identifying the counterpart objects in the proprietary application. 7
  8. 8. Implementation 1. Connecting to over WebService APIs. 2. Talking to client application over HTTP requests. 3. Design has to be generic to integrate any Salesforce objects with client application. 4. Comprehensive to handle all kind of data types. Testing: We followed Test Driven Development (TDD) on lines of Agile development methodology. 8
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  10. 10. Design has to generic enough to handle different data types and data formats (Ex: Date data type). Need to match the sync-up time. Addressing the hysteresis problem. 10
  11. 11. S7 Software Solutions is a service-based company based out of Bangalore, India, specializing in multi-platform software development and maintenance, platform migration, reengineering and integration. 10+ years of experience in Software Porting, Migration and Integration. Selected as the Emerge Growth Leader by NASSCOM. 11
  12. 12. INDIA Corporate Office : Bangalore #09, 100 ft Ring Road 27th Main Road B.T.M 1st Phase, Bangalore - 560068 (+91 80) 41526777 Fax : (+91 80) 41518905 USA Washington #2936, 173rd CT NE Redmond, WA 98052 (888) 224 6175 Fax : (425) 883 2597 12
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