Address Validation and Correction with Informatica Cloud
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May 2011 Informatica Cloud webinar: http://info.informaticacloud.com/forms/webinar_address_validation_52611 This webinar provides an overview of Informatica Cloud in action - validating and correcting leads as they come into Salesforce CRM. For more information, visit http:www.Informaticacloud.com Webinar delivered May
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Address Validation and Correction with Informatica Cloud
- 1. Address Validation and Correction with Informatica Cloud www.InformaticaCloud.com
- 3. Data Quality: Critical to CRM Success Garbage In, Garbage Out Source: Bloor Research whitepaper: Pervasive Data Quality, Oct. 2009
- 4. Requirements to delivery trusted data? Data Analysis & Discovery
- 5. Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization
- 6. Requirements to delivery trusted data? Today’s Focus Data Analysis & Discovery Parsing and Standardization Address Validation And do this for all data types…
- 7. Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization Address Validation Matching & De-duplication
- 8. Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization Address Validation Matching & De-duplication Monitoring & Reporting And do this for all data types…
- 10. For the global economy it can be challenging and costly AddressDoctor Product Offerings, May '10, LS 10-1 Nakazawa-Cho Naka-ku Hamamatsu-shi, Shizuoka-ken 430-0904 Japan ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ GREECE 〒 160-0003 東京都新宿区本塩町 7 － 4 シオセブンビル 4 Ｆ Lee Wan Lin 11th Floor, Block D Mai Shun Industrial Building 18-24 Kwai Cheong Rd. KWAI CHUNG NEW TERRITORIES HONG KONG ماريوت عمان عصام العجلوني شارع الشميساني عمان 11190 العمليات المشتركة TIMOTHY DALTON 2101 MASSACHUSETTS AVE NW WASHINGTON DC 20008 UNITED STATES Ervin Berisha Rr 'Aleksander Moisiu', P. 15, Sh. 1 Kutia Postare 6 1001-TIRANE ALBANIA LIÁNGJI LTD XIANGGANGXINSHIJIEDASHA 32 LOU 300 HAO HUÁIHAIZHONGLÙ, SHÀNGHAISHÌ 200021 SHÀNGHAISHÌ CHINA
- 11. Typically, it requires complex tools and coding…
- 12. Address Validation & Correction Benefits Marketing Effectiveness Sales Performance Operational Excellence Customer Satisfaction Cost Savings Source: BtoB: Bad data have massive impact on demand creation, conversion 1 2 3 4 5
- 15. Informatica Cloud: Assesses Address Accuracy, Makes Corrections and Updates Salesforce.com 1) Assess 2) Correct 3) Update
- 16. A typical Address Cleansing problem AddressDoctor Product Offerings, May '10, LS Address Needed for Delivery: Sven Schreiber Feuerbergstr. 1 67134 Birkenheide Germany
- 17. Informatica Cloud Solves this Issue Through a Multi-Step Process ATHINAS 63 105 52 ATHINA GREECE ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ GREECE Transliteration Addresses in a foreign alphabet Addresses in Latin Script House number: 7031 Street: Columbia Gateway Dr Sub-Building: Suite 101 City: Columbia State: MD ZIP: 21046 Country: USA 7031 Columbia Gateway Dr Suite 101 Columbia MD 21046 USA Data is unstructured or in incorrect fields All elements are stored in proper fields Parsing 7031 C OLUMBIA GATEWAY DR STE 101 COLUMBIA MD 2104 6 USA 7031 G olumbia Gateway Dr. Suite 101 Columbia MD 2104 4 USA Incorrect input address Corrected output address Correction Europadamm 2-6 41460 Neuss Germany ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ GREECE Correct Formatting
- 19. Informatica Cloud Customer Success
- 20. Address Validation Plug-Ins https://community.informatica.com/community/marketplace/informatica_cloud_mall
- 22. Raw leads Cleanse Golden Records
- 23. Contacts require an Account Opportunities require a Contact “ Complete data…no Orphaned data…” Leads require an State, Phone, email
- 25. Informatica Cloud Demonstration Your Company www.informaticacloud.com Detect Incorrect Address Information Map Address Validation Plug-In Fields Validate and Cleanse Data within a Sync Task Secure Agent 1) 3) 2) Subscribe to Updates in Chatter! 4)
Editor's Notes
- Key Point: Data Quality is more than address validation and de-duplication. Data Quality requires a breadth of capabilities. What are the clients key requirements? Data Analysis & Discovery Determine the existing state of data Matching Find and remove duplicates (people, product, locations…) Address Validation Format and validate addresses across geographies Parsing and Standardization Format data according to the desired standards Monitoring Provide quality reports and dashboards measuring quality of the data according to the metrics you set
- Key Point: Data Quality is more than address validation and de-duplication. Data Quality requires a breadth of capabilities. What are the clients key requirements? Data Analysis & Discovery Determine the existing state of data Matching Find and remove duplicates (people, product, locations…) Address Validation Format and validate addresses across geographies Parsing and Standardization Format data according to the desired standards Monitoring Provide quality reports and dashboards measuring quality of the data according to the metrics you set
- It is not a perfect world People make mistakes Impact of incorrectly addresses mail is significant USPS (United States): 2 Billion US Dollars annually Internal efficiency gains for the postal operator Costs of an Address Management program are offset by efficiency gains (and sometimes fees) Customer loyalty (especially large customers are at risk) Large customers have options to use other providers more easily smaller enterprises Typos, Misunderstandings, purposely wrong editing, The list is endless Wherever there are humans involved there will be room for errors The cost implication is a dimension of another kind. In times of the financial crisis this might not sound huge any more. But $2B would buy you Manchester United Football Club Or Would build you a large hospital employ hundreds of staff and pay their wages for 50 years Or Would help to build 350 000 water wells, case them and run them for several years But you get somthing out of this, too. Efficiency, Customer loyalty – because things do run smoothly, to name a few Address existence - Does the delivery point really exist? Is the Address complete? - Are parts of the address missing? Address Change – NCOA – Deceased check Political and Postal changes (Madras Chennai) Legibility (especially on handwritten international pieces) International addressing - Transliteration issues
- http://www.btobonline.com/apps/pbcs.dll/article?AID=2009901199974 Information sent from sales to prospects is received promptly while the prospect’s interest is still high Marketing information around events that contain deadlines is received in time for customers / prospects to respond appropriately Huge waste in marketing dollars for returns Orders are sent out correctly Preventing costly returns and requiring additional workload on fulfillment staff Customer Invoices are received quickly To (hopefully) ensure Accounts Receivables are controlled Getting valid addresses into business applications, where they are used, is difficult Requires coding Web Services, middleware expertise and frequent reference data updates
- Screen shot of mapplet SS of ICS mapping Architecture of how this works with agent, AD / ICS / Salesforce.com
- Address Doctor: Supports 246 Countries CASS, SERP and AMAS certified Address Content is updated at least 617 times per year Supports 7 different writing systems (Japanese, Chinese, Cyrillic, etc)
- How did we get there? Raw leads Raw leads brought in from multiple sources (email campaigns, list swaps, website registrations, user input) Provide example of users registering with fake details in order to download a whitepaper. Cleanse/Enrich leads All leads are then passed through our data funnel which checks for duplicates, assesses the quality of information against services like D&B360 and Address Doctor. Address Doctor is also used for enrichment of lead data such as correct and valid address information. This is now branching out into CAMEO data which will give us the latest socio-demographics and lifestyle data at Micro-cell level. Golden Records Finally leads which have passed all tests are inserted to Salesforce and marked as such. Allowing us to trust the data from day one. Next step is to auto assign these leads based on factors like market vertical, timezone, geographic region etc.
- Primary uses of Salesforce and how we have implemented aspects of data management successfully… Leads management Cleanse Enrich Auto assignment Deduplication Controls Simple restrictions on how objects are created within our Org. No opps without qualified contact Acquisition As Informatica grows and acquires other vendors managing the additional data is a challenge In almost all cases the quality of lead data is low