When Intuit switched to Salesforce, they had to leave behind essential data. Rather than have their users constantly ?swivel? between two different systems, they were able to gain visibility into the Siebel data for over 6000 users thanks to Lightning Connect and the OData service provided by Progress_ DataDirect Cloud_. Join us to learn how they did it in just 3 months with no changes to their existing environment.

1. How Intuit Implemented
Lightning Connect with
Progress DataDirect
​ Vamsi Vasireddy
​ Principal SW Engineer, Intuit
Vamsi_Vasireddy@intuit.com
​ Idaliz Baez
​ Systems Engineer, Progress Software
​ ibaez@progress.com

2. Data Connectivity and Integration – Trusted by Everyone
10,000’s+
350+
2000+
Global
Reach
25+
Enterprises in 160+ countries
OEMs embed Progress DataDirect technology including every major
software vendor
Applications have been built by ISVs using Progress DataDirect
technologies
Millions of people use applications built on Progress DataDirect
technologies
Years as contributors to the ODBC, JDBC and OData specifications.
Undisputed leader in premium data access market25

3. DATA INTEGRATION WITH THE MOST IMPORTANT BUSINESS SYSTEMS
The most compelling user experience of data, driven by performance and reach
Relational
Databases
SaaS
Application
Data
NoSQL,
NewSQL,
Big Data
Custom
Connectivity

4. Intuit: Who We Serve
Consumers
Small
Businesses
Accounting
Professionals

5. Intuit: Who We Are
1983
Founded
8,000+
Employees
50M
Customers
1993
IPO
4.5B
Revenue
32
Locations

6. Recognized as One of the World’s Leading Companies
FORTUNE 100 BEST COMPANIES TO WORK FOR
2013
MOST ADMIRED: SOFTWARE INDUSTRY MOST INNOVATIVE COMPANIES
2014
2015
31
Ranked
#
12 Years in a Row
2004 2005 2006 2007 2008 2009 2010 2011 2012 2015
WORLD’S MOST ADMIRED COMPANIES
2013 2014
14 Years in a Row
2
Ranked
#

7. ​
How Intuit Uses Salesforce
Business-to-Business
• Sales & Care agents for
Small Business Group and
Professional Tax Group
• Account/contact
management
• Lead/opportunity
management
• Managing asset
transactions (upgrade,
renew, migrate)
• Placing new orders
• Case management
Business-to-Consumer
• Care & customer service
agents for consumers
(TurboTax, Quicken, etc.)
• Account/contact
management
• Case management
• Knowledge Management
• Social collaboration
Workforce Tech
• Used by Employee
• Employee Care
interactions via Email,
Phone and Chat
• Case Management

8. ​
Use Cases
Order
Information
1. Ability to access Order status.
2. Ability to follow Order fulfillment
information.
3. Ability to track shipment status.

9. Use Cases
Order
Information
Billing
Information
1. Ability to access customer Billing
transactional history on-demand
from Billing system.
2. Ability to investigate customer
Billing inquiries.
3. Ability to view customer billing
cycle and next charge date.
1. Ability to access Order status.
2. Ability to follow Order fulfillment
information.
3. Ability to track shipment status.

10. ​
Use Cases
Order
Information
Billing
Information
Agent
Commission
Information
1. Ability to view agent’s
commission information.
2. Ability to reconcile commission
calculations with transactional
history.
3. Ability to view paid vs unpaid
transactions.
1. Ability to access Order status.
2. Ability to follow Order fulfillment
information.
3. Ability to track shipment status.
1. Ability to access customer Billing
transactional history on-demand
from Billing system.
2. Ability to investigate customer
Billing inquiries.
3. Ability to view customer billing
cycle and next charge date.

11. Implementation
Lightning Connect
Framework
External Data
Source
External Objects
DataDirect Cloud
Authentication
Service
Notification
Service
I
n
t
u
i
t
F
i
r
e
w
a
l
l
On-Premise
DataDirect
Cloud Agent
Data
Source

12. Implementation – 3 Easy Steps
1. DataDirect Cloud On-Premise Agent Installation
• Install DataDirect Cloud on-premise agent on a Windows machine
• Configure proxy settings, if applicable

13. Implementation – 3 Easy Steps
1. DataDirect Cloud On-Premise Agent Installation
• Install DataDirect Cloud on-premise agent on a Windows machine
• Configure proxy settings, if applicable
2. Configure oData schema using DataDirect Cloud Dashboard
• Setup Data Source connection and authentication
• Configure Data Source load balancing, if applicable

14. Implementation – 3 Easy Steps
1. DataDirect Cloud On-Premise Agent Installation
• Install DataDirect Cloud on-premise agent on a Windows machine
• Configure proxy settings, if applicable
2. Configure oData schema using DataDirect Cloud Dashboard
• Setup Data Source connection and authentication
• Configure Data Source load balancing, if applicable
3. Create External Data Source and External Objects in Salesforce
• Create External Data Objects
• Develop User Interface

15. Implementation – Demo
​

16. Implementation – in numbers
​
~6000 Users
2 External Data Sources
15 External Objects
~1 GB of Daily Data
Transfer

17. Thank You