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MuleSoft Online Meetup Group - B2B Crash Course: PM Insider Lecture
- 1. February 29, 2024 February 29, 2024
- 2. Anypoint Partner Manager Team Session Speaker Vijayan Ganapathy Product Management, Director MuleSoft Session Hosts Sarah Grace Mendoza Product Marketing, Manager MuleSoft Sabrina Hockett Community Advocacy & Marketing, Manager MuleSoft
- 3. Forward Looking Statements This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental, social and governance goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s results could differ materially from the results expressed or implied by these forward- looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our ability to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; our ability to comply with our debt covenants and lease obligations; and the impact of climate change, natural disasters and actual or threatened public health emergencies, including the ongoing COVID-19 pandemic.
- 4. B2B Crash Course: PM Insider Lecture Product Demonstration SFTP Endpoints w/SSH key authentication Product Insider AMA -Ask Me Anything Session Composable Partner Ecosystems Partner Manager Overview Class Agenda
- 5. EDI accounts for 75% of B2B digital sales
- 6. Trading partner ecosystem Composable Enterprise application network Modernize B2B, transform partner ecosystem Anypoint Partner Manager Accelerate partner onboarding Future-proof B2B connectivity Gain operational & business insights
- 7. Protocols Flexibility Ease of use ❏ Low-code & configuration driven - enabling LoB and reducing IT workload ❏ Configurable acknowledgement settings ❏ 1-click deployment + 1-click upgrade Protocols Operational management ❏ B2B transaction visibility and management ❏ Replay transactions from UI or via APIs ❏ Ack generation & reconciliation ❏ End-to-end traceability across systems ❏ Partner transactions via API or EDI ❏ Formats: EDI X12, EDIFACT, XML, JSON, CSV ❏ Transports: AS2, SFTP, FTP, HTTP(s) Dev teams Business teams Partners Low-code B2B integration experience Manage partner transactions with EDI and APIs
- 8. Anypoint Partner Manager Recent & upcoming Innovations Extend the power of API-led connectivity to B2B processes Low-code B2B integration Salesforce B2B Accelerator for OMS & EDI Templates to integrate with Salesforce OMS tooling and support B2B/EDI transactions Maps as reusable config Configure & reuse maps across message flows CloudHub 2.0 Support Deploy B2B Workloads on CloudHub 2.0 Q2 FY25 Q2 FY25 H2 FY25 Transaction replay Reprocess transactions with a click of a button, via API calls CSV/delimited file support Consistent low-code experience to exchange delimited files Runtime Fabric Deployments Deploy B2B workloads on k8s clusters Available Available Available SSH Identity key support for SFTP Configure & manage SFTP endpoints with SSH key auth Available
- 9. Product Demonstration SFTP Endpoint with SSH Key
- 10. 850 Purchase order /toMythical ERP + B2B Process & System APIs 856 Advance ship notice 810 Invoice Demo: SFTP endpoints with SSH key 855 PO Ack /fromMythical 997 Functional Ack 997 Functional Ack What we will see.. ● Configure SFTP endpoints with SSH key authentication ● Deployment ● Monitoring ● Acknowledgement reconciliation
- 11. Omni-Channel B2B Automation Unified processing of structured & unstructured business documents ✓ Centralized visibility & tracking ✓ Dynamic message transformation & routing ✓ Transaction management & replay Unstructured Business Documents Structured Business Documents EDIFAC T IDP Partner Manager Backend applications
- 12. Ask Me Anything Session Product Insider Vijayan Ganapathy
- 13. Release Sparknotes April 4, 9am PST Get a sneak preview of the upcoming release of our B2B Accelerator for Salesforce OMS & EDI, and more. Register Here! Customer Success Stories May date/time TBD Hear how MuleSoft customers are reaping rewards with our enhanced Anypoint Partner Manager. Registration link to come. B2B Crash Course Pt. 2 B2B Crash Course Pt. 3 B2B Integration Meetup Series Join us for part 2 & part 3!
- 14. B2B Integration Resources Link Link Link Blog Demo Product Docs Link Link
- 15. Thank you
Editor's Notes
- Partner Manager provides an open framework that allows organizations to extract key fields from the business transactions processed back and forth between your enterprise and your partners. It enables powerful search for specific transactions both through the UI as well as via API calls, giving more power to your business and operational users. You can also trace business transactions end to end across the entire enterprise integration fabric with Anypoint Monitoring - as they travel through the process and system APIs!
- Sarah - Talk Track (30 seconds): WIP Over the past few years, enterprises across industries have been digitally transforming their business by embracing cloud based applications. They take an API-first approach to integrate their internal systems and applications together - essentially building what we call as a “Composable enterprise application network”. (Click) In order to execute and automate critical supply chain processes, they need to integrate with an ecosystem of business partners for the very use cases we talked about in the previously slide.. (Click)And that is what Anypoint Partner Manager has been built to help enterprises with. Transition: Let’s now double click and learn a bit more about Partner Manager.
- Partner Manager provides an open framework that allows organizations to extract key fields from the business transactions processed back and forth between your enterprise and your partners. It enables powerful search for specific transactions both through the UI as well as via API calls, giving more power to your business and operational users. You can also trace business transactions end to end across the entire enterprise integration fabric with Anypoint Monitoring - as they travel through the process and system APIs!
- Talk Track (30 secs): Up next here - MuleSoft has been investing in our our B2B and EDI integration solution - Anypoint Partner Manager. We’ve made some important enhancements this quarter - all with the aim to serve our business customers and their partners more efficiently and effectively. First -Partner Manager allows for different formats like XML and JSON - On top of the EDI standards of X12 and EDIFACT - And NOW… we’ve recently added support for CSV / delimited files. We also launched our Transaction Replay feature - which many of our customers have been looking forward to! If an EDI transaction fails at any point between partner organizations - they can now replay that transaction with a SINGLE CLICK. No manual reprocessing needed, as users can now do this easily from the UI. We also now support for B2B workloads to run on K8s clusters via RTF deployment. AND - At the start of the year, we expect to release outbound EDI Batching. Business partners will be able to receive document types (such as Invoices, Payment Authorization, etc ) as one single batch delivered at a particular time.
- A typical B2B trading relationship involves a buyer and a seller. In Retail: The buyer can be a retailer like Walmart of Best Buy, and the seller could be one of the 100s of consumer goods companies like Driscoll’s or Bose from whom the retailers source products from. In Manufacturing: Or the buyer can be a large automobile manufacturer, and the seller can be one of the 1000s of parts suppliers. In healthcare: Or the buyer can be a healthcare provider or a large wholesaler like McKesson, and the seller can be one of the many pharma or medical devices companies These relationships are always 1-to-many and there is a constant exchange of business transactions between these companies. B2B is not just about buying and selling. Organizations across every industry have the need to transport raw materials and finished products across the value chain - and need the services of logistics companies. There is a constant exchange of transactions with these partners to keep the supply chain moving. In summary, B2B and EDI standards provide organizations across industries with the ability to integrate with their business partner ecosystem in a scalable and interoperable way.
- Just like how consumer preferences have changed over time, with new channels of engagement like mobile apps, social media and other digital channels, the B2B buying/selling landscape also continues to change. B2B customers or buyers have different preferences when it comes to exchanging business transactions like orders and invoices. B2B sellers (primarily CG and manufacturing companies) always are on the lookout to expand their buyer network in order to grow their revenue. What that means is, they need to be open to meeting their customers where they are - giving a differentiated buyer experience. <Click> Large enterprise customers prefer exchanging B2B transactions like orders and invoices electronically - leveraging EDI standards, or other structured data formats like XML, JSON and CSV. <Click> On the other hand, there are also buyers that want to order thru a custom B2B commerce portal, or even send orders as PDF/Image files via Emails and SFTP communication. <Click> Anypoint Partner Manager helps organizations to process structured business documents and integrate with the backend Order management, ERP and WMS/TMS systems through an API-led approach. <Click> With the upcoming MuleSoft Intelligent Document Processing Service, IDP, organizations can process unstructured business documents coming in as PDF or Image files via Email, SFTP or other forms of communication and integrate with the other channels. <Click> As a result, customers get a centralized visibility & tracking of all their business documents. You can also apply post processing transformation to apply any additional rules and route the data to different backend systems by leveraging Partner Manager’s built-in message routing framework. Last but not the least, you can leverage transaction management features such as replay if you have to reprocess the data back into your application network. We will see how this works with a live demo!
- Simone Talk Track Don’t forget - we want to answer all of your questions on our Product Roadmap announcements we covered in this presentation - and will hold a Q&A Office Hours on the mulesoft product roadmap help Slack channel…tomorrow at 11am EST. Please make sure to pop in and join the convo there!
- Thank you!