Case study - Automotive DMS Connection to Salesforce.com
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Transcript of Case study - Automotive DMS Connection to Salesforce.com
Orby TechnologiesOrby Technologies
Use of IBM Cast Iron Cloudto integrate Automotive DMS data
from multiple vendors into custom Salesforce.com
CRM system
Automotive DMSData Integration to
Salesforce
Orby Technologies
Business Overview
National Franchise for major Car brand200 Salesforce users0.5M Customer records1.5M Case records for Retail Delivery, Service jobs, Enquiries & ClaimsFour different DMS providers in use on Dealership network
Existing data integrationPatchwork of homemade or Open Source toolsRelied on previous generation Case Management toolUnreliable - Error management consumed significant IT resources
Result of using IBM Cast IronReliable Integration built on platform supported by IBMFaster development of new featuresFreed up resources
Orby Technologies
Project Scope
Migrate from Home-Grown solution• .BAT jobs• End-of-life product• Open Source tools
Import & Restructure Data• 0.5M Customers• 1.5M Cases• 1.6 M Activities
Business Areas• Retail Sales delivery• Service booking and jobs• Roadside Assistance• Loyalty club• Web Requests
Orby Technologies
Solution Selection
Salesforce.com• Customer management• Case Management• Dealer Community• KPIs and Management Reporting
IBM Cast Iron Cloud• XML and CSV• FTP• Email• Inbound and Outbound
Orby Technologies
Data Integration Implementation
• Incoming Data from DMS• Uploaded to secure FTP Server from individual Dealer DMS• No fixed time for Hourly or Daily jobs• Data formats: CSV, XML – depending on DMS provider or use case
• IBM Cast Iron Orchestration• Triggered by File on FTP• Validate Files and Dealer Configuration• Locate Customer and Vehicle records• Create Case of relevant record type• Log success on Monitoring Console
• Outgoing Data• Export in CSV or XML format• Export to FTP Server or Email Output, as required