Case study - Automotive DMS Connection to Salesforce.com

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Case Study shows the use of IBM Cast Iron Cloud to integrate Automotive DMS data from multiple vendors into a custom Salesforce.com CRM system.

Transcript of Case study - Automotive DMS Connection to Salesforce.com

Page 1: 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

Page 2: Case study - Automotive DMS Connection to Salesforce.com

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

Page 3: Case study - Automotive DMS Connection to Salesforce.com

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

Page 4: Case study - Automotive DMS Connection to Salesforce.com

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

Page 5: Case study - Automotive DMS Connection to Salesforce.com

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