DF2UFL 2012: Data Management & Integration Approaches
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Transcript of DF2UFL 2012: Data Management & Integration Approaches
Data Management &
Integration Approaches YOUR organization’s data integration needs &
key considerations for success
Informatica Cloud
John Janich
Agenda
Data Management and Integration Basics
Integration 101
Customer Success Story
Demo
Q&A
Who uses (or has used) the Apex Data Loader?
Who uses Informatica Cloud’s free Data Loader?
Who uses Informatica Cloud advanced editions?
Who uses other Salesforce integration tools?
….who has no idea what I’m talking about?
Before we get started
What information do you want to go into Salesforce?
Where is does this data reside?
Do you need to pull data out of Salesforce? If so, what? At what frequency? What is the process?
Do you need to replicate Salesforce data for reporting?
KNOW YOUR DATA!
Today’s Needs:
Simple data loading
Manual, ad-hoc
Low Maintenance
Future Needs:
Internal skills/resources available
Scalable solution
Don’t Code Yourself Into a Corner!
“Start small, think big.”
Customer, product, order, pricing master
What ERP system is in house?
Frequency of CRM integration
Batch and real-time?
What is Your System of Record?
Now you know what data you want to integrate , HOW are you going to do it?
Knowing the Salesforce Integration Options
Cloud Services
2
Free Tools
1
Greater Adoption
More Business Value
Stronger Connection
Benefits Include…
Informatica Cloud
Free Tools: Import Wizard & Data Loader
Free Tools: Starting with the Data Loader
3
Free Tools
1 Pros:
FREE
Easiest way to get your feet wet
“Good enough” might just be
Cons:
Loading data is just one requirement
Ad hoc vs. automated (scheduled)
AppExchange: What Options are There?
Search Data
Integration
140 options!
The Latest Trend: Cloud Integration Benefits include…
Cloud Services
2 Rapid Deployment
Ease of Use
Minimal Training
Fewer IT Resources
Automatic Upgrades
Subscription Pricing
Evaluating a Cloud Integration Solution
1. Multitenant vs. Hosted
2. Ease to Use
3. Can You Try Before Buying
David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions
4. Role of IT
5. Will it Scale?
6. Is the Vendor Viable?
Informatica Cloud
www.InformaticaCloud.com
Prestige Cruise Holdings Success Story
Challenge Synchronize data from Data Warehouse with
Salesforce.com to give field sales a timely, accurate view of B2B relationships and performance
Provide geographically dispersed sales force with easy access to accurate up-to-date data
Overcome resources limitations: only one employee to manage Salesforce.com
Increase overall agility of the CRM/Integration platform
Prestige Cruise Holdings Success Story
Strategy How much data and how often?
Leverage event-based triggers to limit synchronization time
Due to resource limitations, we needed an agile plug-and-play solution
Find a product with a proven track record
- Frequency: Real Time/Batched
- Data Flow: Bi-Directional
~60,000 Accounts
~100,000 Contacts
~300,000 Opportunities
~100,000 Others
Prestige Cruise Holdings Success Story
Results & Lessons Learned With planning, baseline cloud integration took
12 hours to complete
Daily integration process consists of 3 task flows with a total of 40 data synchronization tasks
Reduced processing time ~200% using Bulk API and Real-Time Outbound Messaging
~500k records processed daily
Adjustments are often made in less than 1 hour, including testing
“Thanks to Informatica Cloud, Prestige Cruise Holdings’ innovation and business agility are light-years ahead of where they used to be.”
- Javier Gonzalez. CRM Manager, Prestige Cruise Holdings, Inc.
Brief Demonstration
www.InformaticaCloud.com
Q&A
John Janich
Thank YOU! www.InformaticaCloud.com