i t e004 kelman 091807
DESCRIPTION
Full session information and video available on successforce.com.TRANSCRIPT
Why CIOs are Adopting the Appliance Approach to Salesforce.com Integration
Douglas Menefee, CIO, The Schumacher Group
Chandar Pattabhiram , Vice President of Product Marketing. Cast Iron Systems
2
Today’s Agenda
Integration Appliances Overview - Chandar P
Schumacher Group Case Study - Doug Menefee
Live 10 SAP-SFDC Demo - Chandar P
Q & A - All
3©2007 Cast Iron Systems, Inc. • Confidential
Integration is Painful and Expensive
“#1 pain point for CIOs”
“$1 out of $3 IT dollars spent every year on integration”
“For every $1 spent on integration software, companies spend $5.30 to $7.20 on people”
4©2007 Cast Iron Systems, Inc. • Confidential
(1) Program using complex integration tools
ERP
(2) Program using development tools
Custom CodeJava
Visual Basic C++, SQL
Custom CodeJava
Visual Basic C++, SQL
ERP
Integration Choices
5©2007 Cast Iron Systems, Inc. • Confidential
(1) Program using complex integration tools
ERP
(2) Program using development tools
Custom CodeJava
Visual Basic C++, SQL
Custom CodeJava
Visual Basic C++, SQL
ERP
Traditional Integration Choices
6©2007 Cast Iron Systems, Inc. • Confidential
(1) Program using complex integration tools
ERP
(2) Program using development tools
Custom CodeJava
Visual Basic C++, SQL
Custom CodeJava
Visual Basic C++, SQL
ERP
Salesforce.com Integration Appliance
Cast Iron Integration Appliance
Complex ExperienceInstall and maintain multiple components
Write integration code
Re-write integration code
Multiple tools needed to track integration health
Simple ExperienceOne device
No coding
No re-coding
One console
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Problems SolvedData migration to salesforce.com
Data synchronization with other applications
Data extraction for reporting & dashboards
Problems SolvedData migration to salesforce.com
Data synchronization with other applications
Data extraction for reporting & dashboards
Salesforce.com Appliance Overview
8©2007 Cast Iron Systems, Inc. • Confidential
Why an Appliance?
Servers
Operating System Appliances
Sun, HP. IBM
SPAM, Authentication, Firewalls
Security Appliances
F5, Juniper, BarracudaStorage Layer
Network Layer
Routers, Switches, Gateways
Routing Appliances
CISCO, Juniper, ExtremeHardware Layer
Security Layer
Data storage and retrieval
Storage Appliances
EMC, Network Appliances, Sun
Integration Layer
Application integration
Integration Appliances
Cast Iron Systems
Appliances simplify infrastructure
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Common Applications Connected
©2007 Cast Iron Systems, Inc. • Confidential
Flat Files
Database
ERP
Top Endpoints Other Endpoints
DB2
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CRM Back-office/ERPMarketing Automation
Integration Appliance Scenarios
• Profiles• Leads• Campaigns
• Accounts• Contacts• Products
• Qualified Leads• Campaigns• Quotes• Opportunities• Invoices
• Customer Service
• Customers• Contacts • Products
• Sales orders• Shipments• Invoices• Payments
• Support
DEMAND GENERATION DEMAND GENERATION DEMAND FULFILLMENT DEMAND FULFILLMENT
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Some Examples
Company Description Systems Integrated Scenario
Power, Transmission & Distribution group
SFDC & SAP Customers, order visibility
Sales & Marketing division of Europe’s largest insurer
SFDC, Web Portals Customer master
Australia’s largest oil refiner SFC & SAP Customers, sales summary
Owns > 100 media brands SFDC & Oracle ERP Customer master
$280M Emergency medicine mgmt provider
SFDC, PeopleSoft, SaaS Doctor billing & scheduling
Online travel provider SFDC, Oracle Advertising data sync
Leading compensation provider
SFDC, Netsuite Opps to Sales orders
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Today’s Agenda
Integration Appliances Overview - Chandar P
Schumacher Group Case Study - Doug Menefee
Live 10 SAP-SFDC Demo - Chandar P
Q & A - All
13
Why We Chose the Integration Appliance
as Our Platform
Douglas Menefee
CIO, The Schumacher Group
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About Schumacher Group
Emergency Medicine Management (EMM)
3rd largest & fastest growing EMM company in the nation
Based in Lafayette, LA with 7 regional offices across the country
590 Full-time employees
140 Emergency Department contracts in 17 states
2,400 Emergency Department and Hospital Medicine providers
Provide care for 2.4 million patients annually
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Our Environment
Salesforce.com− 210 seats with 10+ unique roles− Used for SFA & CRM− Tracks Physician info & Opportunities
Tangier Web− Hosted solution− Used for Physician Scheduling
PeopleSoft− ERP hosted by Cedar Crestone− Used for A/R, G/L, HR functions for physicians− Migrated recently to hosted env.
Other− GE Business Centricity Billing− SQL Server DBs− Centralized scanning
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Our Business Needs
Need to move data across applications
− Both real-time & batch
Improve data quality & reliability
Fluidly change business processes
Scale with rapid growth
Do notifications & triggers
Picture here
SFDC – PeopleSoft – SQL - Tangers
?
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Options Evaluated
Custom Code:− Quick but dirty
− Too programming intensive
− Difficult to modify as needs changed
Evaluated multiple ETL tools:− Too costly
− Long learning curve
− No native SFDC connectivity
Narrowed to two choices− Cast Iron Appliance
− SQL Server Integration Services (SSIS)
Picture here
SFDC – PeopleSoft – SQL - Tangers
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Cast Iron vs. SSIS
SQL Server Integration Services Cast Iron Integration Appliance
Cost Built into SQL licenses 3 year investment = ~$175k
Requires advanced developer skills GUI interface empowers junior database admin
Traditional application development approach
Rapid deployment of integrations takes days
Lack of SFDC domain experts Solid experience with SFDC
Dev environment dependent on SQL Server Own development environment
Connect to any data source to include flat files
Connect to any data source to include flat files
Developers favorite Developers least favorite
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Solution Bakeoff
POC Scenario:− Extract data from custom object
in SFDC
− Update Tangiers &
− Notify users
Cast Iron:− Engaged their own Sales
Engineer on project
− Completed entire POC in 6 hours
MS-SSIS− MS Partner assigned to project
− Given 72 hrs to complete
− “This cannot be done”
Picture here
SFDC –Tangers POC
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Why We Choose the Integration Appliance
Primary Reasons − Rapid deployment of integration projects
− Accessible, knowledgeable professional services
− Appliance devices keeps dev environment autonomous
− Approach is Flexible, Fluid, and Scalable (elastic)
Secondary Reasons− Orchestrations are easy to backup for Disaster Recovery
purposes
− Utilization of junior staff to accomplish needs
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Using the Appliance as our Integration Platform
Cast Iron is our Integration Platform
Appliance used for both real-time & batch needs
Multiple integration projects:− Doctor scheduling info
between SFDC & Tangiers
− Payment info from PeopleSoft to SFDC
− Other
Picture here
SFDC – PeopleSoft – SQL - Tangers
22
Lessons Learned
Define use cases in advance
Construct a communication strategy
Involve more people than you normally would
Treat each integration point as its own project
Make simplicity a “must-have”− Simple solutions, not build-it-yourself tools− Seek solutions that provide built-in connectivity &
standards-based access
Prioritize, reprioritize, and then reprioritize
23
Today’s Agenda
Integration Appliances Overview - Chandar P
Schumacher Group Case Study - Doug Menefee
Live 10 SAP-SFDC Demo - Chandar P
Q & A - All
24©2007 Cast Iron Systems, Inc. • Confidential
Salesforce.com Appliance Overview
What The Integration Appliance Does
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Live “Clicks, Not Code” Demo
WhatWhat
Customer Master to Accounts
HowHow
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Summary: Integration Appliances
SimplicitySimplicity
Just Like….Just Like….
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Q & AQ & A
Thank You
1-866-NO-CODING
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What it Means to You
IT Needs
Time Salesforce.com Integration in days
Cost Save 80% or more
Skills Free-up scarce resources
Simplicity Plug in. Configure. Run.
Cast Iron Integration Appliancefor Salesforce.com
Appendix