DF2UFL 2012 Morning Session: Data Management & Integration Approaches Presented by: Informatica [Silver Sponsor] John Jannich

1. Data Management &
Integration Approaches
YOUR organization’s data integration needs &
key considerations for success

2. John Janich
Informatica Cloud

3. Agenda
 Data Management and Integration Basics
 Integration 101
 Customer Success Story
 Demo
 Q&A

4. Before we get started
 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?

5. KNOW YOUR DATA!
 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?

6. Don’t Code Yourself Into a Corner!
Today’s Needs:
 Simple data loading
 Manual, ad-hoc
 Low Maintenance “Start small, think big.”
Future Needs:
 Internal skills/resources
available
 Scalable solution

7. What is Your System of Record?
 Customer, product, order, pricing
master
 What ERP system is in house?
 Frequency of CRM integration
 Batch and real-time?
Now you know what data you want to integrate ,
HOW are you going to do it?

8. Knowing the Salesforce Integration Options
1 2 Benefits Include…
Free Tools Cloud Services
Greater Adoption Stronger Connection
Informatica Cloud More Business Value

9. Free Tools:
Import Wizard & Data Loader

10. Free Tools: Starting with the Data Loader
 Pros:
1
 FREE
Free Tools
 Easiest way to get your feet wet
 “Good enough” might just be
 Cons:
 Loading data is just one requirement
 Ad hoc vs. automated (scheduled)
3

11. AppExchange: What Options are There?
 Search Data
Integration
 140 options!

12. The Latest Trend: Cloud Integration
Benefits include…
2 Rapid Deployment
Cloud Services Ease of Use
Minimal Training
Fewer IT Resources
Automatic Upgrades
Subscription Pricing

13. Evaluating a Cloud Integration Solution
1. Multitenant vs. Hosted 4. Role of IT
2. Ease to Use 5. Will it Scale?
3. Can You Try Before Buying 6. Is the Vendor Viable?
David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions

14. Informatica Cloud
www.InformaticaCloud.com

15. 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

16. Prestige Cruise Holdings
Success Story
Strategy
 How much data and how often? - Frequency: Real Time/Batched
 Leverage event-based triggers to limit - Data Flow: Bi-Directional
synchronization time ~60,000 Accounts
 Due to resource limitations, we needed an ~100,000 Contacts
agile plug-and-play solution
~300,000 Opportunities
 Find a product with a proven track record
~100,000 Others

17. Prestige Cruise Holdings
Success Story
Results & Lessons Learned
 With planning, baseline cloud integration took “Thanks to Informatica Cloud,
12 hours to complete Prestige Cruise Holdings’
innovation and business agility
 Daily integration process consists of 3 task
are light-years ahead of where
flows with a total of 40 data synchronization they used to be.”
tasks
- Javier Gonzalez. CRM
 Reduced processing time ~200% using Bulk Manager, Prestige Cruise
API and Real-Time Outbound Messaging Holdings, Inc.
 ~500k records processed daily
 Adjustments are often made in less than 1
hour, including testing

18. Brief Demonstration
www.InformaticaCloud.com

19. John Janich
Q&A

20. Thank YOU!
www.InformaticaCloud.com