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Replicating Salesforce Data for
    Business Intelligence & Compliance

           Darren Cunningham, Informatica Cloud
                 Curt Hodge, Dolby Systems
        John Zakarakis, Actelion Pharmaceuticals, US
              Allan Schwab, Informatica Cloud

             www.InformaticaCloud.com

1
Today’s Agenda
• The Need for Better BI and Compliance

• Case Study: Dolby Systems

• Case Study:
  Actelion Pharmaceuticals, US
• Cloud Data Replication Demonstration
• Next Steps
• Q&A

                                          2
Gartner: Analytics & BI Top CIO Tech Priority




                                            3
Four Pillars of Business Intelligence                    SCENE




                            Ad-hoc Reporting


                                               Historical Data
 Fast Access to                                  & Trending
  Information




                  Multiple Data Sources

                                                                 4
Typical Challenges for SFA/CRM Analytics



                                                  1   Multiple Data Sources




                                                  2   Ad-hoc Reporting



                                                  3   Historical Data &
                                                      Trending



                                                  4   Access Times for
                                                      Data




   Source: Dimensional Research, March 28, 2012



                                                                          5
Typical Business Intelligence Architecture




          Inefficient Data Replication procedures with Source Data delays everything


Source: http://technet.microsoft.com/en-us/library/dd459146%28v=sql.100%29.aspx


                                                                                       6
Why Compliance?



                                             Penalties

Up to $1.5         $5 million and         $100,000/violation
million + prison                                               Up to $500,000         Up to $1 million
                   up to 20 years         + prison time
time               in prison


                                           Stakeholders

Individuals        CFO & CEO have         Company officers &      Company’s             Company’s
responsible for    joint responsibility   Directors               public reputation     public reputation
violation          for financial data                             at stake              at stake



Sources: AMA, Genentech, Business Records Management, Acunetix, Sarbanes-Oxley 101


                                                                                                            7
Case Study: Dolby



                 Curtis Hodge
    Senior Director, Enterprise Applications




8
Background

• Specialize in sound and imaging technologies
  that enhance the entertainment experience
• License technologies to consumer electronics
  manufacturers as well as professional broadcast
  and cinema operators
• Curt Hodge oversees the operations and strategy
  for all enterprise applications at Dolby




                                                    9
Salesforce Replication Needs
• Salesforce has prospect and customer contact
  information
  • Using Salesforce for past 5 years

• Gordano Collaboration Suite used for email
  reflection
  • Requires contact information




                                                 10
Integration & Collaboration

• Alignment between licensees and Dolby
  • Contact information easily passed to email system
  • “Set-and-forget” – runs many times throughout the day

• Other potential uses for Informatica Cloud Data
  Replication
  • Provide near real-time Salesforce data to other custom on-
    premise systems
  • Advanced data analysis and complex queries
  • Feed Salesforce information into BI environment for global
    dashboards and reporting



                                                                 11
Case Study: Actelion Pharmaceuticals, US



                    John Zacharakis
                     Data Manager




12
Background
• Biopharmaceutical industry leader
• 28 global subsidiaries, 2500+ employees
  • Focus on discovery, development, & commercialization of
    innovative treatments to serve high unmet medical needs
  • Big footprint in treating pulmonary arterial hypertension
    (PAH)




                                                                13
Data Integration Hub Needs
• Veeva used for commercial analytics &
  compliance
  • Field uses Salesforce to manage pricing, call data, visits

• Need reliable, manageable and auditable data
  integration
  • Previous solution: Took 2-3 hours/day




                                                                 14
Results: Actionable BI &
Compliance

• BI – Complete picture of customer
  • Hierarchical complexities dealt with
  • Flexible and agile as conditions change in
    pharmaceutical market

• Compliance
  • Department of Commerce & FDA
  • “Sunshine Act” – Reporting aggregate spend for
    physician visits




                                                     15
Informatica Cloud Data Replication Demo

                         Allan Schwab
             Director, Informatica Cloud Presales




              www.InformaticaCloud.com

16
Today’s Agenda
• The Need for Better BI and Compliance

• Case Study: Dolby Systems

• Case Study:
  Actelion Pharmaceuticals, US
• Cloud Data Replication Demonstration
• Next Steps
• Q&A

                                          17
And One More Thing…




                      18
And One More Thing…




    https://community.informatica.com/community/marketplace


                                                              19
www.InformaticaCloud.com
Next Steps




                                        20
Resources:
              http://videos.informaticacloud.com/




https://community.informatica.com/community/products/informatica_cloud




                                                                         21
Q&A

• Darren Cunningham
  • Informatica Cloud              www.InformaticaCloud.com


• Curt Hodge
  • Dolby Systems

• John Zakarakis
  • Actelion Pharmaceuticals, US

• Allan Schwab
  • Informatica Cloud
                                   www.InformaticaCloud.com




                                                              22

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Informatica Cloud Data Replication for Salesforce

  • 1. Replicating Salesforce Data for Business Intelligence & Compliance Darren Cunningham, Informatica Cloud Curt Hodge, Dolby Systems John Zakarakis, Actelion Pharmaceuticals, US Allan Schwab, Informatica Cloud www.InformaticaCloud.com 1
  • 2. Today’s Agenda • The Need for Better BI and Compliance • Case Study: Dolby Systems • Case Study: Actelion Pharmaceuticals, US • Cloud Data Replication Demonstration • Next Steps • Q&A 2
  • 3. Gartner: Analytics & BI Top CIO Tech Priority 3
  • 4. Four Pillars of Business Intelligence SCENE Ad-hoc Reporting Historical Data Fast Access to & Trending Information Multiple Data Sources 4
  • 5. Typical Challenges for SFA/CRM Analytics 1 Multiple Data Sources 2 Ad-hoc Reporting 3 Historical Data & Trending 4 Access Times for Data Source: Dimensional Research, March 28, 2012 5
  • 6. Typical Business Intelligence Architecture Inefficient Data Replication procedures with Source Data delays everything Source: http://technet.microsoft.com/en-us/library/dd459146%28v=sql.100%29.aspx 6
  • 7. Why Compliance? Penalties Up to $1.5 $5 million and $100,000/violation million + prison Up to $500,000 Up to $1 million up to 20 years + prison time time in prison Stakeholders Individuals CFO & CEO have Company officers & Company’s Company’s responsible for joint responsibility Directors public reputation public reputation violation for financial data at stake at stake Sources: AMA, Genentech, Business Records Management, Acunetix, Sarbanes-Oxley 101 7
  • 8. Case Study: Dolby Curtis Hodge Senior Director, Enterprise Applications 8
  • 9. Background • Specialize in sound and imaging technologies that enhance the entertainment experience • License technologies to consumer electronics manufacturers as well as professional broadcast and cinema operators • Curt Hodge oversees the operations and strategy for all enterprise applications at Dolby 9
  • 10. Salesforce Replication Needs • Salesforce has prospect and customer contact information • Using Salesforce for past 5 years • Gordano Collaboration Suite used for email reflection • Requires contact information 10
  • 11. Integration & Collaboration • Alignment between licensees and Dolby • Contact information easily passed to email system • “Set-and-forget” – runs many times throughout the day • Other potential uses for Informatica Cloud Data Replication • Provide near real-time Salesforce data to other custom on- premise systems • Advanced data analysis and complex queries • Feed Salesforce information into BI environment for global dashboards and reporting 11
  • 12. Case Study: Actelion Pharmaceuticals, US John Zacharakis Data Manager 12
  • 13. Background • Biopharmaceutical industry leader • 28 global subsidiaries, 2500+ employees • Focus on discovery, development, & commercialization of innovative treatments to serve high unmet medical needs • Big footprint in treating pulmonary arterial hypertension (PAH) 13
  • 14. Data Integration Hub Needs • Veeva used for commercial analytics & compliance • Field uses Salesforce to manage pricing, call data, visits • Need reliable, manageable and auditable data integration • Previous solution: Took 2-3 hours/day 14
  • 15. Results: Actionable BI & Compliance • BI – Complete picture of customer • Hierarchical complexities dealt with • Flexible and agile as conditions change in pharmaceutical market • Compliance • Department of Commerce & FDA • “Sunshine Act” – Reporting aggregate spend for physician visits 15
  • 16. Informatica Cloud Data Replication Demo Allan Schwab Director, Informatica Cloud Presales www.InformaticaCloud.com 16
  • 17. Today’s Agenda • The Need for Better BI and Compliance • Case Study: Dolby Systems • Case Study: Actelion Pharmaceuticals, US • Cloud Data Replication Demonstration • Next Steps • Q&A 17
  • 18. And One More Thing… 18
  • 19. And One More Thing… https://community.informatica.com/community/marketplace 19
  • 21. Resources: http://videos.informaticacloud.com/ https://community.informatica.com/community/products/informatica_cloud 21
  • 22. Q&A • Darren Cunningham • Informatica Cloud www.InformaticaCloud.com • Curt Hodge • Dolby Systems • John Zakarakis • Actelion Pharmaceuticals, US • Allan Schwab • Informatica Cloud www.InformaticaCloud.com 22

Notas do Editor

  1. http://www.computerworld.com/s/article/9223502/The_top_10_tech_priorities_of_CIOs