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Moving Beyond Migration:
            Re-Inventing Process in the Cloud



 Peter Coffee
 Director of Platform Research
 salesforce.com
The Cloud as a Multi-Product Marketplace



                               Platform as a Service           PaaS as Enterprise
“Servers as a Service”
                                   (PaaS) for the             Application Framework
                                Inquiring Developer
   Virtual
   Servers                                                      Programmable        Programmable User
                                                                 Cloud Logic             Interface
    Virtual
    Servers                         Python/Java
     Virtual
                                  Application Server          Real-Time Workflow    Integrated Content
     Servers                                                      & Approvals             Library




  Database as a Service         Database as a Service         Unlimited Real-Time
                                                                Customization
                                                                                    Granular Security &
                                                                                         Sharing


 Infrastructure as a Service   Infrastructure as a Service     Infrastructure as a Service


~Familiar Developer Model              β Offering            Supports Large-Scale SaaS
     Rapid Scalability          Innovative Technology         Deep-Dyed Multitenancy
What it Means to Promise “The Cloud”
  Moving toward an ideal: “Zero, One, Infinity”*

       0    On-premise infrastructure
            Acquisition cost
            Adoption cost
            Support cost

       1    Coherent and resilient environment – not a brittle “software stack”


      ∞     Scalability in response to changing need
            Integratability/Interoperability with legacy assets and other services
            Customizability/Programmability from data, through logic,
              up into the user interface without compromising robust multi-tenancy


    * From The Jargon File: “Allow none of foo, exactly one of foo, or any number of foo”
Cloud Security: No Need for Excuses




    Facility Security                  Network Security                       Platform Security
•   24x365 on site security        • Fault tolerant external firewall      • SSL data encryption
•   Biometric readers, man traps   • Intrusion detection systems           • Optional strict password policies
•   Anonymous exterior             • Best practices secure systems mgmt    • SAS 70 Type II & SysTrust Certification
•   Silent alarm                   • 3rd party vulnerability assessments   • Security certifications from Fortune 50
•   CCTV                                                                     financial services customers
•   Motion detection                                                       • May 2008: ISO 27001 Certification
•   N+1 infrastructure

                      “There are some strong technical security arguments in favor of Cloud
                      Computing… (Craig Balding, Fortune 500 security practitioner)
Cloud Integration: No Need for Rip/Replace




  Mash-ups from                  Native     Integration   Developer
                  Native ERP
    Web and                     Desktop       Partner      Toolkits
                  Connectors
  AppExchange                  Connectors   Ecosystem
In Search of Platform Leverage
A path of least resistance to high-function applications



   Unlimited Real-Time       Granular Security &      80+ Million Lines of        245,000 Workflow Rules        312,000 UI
     Customization                Sharing                Cloud Logic                  and Approvals           Customizations




    Real-Time Mobile                                  Integrated Content                Real-Time             800+ Integrated
      Deployment             Real-Time Websites             Library                     Analytics              Applications




 ISO 27001, SAS 70 Type II        Proven                Proven Scalability           Real-Time Query            Real-Time
     Certified Security          Reliability       (15 billion transactions/Q2)         Optimizer               Upgrades




         Proven              Real-Time Sandbox           Salesforce to             3 Global Data Centers   Real-Time Transparent
  Real-Time integration        Environments           Salesforce Sharing            & Disaster Recovery        System Status




                                                   Multi-Tenant Kernel
Enterprise Clouds Enable Deep Customization


                                                                                 Build strategic applications
                                      Your Clicks
            User Interface
                                                                                 Customize any aspect
                  Logic                                                          Upgrade when convenient
                                      Your Code
               Database                                                          Preserve IP control


  Metadata representations:
  Rigorously partitioned data, logic and customizations for multiple customers




        Coherent Code Base and Managed Infrastructure
        Coherent Code Base and Managed Infrastructure
Development Reinvented, not Just Relocated
               Nucleus Research analyzed Force.com deployments: found
               average 4.9 times faster development (range 1.5x-10x)
               versus Java or .Net
                –   Custom objects
                –   Administrative tools
                –   Workflow engine
                –   Pre-tested platform

               Galorath Inc. compared developers’ Force.com productivity to
               Java development
                –   Requirements definition time reduced 25% due to rapid prototyping
                –   Testing effort reduced by (typically) more than 10%
                –   Development productivity of new code 5x greater
                –   Overall project cost 30-40% less

               CustomerSat sampled more than 1,100 Force.com
               development teams during summer 2009
                –   Average experience: 4 applications deployed to date
                –   Average project cost savings: 48%
                –   Average project acceleration: 5.1x
The Force.com Visual Process Manager
How it works

        Process Designer              Wizard Builder




                             Step 1       Step 2       Step 3




         Process Simulator   Real-time Process Engine
Visual Process Designer



   Easy visual authoring
   Multiple process types &
   templates
   Real-time process
   simulation
   Extensible plug-in
   architecture
UI Wizard Builder


  Rapidly Create Wizards
  Requires no Code
  Walk users through multi-
  step processes
  Dynamic decisions and
  branching
  Displayed as Mashups in UI
Process Simulator



 Process walkthroughs
 UI displayed in Simulator
 Conflict resolution
 Auto verification
Real-time Process Engine


   Multi-tenant
   Multiple process types &
   templates
   Real-time process
   simulation
   Extensible plug-in
   architecture
Real-World Results: Financial Services

   The Phoenix Companies sought a new CRM solution with flexibility, ease of use,
   mobile accessibility, low-cost modification capabilities, minimal user training
   requirements, and simplified integration with other apps.
   Changeover to Salesforce CRM took less than two months. Working with
   salesforce.com partner OKERE (now part of Fujitsu Consulting), Phoenix used the
   Force.com platform to create customizations for contracts and underwriting.
   Using the Force.com API, Phoenix integrated several legacy systems with
   Salesforce CRM to provide consolidated, real-time access to information.
   The Salesforce CRM implementation cost the company less than one-fourth of the
   project’s original budget.
   By streamlining communication between field and inside sales within Salesforce
   CRM, Phoenix has reduced phone and email inefficiencies, boosted productivity,
   and, in 2005, increased life insurance sales by more than 33%.
   Following its upgrade to Salesforce CRM Unlimited Edition, Phoenix achieved 96%
   user adoption.
Real-World Results: Professional Services

   Animators at Law, a leading provider of litigation graphics, litigation consulting &
   litigation technology for many of the largest law firms, pioneered a unique system
   for identifying the litigation activities of law firms and corporations and wanted to
   make the data available to third parties through a subscription-based service.
   In just a few months – with no added development staff – the team created
   LawProspector, the first comprehensive sales lead and litigation market
   intelligence tool. The application, built on the Force.com platform, integrates with
   Salesforce CRM Enterprise Edition and Salesforce CRM Partner Networks.
   LawProspector is integrated with applications from the Force.com AppExchange.
   LinkedIn for Salesforce, enables users to access LinkedIn information directly
   from Salesforce CRM contact and account records, and Account News Feed
   powered by Google News displays relevant news items from Google alongside
   Salesforce CRM records.
Real-World Results: Green Manufacturing

   Vetrazzo, a leader in the rapidly growing market of recycled glass countertops,
   required an enterprise resource planning (ERP) system it could customize to
   handle its unique manufacturing processes. The eco-friendly small business
   lacked the budget and personnel required to purchase and implement a
   traditional on-premise ERP system.
   Without an IT department, executives wanted to avoid having to purchase and
   manage hardware infrastructure. The company needed a Web-based solution
   for its national staff that could handle anticipated growth.
   With the help of salesforce.com partner The Claiborne Company, Vetrazzo
   expanded on a prototype to build an ERP system customized to fit its specific
   business processes. The company’s custom apps include Customer Service and
   Order Management; Finished Goods Inventory Management; Production
   Planning and Scheduling; Raw Materials Management; Shipping and Logistics;
   Document Management, and Warranty Management.
   Planned integration with Quickbooks will tie in financials.
How “The Cloud” Creates Communities
   It’s hard to add security to a tool that shares by default
   It’s possible to add social tools to a proven trust model
The New Conversation

   Take the workplace from
   Newton to Einstein
   – Not a static space defined
     by an org chart
   – A relativistic space, dynamically
     redefined by relationships
     of people and events
   Enable a social component
   in every Force.com app
   – Current apps simply acquire
     the new behavior
Visually Programmed Business Rules
More powerful than formulas, easier than Apex




                                                       Business rule evaluates to true

                               +


           • Use with assignment, escalation, validation rules, etc.
           • Call out to external systems
           • Execute asynchronously, in batch, or scheduled
Social Business Processes
The intersection between Chatter & VPM

  Collaborative
  process creation &
  maintenance
  Best practice
  sharing
                                 Andrew Leigh. I need to create a
  Integration with               new customer service process for
                                 the iPad, can you guys help?
  feeds and other
                                 New process created: iPad Tier 1
  social channels                Support Process (Goals: Run
                                 time, 5 min)
  Social process                 Steve Wood. Great – I can help
                                 with the case escalation by linking
  monitoring                     in the Apple Escalation Process.

                                 Varadarajan Rajaram. Yes, I know
                                 this product well – there are a
                                 bunch of solutions I can build into
                                 this process.
Where ISVs Can Find Their Future

                       Service Provider Trust
                       Low Cost of Entry
                       Faster Time to Market
                       Assured Interoperability
Peter Coffee
Director of Platform Research
     pcoffee@salesforce.com      Q&A?
   facebook.com/peter.coffee
       twitter.com/petercoffee

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Moving Beyond Migration: Reinventing Process in the Cloud

  • 1. Moving Beyond Migration: Re-Inventing Process in the Cloud Peter Coffee Director of Platform Research salesforce.com
  • 2. The Cloud as a Multi-Product Marketplace Platform as a Service PaaS as Enterprise “Servers as a Service” (PaaS) for the Application Framework Inquiring Developer Virtual Servers Programmable Programmable User Cloud Logic Interface Virtual Servers Python/Java Virtual Application Server Real-Time Workflow Integrated Content Servers & Approvals Library Database as a Service Database as a Service Unlimited Real-Time Customization Granular Security & Sharing Infrastructure as a Service Infrastructure as a Service Infrastructure as a Service ~Familiar Developer Model β Offering Supports Large-Scale SaaS Rapid Scalability Innovative Technology Deep-Dyed Multitenancy
  • 3. What it Means to Promise “The Cloud” Moving toward an ideal: “Zero, One, Infinity”* 0 On-premise infrastructure Acquisition cost Adoption cost Support cost 1 Coherent and resilient environment – not a brittle “software stack” ∞ Scalability in response to changing need Integratability/Interoperability with legacy assets and other services Customizability/Programmability from data, through logic, up into the user interface without compromising robust multi-tenancy * From The Jargon File: “Allow none of foo, exactly one of foo, or any number of foo”
  • 4. Cloud Security: No Need for Excuses Facility Security Network Security Platform Security • 24x365 on site security • Fault tolerant external firewall • SSL data encryption • Biometric readers, man traps • Intrusion detection systems • Optional strict password policies • Anonymous exterior • Best practices secure systems mgmt • SAS 70 Type II & SysTrust Certification • Silent alarm • 3rd party vulnerability assessments • Security certifications from Fortune 50 • CCTV financial services customers • Motion detection • May 2008: ISO 27001 Certification • N+1 infrastructure “There are some strong technical security arguments in favor of Cloud Computing… (Craig Balding, Fortune 500 security practitioner)
  • 5. Cloud Integration: No Need for Rip/Replace Mash-ups from Native Integration Developer Native ERP Web and Desktop Partner Toolkits Connectors AppExchange Connectors Ecosystem
  • 6. In Search of Platform Leverage A path of least resistance to high-function applications Unlimited Real-Time Granular Security & 80+ Million Lines of 245,000 Workflow Rules 312,000 UI Customization Sharing Cloud Logic and Approvals Customizations Real-Time Mobile Integrated Content Real-Time 800+ Integrated Deployment Real-Time Websites Library Analytics Applications ISO 27001, SAS 70 Type II Proven Proven Scalability Real-Time Query Real-Time Certified Security Reliability (15 billion transactions/Q2) Optimizer Upgrades Proven Real-Time Sandbox Salesforce to 3 Global Data Centers Real-Time Transparent Real-Time integration Environments Salesforce Sharing & Disaster Recovery System Status Multi-Tenant Kernel
  • 7. Enterprise Clouds Enable Deep Customization Build strategic applications Your Clicks User Interface Customize any aspect Logic Upgrade when convenient Your Code Database Preserve IP control Metadata representations: Rigorously partitioned data, logic and customizations for multiple customers Coherent Code Base and Managed Infrastructure Coherent Code Base and Managed Infrastructure
  • 8. Development Reinvented, not Just Relocated Nucleus Research analyzed Force.com deployments: found average 4.9 times faster development (range 1.5x-10x) versus Java or .Net – Custom objects – Administrative tools – Workflow engine – Pre-tested platform Galorath Inc. compared developers’ Force.com productivity to Java development – Requirements definition time reduced 25% due to rapid prototyping – Testing effort reduced by (typically) more than 10% – Development productivity of new code 5x greater – Overall project cost 30-40% less CustomerSat sampled more than 1,100 Force.com development teams during summer 2009 – Average experience: 4 applications deployed to date – Average project cost savings: 48% – Average project acceleration: 5.1x
  • 9. The Force.com Visual Process Manager How it works Process Designer Wizard Builder Step 1 Step 2 Step 3 Process Simulator Real-time Process Engine
  • 10. Visual Process Designer Easy visual authoring Multiple process types & templates Real-time process simulation Extensible plug-in architecture
  • 11. UI Wizard Builder Rapidly Create Wizards Requires no Code Walk users through multi- step processes Dynamic decisions and branching Displayed as Mashups in UI
  • 12. Process Simulator Process walkthroughs UI displayed in Simulator Conflict resolution Auto verification
  • 13. Real-time Process Engine Multi-tenant Multiple process types & templates Real-time process simulation Extensible plug-in architecture
  • 14. Real-World Results: Financial Services The Phoenix Companies sought a new CRM solution with flexibility, ease of use, mobile accessibility, low-cost modification capabilities, minimal user training requirements, and simplified integration with other apps. Changeover to Salesforce CRM took less than two months. Working with salesforce.com partner OKERE (now part of Fujitsu Consulting), Phoenix used the Force.com platform to create customizations for contracts and underwriting. Using the Force.com API, Phoenix integrated several legacy systems with Salesforce CRM to provide consolidated, real-time access to information. The Salesforce CRM implementation cost the company less than one-fourth of the project’s original budget. By streamlining communication between field and inside sales within Salesforce CRM, Phoenix has reduced phone and email inefficiencies, boosted productivity, and, in 2005, increased life insurance sales by more than 33%. Following its upgrade to Salesforce CRM Unlimited Edition, Phoenix achieved 96% user adoption.
  • 15. Real-World Results: Professional Services Animators at Law, a leading provider of litigation graphics, litigation consulting & litigation technology for many of the largest law firms, pioneered a unique system for identifying the litigation activities of law firms and corporations and wanted to make the data available to third parties through a subscription-based service. In just a few months – with no added development staff – the team created LawProspector, the first comprehensive sales lead and litigation market intelligence tool. The application, built on the Force.com platform, integrates with Salesforce CRM Enterprise Edition and Salesforce CRM Partner Networks. LawProspector is integrated with applications from the Force.com AppExchange. LinkedIn for Salesforce, enables users to access LinkedIn information directly from Salesforce CRM contact and account records, and Account News Feed powered by Google News displays relevant news items from Google alongside Salesforce CRM records.
  • 16. Real-World Results: Green Manufacturing Vetrazzo, a leader in the rapidly growing market of recycled glass countertops, required an enterprise resource planning (ERP) system it could customize to handle its unique manufacturing processes. The eco-friendly small business lacked the budget and personnel required to purchase and implement a traditional on-premise ERP system. Without an IT department, executives wanted to avoid having to purchase and manage hardware infrastructure. The company needed a Web-based solution for its national staff that could handle anticipated growth. With the help of salesforce.com partner The Claiborne Company, Vetrazzo expanded on a prototype to build an ERP system customized to fit its specific business processes. The company’s custom apps include Customer Service and Order Management; Finished Goods Inventory Management; Production Planning and Scheduling; Raw Materials Management; Shipping and Logistics; Document Management, and Warranty Management. Planned integration with Quickbooks will tie in financials.
  • 17. How “The Cloud” Creates Communities It’s hard to add security to a tool that shares by default It’s possible to add social tools to a proven trust model
  • 18. The New Conversation Take the workplace from Newton to Einstein – Not a static space defined by an org chart – A relativistic space, dynamically redefined by relationships of people and events Enable a social component in every Force.com app – Current apps simply acquire the new behavior
  • 19. Visually Programmed Business Rules More powerful than formulas, easier than Apex Business rule evaluates to true + • Use with assignment, escalation, validation rules, etc. • Call out to external systems • Execute asynchronously, in batch, or scheduled
  • 20. Social Business Processes The intersection between Chatter & VPM Collaborative process creation & maintenance Best practice sharing Andrew Leigh. I need to create a Integration with new customer service process for the iPad, can you guys help? feeds and other New process created: iPad Tier 1 social channels Support Process (Goals: Run time, 5 min) Social process Steve Wood. Great – I can help with the case escalation by linking monitoring in the Apple Escalation Process. Varadarajan Rajaram. Yes, I know this product well – there are a bunch of solutions I can build into this process.
  • 21. Where ISVs Can Find Their Future Service Provider Trust Low Cost of Entry Faster Time to Market Assured Interoperability
  • 22. Peter Coffee Director of Platform Research pcoffee@salesforce.com Q&A? facebook.com/peter.coffee twitter.com/petercoffee