Drive User Adoption And Productivity Using Crm Within Microsoft Outlook
Managing Data Quality In A Hybrid Saas On Premise Environment
1. Managing Data Quality in a
Hybrid SaaS/On-Premise environment
Clint Bidlack, ActivePrime CTO
ActivePrime Inc
2. ActivePrime
• Data Quality On Demand
• #1 Inner Circle CRM On Demand partner
• Solutions built on the ActivePrime Platform
• Real-Time
• Batch
• Verify (with StrikeIron)
• 11,000+ users
• 42 Countries and 15 languages
ActivePrime Inc
7. What do we want?
Measured in seconds (search engine speed)
Real Time Data Quality
ActivePrime Inc
8. Under the Hood
• On Prem Query
records = c.execute(‘
select last_name, account_name from contact
where last_name like "em%" and
account_name like "an%”
‘)
ActivePrime Inc
9. Under the Hood
• SaaS Query
records = cod.c.query_entities(
('AccountName',’ ContactLastName’),
'Contact',
"[ContactLastName] ~LIKE 'em*' AND
[AccountName] ~LIKE 'an*‘“
)
ActivePrime Inc
10. Under the Hood
• Measure Similarity
thresh = 0.3
Matches = []
for last_name,account_name in records:
if distance(last_name, 'emmanuel') <= thresh and
distance(account_name,’anhiser busch’) <= thresh:
matches.append([last_name,account_name])
ActivePrime Inc
22. Batch Processing?
• Less problematic
• Batch of data
• Read, Process, then Update
• No need for real time results
• … however … fast is always good!
• UI for business
ActivePrime Inc
25. About Insperity
Insperity Business Performance Advisors offer the most
comprehensive Workforce Optimization solution in the marketplace
that delivers administrative relief, big company benefits, reduced
liabilities and a systematic way to improve productivity.
Industry: Service
Employees: 2000 corporate, 100,000+ clients, 2,000,000+
employees
2010 Revenue: US $1.7 billion
ActivePrime Inc
26. Oracle CRM On Demand
• Oracle CRM OnDemand client for 7+ years
• Supporting 500+ users
ActivePrime Inc
27. ActivePrime
• Issue
• Users entering duplicates
• Every user destroyed the value of our data
• Solution
• ActivePrime CleanEnter
• Real-time identification of duplicates
• Impact
• Every user now contributes to quality data
• Very fast search, more effective users!
ActivePrime Inc
29. About
• Komori America Corp
• North American HQ for Japanese press
manufacturer
• Sales, service, spare parts, marketing
• On Oracle EBS since 2007 (upgraded to 12.1.3
Sept 2011)
• Andy Katz
• Director of Information Technology
• Researched and implemented CRM On Demand
solution
• Responsible for all CRM technical operations
ActivePrime Inc
30. Oracle CRM On Demand
• Oracle CRM On Demand since 2010
• Komori’s first cloud-based experience
• Research began 2009, selected Oracle CRMOD
Dec 2010
• Go-live May 2010
• Currently 30 users:
• Executive staff
• Sales Management
• Marketing
• Field Sales Staff
• Improved view of customer base
• Improved sales process management and analysis
ActivePrime Inc
31. ActivePrime
• Issues:
• All users need to find records quickly
• Reduce/eliminate data duplication
• Solution
• ActivePrime Search
• ActivePrime Clean Enter
• Impact
• Find records quickly with minimal information!
• Huge time savings for users
• Users don’t have to think about how to construct
the search
• View Link: Very easy and fast “scanning” of results
ActivePrime Inc
32. Summary
• SaaS Real time data quality is hard
• On Prem success != SaaS success
• Single record data quality is easier
• Complexity management
• Batch data quality less problematic
• Solutions exist!
ActivePrime Inc