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A Window into Salesforce Data Management with Andersen and Informatica

Darren Cunningham Sr. Director Product Marketing, Informatica

Tamara VoseSoftware Engineer, Andersen Corp

Bryan PlasterDirector Customer Success, Informatica

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Today’s Agenda

• The Cloud Integration Challenge• Darren Cunningham, Informatica

• Salesforce Data Management Case Study• Tamara Vose, Andersen Corp

• Cloud Integration in Action• Bryan Plaster, Informatica

• Q&A

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Great News: The Cloud is Hot!

• 76% of US organizations use at least 1 Cloud / SaaS application today• 42% growth over 2008• 45% of the IT budget in 2010

IDC, Software as a Service Market Will Expand Rather than Contract Despite the Economic Crisis, Doc # prUS21641409, 26 Jan 2009.

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But Integration Remains a Top Challenge

…without data integration, cloud-based systems won’t provide the value you’re seeking, indeed they may not be

cost effective at all.”“

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According to the Experts…

• Top SaaS/Cloud Challenges:• Security, Performance, Availability, Integration

SaaS vendors must provide more robust integration strategies that recognize the heterogeneous

environments that most customers now run and will run in the near future.

SaaS integration will emerge as a key discipline in the overall enterprise app strategies of enterprises who seek

to manage a portfolio of provisioned services.

”“

”“

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Informatica On Demand

True Cloud Integration Platform

Purpose-Built Integration Apps

Powerful Data Integration Engine

Proven Customer Success

Cloud Integration from the Market Leader

Informatica’s focus on customer success and innovative technology has earned them the top spot for data integration on

the AppExchange.”

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Proven Customer SuccessAcross a wide variety of use cases…

• Data Replication Service• Use: Operational Reporting

• Data Replication Service• Use: Operational Reporting

• Data Loader Service• Use: LOB Deployment

• Data Replication Service• Use: Operational Reporting

• Replication and Synchronization• Use: LOB Deployment

• Data Synchronization Service• LOB Deployment

• Replication and Synchronization• Use: Archive/Restore

• Data Synchronization Service• Use: LOB Deployment

• Data Replication Service• Use: Operational Reporting

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Today’s Agenda

• The Cloud Integration Challenge• Darren Cunningham, Informatica

• Salesforce Data Management Case Study• Tamara Vose, Andersen Corp

• Cloud Integration in Action• Bryan Plaster, Informatica

• Q&A

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All About Andersen WindowsAndersen is a privately owned business, founded in 1903 by Danish immigrant Hans Andersen and his family in Hudson, Wisconsin, where logs arrived via the St. Croix River. Today, Andersen Corporation is an international enterprise employing over 11,000 people at more than 20 locations with headquarters in Bayport, Minnesota, a 2.8 million-square-foot facility that covers 65 acres. Andersen annually manufactures more than six million wood windows and doors, with sales worldwide.

• INDUSTRY: Manufacturing

• EMPLOYEES: 11,000+

• GEOGRAPHY: Worldwide

• # SFDC USERS: 350+

• PRODUCTS USED: SFA Enterprise Edition, Informatica PowerCenter 8.6, Salesforce Connector, Data Quality Match & Cleanse, Informatica On Demand Data Replication Service

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ChallengeChallenge

• Needed to populate SFDC with customer master data as well as supplemental data from 4 other sources (Oracle, SQL Server, Flat File)

• Needed to standardize and cleanse account, address and contact data.

• Required robust reporting against Salesforce data for reporting customer, sales, and opportunity information using Business Objects BI Tool

• Needed to populate SFDC with customer master data as well as supplemental data from 4 other sources (Oracle, SQL Server, Flat File)

• Needed to standardize and cleanse account, address and contact data.

• Required robust reporting against Salesforce data for reporting customer, sales, and opportunity information using Business Objects BI Tool

SolutionSolution ResultsResults

• Selected Informatica PowerCenter as our data movement tool of customer data to and from Salesforce

• Generate nightly feeds (40+ mappings) to push data from various sources to Salesforce.com

• Selected Informatica Data Quality for periodic standardization and de-duplication of account and contact data. Additionally use for nightly standardization of addresses.

• Implemented Informatica On Demand to replicate Salesforce for reporting

• Selected Informatica PowerCenter as our data movement tool of customer data to and from Salesforce

• Generate nightly feeds (40+ mappings) to push data from various sources to Salesforce.com

• Selected Informatica Data Quality for periodic standardization and de-duplication of account and contact data. Additionally use for nightly standardization of addresses.

• Implemented Informatica On Demand to replicate Salesforce for reporting

• Rep visibility to time sensitive, standardized, and accurate customer data void of duplicates

• Robust external customer reporting from Salesforce.com and back office systems

• Rep visibility to time sensitive, standardized, and accurate customer data void of duplicates

• Robust external customer reporting from Salesforce.com and back office systems

Leading Window and Door Manufacturer

PowerCenter

Data WarehouseInformatica On Demand

(Data Replication Service, Data Loader Service)

Andersen WindowsMaster Data Management and Data Warehouse Integration

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Integration Architecture

On Premise

Customer Data via WebSql Server

Training DatabaseSql Server

Service Database

Oracle

Opportunity Flat File

Sales Reps Enter Customer Data

Sales Datawarhouse

Oracle

Electronic Order

Flat File

Replicated SF Database

Oracle

On-Demand Data Replication

Service

On Premise

Customer MasterOracle

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Integration Lessons LearnedBuy Informatica’s PowerCenter Salesforce Connector:

The use of the Salesforce Connector cut significant time off our development effort. Additionally, since it was part of Informatica we required fewer skill sets for development.

Ensure Ongoing Integration Expertise: If supporting integrations internally, have your internal resources trained and participating in the initial integration creation, not just after go-live.

Some data can be loaded by the business admins:Consider using the Informatica On Demand especially when you want to replicate data and schema changes quickly from Salesforce into your data warehouse with a set and forget mentality.

More mappings = easier supportSmaller, less complex mappings means easier support and readability. You will have more mappings, but it’s much easier to organize and troubleshoot data issues.

Don’t load everything and the kitchen sink:It is tempting to add everything to Salesforce.  While it is nice to report on it and make dashboards on it in Salesforce, sometimes, just having visibility is all that is required.  Consider mash-ups, links to reports, documents loaded...

Clean your data first: Take the time to cleanse, standardize, and de-dupe your data prior to loading it from one system to another. If you don’t do it up front you will spend twice the time doing it later. Additionally, implement an ongoing data quality strategy.

Document, Document, Document:Need I say more?

Next Time…

We Did It!

We Did It!

We Did It!

Next Time…

We Did It!

Next Time…

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Today’s Agenda

• The Cloud Integration Challenge• Darren Cunningham, Informatica

• Salesforce Data Management Case Study• Tamara Vose, Andersen Corp

• Cloud Integration in Action• Bryan Plaster, Informatica

• Q&A

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Continuous Data HealthSynchronization

Proactive Monitoring

Reporting/Backup

Informatica On Demand in Action

On Premise Systems

DB/File Interfaces

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Today’s Agenda

• The Cloud Integration Challenge• Darren Cunningham, Informatica

• Salesforce Data Management Case Study• Tamara Vose, Andersen Corp

• Cloud Integration in Action• Bryan Plaster, Informatica

• Q&A

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Darren CunninghamBryan Plaster

QUESTION & ANSWER SESSION

For further information:Call: (888) 345-4639Email: ondemand_sales@informatica.comFree trial: www.InformaticaOnDemand.com

Tammy Vose