extend your salesforce investment with cloud integration
TRANSCRIPT
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AGENDA
About Perficient
What is Cloud Integration?
Benefits of Cloud Integration for Salesforce Users
Business Use Cases
Overview of Cast Iron
Q & A
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ABOUT PERFICIENT
Perficient is a leading information technology and
management consulting firm serving clients
throughout North America.
We help clients implement digital experience, business optimization,
and industry solutions that cultivate and captivate customers, drive
efficiency and productivity, integrate business processes, improve
productivity, reduce costs, and create a more agile enterprise.
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ABOUT THE SPEAKERS
Arnold Shoon, Director, IBM Connectivity, Perficient
Arnold is solutions director of Perficient's IBM SOA appliances
practice, including DataPower and Cast Iron. His team of technology
experts cover all facets of SOA architecture and cloud integration,
helping clients leverage cloud technologies from strategy through
implementation for maximum business value.
Jon Lal, Salesforce.com Technical Architect, Perficient
Jon is a recognized leader in designing and delivering enterprise-
wide cloud solutions. He has more than 15 years of business
experience in managing companies’ interactions with customers and
has success in building an enterprise support organization focused
on client success. With a lengthy track record of integration
architecture, Jon extensive experience deploying Salesforce in
connected landscapes.
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THE CLOUD ADVANTAGE
ON-PREMISE APPS
• Implementation complexities
• Limited flexibility and scalability
• High-maintenance solution
• Upfront cost and ongoing
maintenance fees
CLOUD COMPUTING
• Rapid implementations
• Ease-of-use
• Business agility
• Low IT impact
• Low-cost subscription solution
CLOUD INTEGRATION
• Harmonize processes across a
hybrid application landscape
• Maximize user productivity
• Real-time connectivity
• Increased business value
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CLOUD INTEGRATION STORYLeeding Cooking Supplies is a leader in the manufacturing and
distribution of quality food preparation supplies. Founded over 20 years
ago and with acquisition growth, they have a number of disconnected
and siloed back office systems.
Acme ERP
An embedded application for managing the product catalog containing
pricing and availability information. Order processing towards fulfilment
is maintained in this system. It stores order ship dates and statuses.
Customer Connect
A standalone prospect entry application that records new potential
buyers or clients. The company to individual associations are recorded
in this system.
Salesforce
A global cloud platform provider best known for its customer relationship
management (CRM) product. It is used for lead qualification and
opportunity management.
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BUSINESS USER STORIES
1. As a warehouse manager, I want to manage the products we sell using the Acme ERP system.
2. As an account executive, I want to view and update my clients in the customer connect application.
3. As a sales rep, I want to manage my clients in Salesforce.
4. As a sales rep, I want to qualify my leads and work my opportunities in Salesforce.
5. As a sales rep who wins/closes an opportunity, I want the order created for fulfillment in the Acme
ERP system.
6. As a warehouse employee, I want to view and update the order in the Acme ERP system.
7. As a sales rep, I want to check the status of the order without leaving Salesforce.
8. As a support rep, I want to handle order related questions in Salesforce.
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SCENARIO: PRODUCT CATALOG MANAGEMENT
As a warehouse manager, I want to manage the products we sell
using the Acme ERP system.
REST WebServiceSalesforce.com Connector
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As an account executive, I want to view and update my clients in the
customer connect application.
As a sales rep, I want to manage
my clients in Salesforce.
SCENARIO: PROSPECT & CUSTOMER MAINTENANCE
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As a sales rep who wins an opportunity, I want the order created for
fulfillment in the Acme ERP system.
SCENARIO: WINNING AN OPPORTUNITY
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As a sales rep, I want to check the status of the order
without leaving Salesforce.
SCENARIO: SHIPPING DATE INTEGRATION
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CAST IRON BENEFITS
days days
Average
Implementation
Time
• Fastest time to market, lowest cost
• Out-of-the-box connectectivity to hundreds of enterprise and custom apps
• Eliminate the “swivel chair” approach of accessing multiple applications
• Use a graphical configuration, not coding approach to cloud integration
• Choose from flexible deployment options
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SIMPLE CONFIGURATION – NO CODING
Cast Iron Capabilities
Cloud
Applications
On-premise
AppsCloud
Applications
On-premise
Apps
Speed & Simplicity
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THE VALUE OF CAST IRON TIPs▪ Wizard-driven process for configuring common integration patterns
– Accelerate project timelines
– Reduce skill set
– Use as starting point; modifying as needed to accommodate unique processes/requirements
– Reuse best practices for error handling, connectivity, mapping, etc.
▪ Library of 100s of TIPs
– Cloud to on-premise (Example: Salesforce – SAP)
– Gateway to the cloud (Example: Salesforce – WebSphere Message Broker)
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For All Types of Projects
Total ConnectivityDeployment Flexibility
Cloud Service
Virtual Appliances
Physical Appliances
Save Up to 80% in Time & Costs
Reduce Risk & TCO ROI in Months
CAST IRON BENEFITS
Repeatable Success
TIP Exchange
TIP Development Kit
TIP Community
UI Mashups
Process Integration
Data Migration