How Intuit Implemented Lightning Connect with Progress DataDirect

 Vamsi Vasireddy  Principal SW Engineer, Intuit Vamsi_Vasireddy@intuit.com

 Idaliz Baez  Systems Engineer, Progress Software   ibaez@progress.com

Data Connectivity and Integration – Trusted by Everyone

10,000’s+

350+

2000+

Global Reach

25+

Enterprises in 160+ countries OEMs embed Progress DataDirect technology including every major software vendor Applications have been built by ISVs using Progress DataDirect technologies Millions of people use applications built on Progress DataDirect technologies Years as contributors to the ODBC, JDBC and OData specifications. Undisputed leader in premium data access market 25

DATA INTEGRATION WITH THE MOST IMPORTANT BUSINESS SYSTEMS

The most compelling user experience of data, driven by performance and reach

Relational Databases

SaaS Application Data

NoSQL, NewSQL, Big Data

Custom Connectivity

Intuit: Who We Serve

Consumers Small Businesses

Accounting Professionals

Intuit: Who We Are

1983

Founded

8,000+

Employees

50M

Customers

1993

IPO

4.5B

Revenue

32

Locations

Recognized as One of the World’s Leading Companies

FORTUNE 100 BEST COMPANIES TO WORK FOR

2013  

MOST ADMIRED: SOFTWARE INDUSTRY MOST INNOVATIVE COMPANIES

2014  2015

31 Ranked #

12 Years in a Row

2004 2005 2006 2007 2008 2009 2010 2011 2012 2015

WORLD’S MOST ADMIRED COMPANIES

2013 2014

14 Years in a Row

2 Ranked #

 

How Intuit Uses Salesforce

Business-to-Business

•  Sales & Care agents for Small Business Group and Professional Tax Group •  Account/contact

management •  Lead/opportunity

management •  Managing asset

transactions (upgrade, renew, migrate)

•  Placing new orders •  Case management

Business-to-Consumer

•  Care & customer service agents for consumers (TurboTax, Quicken, etc.) •  Account/contact

management •  Case management •  Knowledge Management •  Social collaboration

Workforce Tech

•  Used by Employee •  Employee Care

interactions via Email, Phone and Chat

•  Case Management

  Use Cases

Order Information

1.  Ability to access Order status.

2.  Ability to follow Order fulfillment information.

3.  Ability to track shipment status.

Use Cases

Order Information

Billing Information

1.  Ability to access customer Billing transactional history on-demand from Billing system.

2.  Ability to investigate customer Billing inquiries.

3.  Ability to view customer billing cycle and next charge date.

1.  Ability to access Order status.

2.  Ability to follow Order fulfillment information.

3.  Ability to track shipment status.

  Use Cases

Order Information

Billing Information

Agent Commission Information

1.  Ability to view agent’s commission information.

2.  Ability to reconcile commission calculations with transactional history.

3.  Ability to view paid vs unpaid transactions.

1.  Ability to access Order status.

2.  Ability to follow Order fulfillment information.

3.  Ability to track shipment status.

1.  Ability to access customer Billing transactional history on-demand from Billing system.

2.  Ability to investigate customer Billing inquiries.

3.  Ability to view customer billing cycle and next charge date.

Implementation

Lightning Connect Framework

External Data Source

External Objects

DataDirect Cloud

Authentication Service

Notification Service

Intuit Firewall

On-Premise

DataDirect Cloud Agent

Data Source

Implementation – 3 Easy Steps

1.  DataDirect Cloud On-Premise Agent Installation

•  Install DataDirect Cloud on-premise agent on a Windows machine

•  Configure proxy settings, if applicable

Implementation – 3 Easy Steps

1.  DataDirect Cloud On-Premise Agent Installation

•  Install DataDirect Cloud on-premise agent on a Windows machine

•  Configure proxy settings, if applicable

2.  Configure oData schema using DataDirect Cloud Dashboard

•  Setup Data Source connection and authentication

•  Configure Data Source load balancing, if applicable

Implementation – 3 Easy Steps

1.  DataDirect Cloud On-Premise Agent Installation

•  Install DataDirect Cloud on-premise agent on a Windows machine

•  Configure proxy settings, if applicable

2.  Configure oData schema using DataDirect Cloud Dashboard

•  Setup Data Source connection and authentication

•  Configure Data Source load balancing, if applicable

3.  Create External Data Source and External Objects in Salesforce

•  Create External Data Objects

•  Develop User Interface

Implementation – Demo  

Implementation – in numbers  

~6000 Users 2 External Data Sources

15 External Objects

~1 GB of Daily Data Transfer

Thank You