I T E004 Kelman 091807

Why CIOs are Adopting the Appliance Approach to Salesforce.com Integration

Douglas Menefee, CIO, The Schumacher Group

Chandar Pattabhiram , Vice President of Product Marketing. Cast Iron Systems

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Today’s Agenda

Integration Appliances Overview - Chandar P

Schumacher Group Case Study - Doug Menefee

Live 10 SAP-SFDC Demo - Chandar P

Q & A - All

3©2007 Cast Iron Systems, Inc. • Confidential

Integration is Painful and Expensive

“#1 pain point for CIOs”

“$1 out of $3 IT dollars spent every year on integration”

“For every $1 spent on integration software, companies spend $5.30 to $7.20 on people”


(1) Program using complex integration tools

ERP

(2) Program using development tools

Custom CodeJava

Visual Basic C++, SQL

Custom CodeJava


ERP

Integration Choices



ERP


Custom CodeJava


Custom CodeJava


ERP

Traditional Integration Choices



ERP


Custom CodeJava


Custom CodeJava


ERP

Salesforce.com Integration Appliance

Cast Iron Integration Appliance

Complex ExperienceInstall and maintain multiple components

Write integration code

Re-write integration code

Multiple tools needed to track integration health

Simple ExperienceOne device

No coding

No re-coding

One console

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Problems SolvedData migration to salesforce.com

Data synchronization with other applications

Data extraction for reporting & dashboards

Problems SolvedData migration to salesforce.com

Data synchronization with other applications

Data extraction for reporting & dashboards

Salesforce.com Appliance Overview


Why an Appliance?

Servers

Operating System Appliances

Sun, HP. IBM

SPAM, Authentication, Firewalls

Security Appliances

F5, Juniper, BarracudaStorage Layer

Network Layer

Routers, Switches, Gateways

Routing Appliances

CISCO, Juniper, ExtremeHardware Layer

Security Layer

Data storage and retrieval

Storage Appliances

EMC, Network Appliances, Sun

Integration Layer

Application integration

Integration Appliances

Cast Iron Systems

Appliances simplify infrastructure

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Common Applications Connected

©2007 Cast Iron Systems, Inc. • Confidential

Flat Files

Database

ERP

Top Endpoints Other Endpoints

DB2

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CRM Back-office/ERPMarketing Automation

Integration Appliance Scenarios

• Profiles• Leads• Campaigns

• Accounts• Contacts• Products

• Qualified Leads• Campaigns• Quotes• Opportunities• Invoices

• Customer Service

• Customers• Contacts • Products

• Sales orders• Shipments• Invoices• Payments

• Support

DEMAND GENERATION DEMAND GENERATION DEMAND FULFILLMENT DEMAND FULFILLMENT

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Some Examples

Company Description Systems Integrated Scenario

Power, Transmission & Distribution group

SFDC & SAP Customers, order visibility

Sales & Marketing division of Europe’s largest insurer

SFDC, Web Portals Customer master

Australia’s largest oil refiner SFC & SAP Customers, sales summary

Owns > 100 media brands SFDC & Oracle ERP Customer master

$280M Emergency medicine mgmt provider

SFDC, PeopleSoft, SaaS Doctor billing & scheduling

Online travel provider SFDC, Oracle Advertising data sync

Leading compensation provider

SFDC, Netsuite Opps to Sales orders

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Today’s Agenda




Q & A - All

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Why We Chose the Integration Appliance

as Our Platform

Douglas Menefee

CIO, The Schumacher Group

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About Schumacher Group

Emergency Medicine Management (EMM)

3rd largest & fastest growing EMM company in the nation

Based in Lafayette, LA with 7 regional offices across the country

590 Full-time employees

140 Emergency Department contracts in 17 states

2,400 Emergency Department and Hospital Medicine providers

Provide care for 2.4 million patients annually

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Our Environment

Salesforce.com− 210 seats with 10+ unique roles− Used for SFA & CRM− Tracks Physician info & Opportunities

Tangier Web− Hosted solution− Used for Physician Scheduling

PeopleSoft− ERP hosted by Cedar Crestone− Used for A/R, G/L, HR functions for physicians− Migrated recently to hosted env.

Other− GE Business Centricity Billing− SQL Server DBs− Centralized scanning

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Our Business Needs

Need to move data across applications

− Both real-time & batch

Improve data quality & reliability

Fluidly change business processes

Scale with rapid growth

Do notifications & triggers

Picture here

SFDC – PeopleSoft – SQL - Tangers

?

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Options Evaluated

Custom Code:− Quick but dirty

− Too programming intensive

− Difficult to modify as needs changed

Evaluated multiple ETL tools:− Too costly

− Long learning curve

− No native SFDC connectivity

Narrowed to two choices− Cast Iron Appliance

− SQL Server Integration Services (SSIS)

Picture here


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Cast Iron vs. SSIS

SQL Server Integration Services Cast Iron Integration Appliance

Cost Built into SQL licenses 3 year investment = ~$175k

Requires advanced developer skills GUI interface empowers junior database admin

Traditional application development approach

Rapid deployment of integrations takes days

Lack of SFDC domain experts Solid experience with SFDC

Dev environment dependent on SQL Server Own development environment

Connect to any data source to include flat files

Connect to any data source to include flat files

Developers favorite Developers least favorite

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Solution Bakeoff

POC Scenario:− Extract data from custom object

in SFDC

− Update Tangiers &

− Notify users

Cast Iron:− Engaged their own Sales

Engineer on project

− Completed entire POC in 6 hours

MS-SSIS− MS Partner assigned to project

− Given 72 hrs to complete

− “This cannot be done”

Picture here

SFDC –Tangers POC

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Why We Choose the Integration Appliance

Primary Reasons − Rapid deployment of integration projects

− Accessible, knowledgeable professional services

− Appliance devices keeps dev environment autonomous

− Approach is Flexible, Fluid, and Scalable (elastic)

Secondary Reasons− Orchestrations are easy to backup for Disaster Recovery

purposes

− Utilization of junior staff to accomplish needs

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Using the Appliance as our Integration Platform

Cast Iron is our Integration Platform

Appliance used for both real-time & batch needs

Multiple integration projects:− Doctor scheduling info

between SFDC & Tangiers

− Payment info from PeopleSoft to SFDC

− Other

Picture here


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Lessons Learned

Define use cases in advance

Construct a communication strategy

Involve more people than you normally would

Treat each integration point as its own project

Make simplicity a “must-have”− Simple solutions, not build-it-yourself tools− Seek solutions that provide built-in connectivity &

standards-based access

Prioritize, reprioritize, and then reprioritize

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Today’s Agenda




Q & A - All


Salesforce.com Appliance Overview

What The Integration Appliance Does

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Live “Clicks, Not Code” Demo

WhatWhat

Customer Master to Accounts

HowHow

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Summary: Integration Appliances

SimplicitySimplicity

Just Like….Just Like….

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Q & AQ & A

Thank You

1-866-NO-CODING

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What it Means to You

IT Needs

Time Salesforce.com Integration in days

Cost Save 80% or more

Skills Free-up scarce resources

Simplicity Plug in. Configure. Run.

Cast Iron Integration Appliancefor Salesforce.com

Appendix

Technology

I T E004 Kelman 091807