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Curing Your Data Headaches withTalend and SugarCRM ©2010 SugarCRM Inc. All rights reserved.
AgendaIntroductionTalend Overview and HighlightsTalend Data Integration Drill DownLevementum: Customer Success Story – Estes Inc.Q & A©2010 SugarCRM Inc. All rights reserved.
Introducing Sugar 6: CRM Made Simple©2010 SugarCRM Inc. All rights reserved.9/1/20103
Talend Overview and Highlights©2010 SugarCRM Inc. All rights reserved.
SugarCRM has been working with Talend since 2006SugarCRM and Talend share a common vision of community based development and participation with no artificial barriers to entryTalend and SugarCRM provide the most compelling features and capabilities compared to cost that increase the ROI of your CRM investment
Corporate OverviewLeading provider of open source data management softwareVenture-backedWorldwide operations and usersLondon (Maidenhead)Business  Tech SupportNurembergBusiness  Tech SupportTokyoBusiness  Tech SupportBeijingR&D  Tech SupportSan Francisco (Los Altos)  CorporateOrange County (Irvine)Business  R&D  Tech SupportNew York (Tarrytown)Business  Tech SupportParis (Suresnes)   Corporate  Business  R&D  Tech SupportMilan (Curno)   Business  Tech SupportUtrecht   Business
Strong Industry RecognitionData IntegrationMagic QuadrantDecember 2009
Technical & business criteria
Direct entry as Visionary
Only open source vendorAlso mentioned in Gartner’sData Quality & Master DataManagement research, and byother analyst firms (Forrester,IDC, Bloor Research, etc.)
Market PositioningMDMData QualityReference data managementData profiling & data cleansingData IntegrationAnalytics (ETL)Operational IntegrationData replication & synchronization,data migration & capture,application upgrade, etc.Extract, Transform & Load for decision support systems
Talend in the IT SystemsExchange datain the information systemManage a single version of the truthCleansedataMDMHubAnalyzedataProductionBudgetingCRM NewAccountingExtract, Transform and Load dataExchange data with partners SalesDatamartMigratelegacyapplicationsDWHLegacyAccountingExternalCustomers,Suppliers…MktDatamart
Talend Open StudioIndustry’s first open source data integrationsoftware, comprises 3 major applications:Business Modeler
Job Designer
Metadata ManagerKey benefitsBusiness-oriented process modeling
Graphical development
Robust and scalable execution
Broadest connectivity to support all systems:450+ components
Real-time debugging
Auto DocumentationData Integration
Talend Integration SuiteSubscription service, extends Talend Open StudioFeaturesAdvanced Studio
Shared Repository
Automated Deployment
Time & Event based scheduling
Fail Over / Load Balancing
Activity Monitoring / DashboardKey benefitsIncrease development productivity
Facilitate collaboration and promote best practices
Manage enterprise-scale deployments
Centralize monitoring of integration processesData Integration
Selected Talend CustomersFinance& InsuranceServicesManufacturing& RetailPublic Sector& Education
Talend Data Integration Drill Down©2010 SugarCRM Inc. All rights reserved.
Why Data Integration?CRM systems need to interoperate with the rest of the information systemData volumes in exponential growthDiversity, heterogeneity and quality of data sources (internal & external)Upgrades by successive additions of layersImport/export capabilities in SugarCRMNo advanced, enterprise-capable data integration featuresTypical data integration requirements:Migration of data to SugarCRMExtraction of SugarCRM data for reporting, business intelligence, etc.Synchronization of SugarCRM with other applications (ERP, shipping, accounting, invoicing, etc.)
Your Migration SituationSloppy excel filesSugarCRMInternal DatabasesOther internal data sourcesflat files, CSVs, …
Challenges of Data MigrationHigh volumes of dataProcessing of large amounts of granular data (products sold, phone calls, banking transactions…)Incremental load vs. complete reloadDisparity of sourcesNumerous production systemsPackaged applications, RDBMS, mainframes, files, etc.Internal and external data sources (reference data)Multiplicity of targetsData warehouse, data marts, OLAP, etc.Complexity of transformationsAggregations, calculations, statistical functions, etc.Slowly Changing DimensionsTrend toward real-timeRefresh more oftenAlways shorter load time windows
Challenges of SynchronizationRestrict volumes of processed dataRequires Changed Data Capture (CDC)Heterogeneity of the environmentOften involves legacy systemsPackaged applications, RDBMS, mainframes, files, etc.Differences in data structuresMap the sources and the targetsAggregations, calculations, etc.Conflict management and resolutionRecord update precedence or “record owner”
Steps into successful data integrationIdentify all your data sourcesIdentify needs of extracting the dataCleanse and transform existing sourcesUnifying all the sourcesPost migration synchronizationMono and Bi directional synchronization
Migration of Data to SugarCRMMigrate data from:Legacy CRMReference dataFilesEmailsEtc.Legacy CRMReference DataExternalData FilesEmails
Extraction of SugarCRM Data (ETL) OLAPERP/CRMFinanceData MartProductionExternalData FilesData WarehouseData MartLoad SugarCRM Data to:Data WarehouseData MartsOLAP Applications / CubesAlong with all the other data
Synchronization of SugarCRM Data ERPInventoryDatabaseSynchronize data between SugarCRM and other systemsReal-time or batchOperational data (e.g. orders, inventory…)Reference/Master data (e.g. products prices, territories…)
Levementum: Customer Success Story – Estes Inc.©2010 SugarCRM Inc. All rights reserved.9/1/201022
AgendaIntroduction of SugarCRM and CompiereIntroduction of Estes, Inc.CRM and ERP Integration Use Cases About LevementumQ & A9/1/201023Copyright © 2009 SugarCRM, Inc.
Responding to the Need of “Integrated Customer Data”Keeping a consistent view of the customer is the key to customer care and satisfactionTraditional CRM solutions manage the Sales Cycle…but not the delivery cycleTraditional ERP solutions manages delivery, but not Sales.The Holy Grail: A CRM view all the way through orders and inventory..with a consistent customer between ERP & CRM9/1/201024Copyright © 2009 SugarCRM, Inc.
SugarCRM and Compiere: Leaders in Open Source SolutionsSugarCRMPremier Open Source CRM solutionSales Force AutomationSeamless WorkflowFlexible ReportingWireless interfaces for the Mobile Sales ForceUltimate in CRM flexibilityCompierePremier Open Source ERP solutionOrder to CashProcure to PayWMS and InventoryManufacturingGlobal-ReadyUltimate in ERP flexibility9/1/2010Copyright © 2009 SugarCRM, Inc.25

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Curing dataheadachesv2 with sugarcrm levementum and talend

  • 1. Curing Your Data Headaches withTalend and SugarCRM ©2010 SugarCRM Inc. All rights reserved.
  • 2. AgendaIntroductionTalend Overview and HighlightsTalend Data Integration Drill DownLevementum: Customer Success Story – Estes Inc.Q & A©2010 SugarCRM Inc. All rights reserved.
  • 3. Introducing Sugar 6: CRM Made Simple©2010 SugarCRM Inc. All rights reserved.9/1/20103
  • 4. Talend Overview and Highlights©2010 SugarCRM Inc. All rights reserved.
  • 5. SugarCRM has been working with Talend since 2006SugarCRM and Talend share a common vision of community based development and participation with no artificial barriers to entryTalend and SugarCRM provide the most compelling features and capabilities compared to cost that increase the ROI of your CRM investment
  • 6. Corporate OverviewLeading provider of open source data management softwareVenture-backedWorldwide operations and usersLondon (Maidenhead)Business Tech SupportNurembergBusiness Tech SupportTokyoBusiness Tech SupportBeijingR&D Tech SupportSan Francisco (Los Altos) CorporateOrange County (Irvine)Business R&D Tech SupportNew York (Tarrytown)Business Tech SupportParis (Suresnes) Corporate Business R&D Tech SupportMilan (Curno) Business Tech SupportUtrecht Business
  • 7. Strong Industry RecognitionData IntegrationMagic QuadrantDecember 2009
  • 9. Direct entry as Visionary
  • 10. Only open source vendorAlso mentioned in Gartner’sData Quality & Master DataManagement research, and byother analyst firms (Forrester,IDC, Bloor Research, etc.)
  • 11. Market PositioningMDMData QualityReference data managementData profiling & data cleansingData IntegrationAnalytics (ETL)Operational IntegrationData replication & synchronization,data migration & capture,application upgrade, etc.Extract, Transform & Load for decision support systems
  • 12. Talend in the IT SystemsExchange datain the information systemManage a single version of the truthCleansedataMDMHubAnalyzedataProductionBudgetingCRM NewAccountingExtract, Transform and Load dataExchange data with partners SalesDatamartMigratelegacyapplicationsDWHLegacyAccountingExternalCustomers,Suppliers…MktDatamart
  • 13. Talend Open StudioIndustry’s first open source data integrationsoftware, comprises 3 major applications:Business Modeler
  • 18. Broadest connectivity to support all systems:450+ components
  • 21. Talend Integration SuiteSubscription service, extends Talend Open StudioFeaturesAdvanced Studio
  • 24. Time & Event based scheduling
  • 25. Fail Over / Load Balancing
  • 26. Activity Monitoring / DashboardKey benefitsIncrease development productivity
  • 27. Facilitate collaboration and promote best practices
  • 29. Centralize monitoring of integration processesData Integration
  • 30. Selected Talend CustomersFinance& InsuranceServicesManufacturing& RetailPublic Sector& Education
  • 31. Talend Data Integration Drill Down©2010 SugarCRM Inc. All rights reserved.
  • 32. Why Data Integration?CRM systems need to interoperate with the rest of the information systemData volumes in exponential growthDiversity, heterogeneity and quality of data sources (internal & external)Upgrades by successive additions of layersImport/export capabilities in SugarCRMNo advanced, enterprise-capable data integration featuresTypical data integration requirements:Migration of data to SugarCRMExtraction of SugarCRM data for reporting, business intelligence, etc.Synchronization of SugarCRM with other applications (ERP, shipping, accounting, invoicing, etc.)
  • 33. Your Migration SituationSloppy excel filesSugarCRMInternal DatabasesOther internal data sourcesflat files, CSVs, …
  • 34. Challenges of Data MigrationHigh volumes of dataProcessing of large amounts of granular data (products sold, phone calls, banking transactions…)Incremental load vs. complete reloadDisparity of sourcesNumerous production systemsPackaged applications, RDBMS, mainframes, files, etc.Internal and external data sources (reference data)Multiplicity of targetsData warehouse, data marts, OLAP, etc.Complexity of transformationsAggregations, calculations, statistical functions, etc.Slowly Changing DimensionsTrend toward real-timeRefresh more oftenAlways shorter load time windows
  • 35. Challenges of SynchronizationRestrict volumes of processed dataRequires Changed Data Capture (CDC)Heterogeneity of the environmentOften involves legacy systemsPackaged applications, RDBMS, mainframes, files, etc.Differences in data structuresMap the sources and the targetsAggregations, calculations, etc.Conflict management and resolutionRecord update precedence or “record owner”
  • 36. Steps into successful data integrationIdentify all your data sourcesIdentify needs of extracting the dataCleanse and transform existing sourcesUnifying all the sourcesPost migration synchronizationMono and Bi directional synchronization
  • 37. Migration of Data to SugarCRMMigrate data from:Legacy CRMReference dataFilesEmailsEtc.Legacy CRMReference DataExternalData FilesEmails
  • 38. Extraction of SugarCRM Data (ETL) OLAPERP/CRMFinanceData MartProductionExternalData FilesData WarehouseData MartLoad SugarCRM Data to:Data WarehouseData MartsOLAP Applications / CubesAlong with all the other data
  • 39. Synchronization of SugarCRM Data ERPInventoryDatabaseSynchronize data between SugarCRM and other systemsReal-time or batchOperational data (e.g. orders, inventory…)Reference/Master data (e.g. products prices, territories…)
  • 40. Levementum: Customer Success Story – Estes Inc.©2010 SugarCRM Inc. All rights reserved.9/1/201022
  • 41. AgendaIntroduction of SugarCRM and CompiereIntroduction of Estes, Inc.CRM and ERP Integration Use Cases About LevementumQ & A9/1/201023Copyright © 2009 SugarCRM, Inc.
  • 42. Responding to the Need of “Integrated Customer Data”Keeping a consistent view of the customer is the key to customer care and satisfactionTraditional CRM solutions manage the Sales Cycle…but not the delivery cycleTraditional ERP solutions manages delivery, but not Sales.The Holy Grail: A CRM view all the way through orders and inventory..with a consistent customer between ERP & CRM9/1/201024Copyright © 2009 SugarCRM, Inc.
  • 43. SugarCRM and Compiere: Leaders in Open Source SolutionsSugarCRMPremier Open Source CRM solutionSales Force AutomationSeamless WorkflowFlexible ReportingWireless interfaces for the Mobile Sales ForceUltimate in CRM flexibilityCompierePremier Open Source ERP solutionOrder to CashProcure to PayWMS and InventoryManufacturingGlobal-ReadyUltimate in ERP flexibility9/1/2010Copyright © 2009 SugarCRM, Inc.25
  • 44. About Compiere©2010 SugarCRM Inc. All rights reserved.9/1/201026
  • 46. 9/1/2010Copyright © 2009 SugarCRM, Inc.28The Compiere ApproachProblems with Traditional ERPThe Compiere DifferenceComplex & InflexibleBloated with features that are never usedLogic hard-coded into millions of lines of codeForce customers to modify their business to match the softwareOutdated technologyBuilt on decades old technology, client-server or character-basedVendor lock-in: uses proprietary technology, limited source code accessExpensiveHigh license & maintenance feesHigh implementation / customization costHigh upgrade costs, lengthy time to valueHighly adaptable, enterprise-classRevolutionary design enables rapid customization – without programming
  • 48. Proven by 1000’s of users worldwideBuilt on a modern, open platformWeb-based, accessible from any browser
  • 50. Source code access reduces risk & vendor dependenceDeploy on-premise or on the CloudAt a fraction of the costNo up-front license fee, low annual operating costs
  • 51. Up to 80% savings in total cost of ownershipAbout Estes Inc.©2010 SugarCRM Inc. All rights reserved.9/1/201029
  • 52. Estes Inc.9/1/2010©2007 SugarCRM Inc. All rights reserved.30
  • 53. Estes Inc – Realizing the promise of Open SourceSituation: The market for industrial chemical products is shrinking quickly in the US – by over $1 Billion / year due to foreign pressures and off-patent products. Task: Estes had to find a way to modernize its infrastructure in a way that would not bankrupt the company while providing the product depth that only best of breed applications could bring to an organization.Action: Estes partnered with Levementum (a business partner who understand the pressures on a low margin business and the need to deliver quickly) and selected the following application suites: Compiere/SugarCRM/Talend/Asterisk
  • 54. The Estes Vision!Open Source Core Applications in an Enterprise Framework!
  • 55. Use Cases for the SugarCRM/Compiere Connector©2010 SugarCRM Inc. All rights reserved.9/1/201033
  • 56. Levementum’s SugarCRM/Compiere Connector CompiereSugarCRMTALENDLevementum ConnectorBatch integration and synchronization of critical customer dataManagement of System of Record (and attributes of record) data scenarios
  • 57. Use Case 1: A Consistent View of The CustomerThe Case:Salespeople in the field, who are closer to the customer, update contact and customer data as they interact. The back office does not get this updated data.The Back Office in fulfilling orders, meets new key customer contacts…who would be valuable to the Salespeople trying to cultivate new business. The sales team does not get this relevant data.The Solution:The Compiere-SugarCRM connector assures that customer and contact data is bi-directionally updated, where needed. Thus, a consistent definition is achieved!
  • 58. Use Case 2: Enabling Sales Teams to See the Order!The Case:Salespeople and teams, manage leads, accounts, contacts and opportunities in the CRM. They also take quotes, which are posted (manually) to the ERP. However, the Salesforce does not see the orders and shipments in their CRM solution – and must log into yet another system to find them!The Solution:The Compiere-SugarCRM connector sends orders, shipments and updated order status from Compiere to SugarCRM. The Salesforce can now see critical order data and order status data within the CRM environment.
  • 59. Use Case 3: Enabling Sales Teams to See Product & Inventory DataThe Case:Salespeople in the field are often faced with the challenges of :Incomplete ordersThe need to reroute orders to secondary warehouses where the inventory is readily availableThe Salepeople, when dealing with these sticky situations, has difficulty answering customer questions in “real-time” because the answers lie in different systems.The Solution:The Compiere-SugarCRM connector drives product and warehouse inventory data from Compiere to SugarCRM, so the Salesforce can not only see orders, but react to inventory challenges!
  • 60. Use Case 4: Wireless/Mobility–Customer Care…from anywhere!The Case:A mobile salesperson doesn’t always have access to her PC. Even while on a customer site, a salesperson sometimes is denied network access…and thus the “road warrior” cant answer the questions that the customer needs answered!The SolutionThe Compiere-SugarCRM connector synchronizes Customer, Contact, Order, Product, Shipment and Inventory data…and makes it all accessible through SugarWireless.The Salesforce can access critical order and inventory data from their Blackberries, iPhones or Web enabled Phones!
  • 61. Solution ArchitectureCurrent release 1.1Solution via Talend Data Integration FrameworkBusiness Rules can be modified through a WYSIWYG designer100% Open Source – completely modifiable.Completely separate from CRM or ERP solutions, and can run on either server, or standalone.Extendable for other Application Data Sources outside of SugarCRM and ERP: works with all relational databases and standard file formats.
  • 62. Solution SupportCompiere-SugarCRM ConnectorCovered by Levementum FSP (functional support program)Defined SLAs24/7/365 support available
  • 63. About the Connector’s author: LevementumFounded 2005SugarCRM Partner (Best of Open Source – Information Week)Compiere Partner (Best of Open Source – Information Week)Talend Partner (Best of Open Source – Information Week)Magento Partner (Best of Open Source – Information Week)Mission: Drive “world class” Operations, Engineering, Revenue & Margin results, by enabling business strategies using Open Source Information Technology and Process SolutionsCompany InformationExperienced System Integration Partner of some of the largest open source enterprise application providersOffices:Phoenix (Chandler), ArizonaNew York, NYAtlanta, GA
  • 64. About LevementumSpecialize in Integration of Open Source Technology into a broader system and business strategy Unique configurations that support specialized customer and sales processes Highly complex implementations with high risk and where adoption is critical to success
  • 65. 43

Editor's Notes

  • #2: Hi Everyone,Thank you for joining us for today’s webinar, “Curing Your Data Headaches with Talend and SugarCRM,” presented by SugarCRM, Talend, and Levementum. I’m Jason Nassi from SugarCRM and I’ll be moderating.- Before we jump into the presentation, I have a couple of housekeeping items to share. - First, all attendee lines are muted. To ask a question at any time, please type it into the Q&A area in the lower right hand corner of the WebEx screen. - Second, we are recording this session and it will be available on-demand from SugarCRM.com within the next few days, in case you have colleagues that were unable to attend.
  • #3: We have two main speakers today. First, we’re going to hear from Darian Hickman about Talend, the open source data management company. Darian is going to talk about Talend the and their products, then he’s going to talk more in-depth about how Talend can help you solve your data migration woes, as well as your ongoing data synchronization needs.Then we’ll hear from Geoff Mobisson, Managing Director for Technology & Partnerships at Levementum. Levementum is a leading consulting partner of both SugarCRM and Talend, offering integration, development, process consulting , training and hosting solutions. Geoff is going to talk about Estes Inc, a customer success story where Talend is used to integrate customer data between SugarCRM and Compiere, a premier open source ERP solution.
  • #4: By now you’ve hopefully had a chance to learn about Sugar 6, our newest release. Sugar 6 was released last month, and if you visit our main website, SugarCRM.com, we have videos available that provides a great overview of what’s new in Sugar 6.Darian is going to dive into more details about Talend in a moment… from the SugarCRM perspective, Talend is a terrific example of the values we focused on with Sugar 6:PUT IN SOME STUFF HERE ABOUT HOW OPEN SOURCE RULESLet me hand the controls over to Darian at this point so he can go Talend….
  • #8: Code generatorFully transparent executed code No interpretation overhead at run timeLeverage existing hardwareDeploy integration jobs on as many servers as needed (grid)Use of standards (Eclipse, Java, Perl, SQL)Leverage existing skill setLow training costsEasily extensibleEmbed existing Perl or Java routinesCreate your own components – or leverage the Community’s latest additionsCentralized metadata and monitoringAll dependencies, jobs, documentation stored and versioned centrallyGlobal monitoring
  • #28: This slide depicts the Compiere solution footprint. At the bottom, you see our model-driven application development platform. This is used by Compiere to create our core applications, and by our customers to customize and extend them as they see fit. Built on the platform, you see the Compiere Business Applications. These include Financial Management (GL, AR, AP), Distribution Applications including Order Management, Invoicing, Inventory Mgmt, and Purchasing,Additional Supply Chain modules including Manufacturing and Warehouse Management,And CRM functions including sales lead tracking, a web storefront, and service request functionality.At the top, you see our reporting and analytics capability including standard reports as well as management dashboards.
  • #29: The typical ERP offering available today was originally developed in the 1980’s and 1990’s. - Over the years, these products have become very complex. They are bloated with features you’ll never use. They are also quite inflexible because the business logic is hard coded into millions of lines of code. They essentially force you to modify your business - to match the way the software was built. They are built on decades old technology. They are not web based. And, they lock you into the vendor’s proprietary technology stack. And, they are quite expensive: with high upfront license fees; high implementation, maintenance and upgrade costs; and long implementation projects that often delay time to value.Compiere’s solution was designed to address all these problems.Compiere delivers modern, highly adaptable, enterprise-class applications. Compiere applications are built using a revolutionary, dictionary based architecture, so they can be quickly customized, extended and upgraded – without any programming. Compiere is not only a set of integrated business applications, but a complete applications development platform. The Platform itself is written in Java – while the business applications are defined as meta-data in the Applications Dictionary. All applications are web-based and are accessible from any web browser. Our service-oriented architecture enables easy integration with other applications. And, customers have complete access to application source code – giving them the ultimate in flexibility and control. Customers can choose a traditional on-premise software deployment, or can leverage the benefits of utility computing by deploying on the Cloud. And, they can choose to do the implementation themselves or work with a Compiere Service Provider. Compiere can be acquired, implemented and maintained at a fraction of the cost of traditional ERP systems. There are no upfront license fees, only a modest annual subscription fee.