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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
Today’s Agenda Integration Appliances Overview - Chandar P Schumacher Group Case Study  - Doug Menefee  Live 10 SAP-SFDC Demo - Chandar P Q & A - All
Integration is Painful and Expensive ©2007 Cast Iron Systems, Inc.  •  Confidential “ #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”
©2007 Cast Iron Systems, Inc.  •  Confidential (1) Program using complex integration tools  ERP  (2) Program using development tools  Custom Code Java Visual Basic  C++, SQL ERP Integration Choices
©2007 Cast Iron Systems, Inc.  •  Confidential (1) Program using complex integration tools  ERP  (2) Program using development tools  Custom Code Java Visual Basic  C++, SQL ERP Traditional Integration Choices
©2007 Cast Iron Systems, Inc.  •  Confidential (1) Program using complex integration tools  ERP  (2) Program using development tools  Custom Code Java Visual Basic  C++, SQL ERP Salesforce.com Integration Appliance Cast Iron  Integration Appliance Complex Experience Install and maintain multiple components Write integration code Re-write integration code  Multiple tools needed to track integration health Simple Experience One device No coding No re-coding One console
Salesforce.com Appliance Overview Problems Solved Data migration to salesforce.com Data synchronization with other applications Data extraction for reporting & dashboards
Why an Appliance? ©2007 Cast Iron Systems, Inc.  •  Confidential Servers Operating System Appliances Sun, HP. IBM SPAM, Authentication, Firewalls Security Appliances F5, Juniper, Barracuda Storage Layer Network Layer Routers, Switches, Gateways Routing Appliances CISCO, Juniper, Extreme Hardware 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
Common Applications Connected ©2007 Cast Iron Systems, Inc.  •  Confidential Top Endpoints Other Endpoints Flat Files Database ERP DB2
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 FULFILLMENT CRM Back-office/ERP Marketing Automation
Some Examples Leading compensation provider Online travel provider $280M  Emergency medicine mgmt provider Owns > 100 media brands Australia’s largest oil refiner Sales & Marketing division of Europe’s largest insurer Power, Transmission & Distribution group Description Customers, sales summary SFC & SAP Company Systems Integrated Scenario SFDC & SAP Customers, order visibility SFDC,  Web Portals Customer master SFDC & Oracle ERP Customer master SFDC, PeopleSoft, SaaS Doctor billing & scheduling SFDC, Oracle Advertising data sync SFDC, Netsuite Opps to Sales orders
Today’s Agenda Integration Appliances Overview - Chandar P Schumacher Group Case Study  - Doug Menefee  Live 10 SAP-SFDC Demo - Chandar P Q & A - All
Why We Chose the Integration Appliance as Our Platform Douglas Menefee CIO, The Schumacher Group
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
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
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 ?
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 SFDC – PeopleSoft – SQL - Tangers
Cast Iron vs. SSIS Connect to any data source to include flat files Connect to any data source to include flat files Developers least favorite   Developers favorite Rapid deployment of integrations takes days Traditional application development approach Solid experience with SFDC Lack of SFDC domain experts Own development environment Dev environment dependent on SQL Server GUI interface empowers junior database admin Requires advanced developer skills 3 year investment = ~$175k Cost Built into SQL licenses SQL Server Integration Services Cast Iron Integration Appliance
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
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
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 SFDC – PeopleSoft – SQL - Tangers
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
Today’s Agenda Integration Appliances Overview - Chandar P Schumacher Group Case Study  - Doug Menefee   Live 10 SAP-SFDC Demo - Chandar P Q & A - All
Salesforce.com Appliance Overview ©2007 Cast Iron Systems, Inc.  •  Confidential What The Integration Appliance Does
Live “Clicks, Not Code” Demo What Customer Master  to Accounts How
Summary: Integration Appliances Simplicity Just Like….
Thank You Q & A 1-866-NO-CODING
What it Means to You Cast Iron Integration Appliance for Salesforce.com Plug in. Configure. Run. Simplicity Free-up scarce resources Skills Save 80% or more  Cost Salesforce.com Integration in days Time IT Needs
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I T E004 Kelman 091807

  • 1. 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
  • 2. 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. Integration is Painful and Expensive ©2007 Cast Iron Systems, Inc. • Confidential “ #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”
  • 4. ©2007 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools ERP (2) Program using development tools Custom Code Java Visual Basic C++, SQL ERP Integration Choices
  • 5. ©2007 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools ERP (2) Program using development tools Custom Code Java Visual Basic C++, SQL ERP Traditional Integration Choices
  • 6. ©2007 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools ERP (2) Program using development tools Custom Code Java Visual Basic C++, SQL ERP Salesforce.com Integration Appliance Cast Iron Integration Appliance Complex Experience Install and maintain multiple components Write integration code Re-write integration code Multiple tools needed to track integration health Simple Experience One device No coding No re-coding One console
  • 7. Salesforce.com Appliance Overview Problems Solved Data migration to salesforce.com Data synchronization with other applications Data extraction for reporting & dashboards
  • 8. Why an Appliance? ©2007 Cast Iron Systems, Inc. • Confidential Servers Operating System Appliances Sun, HP. IBM SPAM, Authentication, Firewalls Security Appliances F5, Juniper, Barracuda Storage Layer Network Layer Routers, Switches, Gateways Routing Appliances CISCO, Juniper, Extreme Hardware 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
  • 9. Common Applications Connected ©2007 Cast Iron Systems, Inc. • Confidential Top Endpoints Other Endpoints Flat Files Database ERP DB2
  • 10. 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 FULFILLMENT CRM Back-office/ERP Marketing Automation
  • 11. Some Examples Leading compensation provider Online travel provider $280M Emergency medicine mgmt provider Owns > 100 media brands Australia’s largest oil refiner Sales & Marketing division of Europe’s largest insurer Power, Transmission & Distribution group Description Customers, sales summary SFC & SAP Company Systems Integrated Scenario SFDC & SAP Customers, order visibility SFDC, Web Portals Customer master SFDC & Oracle ERP Customer master SFDC, PeopleSoft, SaaS Doctor billing & scheduling SFDC, Oracle Advertising data sync SFDC, Netsuite Opps to Sales orders
  • 12. Today’s Agenda Integration Appliances Overview - Chandar P Schumacher Group Case Study - Doug Menefee Live 10 SAP-SFDC Demo - Chandar P Q & A - All
  • 13. Why We Chose the Integration Appliance as Our Platform Douglas Menefee CIO, The Schumacher Group
  • 14. 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
  • 15. 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
  • 16. 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 ?
  • 17. 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 SFDC – PeopleSoft – SQL - Tangers
  • 18. Cast Iron vs. SSIS Connect to any data source to include flat files Connect to any data source to include flat files Developers least favorite Developers favorite Rapid deployment of integrations takes days Traditional application development approach Solid experience with SFDC Lack of SFDC domain experts Own development environment Dev environment dependent on SQL Server GUI interface empowers junior database admin Requires advanced developer skills 3 year investment = ~$175k Cost Built into SQL licenses SQL Server Integration Services Cast Iron Integration Appliance
  • 19. 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
  • 20. 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
  • 21. 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 SFDC – PeopleSoft – SQL - Tangers
  • 22. 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
  • 23. Today’s Agenda Integration Appliances Overview - Chandar P Schumacher Group Case Study - Doug Menefee Live 10 SAP-SFDC Demo - Chandar P Q & A - All
  • 24. Salesforce.com Appliance Overview ©2007 Cast Iron Systems, Inc. • Confidential What The Integration Appliance Does
  • 25. Live “Clicks, Not Code” Demo What Customer Master to Accounts How
  • 26. Summary: Integration Appliances Simplicity Just Like….
  • 27. Thank You Q & A 1-866-NO-CODING
  • 28. What it Means to You Cast Iron Integration Appliance for Salesforce.com Plug in. Configure. Run. Simplicity Free-up scarce resources Skills Save 80% or more Cost Salesforce.com Integration in days Time IT Needs

Editor's Notes

  • #2: If you’ve any questions, please contact Chandar