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Managing Data Quality in a
  Hybrid SaaS/On-Premise environment




                  Clint Bidlack, ActivePrime CTO
ActivePrime Inc
ActivePrime
   • Data Quality On Demand
   • #1 Inner Circle CRM On Demand partner
   • Solutions built on the ActivePrime Platform
      • Real-Time
      • Batch
      • Verify (with StrikeIron)
   • 11,000+ users
   • 42 Countries and 15 languages
   ActivePrime Inc
Example Customers




  ActivePrime Inc
Managing Data Quality in a
  Hybrid SaaS/On-Premise environment




ActivePrime Inc
On Prem Success != SaaS Success




  ActivePrime Inc
Failure: Why?




  ActivePrime Inc
What do we want?




  Measured in seconds (search engine speed)
  Real Time Data Quality

  ActivePrime Inc
Under the Hood
  • On Prem Query

  records = c.execute(‘
     select last_name, account_name from contact
     where last_name like "em%" and
     account_name like "an%”
  ‘)




  ActivePrime Inc
Under the Hood
  • SaaS Query

  records = cod.c.query_entities(
    ('AccountName',’ ContactLastName’),
     'Contact',
     "[ContactLastName] ~LIKE 'em*' AND
      [AccountName] ~LIKE 'an*‘“
  )




  ActivePrime Inc
Under the Hood
  • Measure Similarity
  thresh = 0.3
  Matches = []
  for last_name,account_name in records:
    if distance(last_name, 'emmanuel') <= thresh and
      distance(account_name,’anhiser busch’) <= thresh:
      matches.append([last_name,account_name])




  ActivePrime Inc
Failure: Visualized
          2.5

           2

          1.5
seconds                                       Measure Similarity
                                              Query
           1

          0.5

           0
                     On Prem     SaaS

      Search 1.5 Million Contacts (one query term)
   ActivePrime Inc
Failure: Visualized
          14

          12

          10

seconds    8                                  Measure similarity
           6                                  Query

           4

           2

           0
                     On Prem     SaaS

      Search 1.5 Million Contacts (15 query terms)
   ActivePrime Inc
Failure: Again … why?

  • No industry standard

  • SQL over HTTP…

  • Instead
     • Each vendor builds own
     • Small subset of SQL


  ActivePrime Inc
Different Approach: ActivePrime

  • Index data optimized for inexact queries

  • Fast inexact comparisons

  • Domain knowledge
    • Nicknames
    • Country/state/province variations
    • Company variations
    • Others + plug-in architecture
  ActivePrime Inc
Solution: Third Approach
          14

          12

          10

           8                                    Measure Similarity
seconds
           6                                    Query

           4

           2

           0
                 On Prem   SaaS   ActivePrime

      Search 1.5 Million Contacts (15 query terms)
   ActivePrime Inc
Single Record Processing?

  • Real time
  • Easy…
  • One record
    • Read, Process, Update

  • However …



  ActivePrime Inc
Single Record Caveats

  • Manage complexity
    • CRM
    • Data Quality
    • 3rd party data providers (multiple)

  • Increased ops challenges
  • Ensure robustness

  ActivePrime Inc
Single Record: Verification

  • Oracle
  • ActivePrime
  • StrikeIron
    • Real-time data verification in the Cloud




  ActivePrime Inc
Verification: UI for Business




  • UI for business users … not ETL!


  ActivePrime Inc
Verification: UI for Business




  ActivePrime Inc
Verification: UI for Business




  ActivePrime Inc
Batch Processing?

  • Less problematic
  • Batch of data
     • Read, Process, then Update
  • No need for real time results
  • … however … fast is always good!
  • UI for business



  ActivePrime Inc
ActivePrime Inc
Case Study: Insperity




ActivePrime Inc
About Insperity

  Insperity Business Performance Advisors offer the most
  comprehensive Workforce Optimization solution in the marketplace
  that delivers administrative relief, big company benefits, reduced
  liabilities and a systematic way to improve productivity.

  Industry: Service

  Employees: 2000 corporate, 100,000+ clients, 2,000,000+
  employees

  2010 Revenue: US $1.7 billion


  ActivePrime Inc
Oracle CRM On Demand

 • Oracle CRM OnDemand client for 7+ years
 • Supporting 500+ users




  ActivePrime Inc
ActivePrime
  • Issue
     • Users entering duplicates
     • Every user destroyed the value of our data
  • Solution
     • ActivePrime CleanEnter
     • Real-time identification of duplicates
  • Impact
     • Every user now contributes to quality data
     • Very fast search, more effective users!
  ActivePrime Inc
Case Study: Komori




ActivePrime Inc
About
  • Komori America Corp
     • North American HQ for Japanese press
       manufacturer
     • Sales, service, spare parts, marketing
     • On Oracle EBS since 2007 (upgraded to 12.1.3
       Sept 2011)
  • Andy Katz
     • Director of Information Technology
     • Researched and implemented CRM On Demand
       solution
        • Responsible for all CRM technical operations
  ActivePrime Inc
Oracle CRM On Demand
 • Oracle CRM On Demand since 2010
    • Komori’s first cloud-based experience
    • Research began 2009, selected Oracle CRMOD
      Dec 2010
 • Go-live May 2010
 • Currently 30 users:
    • Executive staff
    • Sales Management
    • Marketing
    • Field Sales Staff
 • Improved view of customer base
 • Improved sales process management and analysis
  ActivePrime Inc
ActivePrime
  • Issues:
     • All users need to find records quickly
     • Reduce/eliminate data duplication
  • Solution
     • ActivePrime Search
     • ActivePrime Clean Enter
  • Impact
     • Find records quickly with minimal information!
     • Huge time savings for users
     • Users don’t have to think about how to construct
       the search
     • View Link: Very easy and fast “scanning” of results
  ActivePrime Inc
Summary
 • SaaS Real time data quality is hard

 • On Prem success != SaaS success

 • Single record data quality is easier
   • Complexity management

 • Batch data quality less problematic

 • Solutions exist!

 ActivePrime Inc
Questions



ActivePrime Inc

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Managing Data Quality In A Hybrid Saas On Premise Environment

  • 1. Managing Data Quality in a Hybrid SaaS/On-Premise environment Clint Bidlack, ActivePrime CTO ActivePrime Inc
  • 2. ActivePrime • Data Quality On Demand • #1 Inner Circle CRM On Demand partner • Solutions built on the ActivePrime Platform • Real-Time • Batch • Verify (with StrikeIron) • 11,000+ users • 42 Countries and 15 languages ActivePrime Inc
  • 3. Example Customers ActivePrime Inc
  • 4. Managing Data Quality in a Hybrid SaaS/On-Premise environment ActivePrime Inc
  • 5. On Prem Success != SaaS Success ActivePrime Inc
  • 6. Failure: Why? ActivePrime Inc
  • 7. What do we want? Measured in seconds (search engine speed) Real Time Data Quality ActivePrime Inc
  • 8. Under the Hood • On Prem Query records = c.execute(‘ select last_name, account_name from contact where last_name like "em%" and account_name like "an%” ‘) ActivePrime Inc
  • 9. Under the Hood • SaaS Query records = cod.c.query_entities( ('AccountName',’ ContactLastName’), 'Contact', "[ContactLastName] ~LIKE 'em*' AND [AccountName] ~LIKE 'an*‘“ ) ActivePrime Inc
  • 10. Under the Hood • Measure Similarity thresh = 0.3 Matches = [] for last_name,account_name in records: if distance(last_name, 'emmanuel') <= thresh and distance(account_name,’anhiser busch’) <= thresh: matches.append([last_name,account_name]) ActivePrime Inc
  • 11. Failure: Visualized 2.5 2 1.5 seconds Measure Similarity Query 1 0.5 0 On Prem SaaS Search 1.5 Million Contacts (one query term) ActivePrime Inc
  • 12. Failure: Visualized 14 12 10 seconds 8 Measure similarity 6 Query 4 2 0 On Prem SaaS Search 1.5 Million Contacts (15 query terms) ActivePrime Inc
  • 13. Failure: Again … why? • No industry standard • SQL over HTTP… • Instead • Each vendor builds own • Small subset of SQL ActivePrime Inc
  • 14. Different Approach: ActivePrime • Index data optimized for inexact queries • Fast inexact comparisons • Domain knowledge • Nicknames • Country/state/province variations • Company variations • Others + plug-in architecture ActivePrime Inc
  • 15. Solution: Third Approach 14 12 10 8 Measure Similarity seconds 6 Query 4 2 0 On Prem SaaS ActivePrime Search 1.5 Million Contacts (15 query terms) ActivePrime Inc
  • 16. Single Record Processing? • Real time • Easy… • One record • Read, Process, Update • However … ActivePrime Inc
  • 17. Single Record Caveats • Manage complexity • CRM • Data Quality • 3rd party data providers (multiple) • Increased ops challenges • Ensure robustness ActivePrime Inc
  • 18. Single Record: Verification • Oracle • ActivePrime • StrikeIron • Real-time data verification in the Cloud ActivePrime Inc
  • 19. Verification: UI for Business • UI for business users … not ETL! ActivePrime Inc
  • 20. Verification: UI for Business ActivePrime Inc
  • 21. Verification: UI for Business ActivePrime Inc
  • 22. Batch Processing? • Less problematic • Batch of data • Read, Process, then Update • No need for real time results • … however … fast is always good! • UI for business ActivePrime Inc
  • 25. About Insperity Insperity Business Performance Advisors offer the most comprehensive Workforce Optimization solution in the marketplace that delivers administrative relief, big company benefits, reduced liabilities and a systematic way to improve productivity. Industry: Service Employees: 2000 corporate, 100,000+ clients, 2,000,000+ employees 2010 Revenue: US $1.7 billion ActivePrime Inc
  • 26. Oracle CRM On Demand • Oracle CRM OnDemand client for 7+ years • Supporting 500+ users ActivePrime Inc
  • 27. ActivePrime • Issue • Users entering duplicates • Every user destroyed the value of our data • Solution • ActivePrime CleanEnter • Real-time identification of duplicates • Impact • Every user now contributes to quality data • Very fast search, more effective users! ActivePrime Inc
  • 29. About • Komori America Corp • North American HQ for Japanese press manufacturer • Sales, service, spare parts, marketing • On Oracle EBS since 2007 (upgraded to 12.1.3 Sept 2011) • Andy Katz • Director of Information Technology • Researched and implemented CRM On Demand solution • Responsible for all CRM technical operations ActivePrime Inc
  • 30. Oracle CRM On Demand • Oracle CRM On Demand since 2010 • Komori’s first cloud-based experience • Research began 2009, selected Oracle CRMOD Dec 2010 • Go-live May 2010 • Currently 30 users: • Executive staff • Sales Management • Marketing • Field Sales Staff • Improved view of customer base • Improved sales process management and analysis ActivePrime Inc
  • 31. ActivePrime • Issues: • All users need to find records quickly • Reduce/eliminate data duplication • Solution • ActivePrime Search • ActivePrime Clean Enter • Impact • Find records quickly with minimal information! • Huge time savings for users • Users don’t have to think about how to construct the search • View Link: Very easy and fast “scanning” of results ActivePrime Inc
  • 32. Summary • SaaS Real time data quality is hard • On Prem success != SaaS success • Single record data quality is easier • Complexity management • Batch data quality less problematic • Solutions exist! ActivePrime Inc