informatica cloud extend 101: process automation
DESCRIPTION
How do you stop users from corrupting your data once it is clean and consistent? Typically they forget to enter key data. They create duplicate or inconsistent records and use cloud applications that undo your hard work by modifying almost any data at any time. This is where Informatica Cloud Extend is invaluable. Informatica Cloud Extend allows you to create process automation wizards that guides end users as they enter and modify data in popular cloud applications. In this session you will see how Informatica Cloud Extend lets any sales, marketing or customer service professional create wizards that automate repetitive activities in Salesforce. And we will see how Informatica Cloud Extend enforces best practices for data entry. We will also describe how in the future, process automation wizards will be able to manipulate any data from any source via an Informatica connector. Learn: • How to create Salesforce guides that keep data clean by enforcing best practices for data entry • Automate repetitive and mundane Salesforce activities to improve user productivity • Use mobile wizards to improve customer satisfaction and reduce time to resolution www.informaticacloud.com/cloudextendTRANSCRIPT
Cloud Extend 101:Using Process Automation for Accurate and Clean Data
Presented by Dr. Michael Rowley and Clive Bearman, Informatica
Agenda
• Primary data management challenges with cloud
• Cloud data management solutions
• Live demonstrations
• Architecture and roadmap
• Questions and answers
• Next steps
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Solving cloud data management challenges
Dirty Data- Duplicate, inconsistent data
Cloud Integration Cloud MDM
Connect Silos SaaS Silos - Disconnected data
1 Keep Data Clean Lack of Process- Inefficient, forgetful users
3 Dirty Data- Duplicate, inconsistent data
2
4
Solving cloud data management challenges
Dirty Data- Duplicate, inconsistent data
Cloud Integration Cloud MDM
Connect Silos SaaS Silos - Disconnected data
1 Dirty Data- Duplicate, inconsistent data
2 Keep Data Clean Lack of Process- Inefficient, forgetful users
3
Integration MDM ?
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Look what happens with Salesforce
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How data gets dirty in Cloud applications
Long forms mean missing and inconsistent data
Siloed data getsout of sync
McD
ona
lds
HQ
(IL
)
McDonalds North America (IL)
US
Canada
Mexico
McDonalds EMEA (UK)
UK
France
Germany
McDonalds Asia (Japan)
China
New Zealand
Duplicatedata gets created Users forget to
create key records
OPPORTUNITIES ORDERS
ACCOUNT CONTACTS
• Users struggle to remember best practices or training
• Inconsistent process; limited access to other relevant data; low user adoption
• Requires IT or consulting and custom code
• Users guided through questions, actions and automated work
• Universal access to data on premise and in the cloud
• DIY; hand-coding not required
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Add process to keep data clean
Current implementation Process-Centric implementation
The Hard Way The Easy Way
3 75 62 4
81
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3
7
5
8
2
4
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Informatica Cloud ExtendEfficiently guiding users to keep data clean
Business Experts Design the Process
1Users Follow Embedded Guides
2
• Conference first contact
• iPad opportunity to order
• Automating data quality
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Please face forward for the demonstrations
Runtime architecture (desktop browser)
ExecuteProcess Wizards
Real-time data access
(Meta-data synchronization)
force.com
Authenticate with Salesforce credentials
Runtime architecture (mobile)
Authenticate with Salesforce credentials
Real-time data access
ExecuteProcess Wizards
(Meta-data synchronization)
force.com
Designer architecture (desktop browser)
Authenticate with Salesforce credentials
(Meta-data synchronization)
force.com
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Informatica Cloud Extend roadmap
Spring 2013
Futures• Acquired in Feb and released as part of Spring ’13
• ‘Headless’ guides
• Cloud Integration tasks
• iPhone app beta
• Custom themes• Process reports in Salesforce
•Real-time data from anywhere
•Telephony
Summer 2013
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Process automation benefits
“We've seen a 20% increase in agent productivity, reduced our customer call waiting times to virtually zero and reduced the time it takes to create new accounts by 85%.”
Customers Include:
Design Publish Guide
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The Informatica Cloud familyFrom integration to quality to process
Cloud IntegrationConnecting cloud and on-premise apps
Cloud Data Quality & Master Data ManagementDelivering the “Single Customer View”
Cloud Process AutomationGuiding users to work efficiently with data