Cloud Integration and Data Management Summer School

Lesson 3: Working from the BeachMobilizing Salesforce Processes for the Smart Phone Generation

Clive Bearman, Director of Marketing, Informatica CloudDr. Michael Rowley, Technical Evangelist, Informatica CloudDaegan Gray, President and CEO, INSynergy LLC.

Summer School Overview

• Curriculum

• Good News - No test!

• Complete all 3 lessons receive gift card for a summer treat

Lesson Title Date

1Don’t Get Cast Away on a Data Island

The Essential Guide for Connecting to SalesforceTues 6/18

10:00 am PST

2Customer Relationships Don’t End In September

Using Cloud Master Data Management to Deliver a Single View of Your Customer

Thurs 7/1810:00 am PST

3Working from the Beach

Mobilizing Processes for the Smart Phone GenerationThurs 8/15

10:00 am PST

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Why are there 3 lessons?

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There are 3 BIG

challenges.

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1Salesforce Becomes Another Data Silo

2Salesforce

Data Becomes

Inconsistent

3Salesforce

Users Corrupt The Data

Today’s Lesson

• Goal

• Understand how “Process Automation” benefits Salesforce users

• Faculty

• Clive Bearman, Director of Marketing, Informatica Cloud

• Dr. Michael Rowley, Technical Evangelist, Informatica Cloud

• Daegan Gray, President & CEO, INSynergy LLC

• Lesson Plan

• Salesforce user problems

• Adding process for productivity

• Demonstration

• Process automation in action

• Q&A

• Homework assignment

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How do Salesforce

users corrupt data?

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Look what happens with Salesforce

• Data entry is time consuming and error prone

• Users forget their training and key data

• Forces redundant and repetitive tasks

• Lack of best practices lowers user adoption

• Requires developers and custom code

• Guide users through step-by-step processes that speed up data entry and reduce errors

• Easy to follow questions, actions and automated work

• Best practices on any device

• Hand-coding not required

Add Process to Keep Data Clean and Users Efficient

The Hard Way The Easy Way

3 75 62 4

81

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Informatica Cloud ExtendA simple approach to user efficiency

Business people design the process1

End users follow embedded guides2

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DemonstrationDr. Michael Rowley

Technology Evangelist, Informatica Cloud

Please Face Forward for the Demonstration

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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%.”

Other Customers Include:

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Process Automation in ActionDaegan GrayPresident and CEO, INSynergy LLC

The Problem Is Structural And Systemic: The Insurance Transaction

Data Intense Inherently Collaborative Members Building Solutions To Meet ONLY Their Needs Zero Integration = Increased Complexity Exponentially Inefficient Process

The Big Question Is…HOW? How Do We Influence Change How Do We Introduce Collaboration How Do We Eliminate Redundancy How Do We Get This Industry IN-Synergy!

Insurance…Outside The Box & Into The Cloud

The Data Must Live One Life!

Members Plug-in• Integrate With Current Information Systems• Add And Remove Value• Without Any Duplication Of Effort

Insurance…Outside The Box & Into The Cloud

Insured Agent Aggregator Wholesaler MGA Carrier Reinsurer

The How : Create an Intelligently Integrated Transaction Platform

Insurance…Outside The Box & Into The Cloud

EFFICIENT EXECUTION – DATA LIVES ON LIFE

BENEFITS • Never An Incomplete Submission• Ensure Accurate Reportable Data• Gather Critical Analytics For Better Decisions• Eliminates Back & Forth On Incomplete Data

• Exponentially Increases Capacity• Maximizes Underwriting Resource• Improved Customer Service

• Significantly Improves Margin• Makes Agency More Efficient• Maximizes Opportunity Count• Efficient & Effective• Ease of Doing Business!

Digital Discipline Rules Engine Real-Time Quote / Bind / Issue

FEATURES • Wizard Workflows• Required Fields• Drop Downs & Lookups• Class & Product Aware Questions• Bi-Directionally Integrated with AMS

• Automates Simple Decisions• Intelligently Presents Decision Data• Transparent Decision Making Model• Enforces Underwriting Parameters

• Automates Quote• Automates Proposal• Automates Policy Issuance• Automates Digital Signature / Billing

Insurance…Outside The Box & Into The Cloud

Questions and Answers

Homework Assignment

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1

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Register for FREE One-day Training Classhttp://inter.viewcentral.com/events/cust/search_results.aspx?cat3_id=31&cid=informatica_global&pid=1&lid=1

Get social and tell a friendFollow @CloudExtend on Twitter

Contact Ushttp://www.informaticacloud.com/contact-us.html 4

Check out AppExchange Reviewshttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JgFnEAK

Appendix

Runtime Architecture (Desktop/Tablet Browser)

ExecuteProcess Wizards

Real-time data access

(Meta-data synchronization)

force.com

Authenticate with Salesforce credentials

Cloud Extend

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Runtime Architecture (Mobile)

Authenticate with Salesforce credentials

Real-time data access

ExecuteProcess Wizards

(Meta-data synchronization)

force.com

Cloud Extend

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Designer Architecture (Desktop/Tablet Browser)

Authenticate with Salesforce credentials

(Meta-data synchronization)

force.com

Cloud Extend

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Alternative Process Automation Options

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Workflow & ApprovalsLimited functionality and uses

Apex CodingNeed developer skills or consultants

Visual FlowToo complicated - Not for business usershttp://videos.informaticacloud.com/n2RRJ/informatica-cloud-extend-vs-salesforce-visual-flow

• Add “stack” diagram to appendix

• Promo for new mobile app

• App store listing

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