Curing dataheadachesv2 with sugarcrm levementum and talend
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Curing dataheadachesv2 with sugarcrm levementum and talend
- 1. Curing Your Data Headaches with Talend and SugarCRM ©2010 SugarCRM Inc. All rights reserved.
- 2. Agenda Introduction Talend Overview and Highlights Talend Data Integration Drill Down Levementum: 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. 9/1/2010 3
- 4. Talend Overview and Highlights ©2010 SugarCRM Inc. All rights reserved.
- 5. SugarCRM has been working with Talend since 2006 SugarCRM and Talend share a common vision of community based development and participation with no artificial barriers to entry Talend and SugarCRM provide the most compelling features and capabilities compared to cost that increase the ROI of your CRM investment
- 6. Corporate Overview Leading provider of open source data management software Venture-backed Worldwide operations and users London (Maidenhead) Business Tech Support Nuremberg Business Tech Support Tokyo Business Tech Support Beijing R&D Tech Support San Francisco (Los Altos) Corporate Orange County (Irvine) Business R&D Tech Support New York (Tarrytown) Business Tech Support Paris (Suresnes) Corporate Business R&D Tech Support Milan (Curno) Business Tech Support Utrecht Business
- 8. Technical & business criteria
- 9. Direct entry as Visionary
- 10. Only open source vendorAlso mentioned in Gartner’s Data Quality & Master Data Management research, and by other analyst firms (Forrester, IDC, Bloor Research, etc.)
- 11. Market Positioning MDM Data Quality Reference data management Data profiling & data cleansing Data Integration Analytics (ETL) Operational Integration Data replication & synchronization, data migration & capture, application upgrade, etc. Extract, Transform & Load for decision support systems
- 12. Talend in the IT Systems Exchange datain the information system Manage a single version of the truth Cleansedata MDMHub Analyzedata Production Budgeting CRM NewAccounting Extract, Transform and Load data Exchange data with partners SalesDatamart Migratelegacy applications DWH LegacyAccounting ExternalCustomers,Suppliers… MktDatamart
- 14. Job Designer
- 17. Robust and scalable execution
- 18. Broadest connectivity to support all systems:450+ components
- 24. Time & Event based scheduling
- 25. Fail Over / Load Balancing
- 27. Facilitate collaboration and promote best practices
- 29. Centralize monitoring of integration processesData Integration
- 30. Selected Talend Customers Finance& Insurance Services Manufacturing& Retail Public 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 system Data volumes in exponential growth Diversity, heterogeneity and quality of data sources (internal & external) Upgrades by successive additions of layers Import/export capabilities in SugarCRM No advanced, enterprise-capable data integration features Typical data integration requirements: Migration of data to SugarCRM Extraction of SugarCRM data for reporting, business intelligence, etc. Synchronization of SugarCRM with other applications (ERP, shipping, accounting, invoicing, etc.)
- 33. Your Migration Situation Sloppy excel files SugarCRM Internal Databases Other internal data sourcesflat files, CSVs, …
- 34. Challenges of Data Migration High volumes of data Processing of large amounts of granular data (products sold, phone calls, banking transactions…) Incremental load vs. complete reload Disparity of sources Numerous production systems Packaged applications, RDBMS, mainframes, files, etc. Internal and external data sources (reference data) Multiplicity of targets Data warehouse, data marts, OLAP, etc. Complexity of transformations Aggregations, calculations, statistical functions, etc. Slowly Changing Dimensions Trend toward real-time Refresh more often Always shorter load time windows
- 35. Challenges of Synchronization Restrict volumes of processed data Requires Changed Data Capture (CDC) Heterogeneity of the environment Often involves legacy systems Packaged applications, RDBMS, mainframes, files, etc. Differences in data structures Map the sources and the targets Aggregations, calculations, etc. Conflict management and resolution Record update precedence or “record owner”
- 36. Steps into successful data integration Identify all your data sources Identify needs of extracting the data Cleanse and transform existing sources Unifying all the sources Post migration synchronization Mono and Bi directional synchronization
- 37. Migration of Data to SugarCRM Migrate data from: Legacy CRM Reference data Files Emails Etc. Legacy CRM Reference Data External Data Files Emails
- 38. Extraction of SugarCRM Data (ETL) OLAP ERP/CRM Finance Data Mart Production External Data Files Data Warehouse Data Mart Load SugarCRM Data to: Data Warehouse Data Marts OLAP Applications / Cubes Along with all the other data
- 39. Synchronization of SugarCRM Data ERP InventoryDatabase Synchronize data between SugarCRM and other systems Real-time or batch Operational 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. 9/1/2010 22
- 41. Agenda Introduction of SugarCRM and Compiere Introduction of Estes, Inc. CRM and ERP Integration Use Cases About Levementum Q & A 9/1/2010 23 Copyright © 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 satisfaction Traditional CRM solutions manage the Sales Cycle…but not the delivery cycle Traditional 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 & CRM 9/1/2010 24 Copyright © 2009 SugarCRM, Inc.
- 43. SugarCRM and Compiere: Leaders in Open Source Solutions SugarCRM Premier Open Source CRM solution Sales Force Automation Seamless Workflow Flexible Reporting Wireless interfaces for the Mobile Sales Force Ultimate in CRM flexibility Compiere Premier Open Source ERP solution Order to Cash Procure to Pay WMS and Inventory Manufacturing Global-Ready Ultimate in ERP flexibility 9/1/2010 Copyright © 2009 SugarCRM, Inc. 25
- 44. About Compiere ©2010 SugarCRM Inc. All rights reserved. 9/1/2010 26
- 49. Service-oriented architecture for easy integration
- 52. Estes Inc. 9/1/2010 ©2007 SugarCRM Inc. All rights reserved. 30
- 53. Estes Inc – Realizing the promise of Open Source Situation: 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. 9/1/2010 33
- 56. Levementum’s SugarCRM/Compiere Connector Compiere SugarCRM TALEND Levementum Connector Batch integration and synchronization of critical customer data Management of System of Record (and attributes of record) data scenarios
- 57. Use Case 1: A Consistent View of The Customer The 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 Data The Case: Salespeople in the field are often faced with the challenges of : Incomplete orders The need to reroute orders to secondary warehouses where the inventory is readily available The 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 Solution The 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 Architecture Current release 1.1 Solution via Talend Data Integration Framework Business Rules can be modified through a WYSIWYG designer 100% 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 Support Compiere-SugarCRM Connector Covered by Levementum FSP (functional support program) Defined SLAs 24/7/365 support available
- 63. About the Connector’s author: Levementum Founded 2005 SugarCRM 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 Solutions Company Information Experienced System Integration Partner of some of the largest open source enterprise application providers Offices: Phoenix (Chandler), Arizona New York, NY Atlanta, GA
- 64. About Levementum Specialize 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
Hinweis der Redaktion
- 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.
- 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.
- 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….
- 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
- 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.
- 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.