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/cloudextend

1. Cloud Extend 101:
Using Process Automation for
Accurate and Clean Data
Presented by Dr. Michael Rowley and Clive
Bearman, Informatica

2. Agenda
• Primary data management challenges with cloud
• Cloud data management solutions
• Live demonstrations
• Architecture and roadmap
• Questions and answers
• Next steps
2

3. 3
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
3Dirty Data
- Duplicate, inconsistent data
2

4. 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 ?

5. 5
Look what happens with Salesforce

6. 6
How data gets dirty in Cloud applications
Long forms mean
missing and
inconsistent data
Siloed data gets
out of sync
McDonaldsHQ(IL)
McDonalds North
America (IL)
US
Canada
Mexico
McDonalds EMEA
(UK)
UK
France
Germany
McDonalds Asia
(Japan)
China
New Zealand
Duplicate
data gets createdUsers forget to
create key records
OPPORTUNITIES ORDERS
ACCOUNT
CONTACTS

7. • 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
7
Add process to keep data clean
Current implementation Process-Centric implementation
The Hard Way The Easy Way
3 75 62 4
81
1
3
7
5
8
2
4
6

8. 8
Informatica Cloud Extend
Efficiently guiding users to keep data clean
Business Experts Design
the Process
1
Users Follow Embedded
Guides
2

9. • Conference first contact
• iPad opportunity to order
• Automating data quality
9
Please face forward for the demonstrations

10. Runtime architecture (desktop browser)
Execute
Process Wizards
Real-time data access
(Meta-data synchronization)
force.com
Authenticate with
Salesforce credentials

11. Runtime architecture (mobile)
Authenticate with
Salesforce credentials
Real-time data access
Execute
Process Wizards
(Meta-data synchronization)
force.com

12. Designer architecture (desktop browser)
Authenticate with
Salesforce credentials
(Meta-data synchronization)
force.com

13. 13
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

14. 14
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

15. 15
The Informatica Cloud family
From integration to quality to process
Cloud Integration
Connecting cloud and on-premise apps
Cloud Data Quality & Master Data Management
Delivering the “Single Customer View”
Cloud Process Automation
Guiding users to work efficiently with data