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In this webinar we talked about working from the beach. Being able to mobilize Salesforce processes for the smart phone generation. The topics we covered include: - The essential guide for connecting to Salesforce - Using Cloud Master Data Management to deliver a single view of your customer information - Mobilizing processes for the smart phone generation
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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
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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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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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