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1
Accelerating Cloud Application Adoption with Informatica Cloud Data Integration
Gurjeet Khanuja, IT Director
Logitech
Mayank Misra, Director
Pfizer
2
Session Agenda
• Hear from two Informatica PowerCenter
customers on their Cloud strategy
• Mayank Misra, Pfizer
• Gurjeet Khanuja, Logitech
• Hear why Informatica Cloud is ideal for cloud-
based applications like Salesforce CRM and
Force.com
• Learn how to take advantage of cloud-based data
integration as part of a broader Informatica
strategy
4
Disclaimer
I am an employee of Pfizer. The statements or opinions expressed
are my own and do not necessarily represent those of Pfizer.
This presentation outlines a general technology direction. Pfizer
has no obligation to pursue any approaches outlined in this
presentation or to develop or use any functionality mentioned in
this presentation. The technology strategy and possible future
developments are subject to change and may be changed at
any time for any reason without notice.
5
About
• Pfizer
• The world‟s premier biopharmaceutical company.
• 2011 Statistics: $69 billion in revenue, 89 manufacturing sites worldwide, 150 countries in which Pfizer sells products, 12 products with sales above $1 billion
• Global Data Management CoE
• Delivers BI solutions and technologies for all business unit across geographies
• GDM Architecture & Technology Engineer – Mayank Misra
• Responsible for technology strategy, enabling standardized, pre-architected patterns of use and pre-engineered hosting environments for Data Warehousing and Business Intelligence initiatives.
• Oversight over data management platforms hosting over 350 business intelligence solutions catering to 85,000 users worldwide.
• @MayankMisra | [email protected] | http://www.linkedin.com/in/mayankmisra
6
Starting Point
Veeva is used as a CRM/SFA solution
• Frequent data synchronization
between on-premise systems
and Veeva/Salesforce.com
• Sales representative engagements, product families, territory, addresses etc
• Used by emerging markets
and in smaller teams
supporting established
products
7
The Challenge
The Salesforce Apex Data Loader process
Extremely
Not easily
Took a long
resource intensive
recoverable
time troubleshoot
Prone to errors
(human and technical)
8
Fast
Flexible
Accurate
Secure
TCO
“Set and forget”
data synchronization
based on a schedule
or an event/trigger
Incremental loading
and use files and
Oracle tables to drive
record deletes from
Salesforce objects
Data quality – relevant,
timely and trusted
Complied Pfizer
information protection
requirements around
governance and data
exchange through
the firewall (encryption,
authentication
authorization, entitlements)
Lower cost of
ownership than
the current process
(solution and
platform support)
The Challenge
9
Options Considered
• Enables solution support to be self sufficient. Very little training to set
up and administer
• Simple - Load, Synchronize, Replicate, Profile, Standards based
• Subscription based pricing
Informatica Cloud
• COTS, mappings are metadata driven, re-usable and highly secure
• Salesforce data synchronization becomes part of the same paradigm
as PowerCenter – little-to-no learning curve for developers
PowerExchange for Salesforce
10
Integration Pattern Selection Criteria
PowerExchange
for SFDC Informatica Cloud
Solu
tion
Automation, Synchronization
Load sequencing
Replication
Profiling Integration *1
Need for specialists *2
Security
Encryption
Authentication *3
Authorization
Entitlements
Pla
tform
Infrastructure
Configuration *4
Support *4
Licensing *5
13
Fast
Flexible
Accurate
Secure
TCO
Informatica Cloud
enables an
implementation in
days
It can be administered
from any geography
regardless of where
the „on-premise‟
location is.
The workflow set up
is scalable, easy and
flexible
Data quality – relevant,
timely and trusted
Address Doctor for all
regions always available
without the need to keep
it current or update if
new region is required.
Provides for delegated
administration enabling
provisioning of integration
environments in multi-
tenant scenario
Adequately addresses
controls for governance
and data exchange
through the firewall. LDAP
integration will be
addressed in a subsequent
release.
Does not require
specialized skills or
an investment in IT
infrastructure
Overall Impression
14
Roadmap
Keep all solutions within
Informatica Suite!
Informatica Cloud for emerging
markets/projects with limited resources
• Business unit SME/ data analysts, self sufficient in
defining define initial data integration needs. As
complexity grows, CoE experts to provide assistance.
• As application / data demands grow, the application can
be seamlessly moved to a more robust on-premise
environment
PowerExchange for global solutions developed
and maintained centrally but
are used by all geographies
• Require highly complex transformation/ integration logic
• Handle complex business rules in real time and process very large volumes of data
• Data profiling and quality controls require deep integration with on-premise transactional systems
16
About Logitech
• Global leader in consumer electronics
• Diverse but focused portfolio
• PC/Mac/tablets peripherals, Advanced remote controls, Digital music products, Video communications, Digital video security
• Products for retail consumers and business
• R&D centers around the globe
• Doing business in 100 countries
• $2.32 billion in annual revenue
• 3500 professional employees plus factory employees
• Incorporated in Switzerland, key operations in Silicon Valley,
Switzerland, China
17
About Me
• IT Director, WW Business Systems Development • Applications, Tools & Technology
• Oracle E-Business Suite • EDW ETL – Informatica PowerCenter, Cloud • CRM Application – Salesforce.com, Force.com • IT Service Management – CA Unicenter • Web Development, Lotus Notes, Jive SBS
• Masters & Bachelor degrees in Computer Science
• Over 22 years of experience, worked in Consumer
Electronics, Software, Hardware, and High-Tech
industries
• Email: [email protected]
19
Informatica @ Logitech
2008
2010
2011
Informatica PowerCenter user since 2008
Informatica Cloud • Primarily for data replication
from other Cloud
applications
Informatica MDM • Product Master – 2011
• Customer Master – 2012
(Phase I)
20
Data resides in various applications:
1. A custom trade promotion
management (TPM) application was
built on Force.com (PaaS)
2. Oracle E-Business Suite
• Soft Dollar Accruals
• Customer Claims
3. Global point-of-sale data resides in
Enterprise Data Warehouse
Distributed Systems
21
Our Situation
Business wants Trade Promotion
Analytics and Reporting
IT wants to safeguard cloud data
(Force.com)
Need to replicate data from Force.com
22
Looked At 4 Solutions
• Very primitive Force.com tool
• Works only with Force.com
• Works with CSV files only
• Cannot transform data
• Poor error handling
• Simple but very primitive in functionality
• Unable to sustain
• Resource intensive
• Major efforts even for simple replication
• Need skilled resources
• On-going maintenance
• Total cost of ownership is high
• Pros – Real-time, Data Orchestration, Post/Pre processing
2 1
23
Looked At 4 Solutions
• Lots of powerful features
• But - for Salesforce - higher IT support for PowerCenter than with Informatica Cloud
• Extra cost for PowerCenter Salesforce adapter
• Need skilled resources
• Although not as robust as
PowerExchange for Salesforce –
less transformations available -
the capabilities matched our
needs
• Data Replication Service perfect
for our use case
• SaaS – subscription
• Support several end-points
4 3
24
Why Informatica Cloud?
Quick time to Market
Scalability
Cost effective
Live in less than 1 month Various Connectors
Subscription-based Set and Forget
Little maintenance needed
Functionality
Changes in tables automatically synchronized
www.InformaticaCloud.com
25
Business data
Flow SECURE AGENT
(Connections (source & Target) are initiated by the secure agent)
Metadata Flow (SFDC, BI-DB, Schedule, Mapping, etc)
BI Database
$MART Tables
Informatica Cloud Services (DML Operations)
Salesforce.com
Activity Customer, Activity Fund, Fund, Activity Product, PayToActivity, User, UserRole & etc
Architecture
26
Informatica Cloud vs. PowerCenter
Informatica Cloud Informatica PowerCenter
Replicate Data from any public cloud Dealing with multiple source systems
Simple transformation Handling complex business logics &
complex transformations
New data sources – need new
connectors
Dealing with reusable
transformations
Build Operational Data Source (ODS) Stored procedure call for pre/post
process
Consider for any data replication,
integration need
Integration with OS scripts
Parallel executions in single task
27
Cloud Technology at Logitech
In the next 5 years… 80% of our infrastructure will move into the Cloud
• Why cloud?
• TCO is low
• Easier to maintain
• Less resources needed
• Pay-per-use
• Important things to note:
• Security is critical for our organization
• Look into a private cloud solutions if needed
28
Hindsight is 20/20…
• We currently integrate our custom application TPMS
with Oracle EBS using Oracle Fusion Middleware
• A resource intensive exercise
• Long implementation time – 3 months
• Higher Administration and maintenance overhead
29
Current Trade Promotion Management
Enterprise
Data
Warehouse
Projects
Activities Claims
Funds
Sub- funds
Customers
Suppliers
GL Segments
Data
Products
Geography
Hierarchy
Currency
Exchange
Units of
Measure
Calendar
Users
POS data Accrual Engine
GL Purchasing AP AR
Funds
SFDC
Enterprise Data
Warehouse (EDW)
Oracle Fusion Middleware
Oracle Application E-Business Suite
Calculate
Accruals
Generate
PR/PO
Generate
AP
Invoice
Generate
A/R
Invoice
Reverse
Accruals
0
to
n
Sale
sfo
rce.c
om
Sell-in data
Post
31
Trade Promotion Management
Enterprise
Data
Warehouse
Projects
Activities Claims
Funds
Sub- funds
Customers
Suppliers
GL Segments
Data
Products
Geography
Hierarchy
Currency
Exchange
Units of
Measure
Calendar
Users
POS data Accrual Engine
GL Purchasing AP AR
Funds
SFDC
Enterprise Data
Warehouse (EDW)
Oracle Fusion Middleware
Oracle Application E-Business Suite
Calculate
Accruals
Generate
PR/PO
Generate
AP
Invoice
Generate
A/R
Invoice
Reverse
Accruals
0
to
n
Sale
sfo
rce.c
om
Sell-in data
Post
Informatica Cloud
32
Leveraging Informatica Cloud
• We could have used Informatica Cloud to…
• Shorten our implementation time
• Lower development cost
• Minimize administrative and support cost
• Simplify our data replication requirements