Curing Your Data Headaches with

Talend and SugarCRM

©2010 SugarCRM Inc. All rights reserved.

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.

Introducing Sugar 6: CRM Made Simple

©2010 SugarCRM Inc. All rights reserved.04/11/2023 3

Talend Overview and Highlights

©2010 SugarCRM Inc. All rights reserved.

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

Corporate Overview

Leading provider of open source data management software

Venture-backed

Worldwide operations and users

Paris (Suresnes) Corporate Business R&D Tech Support

London (Maidenhead) Business Tech Support

Nuremberg Business Tech Support

Tokyo Business Tech Support

Beijing R&D Tech Support

Milan (Curno) Business Tech Support

San Francisco (Los Altos) Corporate

Orange County (Irvine) Business R&D Tech Support

New York (Tarrytown) Business Tech Support

Utrecht Business

Strong Industry Recognition

Data IntegrationMagic Quadrant

December 2009 Technical & business

criteria Direct entry as Visionary Only open source vendor

Also mentioned in Gartner’sData Quality & Master DataManagement research, and byother analyst firms (Forrester,IDC, Bloor Research, etc.)

Market Positioning

Data QualityData profiling & data cleansing

Analytics (ETL) Operational Integration

Data replication & synchronization,data migration & capture,application upgrade, etc.

Extract, Transform & Load for decision support systems

Data Integration

Reference data management

MDM

Talend in the IT Systems

ExternalCustomers

,Suppliers

…

LegacyAccounting

Production BudgetingCRM 

SalesDatamart

MktDatamart

Analyzedata

Cleansedata

Exchange datain the information

system

Exchange data with partners

Extract, Transform

and Load data

DWH

Manage a single version of the truth

MDMHub

Migratelegacyapplications

NewAccounting

Talend Open Studio

Industry’s first open source data integrationsoftware, comprises 3 major applications:

Business Modeler Job Designer Metadata Manager

Key benefits Business-oriented process modeling Graphical development Robust and scalable execution Broadest connectivity to support all systems:

450+ components Real-time debugging Auto Documentation

Data Integration

Talend Integration Suite

Subscription service, extends Talend Open Studio

Features Advanced Studio Shared Repository Automated Deployment Time & Event based scheduling Fail Over / Load Balancing Activity Monitoring / Dashboard

Key benefits Increase development productivity Facilitate collaboration and promote best practices Manage enterprise-scale deployments Centralize monitoring of integration processes

Data Integration

Selected Talend Customers

Finance& Insurance

Services

Manufacturing& Retail

Public Sector& Education

Talend Data Integration Drill Down

©2010 SugarCRM Inc. All rights reserved.

Why Data Integration?

CRM systems need to interoperate with the rest of the information system

Data volumes in exponential growthDiversity, heterogeneity and quality of data sources (internal & external)Upgrades by successive additions of layers

Import/export capabilities in SugarCRMNo advanced, enterprise-capable data integration features

Typical data integration requirements:Migration of data to SugarCRMExtraction of SugarCRM data for reporting, business intelligence, etc.Synchronization of SugarCRM with other applications (ERP, shipping, accounting, invoicing, etc.)

Your Migration Situation

Internal Databases

Sloppy excel files

Other internal data sourcesflat files, CSVs, …

SugarCRM

Challenges of Data Migration

High volumes of dataProcessing of large amounts of granular data (products sold, phone calls, banking transactions…)Incremental load vs. complete reload

Disparity of sourcesNumerous production systemsPackaged applications, RDBMS, mainframes, files, etc.Internal and external data sources (reference data)

Multiplicity of targetsData warehouse, data marts, OLAP, etc.

Complexity of transformationsAggregations, calculations, statistical functions, etc.Slowly Changing Dimensions

Trend toward real-timeRefresh more oftenAlways shorter load time windows

Challenges of Synchronization

Restrict volumes of processed dataRequires Changed Data Capture (CDC)

Heterogeneity of the environmentOften involves legacy systemsPackaged applications, RDBMS, mainframes, files, etc.

Differences in data structuresMap the sources and the targetsAggregations, calculations, etc.

Conflict management and resolutionRecord update precedence or “record owner”

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

Migration of Data to SugarCRM

Migrate data from:Legacy CRMReference dataFilesEmailsEtc.

Reference Data

Legacy CRM

ExternalData Files

Emails

Extraction of SugarCRM Data (ETL)

Load SugarCRM Data to:Data WarehouseData MartsOLAP Applications / Cubes

Along with all the other data

Finance

Production

Data Warehouse

ERP/CRM

ExternalData Files

Data Mart

Data Mart

OLAP

Synchronization of SugarCRM Data

Synchronize data between SugarCRM and other systems

Real-time or batchOperational data (e.g. orders, inventory…)Reference/Master data (e.g. products prices, territories…)

InventoryDatabase

ERP

Levementum: Customer Success Story – Estes Inc.

©2010 SugarCRM Inc. All rights reserved.04/11/202322

Agenda

Introduction of SugarCRM and Compiere

Introduction of Estes, Inc.

CRM and ERP Integration Use Cases

About Levementum

Q & A

04/11/2023 23Copyright © 2009 SugarCRM, Inc.

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

04/11/2023 24Copyright © 2009 SugarCRM, Inc.

SugarCRM and Compiere: Leaders in Open Source Solutions

SugarCRMPremier Open Source CRM solution

Sales Force Automation

Seamless Workflow

Flexible Reporting

Wireless interfaces for the Mobile Sales Force

Ultimate in CRM flexibility

CompierePremier Open Source ERP solution

Order to Cash

Procure to Pay

WMS and Inventory

Manufacturing

Global-Ready

Ultimate in ERP flexibility

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About Compiere

©2010 SugarCRM Inc. All rights reserved.04/11/202326

Compiere Product Overview

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The Compiere Approach

Complex & Inflexible

Bloated with features that are never used

Logic hard-coded into millions of lines of code

Force customers to modify their business to

match the software

Outdated technology

Built on decades old technology, client-server or

character-based

Vendor lock-in: uses proprietary technology,

limited source code access

Expensive

High license & maintenance fees

High implementation / customization cost

High upgrade costs, lengthy time to value

Highly adaptable, enterprise-class› Revolutionary design enables rapid customization –

without programming

› Comprehensive, scalable functionality

› Proven by 1000’s of users worldwide

Built on a modern, open platform› Web-based, accessible from any browser

› Service-oriented architecture for easy integration

› Source code access reduces risk & vendor

dependence

Deploy on-premise or on the Cloud

At a fraction of the cost› No up-front license fee, low annual operating costs

› Up to 80% savings in total cost of ownership

Problems with Traditional ERP The Compiere Difference

About Estes Inc.

©2010 SugarCRM Inc. All rights reserved.04/11/202329

04/11/2023 ©2007 SugarCRM Inc. All rights reserved. 30

Founded 1957, Wichita Falls, TXOwnership Privately held, Family owned for over 50 years

Employees 170+ Employees

Location(s)•17 warehouses/store fronts in 4 States (TX, OK, AR, CO)•Headquarters in Dallas/Ft. Worth, TX

What we do

Sales/Distributors of crop protection chemicals, specialty chemicals, seed and fertilizer. We provide customer solutions for the agriculture, industrial vegetation, aquatics, turf, ornamental and urban pest management markets

Customer base

sFarmers sRanchers sPest Control Applicators sLawn Care sGolf Courses sRetail outlets

Financial ~$ 185M annual sales revenue

Estes Inc.

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

The Estes Vision!

Open Source Core Applications in an Enterprise Framework!

Use Cases for the

SugarCRM/Compiere Connector

©2010 SugarCRM Inc. All rights reserved.04/11/202333

TALENDLevementum Connector

CompiereSugarCRM

Levementum’s SugarCRM/Compiere Connector

Quotes

Contact

Customer

Inventory

Orders

Customer

Compiere Data

SugarCRM Data

Batch integration and synchronization of critical customer dataManagement of System of Record (and attributes of record) data scenarios

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!

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.

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 ordersThe 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!

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 SolutionThe 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!

Solution Architecture

Current release 1.1Solution via Talend Data Integration FrameworkBusiness Rules can be modified through a WYSIWYG designer100% 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.

Solution Support

Compiere-SugarCRM ConnectorCovered by Levementum FSP (functional support program)Defined SLAs24/7/365 support available

About the Connector’s author: Levementum

Founded 2005SugarCRM 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 InformationExperienced System Integration Partner of some of the largest open source enterprise application providersOffices:

Phoenix (Chandler), ArizonaNew York, NYAtlanta, GA

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

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