Repeatable, Embedded Integration from the Cloud to SaaS or On-Premises ERP, CRM and More

Size: px

Start display at page:

Download "Repeatable, Embedded Integration from the Cloud to SaaS or On-Premises ERP, CRM and More"

Melvin Gabriel Stewart
8 years ago
Views:

1 Repeatable, Embedded Integration from the Cloud to SaaS or On-Premises ERP, CRM and More April 28, 2011 Robert S. Hull Founder, CFO & VP Client Services 1

2 Agenda Adaptive Planning Background Our Integration Needs Evaluation and Selection of Pervasive How it works Benefits 2 Not For Distribution Private and Confidential to Adaptive Planning and Client

3 The Leader in SaaS Performance Management First to Market 1 st True SaaS Solution Founded 2003 Most Customers 900+ Most Users ~20,000 Worldwide Fastest Growth Most Partners Most Satisfied 100% 200+ #1 in Customer Satisfaction CAGR for Customers Not For Distribution Private and Confidential to Adaptive Planning and Client

Partners Most Satisfied 100% 200+ #1 in Customer Satisfaction CAGR for Customers

4 Adaptive Planning Performance Management: Planning, Integration, Reporting & Analysis Architecture Overview Income Statement Capital Expenses Reporting & Analysis Engine Balance Sheet Sales / Revenues Cash Flow Operating Metrics / KPIs Personnel Planning Platform Integration Platform Planning Platform Meta-data design and administration Data entry forms design and admin Financial data Operational Metrics / KPIs Calculation/Business logic engine Consolidation engine Integration Platform SaaS-to-SaaS, SaaS-to-On-Premise ERP, CRM, HRIS, Other source data Reporting & Analysis Engine Report Designer Report Presentation HTML, Excel, PDF Dashboards Multi-Dimensional drill-thru 4 Not For Distribution Private and Confidential to Adaptive Planning and Client

Financial data Operational Metrics / KPIs Calculation/Business logic engine Consolidation engine Integration Platform SaaS-to-SaaS, SaaS-to-On-Premise ERP, CRM, HRIS, Other source data

5 Office of the CFO, Companies of All Sizes Software / Services Manufacturing Healthcare Non-Profit Retail Financial Services Communication Other 5 Not For Distribution Private and Confidential to Adaptive Planning and Client

Financial Services Communication Other 5 Not For

6 Integration Process Overview Extract data from Saas and/or On-premise ERP, CRM, HRIS and other data sources Transform that data to our API format Load data to our SaaS application via our API Customer Data Source OR same process, opposite direction Many different data sources to connect to, lots of customization to address, many versions/data structures 6 Not For Distribution Private and Confidential to Adaptive Planning and Client

same process, opposite direction Many different data sources to connect to, lots of customization to

7 Our Integration Requirements Overarching Goal: Create an easy to use Integration Platform Small on-premise footprint (ideally none) Ability to host integrations in our Cloud environment for Saas to SaaS connections Limited IT interaction required to install or configure Transformation configurable by non-technical resources Client s finance staff Our Professional Services staff (non-technical financial analysts) Setup and transformation configuration can be done remotely Process can be scheduled or manual Can connect to numerous data sources (ERP, CRM, HRIS ) Master configuration done once Slight modifications for subsequent integrations 7 Not For Distribution Private and Confidential to Adaptive Planning and Client

Professional Services staff (non-technical financial analysts) Setup and transformation configuration can be done remotely Process can be scheduled or manual Can connect to numerous

8 Vendor Evaluation & Selection Process We considered several ETL vendors Pervasive Talend Boomi Internally developed tools Why we selected Pervasive Small agent footprint Installation and configuration process could be made simple Able to address the large number of connections that are required Transformation is possible without significant technical knowledge Pervasive is a publicly traded, stable partner Pervasive was willing to work with us to structure a financial arrangement that worked for both parties In-house knowledge regarding connecting to multiple ERP systems 8 Not For Distribution Private and Confidential to Adaptive Planning and Client

without significant technical knowledge Pervasive is a publicly traded, stable partner Pervasive was willing to work with us to structure a financial arrangement

9 Our Integration Platform: Built using Pervasive Data Integrator Web Services API Hosted Connector (Pervasive DI) On-Premise Connector (Pervasive DI) Other Apps GL GL 9 Not For Distribution Private and Confidential to Adaptive Planning and Client

On-Premise Connector (Pervasive DI) Other Apps GL GL 9 Not

10 How our Agent Works On-Premise Connector: Built on Pervasive Data Integrator On-premise (ERP) to/from SaaS (AP) QuickBooks Oracle Financials SAP R3 PeopleSoft MAS 90 MAS 500 MS Dynamics GP MS Dynamics S Lawson Multiview MS SQL Flat files Two-way integration Agent downloads/updates managed via our own website One-click install Cloud (Saas-to-SaaS) Connector: Built on Pervasive Data Integrator Host the agent and all maps in our data center Nothing installed locally, launched from browser SaaS to SaaS ETL Salesforce Intacct Open Air Plex Systems Two-way integration Workday Financial Force 10 Not For Distribution Private and Confidential to Adaptive Planning and Client

(Saas-to-SaaS) Connector: Built on Pervasive Data Integrator Host the agent and all maps in our data center Nothing installed locally, launched from browser SaaS to

11 Benefits to Adaptive Planning Sales benefits Integration is a key client requirement Simplifies sales process Development benefits Did not need to develop ETL tools in house Requires little on-going support from development team Able to develop additional data source connections in-house Professional Services benefits Does not require deep technical background to code transformation Can be managed remotely Requires less configuration after first data source implementation Client benefits Reduced integration errors Reduced time to integrate on an ongoing basis 11 Not For Distribution Private and Confidential to Adaptive Planning and Client

Does not require deep technical background to code transformation Can be managed remotely Requires less configuration after first data source implementation

12 Lessons Learned, Do Differently Develop the connection/extraction maps in house Faster, more control Lower cost Management of the various client maps for On-premise clients Roughly done Need a strategy for this Update management Uninstall/reinstall Move maps More training of our team 12 Not For Distribution Private and Confidential to Adaptive Planning and Client

Roughly done Need a strategy for this Update management Uninstall/reinstall Move maps More

13 Demo of our Agent 13 Not For Distribution Private and Confidential to Adaptive Planning and Client

14 Questions & Answers For additional information, contact: Rob Hull, Adaptive Planning 14 Not For Distribution Private and Confidential to Adaptive Planning and Client

15 15 Thank You!

To Receive CPE Credit

Outcome Metrics for National Associations November 17, 2015 To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in