Many of the world’s corporations use Salesforce.com to drive their front office, and while most experience success others encounter roadblocks and difficulties as their Salesforce footprint grows. Countless customers suffer from a lack of up-to-date information which impedes business progress and stifles end-user productivity. This presentation describes how Schneider Electric SE, a multinational corporation that specializes in electricity distribution, automation management and components product for energy management, used Informatica Cloud to improve the operational efficiency of their Salesforce.com front-office. It also details how Schneider Electric was able to make key data readily available to Sales teams in real-time, on the right device, to ensure the success of a highly visible front-office integration initiative. To watch this presentation visit : http://youtu.be/kU2A1xMvaI8 For a 30 day free trial of Informatica Cloud visit: http://www.informaticacloud.com/trial

1. Cloud Application Integration
How Schneider Electric Transformed
Front-office Operations With Real Time
Processes and Data

2. Clive Bearman
Director Marketing, Informatica Cloud
Mark Nardella
Global Director, CR Sales Process
Schneider Electric

3. Agenda
• Informatica Cloud Introduction
• Informatica Cloud Application Integration
• Use Case - Schneider Electric
• Q&A
• Next Steps

4. #1 Cloud Integration and Data Management Solution
70B+ Processing over seventy BILLION transactions/month
2500+ Trusted by over 2500 customers
The broadest range of universal connectivity
Only vendor with offerings in every sub category of
“IT & Administration” and award winner for 5 years
Used by more tier-1 consulting partners

5. Informatica Cloud Platform and Products
Cloud
Data Integration
Cloud
Application
Integration
Cloud Test
Data
Management
Cloud
Data
Quality
Cloud Master
Data
Management
Sandbox
Management
Leverage Existing
Bulk Data
Cleanse and
De-dupe Data
Consolidate and
Visualize Data
Real Time Access
to Actionable Data
“The Informatica Cloud Platform is the only complete solution for cloud integration and data management
that allows SaaS application administrators, architects, and developers to easily power optimal processes
connected with enterprise-ready data across cloud, on-premises, big data, social, and mobile environments.”

6. Informatica Cloud Platform and Products
Cloud
Data Integration
Cloud
Application
Integration
Cloud Test
Data
Management
Cloud
Data
Quality
Cloud Master
Data
Management
Sandbox
Management
Leverage Existing
Bulk Data
Cleanse and
De-dupe Data
Consolidate and
Visualize Data
Real Time Access
to Actionable Data
“The Informatica Cloud Platform is the only complete solution for cloud integration and data management
that allows SaaS application administrators, architects, and developers to easily power optimal processes
connected with enterprise-ready data across cloud, on-premises, big data, social, and mobile environments.”

7. Informatica Cloud Application Integration
• What is it?
• A component of the Informatica Cloud platform that helps
you develop, integrate and deploy cloud-based real-time
processes and services
• What does it do?
• Makes it easy to consume and interact with data in real time
• Cloud<->Cloud, Cloud<->Ground, RT<->Bulk
• Service Integration, Process Automation
• API creation and consumption
• Benefit
• Improves business decision making and user efficiency
though automation – quite dramatically in many cases

8. Informatica Cloud Application Integration - Features
Cloud Process Designer Screen Flow Mobile Process Apps
Multi-tenant Cloud Runtime
Administration and Management
Broad Connectivity
via Connectors, SOAP, REST API’s

9. Cloud Process Designer
• 100% cloud point-and-click UI
• Real time app integration processes can include:
• REST/SOAP services
• Data integration tasks
• Sub-processes
• Process flows can run:
• As web apps (via screenflow)
• “Unattended” (aka headless)
• Mobile process apps
• Cloud process console:
• Process debugging
• Performance monitoring
• Message logs
• Local process server monitoring

10. Using Informatica Cloud Application Integration
• Real time inventory lookup from back office
• Opportunity-to-order process orchestration across multiple cloud and on-premises apps
• Asynchronous application integration with legacy ESB middleware
• Mobile mash-up of multiple external and internal cloud services

11. Examples
Health insurance policy
selection
Telco customer service
Insurance aggregation
platform
Call center
automation
Service portal
automation
Customer on-boarding

12. Schneider Electric
Overview of our program called Guide for Efficiency using
Informatica Cloud Application Integration
September 2014

15. bFO (local name for Saleforce.com) Collaboration with the
business goals
Measure and
improve our
front office
performances
via real time &
accessible
commercial
analytics
dashboards
and
collaboration
capabilities
● Collaborate across businesses to capture and win
Solution opportunities (20% of multi-Business
opportunities identified in the US)
● Create and sustain a personalized relationship with
large accounts
●Increase Sales Force Efficiency (potential +11%
productivity based on BCG Simplification study)
●Create a virtuous circle in issue detection and
resolution
●Be the easiest provider to do business with in
support and field services
●Be the easiest partner to work with
●Enable convergence Customer / Partner Support
<> CCC <> Web

16. All together we run a sales race…with a strong
business value in mind
• bridge Front Office had an objective of
connecting more than 17 500 employees by 2012
(as of 2014 we have over 30,000 users on one instance of bFO)
• Business Value: 4+1 significant business
benefits
Enabling convergence
Customer / Partner
Support <> CCC <> Web
•Customer Care Excellence
•Issue to Prevention
•Installed Base Service
•Partner Relation Management
•Link Front-Office <> One Web
Sales force
Efficiency
Opportunity
Sharing &
Portfolio
management
Real-time
Commercial
Analytics
Systems cost
reduction

17. Sales
Progressive Deployment Issue to Prevention
PRM
Today we have a full CRM approach
At the core of bridge Front Office is a mandatory sales application which
is enriched progressively by applications supporting other processes
Customer Care
Services
Marketing

18. So what is the problem?
“It takes over three minutes to create an Account record in bFO…”
– Russian CCC Agent
> Record creation, search and updating is
too complex and not intuitive
> Extensive training is required to
understand the process and business
rules
> Too many clicks to complete the actions
> No on screen support to guide the user
> No or limited ability to leverage smart
devices
> Data quality is poor
Navigation and workflow are not aligned with process context

19. Make it simple!
Without guides With guides
1
3
7
5
8
2
4
6
2 3 4 5 6 7

20. Problem statement
Process
> Desktop users are having a hard time remembering the correct
process to follow, which fields to capture in which order, or have
not been trained causing data quality problems:
> Solution: Have a guide ask questions and populate data without
having the sales users having to think. Simplify the data capturing,
streamline the record creation process with less clicks, more
automation or defaulting of values.

21. Problem statement
Efficiency
> Our sales resources that travel need ability to be more efficient.
Today they take paper notes, then manually update bFO, once
a week, with all the meeting notes from all the visits
> Solution: Give ability to update on the road (smart devices) using
simple easy guides to eliminate duplicate actions (real-time updating
during a meeting or while in the Car to the next customer visit

22. bFO process guides: What for?
Our mission is to improve our efficiency in the
processes related to bFO.
 To make it easier and faster for the users to work on
bFO
 To have the ability to use basic and recurring
functionalities on mobile devices
- Increase bFO adoption in the countries
- Improve bFO data

23. What technology did we select?
Technology : Cloud Extend ( Informatica)
Origin : Software from Appexchange
● Simple and Intuitive Interface
● Available on PC and Smartphone
● Quickly responds to changing business
needs
Informatica Features
 No impact on the bFO data model
 No data mapping required
 No knowledge of bFO data model
needed
 WYSIWIG guides design
 Multi platform guide compatibility
 Guides are re-usable and renewable

24. Strategic vision to achieve the objectives
Strategic Objectives
SE
Business
Strategy
Fast Account / Contact Creation
Fast Account / Contact Update
Fast Opportunity Creation
Fast Opportunity Update
Fast Customer Visit Creation
Fast Customer Visit Update
Fast Account/Contact Search
Mobile device or tablet (iPhone,
iPad, Android and Blackberry)
Voice-to-text enabled
Include History tracking, metric on
adoptions or number of times used,
Smartphone simulator and easy
import/export capabilities
Guides in local language
More Customer
Facing Time
Better Data Quality
Improved Customer
Satisfaction
Digitizing the user
experience
WHAT ?
HOW ?
Requirements
Through Guides
Providing
process- oritented
workflow and context-oritented
user interface
enhancements
Higher Adoption of
tracking interactions
Improved User
Efficiency

25. How guides make it simple!
From data driven
to process driven
Now,
with guides
1
3
7
5
8
2
4
6
2 3 4 5 6 7

26. How will Informatica Cloud be Managed
The Facts:
> Does not require IT to develop, test or publish guides after one time setup of Application
> Comes with a friendly easy to use Guide creator/designer that does not require any coding
> Allows the Process Organizations to manage without adding cost to IT
> Does not alter or interfere with the underlying data architecture of bFO
The Plan:
> Governance:
- Each Process Owner responsible for centrally managing the guide management for their
respected areas of ownership
- The creation, testing and publishing centrally managed by a selected group of process
designers
- This group of designers will be trainer by Cloud Extend
> Deployment:
- Each Process Owner will deploy their own guides to the users
- A process will be run to monitor usage (to control cost) where each user given access will be
monitored to make sure they are using the guides. If a user does not use a single guide in any
2 month period access will be removed

27. Lessons learned
> The amount of time to build the knowledge to develop the guides took
double the time we thought (between 1 to 2 months).
> The type of skills required to design guides is a business analyst with
good technical background.
> We ran into a lot of problems early on with user adoption related to our
switch to the iPhone and the internal IT requirement to use a VPN.
> Use the support from Informatica related to resolving technical issues.
> Have a full time designer and business process analyst assigned to the
project .
> Try to build a single core process flow then tailor using Salesforce
profiles.

28. ©2014 Schneider Electric. All Rights Reserved.
All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies or their respective owners.

29. Come See Us at Dreamforce
www.informaticacloud.com/dreamforce

30. Q&A

31. Next Steps
1
2
3
30 Day Free Trial
www.informaticacloud.com/trial
Social
Follow us @infacloud
Dreamforce
www.informaticacloud.com/dreamforce