Repeatable, Embedded
Integration from the Cloud to
SaaS or On-Premises ERP, CRM
and More
Repeatable, Embedded
Integration from the Cloud to
SaaS or On-Premises ERP, CRM
and More
April 28, 2011
Robert S. Hull
Agenda
Agenda
Adaptive Planning Background
Our Integration Needs
Evaluation and Selection of Pervasive
How it works
The Leader in SaaS Performance Management
The Leader in SaaS Performance Management
100%
CAGR for Customers 2007 – 2010
Fastest Growth
200+
Most Partners
Most Satisfied
#1
in Customer Satisfaction900+
Most Customers
~20,000
Worldwide
Most Users
First to Market
1
st
True SaaS Solution Founded 2003 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
Architecture Overview
Adaptive Planning Performance Management:
Planning, Integration, Reporting & Analysis
Adaptive Planning Performance Management:
Planning, Integration, Reporting & Analysis
Reporting & Analysis Engine
Income Statement Income Statement Balance Sheet Balance
Sheet Cash FlowCash Flow
Capital Capital
Expenses
Expenses Sales / Revenues
Sales /
Revenues PersonnelPersonnel
Planning Platform Operating Metrics / KPIs Operating Metrics / KPIs
Integratio
n
Retail Financial Services Communication Other Software /
Services Manufacturing Healthcare Non-Profit
Office of the CFO, Companies of All Sizes
Office of the CFO, Companies of All Sizes
Integration Process Overview
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
OR same process, opposite direction
Many different data sources to connect to, lots of customization
to address, many versions/data structures
Customer Data Source
Our Integration Requirements
Our Integration Requirements
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
Vendor Evaluation & Selection Process
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
Our Integration Platform:
Built using Pervasive Data Integrator
Our Integration Platform:
Built using Pervasive Data Integrator
GL
On-Premise Connector (Pervasive DI)
GL
Web Services API
Other Apps
Hosted Connector (Pervasive DI)
How our Agent Works
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
– 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
– Two-way integration
• MAS 90
• MAS 500
• MS Dynamics GP
• MS Dynamics S
• Lawson
• Multiview
• MS SQL
• Flat files
• Open Air
• Plex Systems
• Workday
Benefits to Adaptive Planning
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
Lessons Learned, Do Differently
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
Demo of our Agent
Demo of our Agent
Questions & Answers
Questions & Answers
For additional information, contact:
– Rob Hull, Adaptive Planning
