Case study - Automotive DMS Connection to Salesforce.com
1. Orby Technologies
Orby Technologies
Use of IBM Cast Iron Cloud
to integrate Automotive DMS data
from multiple vendors into
custom Salesforce.com
CRM system
Automotive DMSData Integration to Salesforce
2. Orby Technologies
Business Overview
NationalFranchise for major Car brand
200 Salesforce users
0.5M Customer records
1.5MCase records for Retail Delivery, Service jobs, Enquiries & Claims
Four differentDMS providers in use on Dealership network
Existing data integration
Patchwork of homemade or Open Source tools
Relied on previous generation Case Management tool
Unreliable -Error management consumed significant IT resources
Result of using IBM Cast Iron
Reliable Integration built on platform supported by IBM
Faster development of new features
Freed up resources
3. Orby Technologies
Project Scope
Migrate from Home- Grown solution
•.BAT jobs
•End-of-life product
•Open Source tools
Import & Restructure Data
•0.5M Customers
•1.5M Cases
•1.6 M Activities
Business Areas
•Retail Sales delivery
•Service booking and jobs
•Roadside Assistance
•Loyalty club
•Web Requests
4. Orby Technologies
Solution Selection
Salesforce.com
•Customer management
•Case Management
•Dealer Community
•KPIs and Management Reporting
IBM Cast Iron Cloud
•XML and CSV
•FTP
•Email
•Inbound and Outbound
5. Orby Technologies
Data Integration Implementation
•
Incoming Data from DMS
•
Uploaded to secure FTP Server from individual Dealer DMS
•
No fixed time for Hourly or Daily jobs
•
Data formats: CSV, XML –depending on DMS provider or use case
•
IBM Cast Iron Orchestration
•
Triggered by File on FTP
•
Validate Files and Dealer Configuration
•
Locate Customer and Vehicle records
•
Create Case of relevant record type
•
Log success on Monitoring Console
•
Outgoing Data
•
Export in CSV or XML format
•
Export to FTP Server or Email Output, as required