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Drive Superior Customer Experiences
With Integration Appliances
David Burnett
VP of IT
March 2008 • PGP Corporation • Confidential
© 2008 PGP Corporation | Confidential | 2
Agenda
• About PGP Corporation
• Challenges and Opportunities
• Solutions Implemented
• Results & What We Learned
• Next Steps
© 2008 PGP Corporation | Confidential | 3
About PGP
• Leading Global Security
Software Firm
• Based out of Palo Alto, CA
• Global Use by
80,000+ Organizations
• Unique
PGP® Encryption Platform
• High Growth
– 22 quarters of consecutive bookings
growth
– Over 1 million customer transactions
• Multi-channel sales model
– Web Sales
– Channel
– Enterprise
© 2008 PGP Corporation | Confidential | 4
Our Environment
• Mix of software-as-a-service
(SaaS) and in-house applications
– RightNow
• Service & support
– Salesforce.com
• Sales force automation
– POMS
• Order management
• Digital product fulfillment
• Very common data problems
– Siloed applications
– Duplicate and/or only partially
consistent data
Custom Purchase
Order Management
(POMS)
© 2008 PGP Corporation | Confidential | 5
Business Need for Integration
• Migrate data from legacy
CRM to RightNow
• Consolidate reporting
across multiple systems
• Synchronize data
between ordering and
support
• Create data consistency
• Goal: ensure syndication
and federation of data
across applications
Picture here
Application Environment
PGP Portal
EDI
Enterprise
Customer
Renewal
Opportunities
Support
Entitlement
Fulfillment
Orders
© 2008 PGP Corporation | Confidential | 6
Service & Support Integration Challenges
• Build or buy?
• The tradeoffs
– Skilled resources
– Budgets
– Technologies
• Strict project deadlines
Picture here
Oracle-based ERP  CRM
Build or Buy?
© 2008 PGP Corporation | Confidential | 7
Options Tested: Custom Code + EAI
• Custom code didn’t scale:
– Hand coding Java interfaces
– SQL, Web services, etc.
– Limited visibility of errors
• EAI (TIBCO, webMethods)
– Heavy lifting (overkill)
– Too expensive to justify
• Deeply technical resources
required
• Focus: “technology, not the
solution”
Picture here
Oracle-based ERP  CRM
Needed a better alternative!
© 2008 PGP Corporation | Confidential | 8
Solution Chosen: Cast Iron
• Simple Experience
– Out-of-the-box installation
– Configuration, not coding
– Focus: “solving business
problem, not technology”
• Deeply technical skills not
required
• Functionality:
– Connectivity, data mapping,
workflow rules
– Extract support data from
POMS (SQL)
– Update RightNow in real time
using XML/HTTP
POMS  RightNow Integration
© 2008 PGP Corporation | Confidential | 9
Results
• Solution
– Cast Iron connects Order Mgmt
(Oracle) with On-Demand CRM
(Right Now) in real time
– No coding to complete entire
project
– Single console to track
transactions
• Results
– Entire project completed in
10 days
– Customer configured entire
project without any training
– Payback in less than two
quarters
POMS  RightNow Integration
© 2008 PGP Corporation | Confidential | 10
Cast Iron as Platform
• Expanded to use Cast Iron as
platform for enterprise
integration needs
– Automated
– Stable
– 24 x 7 availability
• Results
– Eliminates dependencies on
individual applications for
integration
– Increases ROI as more
applications are integrated
– Configuration, not coding to
make integration changes
Platform Integration
EDI Orders
Digital
Product
Fulfillment
© 2008 PGP Corporation | Confidential | 11
Cast Iron as Platform
• Expanded to use Cast Iron as
platform for enterprise
integration needs
– Automated
– Stable
– 24 x 7 availability
• Results
– Eliminates dependencies on
individual applications for
integration
– Increases ROI as more
applications are integrated
– Configuration, not coding to
make integration changes
– Facilitates data portability
Platform Integration
EDI Orders
Digital
Product
Fulfillment
© 2008 PGP Corporation | Confidential | 12
Lessons Learned
• Rapid RightNow adoption requires rapid integration
• Application integration takes careful planning
• Custom coding projects are harder than anticipated
• Off-the-shelf solutions can be fast/easy
• Integration Appliances are attractive because:
– Simple to install, configure and maintain
– “Configuration, not coding” experience
– Lets us focus on the business!
© 2008 PGP Corporation | Confidential | 13
Thank You

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Drive Superior Customer Experiences With Integration Appliances

  • 1. Drive Superior Customer Experiences With Integration Appliances David Burnett VP of IT March 2008 • PGP Corporation • Confidential
  • 2. © 2008 PGP Corporation | Confidential | 2 Agenda • About PGP Corporation • Challenges and Opportunities • Solutions Implemented • Results & What We Learned • Next Steps
  • 3. © 2008 PGP Corporation | Confidential | 3 About PGP • Leading Global Security Software Firm • Based out of Palo Alto, CA • Global Use by 80,000+ Organizations • Unique PGP® Encryption Platform • High Growth – 22 quarters of consecutive bookings growth – Over 1 million customer transactions • Multi-channel sales model – Web Sales – Channel – Enterprise
  • 4. © 2008 PGP Corporation | Confidential | 4 Our Environment • Mix of software-as-a-service (SaaS) and in-house applications – RightNow • Service & support – Salesforce.com • Sales force automation – POMS • Order management • Digital product fulfillment • Very common data problems – Siloed applications – Duplicate and/or only partially consistent data Custom Purchase Order Management (POMS)
  • 5. © 2008 PGP Corporation | Confidential | 5 Business Need for Integration • Migrate data from legacy CRM to RightNow • Consolidate reporting across multiple systems • Synchronize data between ordering and support • Create data consistency • Goal: ensure syndication and federation of data across applications Picture here Application Environment PGP Portal EDI Enterprise Customer Renewal Opportunities Support Entitlement Fulfillment Orders
  • 6. © 2008 PGP Corporation | Confidential | 6 Service & Support Integration Challenges • Build or buy? • The tradeoffs – Skilled resources – Budgets – Technologies • Strict project deadlines Picture here Oracle-based ERP  CRM Build or Buy?
  • 7. © 2008 PGP Corporation | Confidential | 7 Options Tested: Custom Code + EAI • Custom code didn’t scale: – Hand coding Java interfaces – SQL, Web services, etc. – Limited visibility of errors • EAI (TIBCO, webMethods) – Heavy lifting (overkill) – Too expensive to justify • Deeply technical resources required • Focus: “technology, not the solution” Picture here Oracle-based ERP  CRM Needed a better alternative!
  • 8. © 2008 PGP Corporation | Confidential | 8 Solution Chosen: Cast Iron • Simple Experience – Out-of-the-box installation – Configuration, not coding – Focus: “solving business problem, not technology” • Deeply technical skills not required • Functionality: – Connectivity, data mapping, workflow rules – Extract support data from POMS (SQL) – Update RightNow in real time using XML/HTTP POMS  RightNow Integration
  • 9. © 2008 PGP Corporation | Confidential | 9 Results • Solution – Cast Iron connects Order Mgmt (Oracle) with On-Demand CRM (Right Now) in real time – No coding to complete entire project – Single console to track transactions • Results – Entire project completed in 10 days – Customer configured entire project without any training – Payback in less than two quarters POMS  RightNow Integration
  • 10. © 2008 PGP Corporation | Confidential | 10 Cast Iron as Platform • Expanded to use Cast Iron as platform for enterprise integration needs – Automated – Stable – 24 x 7 availability • Results – Eliminates dependencies on individual applications for integration – Increases ROI as more applications are integrated – Configuration, not coding to make integration changes Platform Integration EDI Orders Digital Product Fulfillment
  • 11. © 2008 PGP Corporation | Confidential | 11 Cast Iron as Platform • Expanded to use Cast Iron as platform for enterprise integration needs – Automated – Stable – 24 x 7 availability • Results – Eliminates dependencies on individual applications for integration – Increases ROI as more applications are integrated – Configuration, not coding to make integration changes – Facilitates data portability Platform Integration EDI Orders Digital Product Fulfillment
  • 12. © 2008 PGP Corporation | Confidential | 12 Lessons Learned • Rapid RightNow adoption requires rapid integration • Application integration takes careful planning • Custom coding projects are harder than anticipated • Off-the-shelf solutions can be fast/easy • Integration Appliances are attractive because: – Simple to install, configure and maintain – “Configuration, not coding” experience – Lets us focus on the business!
  • 13. © 2008 PGP Corporation | Confidential | 13 Thank You