The need to find the differences and variances in the data models of different instances of packaged ERP and CRM is often overlooked in a project - until it becomes necessary. This is important in many data intensive initiatives where an organisation has multiple instances of an application or is involved in an upgrade, merge or migration event. In situations where development or customisation work is being performed under Agile Sprint conditions the need to identify and manage iterations of the data model is critical. For many smaller systems with easily accessible and understood data models this is a relatively straightforward process. For packages from SAP, Oracle, Salesforce and Microsoft however it is much more difficult and requires a specialist tool to enable comparison to be done quickly, accurately and easily. Safyr provides those abilities and more for the world's most complex packages applications. This webinar explores the need for comparison across a range of projects and illustrates how Safyr can make light of a difficult and time consuming task.

1. Silwood Technology Limited
Comparing ERP and CRM data models
Webinar
September 2016

2. Agenda
• Introduction
• Why compare
• Risks
• Why is it difficult?
• How does Safyr help?
• Demonstration
• Benefits
• Options

3. Context
• Customers & partners
• SAP
• Oracle
• Salesforce
• Microsoft

4. Why compare?
Multiple use cases

5. Multiple instances of a package
• DWH, Data Lake
• Development cycles
– Agile sprints
• Data governance
• Master data
• Metadata repository

6. Merger or acquisition with same ERP/CRM package
• Still a challenge
• Combined reporting
• Merge/migrate systems
• Integrate
• Manage data governance
• Master data

7. Software vendors and SI’s
• More effective support
• On-boarding clients
• Replace templates
• Enhance documentation
• Custom vs vanilla

8. Application Package initiatives
• Upgrade to new version
• Consolidation project
• Standard vs Custom
• ‘As is ‘ vs ‘To be’

9. Risks
• Time
– Often longer due to
data issues
• Cost
– Higher due to
extended engagement
• Accuracy
– Without clarity of data
model there is risk

10. Package application data model challenges
• Usable data model
hidden
• Large number of tables
• Customisation
• No tools
• Limitations
– Templates
– Reference models
– Documentation

11. Safyr – making package metadata easy to access and use
• Accelerate project and
benefits
• Reduce cost of source
data discovery
• Improve data accuracy

12. Safyr

13. Some Compare options
• Keep history of
application versions
• Re-use Subject areas
• Decide on integration
with third party tools

14. Comparison features
• Partial or whole model
• Fast results
• Results sharing
• Control over
parameters
• Easy identification of
discrepancies
• All supported
applications

15. Demonstration

16. Benefits
• Staff in control
• Manage cost
• Fast implementation
• Greater accuracy

17. What’s next?
• Questions
• Workshop
• Demonstration
• Evaluation

18. Roland Bullivant
Sales and Marketing Director
rbullivant@silwoodtechnology.com
@rolandatsilwood
www.silwoodtechnology.com
Nick Porter
Technical Director
nporter@silwoodtechnology.com
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