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Sean O’Connell
Product and Channel Marketing




Turbo-Charge RightNow With Cloud
Integration




                                   © 2009 IBM Corporation
Agenda




 Why Integrate RightNow?
 Cast Iron for RightNow Overview




                                   © 2010 IBM Corporation
Integrating the RightNow Sales Cloud



         Marketing           I need to do                                     Shipping
                            a credit check
                                             Sales       Where are
                                                         my orders?


                                ? ?
                            ?
           What are my
          hottest leads?
                            ?         ?


              Has this                                        Where are
           customer paid?                                    my invoices?
                                                                            IMPACT



                                                                              Disappointed
                                               Finance                        prospects



                                                                               Lost revenue




                                                                            © 2010 IBM Corporation
Integrating the RightNow Sales Cloud



           Marketing                                              Shipping

                               Sales




   Hottest Leads                                       Customers & Orders



                                            Invoices


                                  Finance




                                                                © 2010 IBM Corporation
Integrating the RightNow Service Cloud



                                                            Is her warranty                 Shipping
               RMA                   Is he a paying              valid?
                                       customer?
                                                      Service

                                           ? ?
                                      ?
        When is her
                                      ?
          service
       appointment?                               ?

                      Is that part                                       Was he
                       available?                                  really billed twice?   IMPACT



                                                                                           Angry
                                                         Finance                           customers



                                                                                            Low satisfaction
                                                                                            rating




                                                                                          © 2010 IBM Corporation
Integrating the RightNow Service Cloud


          RMA                                                    Shipping

                             Service




    Warranty                                      Customers & Orders


                                       Invoices

                                 Finance




                                                               © 2010 IBM Corporation
Common Integration Scenarios


          Legacy CRM App

                                   Home
                                   Grown




                1              2           3

             Migrate       Synchronize     Extract




                                                     © 2010 IBM Corporation
Cast Iron — Company Overview

            Corporate Facts                                Buzz

    Founded in 2001 by integration          IBM and Cast Iron…this pair could be
    industry experts                     match made in enterprise heaven.
    Acquired by IBM May 2010
    Pioneered SaaS / cloud integration        With Cast Iron, IBM gets a proven Cloud
                                         integration-as-a-service solution.
    Unique focus on speed &
    simplicity — “Integration in Days”
    Thousands of customer
    integrations                                     Recent Awards

    96% customer retention
    Patented, Best-Of-Breed, Award-
    Winning technology




8                                                                           © 2010 IBM Corporation
Post Acquisition Momentum


                                                 Buzz
   IBM's acquisition of Cast Iron Systems puts together a dominant on-
   premise applications provider…with a top SaaS integration leader. This
   pair could be a match made in enterprise heaven.


    IBM bought Cast Iron Systems because…they do inter-enterprise
   integration better than anyone else….

   …is a really good move for IBM as it establishes IBM as the de facto
   leader in Cloud integration.

   Cast Iron Systems…will allow IBM to offer…a complete platform to
   integrate cloud applications…with on-premise applications.... Overall,
   we consider this deal to be good for Cast Iron and IBM….


   It’s a great way for IBM to go back to customers and say, ‘we can be
   your one-stop-shop for integration in the cloud’.

   With Cast Iron, IBM gets a proven Cloud integration-as-a-service
   solution.


                                                                            © 2010 IBM Corporation
Post Acquisition Momentum


                                                 Buzz
   Cast Iron acquisition helps IBM's Cloud Computing ecosystem expand.

    Cast Iron…has a stellar list of partners…. Pretty much every SaaS
   company of note is on the roster.


   With the acquisition of Cast Iron Systems, IBM improves its cloud-based
   data integration capabilities.


   Cast Iron…will help IBM customers build hybrid clouds….

   IBM bolstered its data-integration portfolio…. Cast Iron…will help IBM
   customers build hybrid clouds….


   …IBM is not just getting powerful technology but also in one move it is taking
   control of the linkage between Cloud and anything else....


   Cast Iron’s offerings will…advance IBM’s capabilities for a hybrid cloud
   model.



                                                                                    © 2010 IBM Corporation
Cloud Application Use is Exploding

                   Global Public Cloud Market: $55.5B in 2014




11
     Source: IDC

                                                                © 2010 IBM Corporation
And It’s Created a Hybrid World

         Companies have both Cloud and On Premise Applications


      Public Clouds                    Private Clouds




       Packaged                                         Home-grown
      Applications                                      Applications




12                                                               © 2010 IBM Corporation
Which Demands Integration

                     Integration is Critical in a Hybrid World


     Public Clouds                            Private Clouds




       Packaged                                                  Home-grown
      Applications                                               Applications




13                                                                       © 2010 IBM Corporation
Needs Getting More and More Complex

              Integration Maximizes Value of Cloud Investments




       Packaged                                            Home-grown
      Applications                                         Applications




14                                                                 © 2010 IBM Corporation
Existing Solutions are Incomplete

               Integration Maximizes Value of Cloud Investments




     Custom Code                 On-Demand                  On-Premise




      People intensive        Rudimentary Capabilities   Cloud is an Afterthought




15                                                                         © 2010 IBM Corporation
Which Has Led to Dissatisfaction




                                   © 2010 IBM Corporation
And Companies Re-evaluating the Cloud




                                        © 2010 IBM Corporation
Cast Iron Integration Platform

                Integration Maximizes Proven. Trusted.
                            Complete. Value of Cloud Investments




     Custom Code                  On-Demand                  On-Premise




       People intensive        Rudimentary Capabilities   Cloud is an Afterthought




18                                                                          © 2010 IBM Corporation
Complete




     Complete Flexibility    Total Connectivity   Complete Reusability     For All Types of Projects



                                                                                    UI Mashups
                                                        TIP Exchange
        Cast Iron Cloud2™



                                                     TIP Development Kit         Process Integration
       Physical Appliances




        Virtual Appliances                             TIP Community               Data Migration




19                                                                                        © 2010 IBM Corporation
Complete




     Complete Flexibility     Total Connectivity   Complete Reusability   For All Types of Projects



                                                                                   UI Mashups
                                                        TIP Exchange
        Reduce
        Cast Iron Cloud2™    Save Up to 50% Save Up to 80%                     Increase
         Risk                  in Time &        in Time                         Return
                                 Costs          & Costs
                                              TIP Development Kit               Process Integration
       Physical Appliances




        Virtual Appliances                              TIP Community             Data Migration




20                                                                                       © 2010 IBM Corporation
Complete

                                                          OnDemand    On Premise   Cast Iron
             Capabilities             Custom Code
                                                           Services     Tools      Solution
Multiple Deployment Models
Data Migration
Batch Process Integration
Real-time Process Integration                                     *         *
Workflow                                                          *         *
TIPs
Basic & SaaS/Midmarket Connectivity                               *
Complete Enterprise Connectivity                                            *
Data Quality
UI Mashups
Multiple Env. Included (Dev & DR)
Template Development Kit
Web Services API Gateway
Management APIs
Automatic 24*7 Support
High Availability                                                 *         *

                                        * Partial Functionality
21                                                                                   © 2010 IBM Corporation
Trusted




22        © 2010 IBM Corporation
Proven




23       © 2010 IBM Corporation
Proven Results



     Company         Description           Systems Connected         Integration Scenario


                                         RightNow, Oracle, Web     Customers, support
               Leading security vendor
                                         Portal                    contracts, licenses, EDI


               Leading Project-based     RightNow, Costpoint,      Customer, License, A/R
               ERP provider              SFA, H/R vendors          sync, benefits data


               Leading Online Survey &   RightNow, SQL Server,     Panelists, Leads,
               Panelist provider         Salesforce.com            Opportunities, Support


               Business Process          Flat-files/FTP, XML and
                                                                   Customer support tickets
               Outsourcing provider      RightNow


               Online recruitment
                                         RightNow, Netsuite, DB    Shop-floor Integration
               marketplace




24                                                                                © 2010 IBM Corporation
Case Study: Customer Support Integration, B2B and Partner Integration


                    Leading security software vendor


 Business Problems
     Enable Customer Support to have instant
     access of customer SLAs
     Integrate Oracle-based order mgmt.
     application (POMS) with On-Demand CRM
     (RightNow)
     20 day deadline
     Abandoned in-house effort due to product
     limitations

 Competing Technologies
     Rejected custom code as it doesn’t scale
     Rejected AboveAll as it could not connect
     to RightNow


                                                       RightNow — Oracle DB



25                                                                            © 2010 IBM Corporation
Case Study: Customer Support Integration, B2B and Partner Integration


                     Real-time integration delivered in 10 days


 Solution
     Cast Iron connects Order Mgmt. (Oracle)
     with On-Demand CRM (RightNow) in
     real-time
     Extract support data from POMS (SQL)
     Update RightNow in real-time using
     XML?HTTP
     No Coding to complete entire project
     Single Console to track transactions
     Simple Experience
     Deeply technical skills not required

 Results
     Entire project completed in 10 days
     Customer configured entire project without
     any training                                          RightNow — Oracle DB

     Payback in less than two quarters
26                                                                                © 2010 IBM Corporation
Case Study: Customer Master, Lead Qualification Integration

                       Leading market research company


 Business Problems
     Multi-system integration
     Extract panelist info into RightNow
     Customer Support
     Extract Opportunities from RightNow to
     Salesforce.com
     Opportunity status sync from
     Salesforce.com to RightNow
     Tight deadlines

 Competing Technologies
     Rejected Custom code
      – Uses too many resources (coding and
         database admin)
      – Lacks scalability or visibility

                                                 Database — salesforce.com — RightNow



27                                                                             © 2010 IBM Corporation
Case Study: Customer Master, Lead Qualification Integration


                     Real-time integration delivered in 14 days



 Solution
     Phase I
       – Move Panelist data to RightNow
       – Provided 360 degree view
       – Reps and Engagement team fully
         informed
     Phase II
       – Leads created in Salesforce.com from
         RightNow Opps
       – Campaigns with webforms create Opps
         in RightNow

 Results
     Phase I completed in 14 days
     Estimated $25K in labor savings in just 1st
     month, projected $150K savings in first year
                                                    Data Warehouse — salesforce.com


28                                                                           © 2010 IBM Corporation
10-min Live Demo




 What




            Configure   Run   Manage


 How




                                  © 2010 IBM Corporation
Summary: Cast Iron Integration Platform



                                          Proven
     Thousands of customer integrations



                                          Trusted
     Strategic integration partner for all the leading cloud and on premise providers



                                        Complete
     A single platform for all your cloud and on premise integration needs




30                                                                                 © 2010 IBM Corporation
Sean O’Connell
Product and Channel Marketing




Turbo-Charge RightNow With Cloud
               Great Customer Experience No. 3,911,881
Integration
     3,911,881 that quintessential light




                                                   © 2009 IBM Corporation

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Turbo-Charge RightNow with Cloud Integration

  • 1. Sean O’Connell Product and Channel Marketing Turbo-Charge RightNow With Cloud Integration © 2009 IBM Corporation
  • 2. Agenda Why Integrate RightNow? Cast Iron for RightNow Overview © 2010 IBM Corporation
  • 3. Integrating the RightNow Sales Cloud Marketing I need to do Shipping a credit check Sales Where are my orders? ? ? ? What are my hottest leads? ? ? Has this Where are customer paid? my invoices? IMPACT Disappointed Finance prospects Lost revenue © 2010 IBM Corporation
  • 4. Integrating the RightNow Sales Cloud Marketing Shipping Sales Hottest Leads Customers & Orders Invoices Finance © 2010 IBM Corporation
  • 5. Integrating the RightNow Service Cloud Is her warranty Shipping RMA Is he a paying valid? customer? Service ? ? ? When is her ? service appointment? ? Is that part Was he available? really billed twice? IMPACT Angry Finance customers Low satisfaction rating © 2010 IBM Corporation
  • 6. Integrating the RightNow Service Cloud RMA Shipping Service Warranty Customers & Orders Invoices Finance © 2010 IBM Corporation
  • 7. Common Integration Scenarios Legacy CRM App Home Grown 1 2 3 Migrate Synchronize Extract © 2010 IBM Corporation
  • 8. Cast Iron — Company Overview Corporate Facts Buzz Founded in 2001 by integration IBM and Cast Iron…this pair could be industry experts match made in enterprise heaven. Acquired by IBM May 2010 Pioneered SaaS / cloud integration With Cast Iron, IBM gets a proven Cloud integration-as-a-service solution. Unique focus on speed & simplicity — “Integration in Days” Thousands of customer integrations Recent Awards 96% customer retention Patented, Best-Of-Breed, Award- Winning technology 8 © 2010 IBM Corporation
  • 9. Post Acquisition Momentum Buzz IBM's acquisition of Cast Iron Systems puts together a dominant on- premise applications provider…with a top SaaS integration leader. This pair could be a match made in enterprise heaven. IBM bought Cast Iron Systems because…they do inter-enterprise integration better than anyone else…. …is a really good move for IBM as it establishes IBM as the de facto leader in Cloud integration. Cast Iron Systems…will allow IBM to offer…a complete platform to integrate cloud applications…with on-premise applications.... Overall, we consider this deal to be good for Cast Iron and IBM…. It’s a great way for IBM to go back to customers and say, ‘we can be your one-stop-shop for integration in the cloud’. With Cast Iron, IBM gets a proven Cloud integration-as-a-service solution. © 2010 IBM Corporation
  • 10. Post Acquisition Momentum Buzz Cast Iron acquisition helps IBM's Cloud Computing ecosystem expand. Cast Iron…has a stellar list of partners…. Pretty much every SaaS company of note is on the roster. With the acquisition of Cast Iron Systems, IBM improves its cloud-based data integration capabilities. Cast Iron…will help IBM customers build hybrid clouds…. IBM bolstered its data-integration portfolio…. Cast Iron…will help IBM customers build hybrid clouds…. …IBM is not just getting powerful technology but also in one move it is taking control of the linkage between Cloud and anything else.... Cast Iron’s offerings will…advance IBM’s capabilities for a hybrid cloud model. © 2010 IBM Corporation
  • 11. Cloud Application Use is Exploding Global Public Cloud Market: $55.5B in 2014 11 Source: IDC © 2010 IBM Corporation
  • 12. And It’s Created a Hybrid World Companies have both Cloud and On Premise Applications Public Clouds Private Clouds Packaged Home-grown Applications Applications 12 © 2010 IBM Corporation
  • 13. Which Demands Integration Integration is Critical in a Hybrid World Public Clouds Private Clouds Packaged Home-grown Applications Applications 13 © 2010 IBM Corporation
  • 14. Needs Getting More and More Complex Integration Maximizes Value of Cloud Investments Packaged Home-grown Applications Applications 14 © 2010 IBM Corporation
  • 15. Existing Solutions are Incomplete Integration Maximizes Value of Cloud Investments Custom Code On-Demand On-Premise People intensive Rudimentary Capabilities Cloud is an Afterthought 15 © 2010 IBM Corporation
  • 16. Which Has Led to Dissatisfaction © 2010 IBM Corporation
  • 17. And Companies Re-evaluating the Cloud © 2010 IBM Corporation
  • 18. Cast Iron Integration Platform Integration Maximizes Proven. Trusted. Complete. Value of Cloud Investments Custom Code On-Demand On-Premise People intensive Rudimentary Capabilities Cloud is an Afterthought 18 © 2010 IBM Corporation
  • 19. Complete Complete Flexibility Total Connectivity Complete Reusability For All Types of Projects UI Mashups TIP Exchange Cast Iron Cloud2™ TIP Development Kit Process Integration Physical Appliances Virtual Appliances TIP Community Data Migration 19 © 2010 IBM Corporation
  • 20. Complete Complete Flexibility Total Connectivity Complete Reusability For All Types of Projects UI Mashups TIP Exchange Reduce Cast Iron Cloud2™ Save Up to 50% Save Up to 80% Increase Risk in Time & in Time Return Costs & Costs TIP Development Kit Process Integration Physical Appliances Virtual Appliances TIP Community Data Migration 20 © 2010 IBM Corporation
  • 21. Complete OnDemand On Premise Cast Iron Capabilities Custom Code Services Tools Solution Multiple Deployment Models Data Migration Batch Process Integration Real-time Process Integration * * Workflow * * TIPs Basic & SaaS/Midmarket Connectivity * Complete Enterprise Connectivity * Data Quality UI Mashups Multiple Env. Included (Dev & DR) Template Development Kit Web Services API Gateway Management APIs Automatic 24*7 Support High Availability * * * Partial Functionality 21 © 2010 IBM Corporation
  • 22. Trusted 22 © 2010 IBM Corporation
  • 23. Proven 23 © 2010 IBM Corporation
  • 24. Proven Results Company Description Systems Connected Integration Scenario RightNow, Oracle, Web Customers, support Leading security vendor Portal contracts, licenses, EDI Leading Project-based RightNow, Costpoint, Customer, License, A/R ERP provider SFA, H/R vendors sync, benefits data Leading Online Survey & RightNow, SQL Server, Panelists, Leads, Panelist provider Salesforce.com Opportunities, Support Business Process Flat-files/FTP, XML and Customer support tickets Outsourcing provider RightNow Online recruitment RightNow, Netsuite, DB Shop-floor Integration marketplace 24 © 2010 IBM Corporation
  • 25. Case Study: Customer Support Integration, B2B and Partner Integration Leading security software vendor Business Problems Enable Customer Support to have instant access of customer SLAs Integrate Oracle-based order mgmt. application (POMS) with On-Demand CRM (RightNow) 20 day deadline Abandoned in-house effort due to product limitations Competing Technologies Rejected custom code as it doesn’t scale Rejected AboveAll as it could not connect to RightNow RightNow — Oracle DB 25 © 2010 IBM Corporation
  • 26. Case Study: Customer Support Integration, B2B and Partner Integration Real-time integration delivered in 10 days Solution Cast Iron connects Order Mgmt. (Oracle) with On-Demand CRM (RightNow) in real-time Extract support data from POMS (SQL) Update RightNow in real-time using XML?HTTP No Coding to complete entire project Single Console to track transactions Simple Experience Deeply technical skills not required Results Entire project completed in 10 days Customer configured entire project without any training RightNow — Oracle DB Payback in less than two quarters 26 © 2010 IBM Corporation
  • 27. Case Study: Customer Master, Lead Qualification Integration Leading market research company Business Problems Multi-system integration Extract panelist info into RightNow Customer Support Extract Opportunities from RightNow to Salesforce.com Opportunity status sync from Salesforce.com to RightNow Tight deadlines Competing Technologies Rejected Custom code – Uses too many resources (coding and database admin) – Lacks scalability or visibility Database — salesforce.com — RightNow 27 © 2010 IBM Corporation
  • 28. Case Study: Customer Master, Lead Qualification Integration Real-time integration delivered in 14 days Solution Phase I – Move Panelist data to RightNow – Provided 360 degree view – Reps and Engagement team fully informed Phase II – Leads created in Salesforce.com from RightNow Opps – Campaigns with webforms create Opps in RightNow Results Phase I completed in 14 days Estimated $25K in labor savings in just 1st month, projected $150K savings in first year Data Warehouse — salesforce.com 28 © 2010 IBM Corporation
  • 29. 10-min Live Demo What Configure Run Manage How © 2010 IBM Corporation
  • 30. Summary: Cast Iron Integration Platform Proven Thousands of customer integrations Trusted Strategic integration partner for all the leading cloud and on premise providers Complete A single platform for all your cloud and on premise integration needs 30 © 2010 IBM Corporation
  • 31. Sean O’Connell Product and Channel Marketing Turbo-Charge RightNow With Cloud Great Customer Experience No. 3,911,881 Integration 3,911,881 that quintessential light © 2009 IBM Corporation