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How Midsize Companies Use Rapid Integration
to Thrive in Today’s Economy
Sean O’Connell
Product Marketing
Cast Iron System...
Agenda
Q&A All
OSI Systems Customer Case Study
Chris Holbert
Senior Director of Global Applications
OSI Systems
How it Wor...
Sean O’Connell,
Product Marketing
The Business Value of Integration for
Midsize Companies
4©2009 Cast Iron Systems, Inc. • Confidential
Thousands of Customer Integrations
Application integration
in days for 80% l...
5©2009 Cast Iron Systems, Inc. • Confidential
BuzzCorporate
Awards …it’s certainly easy to install and its graphical
tools...
6©2009 Cast Iron Systems, Inc. • Confidential
Integration for Midsize Companies Today
Midsize Company IT Needs
Agility to ...
7©2009 Cast Iron Systems, Inc. • Confidential
Integration for Midsize Companies Today
Midsize Company IT Needs Integration...
8©2009 Cast Iron Systems, Inc. • Confidential
(1) Program using complex integration tools
Application 1
Application 2
Inte...
9©2009 Cast Iron Systems, Inc. • Confidential
EAI Tools Complex
(1) Program using complex integration tools
Application 1
...
10©2009 Cast Iron Systems, Inc. • Confidential
(1) Program using complex integration tools
Application 1
Application 2
(2)...
11©2009 Cast Iron Systems, Inc. • Confidential
(1) Program using complex integration tools
Application 1
Application 2
(2)...
12©2009 Cast Iron Systems, Inc. • Confidential
Integration for Midsize Companies Today
Midsize Company IT Needs Proven Val...
13©2009 Cast Iron Systems, Inc. • Confidential
Flexible Product Offerings
14©2009 Cast Iron Systems, Inc. • Confidential
Cast Iron Integration Scenarios
MigrateMigrate
1
Legacy CRM Application
New...
15©2009 Cast Iron Systems, Inc. • Confidential
Proven Results
Company End Points Problem Solved
Project
in Days
Microsoft ...
16©2008 Cast Iron Systems, Inc. • Confidential
Case Study: Sales Order Integration
Business Problem
Competing Technologies...
17©2008 Cast Iron Systems, Inc. • Confidential
Solution
Results
Projects completed in less than 30 days
30% increase in pr...
18
OSI Systems - Integration Case Study
Chris Holbert
Senior Director of Global Applications
19
Agenda
 Company overview
 Business challenges & alternatives considered
 Solution chosen & results
 Lessons learned...
20
OSI Systems Company Overview
 Leading provider of advanced electronic technologies for critical applications
 Custome...
21
Application Landscape
 Microsoft Navision
ERP (NAV)
 Maintain over 10 NAV
instances in production
 Run application o...
22
Business Challenges
 Goods-in-Transit Operations
(GIT)
 Ship machines from Malaysia
to sales regions
 Took 15 or mor...
23
Integration Challenges
 Create single, global
view of multiple,
disparate instances of
Microsoft Dynamics NAV
 Elimin...
24
Alternatives Considered
 Cast Iron
 Custom code
(current state)
 IBM Websphere
 Oracle BEA Weblogic
 Tibco Busines...
25
Solution Chosen
 Cast Iron
 Easy-to-learn
 Quick-to-market
 High-performing
 Appliance-based
 Flexible
 High ROI...
26
GIT Shipment Views
27
GIT Shipment Views
28
Results
 Goods-in-Transit Operations
(GIT)
 Reduced time to record transactions
to minutes
 Instant update of inter-...
29
Results
 Proof of concept
integration in 1 day
 Completed production
integration in 15 days
including training
 Save...
30
Lessons Learned
 Spend time to perform needs analysis
 Determine where your team can excel
 Evaluate how to drive va...
31
Next Steps
 Build workflows that improve effectiveness &
efficiency
 Integrate applications that benefit from data
co...
32
Thank You!
33©2009 Cast Iron Systems, Inc. • Confidential
Cast Iron Solution Overview
What Our Integration Solution Does
Integration-...
34©2009 Cast Iron Systems, Inc. • Confidential
Cast Iron’s Approach
No Coding Beyond Configuration Preconfigured Templates
35©2009 Cast Iron Systems, Inc. • Confidential
Rapid Integration thru TIPs
0
20
40
60
80
100
Custom Code Configuration
App...
36©2009 Cast Iron Systems, Inc. • Confidential
10 Minute Demo
Homegrown App
(SQL Server)
SQL
Server
CRM ApplicationTemplat...
37©2009 Cast Iron Systems, Inc. • Confidential
Summary: Why Cast Iron?
Solving All Integration Needs
Using Pre-built Templ...
Contact
Sean O’Connell
Product Marketing
Cast Iron Systems
(650) 230-8424
soconnell@castiron.com
Twitter: @CastIronSystems...
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  1. 1. How Midsize Companies Use Rapid Integration to Thrive in Today’s Economy Sean O’Connell Product Marketing Cast Iron Systems Chris Holbert Senior Director of Global Applications OSI Systems
  2. 2. Agenda Q&A All OSI Systems Customer Case Study Chris Holbert Senior Director of Global Applications OSI Systems How it Works — 10-minute Demo Sean O’Connell Product Marketing Cast Iron Systems The Business Value of Integration for Midsize Companies Sean O’Connell Product Marketing Cast Iron Systems
  3. 3. Sean O’Connell, Product Marketing The Business Value of Integration for Midsize Companies
  4. 4. 4©2009 Cast Iron Systems, Inc. • Confidential Thousands of Customer Integrations Application integration in days for 80% less cost
  5. 5. 5©2009 Cast Iron Systems, Inc. • Confidential BuzzCorporate Awards …it’s certainly easy to install and its graphical tools are a boon for companies with limited IT resources… Dr. Martin Heller Editor ... The two most interesting features are the speed of integration and the ease of connectivity… Bruce Richardson, Chief Research Officer Integration in Days Global presence 100% YOY growth in the past 4 years Thousands of customer integrations connecting SaaS applications and the enterprise #1 SaaS integration provider – Premier partner for Salesforce.com, Oracle, Google, HP, Taleo, Dell, Amazon, ADP, and many more … Cast Iron Company Overview The most comprehensive integration-as-a- service story I’ve heard. Curt Monash Principal Analyst Integration appliances will play a critical part in the growth, acceleration & acceptance of SaaS. Frank Kenney Research Director
  6. 6. 6©2009 Cast Iron Systems, Inc. • Confidential Integration for Midsize Companies Today Midsize Company IT Needs Agility to respond to business growth Control spending and cash outlay Limited IT skill sets available Easy to monitor, manage, adminster
  7. 7. 7©2009 Cast Iron Systems, Inc. • Confidential Integration for Midsize Companies Today Midsize Company IT Needs Integration Reality Agility to respond to business growth Projects takes months Control spending and cash outlay Integration tools require $500K+ investment Limited IT skill sets available Integration tools need deep middleware ‘expertise’ Easy to monitor, manage, adminster Integration tools need deep sys-admin ‘expertise’ Why? Why?
  8. 8. 8©2009 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools Application 1 Application 2 Integration Choices
  9. 9. 9©2009 Cast Iron Systems, Inc. • Confidential EAI Tools Complex (1) Program using complex integration tools Application 1 Application 2 Design/Deploy Run-time wM Workflow Monitor wM Manager Console wM Monitor wM Fabric Console wM Trading Network Console wM Workflow Engine wM Broker Trading Networks wM Manager wM Adapters wM Fabric wM Glue Database RAID Array wM Optimize wM Dashboard Database
  10. 10. 10©2009 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools Application 1 Application 2 (2) Program using development tools Custom Code Java Visual Basic C++, SQL Custom Code Java Visual Basic C++, SQL Application 1 Application 2 Complex Experience Install and maintain multiple components Write integration code Re-write integration code Multiple tools needed to track integration health Integration Choices
  11. 11. 11©2009 Cast Iron Systems, Inc. • Confidential (1) Program using complex integration tools Application 1 Application 2 (2) Program using development tools Custom Code Java Visual Basic C++, SQL Custom Code Java Visual Basic C++, SQL Application 1 Application 2 Complex Experience Install and maintain multiple components Write integration code Re-write integration code Multiple tools needed to track integration health Simple Experience No moving parts No coding No re-coding One console The Cast Iron Solution
  12. 12. 12©2009 Cast Iron Systems, Inc. • Confidential Integration for Midsize Companies Today Midsize Company IT Needs Proven Value Agility to respond to business growth Integrate in days Control spending and cash outlay 80% more cost-effective than software-based tools Limited IT skill sets available No need for deep ‘experts’ Easy to monitor, manage, adminster Simplest solution to manage
  13. 13. 13©2009 Cast Iron Systems, Inc. • Confidential Flexible Product Offerings
  14. 14. 14©2009 Cast Iron Systems, Inc. • Confidential Cast Iron Integration Scenarios MigrateMigrate 1 Legacy CRM Application New CRM Application SynchronizeSynchronize 2 Home Grown ExtractExtract 3
  15. 15. 15©2009 Cast Iron Systems, Inc. • Confidential Proven Results Company End Points Problem Solved Project in Days Microsoft Dynamics NAV & Concur Goods-in-Transit (GIT), Expense reporting 15 Oracle CRM & EPICOR Customer 360° view 10 SFDC, SAP, QuickArrow, Emptoris Sales order integration 20 PeopleSoft, SFDC, Tangiers Doctor billing & scheduling 8 SFDC, PeopleSoft Customer master integration 10 State Insurance Depts, Claims, Policies B2B 9 Integration in Days
  16. 16. 16©2008 Cast Iron Systems, Inc. • Confidential Case Study: Sales Order Integration Business Problem Competing Technologies Multiple integration needs - needed to automate manual processes between: • Finance (SAP) and sales/marketing (SFDC) • Finance (SAP) and services (QuickArrow) • Sales (SFDC) and Legal (Emptoris) Needed to synchronize orders, contracts, invoicing, and employee reimbursement Custom code • Too resource intensive Pervasive • Too complex SAP XI • Overkill World Leader in Information Access SoftwareWorld Leader in Information Access Software SFDC – SAP – QuickArrow – Emptoris
  17. 17. 17©2008 Cast Iron Systems, Inc. • Confidential Solution Results Projects completed in less than 30 days 30% increase in productivity using SAP and Cast Iron together Automates previously manual order and contracts management processes Faster order process and revenue recognition All projects delivered in under 30 daysAll projects delivered in under 30 days Case Study: Sales Order Integration Simple “No Coding” approach Integrated: • SAP to SFDC: order and contracts status • SAP to QuickArrow: project status • QuickArrow to SAP: time and expense data for invoicing and employee reimbursement • SFDC to Emptoris: contract data SFDC – SAP – QuickArrow – Emptoris
  18. 18. 18 OSI Systems - Integration Case Study Chris Holbert Senior Director of Global Applications
  19. 19. 19 Agenda  Company overview  Business challenges & alternatives considered  Solution chosen & results  Lessons learned & next steps
  20. 20. 20 OSI Systems Company Overview  Leading provider of advanced electronic technologies for critical applications  Customers: homeland security, healthcare, defense and aerospace  People Screening  Baggage/Parcel Inspection  Hold Baggage Screening  Cargo & Vehicle Inspection Homeland security technologies and inspection systems Advanced optoelectronic components and subsystems  CT/X-ray Components  Optical Sensors - PC Boards  Military & Defense Sensors  Contract Manufacturing Revenue FY 09 $214M Medical monitoring solutions, information systems and devices Critical Applications & Technology Revenue FY 09 $241M Revenue FY 09 $135M  Patient Monitoring  Anesthesia Delivery  Diagnostic Cardiology
  21. 21. 21 Application Landscape  Microsoft Navision ERP (NAV)  Maintain over 10 NAV instances in production  Run application on MSSQL 2000  Manage all financial, distribution and manufacturing transactions in NAV  Concur Expense Management  Control all expense reporting and reimbursements through Concur  Maintain workflow review and approvals  Route all US and European employees through Concur
  22. 22. 22 Business Challenges  Goods-in-Transit Operations (GIT)  Ship machines from Malaysia to sales regions  Took 15 or more days to record shipments  Delayed financial close, inter- company reconciliation and production planning  Concur to NAV  Extracted multiple files a day from Concur  Reviewed files for completeness and accuracy manually  Loaded files into NAV manually and ensure completion Microsoft Dynamics NAV – Concur
  23. 23. 23 Integration Challenges  Create single, global view of multiple, disparate instances of Microsoft Dynamics NAV  Eliminate double-entry of information in Microsoft Dynamics NAV and Concur  Increase the velocity of the business and good decision making Microsoft Dynamics NAV – Concur
  24. 24. 24 Alternatives Considered  Cast Iron  Custom code (current state)  IBM Websphere  Oracle BEA Weblogic  Tibco BusinessWorks Microsoft Dynamics NAV – Concur
  25. 25. 25 Solution Chosen  Cast Iron  Easy-to-learn  Quick-to-market  High-performing  Appliance-based  Flexible  High ROI Microsoft Dynamics NAV – Concur
  26. 26. 26 GIT Shipment Views
  27. 27. 27 GIT Shipment Views
  28. 28. 28 Results  Goods-in-Transit Operations (GIT)  Reduced time to record transactions to minutes  Instant update of inter-company ledgers and accounts  Eliminated 90% of errors and enabled quick resolution of others with easy-to-use list view with exception details  Concur to NAV  Automated process pulls information from Concur  Cast Iron moves information into NAV using NAV API  Future Process - Use web services from Concur to NAV (requires upgrade) Microsoft Dynamics NAV – Concur
  29. 29. 29 Results  Proof of concept integration in 1 day  Completed production integration in 15 days including training  Saved $88K year 1 in business staff time  Increased accuracy, consistency and speed of operations and financial information  Re-allocated $96K in year 1 in IT engineer costs Microsoft Dynamics NAV – Concur
  30. 30. 30 Lessons Learned  Spend time to perform needs analysis  Determine where your team can excel  Evaluate how to drive value  Select a partner and technology that fits  Train the team early and continuously  Tackle small, winnable projects first  Plan a homerun within 6 months
  31. 31. 31 Next Steps  Build workflows that improve effectiveness & efficiency  Integrate applications that benefit from data consistency & sharing  ERP Instances  Key HR, Travel & Financial Applications  CRM  Product Configurator  Document Management  Work towards building a web services framework iteratively
  32. 32. 32 Thank You!
  33. 33. 33©2009 Cast Iron Systems, Inc. • Confidential Cast Iron Solution Overview What Our Integration Solution Does Integration-as-a-Service Integration on Premise Cast Iron Cloud™ Physical Integration Appliances Virtual Integration Appliances
  34. 34. 34©2009 Cast Iron Systems, Inc. • Confidential Cast Iron’s Approach No Coding Beyond Configuration Preconfigured Templates
  35. 35. 35©2009 Cast Iron Systems, Inc. • Confidential Rapid Integration thru TIPs 0 20 40 60 80 100 Custom Code Configuration Approach TIPs Approach ImplementationinDays Implementation Times including Change Orders
  36. 36. 36©2009 Cast Iron Systems, Inc. • Confidential 10 Minute Demo Homegrown App (SQL Server) SQL Server CRM ApplicationTemplate Integration Process Customer Master to Accounts
  37. 37. 37©2009 Cast Iron Systems, Inc. • Confidential Summary: Why Cast Iron? Solving All Integration Needs Using Pre-built Templates Beyond Configuration Pre-configured TemplatesNo Coding With Different Deployment Models Cast Iron Cloud™ Virtual AppliancesPhysical Appliances
  38. 38. Contact Sean O’Connell Product Marketing Cast Iron Systems (650) 230-8424 soconnell@castiron.com Twitter: @CastIronSystems Chris Holbert Senior Director of Global Applications OSI Systems (310) 349-2268 CHolbert@osi-systems.com

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