29
Creating Advanced Reports from Sugar On Demand and other SaaS Sources Murray Dunn Vice President, Connection Cloud

Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Embed Size (px)

DESCRIPTION

Murray Dunn, The Connection Cloud Today, users of SaaS applications struggle to access their data for advanced reporting and BI. Many users need reports combine data from multiple applications such as SugarCRM, Intacct and Zuora. This typically means manually merging data from static spreadsheets to generate reports that stale, the minute they’re created. Users are addressing these challenges by turning to cloud data virtualization which provides instant connection to cloud application data to access exactly the data needed, from where it resides, into their preferred reporting tool. Join us to seehow these best practices can help you easily access your SugarCRM and other SaaS data for your advanced reporting needs.

Citation preview

Page 1: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Connection Cloud WebinarCreating Advanced Reports from

Sugar On Demand and other SaaS Sources

Murray Dunn Vice President,

Connection Cloud

Page 2: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

• Introduction

• Why is creating reports with SaaS data a challenge?

• How do we solve this today?

• Enabling advanced reporting with Data Virtualization

• Demonstration

• Q&A

Today’s Topics

Page 3: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Introduction

Page 4: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

ReportingWhat Happened?

AnalyticsWhy did it happen?

DashboardsWhat’s happening now?

Predictive AnalyticsWhat’s going to happen?

Com

plex

ity

Business Value

Prescriptive AnalyticsHow can we make it

happen?

Where is your business?

Maturity of your busin

ess requirements

Source: Gartner 2013

Source: Gartner 2013

Page 5: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

There is no shortage of great reporting and BI tools…

Page 6: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Complexity is driven largely by access to the data

Page 7: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources
Page 8: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

The problem of data isolated in “Data Silos” is worse than ever on the Cloud

The largest barrier to efficient information management is data spread across too many applications and systems, according to 67 percent of organizations, followed by multiple versions of the truth

(64%). Ventana Research, In the Cloud Benchmark Research, Sept-2012

Page 9: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Where the “Rubber hits the Road”…

Page 10: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Many of us have moved from on-premise toSoftware as a Service (SaaS) for many benefits…

However, we did give up some flexibility.

Where the “Rubber hits the Road”…

On Premise Systems SaaS Apps

Page 11: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Back in Year BC (Before Cloud)

On PremiseSystems

Page 12: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

When we needed to do more with our data...

On PremiseSystems

We just used our preferred reporting tools…

Page 13: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

When it comes to SaaS applications...

Page 14: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

…the data is in the cloud, hidden behind the UI, APIs, authentication controls, etc…

Page 15: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

How have companies solved this challenge?

3 examples…

Page 16: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

1. The “CSV File Shuffle” Solution

Page 17: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

2. The “Build an On-Premise Data Warehouse” Solution

Page 18: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

3. The Custom Connector Solution

Page 19: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

3. The Custom Connector Solution

Page 20: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

In Minutes, andWithout Custom Development

How Connection Cloud Virtualizes Data to Solve

Advanced Reporting Challenges

Page 21: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

For administrators and users of SaaS applications, who

are frustrated by the lack of access to that data for

custom reporting and analysis, we provide an easy

standards-based way to access data from any reporting

or BI tool.

Unlike traditional integration vendors, like Informatica

or Mulesoft, Connection Cloud enables access to data,

within minutes, and from where it resides, without

servers or engineering.

What is the Connection Cloud?

Page 22: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

What if, you could access your SaaS data directly – from your favorite tools - like the data was on-premise.

Real-time Data Access in Minutes

Page 23: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Access to your SaaS data from where it resides

Real-time Data Access in Minutes

Contacts Accounts

Opportunities CasesContracts

ProductsLeads TasksUsers

Prospects

Page 24: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Real-time Data Access in Minutes

Then create virtual views that join multiple tables…

Contacts Accounts

Opportunities CasesContracts

ProductsLeads TasksUsers

Prospects

Virtual View: Customer Opportunities

Page 25: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Real-time Data Access in Minutes

And create virtual views that join from multiple tables from multiple applications (data sources)…

Virtual View: Customer Status

Page 26: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

And not just for SugarCRM, but from any SaaS application, with any reporting tool…

Cloud Data Virtualization – Data Access in Minutes

Virtual View: Customer Status

Page 27: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

When the volume of data impacts performance…

Virtual View: Customer Status

Data Warehouse

Hosted data warehousing, enabled in minutes.

Page 28: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Demonstration

Page 29: Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources

Connection Cloud Webinar

Thank YouVisit Connection Cloud at the Expo

Booth 408

Murray Dunn Vice President,

Connection Cloud