OneAmerica
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. These products include retirement plans, products and services; individual life insurance, annuities, long-term care solutions and employee benefits. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.
Challenge
- Needed to include data outside firewall in overall Master Data Management strategy
- Synchronizing data with Enterprise Data Repository
- Reporting and Business intelligence requirements specifically for Salesforce data
- Bi-directional synchronization requirements
Solution
- Merge data from all in-house applications
- Near real time data during peak periods; daily & monthly full refresh
- Informatica PowerExchange for Salesforce
- Enable native access to Salesforce via certified API’s
- Bi-directional synchronization with Salesforce
Benefits
- Made SaaS CRM an option due to requirement for enterprise integration
- Off-the-shelf solution was a requirement
- Increased ability to handle rapid changes to Salesforce
- Self documenting metadata solution
- Ability to implement a Salesforce data warehouse
Next Steps: