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One America

OneAmerica

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: