Transcript for "Transform Your Integrations: Discover Celigo's iPaaS Platform in just 30 Minutes": Senior Solutions Consultant here at Sligo. And today I'm gonna talk about why having strategy is important for any organization and why, Soligo's integration platform, integrator.io, has enabled our customers to achieve in a scalable way. So a lot of this webinar will actually be spent in the platform and what it looks like to kind of build and and manage and monitor integrations. I also wanna talk about benefits and use cases we've seen from our customers. I'll be focusing on IT service management and and HR, things like employee visioning. But but keep in mind as I'm talking, you know, with a robust integration platform, there's really no business processes that can't be automated on the platform. So to set the stage, I wanna talk about why integration strategy even matters. So Gartner released a survey done, of technology leaders where 92 of them say their top two priorities are operational excellence and customer experience. Now these two points, they're they're very broad, and and they might have a lot of overlap. But it it does make sense why these two especially matter right now. So in today's business climate with, you you know, this potential feeling of headwinds in certain sectors, there's more and more focus on things like reducing operating expenses or, having more efficient revenue drivers. And when you dig deeper into these two points, these ideas really start to matter. You know, happy customers make for more revenue and better operational processes mean less expense for the business. So, you know, if you're a technology leader, a manager, or even an individual contributor, if you can put a strategy and a platform in place that drives these two factors, it's a it's a huge win for organizations. So and that strategy can revolve around things like removing manual data entry between these applications, using all the functionality of different applications that you've already purchased, monitoring data, ensuring data quality. Lots of different things can go into an integration and data strategy. But really at the end of the day, the goal is to to achieve that operational excellence, that customer satisfaction, and that can only be done through integrating these applications effectively. That's because, of course, data and its connectivity is is the key ingredient in all of these different ways that you can improve, your your business. So businesses and their processes, they're they're they're driven by legacy applications, cloud applications, maybe a combination of the two. And there can be tens or hundreds of these applications across a business, and that actually represents itself a substantial investment. And with so many of these applications, often touching the same business process, the data between these application has to be integrated in in order to complete these business processes. And at SLEGO, we meet with organizations every day that are are struggling to get to that point. And that's because they have no integration or technology strategy or even a way to deploy one. And we see that in some more survey results where, you know, 82% of companies say they are, struggling to realize the the investment that they've made in different, technologies, and that's partly because you can see that almost half of them, are purchasing these applications ad hoc. So, you know, finance needs a new billing application. HR wants a new applicant tracking application. And when you're buying these ad hoc, oftentimes, after they're purchased, it's left to, you know, IT or other groups to come in and pick up the pieces and talk about how, you could integrate that data or how, you know, you have to put in these manual processes to do it, and and you're stuck trying to create this strategy after the fact. So that can sound, you know, pretty bleak, but but this is where Soligo and our integration platform can actually come in and and resolve this. So, we we can resolve integration backlogs and help, you know, our customers achieve that investment that they've made in technology. Because with a with a single platform, you have a place to build, you know, manage and monitor integrations and the tech stack. And then with that single place, you can build that strategy. And that ultimately all ties back to achieving that operational excellence, the customer experience that that so many companies and leaders are are looking to achieve now. And and the reason we feel that Soligo and our platform is is ultimately, you know, targeted to help our customers is that we've taken the strategy that our platform is is easier to use, and we have features that I'll kinda highlight as the demo that enable, you know, builders and our customers to quickly configure these enterprise level integrations for all those mission critical processes across, things like air management, prebuilt assets, AI copilots. They they they help people realize that value faster and then also reduce costs later on. So now I'm gonna I'm gonna jump into the platform, and and show you some of those features. So this is the homepage of integrator.io, which is Soligo's completely cloud based, integration platform. That means there's no demand on your local infrastructure to host and run this. There's lots of features, like I said, that I'm gonna highlight that are meant to show the ease of use of the platform. And this is because the ease of use directly translates to value for our customers, right, and achieving that integration strategy. If the platform is easy to use as well as easy to understand, it can allow for a more robust integration strategy. That's because you can get people involved that are both technical and nontechnical. When it's easy to use, someone doesn't have to be a developer or solely an IT resource to kind of manage or configure these integrations. And that allows, you know, opportunity for, like, a more inclusive and and generally less expensive strategy to be deployed in. And one example of that is right on the home page. Right? So you can see these these tiles, these squares, these we call them integration tiles, and and this is a a mechanism by which you can group and manage sets of workflows. And and they can be customized to whatever best fits your organization. But you can see in this instance that they're grouped by these broad business processes, such as, you know, finances, accounts payable, accounts receivable, automations, or, marketing's, advertisement, you know, data syncs, or, the customer successes, data flows, or like we'll talk about today, you know, HR and IT service management. And and the reason that it's their groups like this is it shows how these can be what we call federated out to the different organizations. So oftentimes, the users, you know, the finance department or the HR department or the customer success department, they know their process best. They know what data they need. They know, where they want that data so they can complete their processes. And these tiles can be configured and delivered to them for them to, you know, manage or monitor into the future. Right? So if I switch over here to the the user settings, I can invite users to the platform and give them very specific levels of access that match the the, you know, security requirements as well as the business, you know, permissions that they might need. So I can do things like, an admin which can affect, you know, all of the settings or, add more users. I can give someone, you know, maybe finance wants to actually manage these integrations themselves, or I can give someone who's maybe less technical the ability to monitor, like, they so they can see when their processes are complete or if any errors have occurred, but they won't necessarily be able to make any changes. You can also do, you know, a a custom profile based off of your business. Right? So I might want to, give marketing the ability to, you know, control their their marketing flows. But they also need to be able to monitor, you know, the customer experience, for example. So you can you can federate and control the the access to the platform, because integration touches all parts of the organization. So it it's not it's not secluded to to just one part and and having people involved, again, allows you to, you know, reduce costs, and give more control to the business and and ultimately get that return of investment, on on the different applications that all of these different department uses. So I'm actually gonna jump into into one of these tiles around IT service management. So inside of a tile, there's there's, lots of different features and tabs that can help you, you know, manage and monitor these integrations once they've been built. So on the left hand side, you can see I I have these, groups. They're called flow groups, which, again, is just a more granular way to organize your integrations together. This is actually very important, especially when you're trying to, you know, pass off or manage these integrations because, a broad department like IT service management or HR, there's multiple different processes that can occur, within those those those lines of business. Right? So I can in this case, I'm managing things like tickets or user identity or my own expenses or my my DevOps for my IT team. Right? And these can be grouped, and someone is ease easily able to come in here and understand this is my entire, you know, ticketing system and how I've integrated it, versus this is my user management. These individual entries you see here, these are the flows. So when we talk about a workflow, these are how they're they're built and and configured to center around, you know, maybe a specific record or a a specific process. And and I'll jump into one in in just a second. But some of the things I wanna highlight is these flows, they can be, you know, they can be scheduled or orchestrated based off of the UI. So I want, you know, maybe my ticket sync to occur every five minutes. Again, a lot of this being UI based and menu drop down rather than having to orchestrate any code to for one to to kick off these flows. There's also the ability to do, real time syncs. So if the, endpoint application supports, like, a real time listener functionality or the ability to be event driven through webhooks, the platform can absolutely handle that. And that will kick off the flows in real time versus a a batch based queuing mechanism with the schedule. Users can come in and manually run or and turn these off and on based off of their access. And that allows, you know, for maybe end of the month, syncs where you need to come in and make sure that all your data is ready before you close the books, for example. Users have the ability to come in and do that as well. Another great thing about the organization and usability across this example of the the the kinda copilot, strategy we've taken with AI is these flows have an auto generated summary that's that's created. So although somebody may not have been the one that configured the flow, they can get an idea of what is happening in the flow, based off of the the description provided. There's also, in these tabs above, different ways to manage and monitor these flows. So you'll get a dashboard that shows any running flows. You can, see the completed flows, things like how many runs, how many pages of data. You also have an analytics tab that you can get a more time based view of how your integrations are running. So successes, the average processing time, if any errors occurred, if they've been ignored, if you apply data logic that ignores certain records, and and auto resolution. Right? So these are all analytics that kinda help you manage these these flows once they've been configured. But now I wanna show you what does it actually look like. What does a flow look like? How do you build it? And to do that, I'm actually going to switch over to my sandbox, with just the toggle up here at the top. And and this is important because, you know, it's, of course, best practice to develop in sandbox. But it's also you get a lot of the great features around life cycle management, version control. That's all built within the platform. So you actually never have to leave the platform when it comes to managing your integrations. They're they're all it's all contained within the platform. You don't have to leave and go to an external version control, which again, that you're able to keep all of the, you know, the friendly features and UI based management of these all from within the platform. So you can see in my sandbox, this is very similar to my production instance. You see these same tiles, and that's because you're able to easily clone these tiles between the two instances. So, I with a couple clicks, I can say clone integration. And, again, Veri UI, just a simple radio button to determine where I want this this clone to occur. Right? So I can take this I've I've built this. I've tested it within sandbox. I just wanna move it to production, and then I can just simply flip over my connection. So instead of connecting to my sandbox instance of maybe a Salesforce or a Jira, I'm now connected to my my production version. You don't lose any of the configuration that you've you've been working on. There's more life cycle management. So if I flip over to this revisions tab, you have the ability to create something called a snapshot, which is a a moment in time version of the the tile, which allows you to revert back to that version. So there is an audit log to see changes. If you've, you know, you see the changes, you don't like what the changes were done, you can revert back to that version. There's also the the ability to do pull and merges so you can work in sandbox and, create a pull that will then sync, the two integrations together. This is, of course, important because you could have a production integration workflow running, and you can have maybe a developer or someone testing a new process or a change or on that process within Sandbox. And they can easily pull that into the production once it's been tested and approved. And you don't lose have any downtime between the production workflow and and your and your new workflow. So the life cycle management, like I said, all contained within the platform. So now I'm gonna jump in and actually show you what a flow looks like. So, again, with the strategy being here is that it's it's a visual representation of of the workflows you've created. It's it's these steps. They're easy to understand. You're you're not having to look at any code here. You're you're seeing where your data is coming from, where it's flowing to, and the steps you're taking along the way. So and these flows can be used to match any of the complexity that you might have in your business process. So things like, logic gate flow branching, multi, you know, multi criteria filtering, things like multi step data enrichment to look up data along the way, can all be put in into a workflow, and they're based off of these bubbles that you see here. So these bubbles are made up of, our library of connectors. So this is where we begin made it easier for someone to build these quickly. So, our prebuilt library, there's I like to think of there's three kind of buckets of our connectors that people can use as steps in a flow. So there's database connectors, which allow you to connect to your on premise or cloud based databases. There is, prebuilt connectors, which are common SaaS applications or, other applications that we've taken, the complex, you know, API calls or connectivity requirements, and we've brought them in as UI choices that are made. So someone can select, you know, the export that they wanna make without ever having to truly write out the API call or orchestrate it. And then we also have, what we call universal connectors. So these allow you to make connections to any applications. Maybe it's a very, you know, industry specific custom application or a legacy developed application specific to your organization. They can still be built and used on the platform, using our universal connector. So calling things like a restful API or a GraphQL, a flat file extract, JDBC connector. Right? These are the universal connections allow you to use these in conjunction with, you know, things like your databases, like your your SaaS applications. So once you've chosen what you wanna do, then, you know, what what application am I working with? Then you can kind of choose what data am I extracting, what data am I importing. And, again, we've made that step as easy as well. So you have your prebuilt connections but connectors, but you also can easily, you know, choose actions that you've won already made. So you can see here, these are existing flow steps that I've created on on on this instance that I can reuse very easily. Or if you haven't built anything yet, you actually can, from our marketplace, extract already prebuilt steps. So, we have a marketplace that has things such as templates, which are entire business processes, kind of scoped out and and the flow's built. But you can also take individual pieces about out of that. Right? So we know every business has its, you know, unique processes that it needs, and you can, you know, kind of pick and choose what you want out of out of the different steps to to match what you need. So these bubbles, like I said, are the logic steps. And then there's also the concept of mapping. So this is the way that you tie your different records together. So rather than having to, you know, manage complex structures and do data formatting changes, you can manage your field to field integrations with this simple table. So you match up the required fields that you'd want in one destination to the other, and then you you build out this table according to your needs. And there's lots of different ways to to map as well. So you can do things like in flight lookups. You can do standard mappings, which is, you know, name field to name field, or you can do hard coded values for, you know, static values. And, also, you can perform functions in the mapping itself with our expression language called handlebar language. So, you have the ability to manage a simple table like this, or you can actually build the structure yourself within mapper two point zero where you're you can build, like, the JSON structure that maybe, you know, you're familiar with that you wanna deliver to that application. Here's another example of of where we've kind of deployed AI to make it easier for our our customers to build. So this is, the handlebar expression language where I'm I'm combining, fields together. You know, classic example is I have a first and a last name field separated in one application. Maybe I want them joined together in another. There's lots of different kind of functions that you can perform on that data. And we have, this chat based AI support that allows you to basically ask it to adjust your statement or write it, completely. That allows you to, adjust this without actually having to, you know, write it yourself. Right? So enabling our builders to build quickly. So if I wanna adjust this statement, add the ID to the statement, It'll adjust my handlebar statement to include my new field or whatever the request might be, and I can see that change, you know, from within the preview window itself. So this kind of idea of this Copilot AI to help builders, it it it it is across that the the platform. So this is an example of using it for the handlebar expressions. It can help you write SOPL queries or SQL queries. It can help you write, you know, custom scripts if you want to deploy custom code within your your flows themselves. It can help you write that. So this Copilot again to help users, across the the places we see where someone might need a Copilot. But, of course, we also have our our AI chatbot readily available on every screen where you can ask it, you know, maybe less technical questions, you know, asking about, you know, what connector would I use here or, asking it a similar thing like I need to make a, a handlebar expression. So let me go back here. So the next part I wanna talk about is is, error management. This is an amazing feature that's built into the platform. It doesn't require any configuration, by by any user, making it extremely powerful. So if you ever had to develop an integration from scratch, things like error management can often take up huge amounts of the development time, thinking about what errors are gonna occur, how you wanna handle them. So you can see here that I actually have, an error that's occurred on my sandbox flow that I've been testing. And I want to, one, understand what the error is, and then I need to figure out, you know, what what am I gonna do with it. So you can see here in this example that the error management piece is is preconfigured on every step of every flow you build. So you you never have to set that up. It's it it it's already there, and then you can actually come in and and view the error. So users can set up error notifications. They can receive emails, if an error occurred. And and that alone has value from the visibility perspective, but then you can also choose how you want to manage this. So I can actually see the error from within the platform. I can see the data that I I want to bring across. I can see the request that was made against my application. But more importantly, you're seeing the actual message that, in this case, Salesforce returned. So it's not a generic error code or a failure of the flow. You know where that error has occurred, and it's and it's actually per record. So you're not gonna hold up entire business processes when one has an issue. That will allow you to come in and and and make those accordingly. So the error management is a huge piece of the platform, that allows you to kind of expedite the management of that. You don't have to be a IT resource to come in and manage that and make those changes, and and nontechnical users can can use them. So, specifically, the flows I've been showing you, these are around IT management, things like tickets, things like user provisioning. So things that we've all had to deal with either as the consumer or as an IT, user, things the you know, maybe I want to, provision different employees, based off of their status. So here's a flow, you know, extracting out of my HR system based off of if it's a full time employee or it's a contractor or it's, you know, part time employee, you can build these complex, you know, business processes and you could format them in this in this easy to view and easy to manage way. So real quick just to summarize everything, you know, We talked about governance, how you can, you know, apply the right amount security and and federate this out, as well as you can deliver these integrations faster. Things like generative AI to help builders build faster, reusable assets and connectors, and then further just reducing that maintenance in the long run by having a user friendly platform. Awesome. Thanks for the insightful demo, Nate. We'll now transition into the q and a portion of this webinar. As a reminder, you can submit, questions to the q and a tab on the side of your screen. We can start right now with some of the questions we already have. And so let me just pop this one up right here. It says, when we are talking about error management, is there a feature where I can include the order number in the logs and filter the logs for any entries that are processed touching that particular order? So with the actual error management tool, you have a search bar and you could type in, say, the order, like, ID, and see if that, is included in the actual air logs. But, additionally, like, another way, if you wanna see if a log was processed, one way that we'll see customers commonly do that is with a step that we like to call a write back. So if, say, you were syncing and for this, I'll just use, like, a Shopify to NetSuite use case. If you were syncing an order from Shopify to NetSuite and you wanted to know if that order had been processed, if it was in, NetSuite, you wanted to say, like, look through Shopify, what we can usually do is a write back step where you actually have the ID, the NetSuite ID right back onto the order in Shopify. So that you having that ID kind of in the other platform lets you know if they've been processed or not because you can see the, the corresponding record in the other platform. But as for actually with air management, you'll be able to search those up in the air logs. Then says, is there an easy way to connect on premise databases that don't allow public access? Yes. There's actually there's a couple ways. The most common we'll be using are on premise agent. Just establishes a secure tunnel to your on premise database so that we can connect. But, additionally, if you use, say, like, a DMZ, we're able to support that, just by white listing the IP to actually be able to connect to the DMZ itself. Is there a list of apps slash supported platforms, by Saligo for NetSuite integration? Yes. You'll be able to see that over in the docs tab on the side of your screen. There is a link to the, the integration marketplace. And there, you'll be able to see all of our prebuilt connectors. And outside of those, we also are able to really connect to any, business application that has either an API or some form of connectivity using universal connectors as well. And the last question for now, is in what ways do you enable customers on the platform? That's a great question. And so the primary way we enable customers on the platform is with, Soligo University. You can find that linked over in the docs tab as well. But Soligo University is our learning management platform. And so on it, it has a suite of content and courses, surrounding the platform, everything from platform basics up to kind of advanced developer tools. And it'll also have courses on, say, like, self paced walkthroughs of our more common integrations as well. Believe that is all of the questions we have now. So we can move over, to if you wanted to, sign up for the, the winter platform product update, you can use this QR code right here. It'll take you right there. And, additionally, you can find this in the, the docs section as well. There's a, a link to register for this. Thank you all for your time, and I hope you guys all have great days.