During normal operations, a mid-sized consulting firm needs to track and report on several different parameters regarding their employees. The disparate data on employees reside in several different systems, making access, and review a time-consuming process. As the COVID-19 event unfolds, the company’s managers find themselves needing more data points for evaluating and monitoring employee productivity, morale, and efficiency. Several new fields are added to the various systems, many of which will remain after the pandemic is resolved. While this provided useful data points, it exacerbated the challenge of having multiple systems. Using a tool that we created, our team … Read More
Creating Useful Reports by Combining Salesforce and Financial Data
Problem Solved: short stories about helping our customers solve their IT challenges. A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis. Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis. As a result, … Read More
Healthcare Data Provider’s Ailing Salesforce Environment Nursed to Health
Problem Solved: short stories about helping our customers solve their IT challenges. A US healthcare data service provider manages multiple vendors in their Salesforce system, requiring cross-departmental coordination. Any delays negatively impact the company’s operations. Due to conflicts between departments, the Salesforce application did not have one consistent business process. Approvals for new vendors were not directed to the right people, and the status of these approvals was not effectively managed, tracked, or communicated. This wasted valuable time. Our team designed and implemented a single streamlined process using out-of-the-box Salesforce automation tools, including, visual flows, approval processes, email alerts, and … Read More
Robots in Call Centers
Problem Solved: short stories about helping our customers solve their IT challenges. A large US service provider has a call center to manage inbound customer requests. Each representative needs to access and update customer information in multiple systems, and their ability to do this quickly has a direct impact on customer satisfaction. Handling calls quickly means fewer agents are required to manage the workload, reducing the company’s costs. Every call required the representatives to manually update customer information in various systems, taking up valuable time. Our team recognized this as an ideal opportunity for Robotic Process Automation (RPA). Using UiPath, … Read More