Monitoring Employee Productivity and Welfare

Jimmy LutzBig Data & BI, Business Strategy, Problem Solved, SalesforceLeave a Comment

reporting on employee well-being

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

Jimmy LutzBig Data & BI, Case Studies, Offerings, Problem Solved, SalesforceLeave a Comment

We can help combine your separate 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

Thank you for joining the 2020 work-from-home experiment (whether you wanted to or not)

Brandon JonesBusiness Strategy, Cloud and Virtualization, Identity & Access Management, Industry Trends, OfferingsLeave a Comment

work from home experiment made easier with help from M&S Consulting

You already know the situation we’re in: we have all been plunged into the world’s largest work-from-home (WFH) experiment with very little time to adapt. This grand experiment has changed the rules for almost every working situation. Workers and companies that already had the ability for effective remote work are finding new challenges, now that seemingly everyone has joined the party. We have been refining the way our company works remotely since we began in 2002. Knowing how to get started, what’s important, and having the ability to reduce friction for your workforce will help you navigate through this time … Read More

The Big Shift: Converting Academia to Online Education

Brandon JonesBusiness Strategy, Higher Education, OfferingsLeave a Comment

M&S Consulting can help navigate the move to online learning

Higher education institutions have shuttered doors and shifted to remote learning for the remainder of the spring semester. Although students and parents will give most institutions a pass for this semester’s technological struggles, discontent will become increasingly vocalized as new, fully online sessions begin. Meanwhile, instructors that are struggling to effectively migrate their content to a usable online format likely will not have time to focus on pedagogy, leading to dissatisfied students and instructors, resulting in attrition among both, and ultimately impacting an institution’s livelihood. The success or struggle of many academic institutions in the wake of COVID-19 may depend … Read More

Healthcare Data Provider’s Ailing Salesforce Environment Nursed to Health

Jimmy LutzCase Studies, Offerings, Problem Solved, SalesforceLeave a Comment

Get Salesforce working better for you

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

Jimmy LutzCase Studies, Offerings, Problem SolvedLeave a Comment

Save time with RPA

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

We care and want to help

Brandon JonesNews and Updates, Notes, OfferingsLeave a Comment

Help for your organization during COVID-19 Corona Virus

How are you feeling? Do you and your organization have what you need? We understand that the current situation has likely given rise to additional stresses and concerns for you, your family, your community, and even your organization. We’ve been working under the same pressures and wanted to give you some updates on M&S. Although this situation is certainly unique, the ability to work remotely isn’t new to us and we are happy to leverage our experience to help you through the transition. We’ve worked hard to equip our team with an established and robust infrastructure that has been successfully … Read More

Quote to Cash (Q2C): 3 Ways to Move Your Business Forward

Becky WillisBusiness Strategy, Industry Trends, Offerings, Salesforce, Technical TipsLeave a Comment

move your business forward with Q2C

Quote to Cash (Q2C) touches multiple business departments and potential multiple technologies. Businesses that are looking for ways to support current state and growth are hungry for the solutions for their Q2C challenges. We believe that by partnering with a strategic partner who is willing to help you define your current state, tie your Q2C goals to business objectives, and measure ROI, you can seamlessly move your business forward in your Q2C journey. Define Q2C Current State Finding the solutions for your Q2C challenges is going to require looking at the process, product, people, and technology. It is important for … Read More