A large government organization intended to use Oracle User Productivity Kit to create and publish training material. Unfortunately, the original procurement did not obtain the necessary hardware resources. After collecting requirements and working with cloud providers, our team was able to obtain operating credits for a proof of concept (POC) that would enable all required functionality and security. The POC was also able to deliver additional functionality, including single sign-on, virtual desktop infrastructure, and shared storage. We were able to demonstrate not only the effectiveness of a cloud architecture but also the reduction in implementation and maintenance costs. If you’d … Read More
Nonprofit Supporting Survivors of Human Trafficking Gains New Clarity from Salesforce Implementation
An East Coast-based nonprofit organization tracked all their interactions with donors and people in need using an antiquated web page, which made reporting nearly impossible. They also needed a better way to track employee hours, volunteer hours, and services provided to those in need. Finally, they needed a way to gain visibility into how to improve their services. Our team volunteered to customize the Salesforce Nonprofit Success Pack to better suit the needs of the nonprofit. We provided a comprehensive reporting system, time tracking with approvals and a way to show how they support their clients over the years with … Read More
Enabling University Students to Share Experiences From Outside the Classroom
Universities strive to build strong connections with every student and deliver an unparalleled education that combines classroom learning with real-world experiences and self-discovery. Our client, a top 50 liberal arts university, embarked on a project to meet this need with a new hybrid program. Their plan was to use Salesforce to track the many interactions that students had with mentors and faculty, as well as to provide a platform for reflecting on experiences and opportunities that happened outside the classroom. Efforts prior to our involvement resulted in fundamental challenges, including difficult navigation, limited reporting capabilities, and a lack of alignment … Read More
Monitoring Employee Productivity and Welfare
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
Thank you for joining the 2020 work-from-home experiment (whether you wanted to or not)
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
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
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