In the ever-evolving landscape of digital business, staying ahead of the curve is not just an advantage but a necessity. With decades of experience in identifying, scaling, mobilizing, and implementing digital transformation initiatives, the M&S Consulting team is driving success by combining process and technology. Regardless of where your business is at in its tech evolution, our expertise extends across seven main service line focus areas, ensuring that businesses in consumer, energy & industrial, finance & professional services, government & public sector, health & life sciences, and tech, media & telecommunications industries are not just ready for the future but … Read More
M&S Consulting Achieves ISO 9001:2015 Certification
MORGANTOWN, WV – M&S Consulting is proud to announce our achievement of ISO 9001:2015 certification. ISO 9001:2015 was selected specifically to validate our ability to exceed the quality expectations and requirements of our customers. ISO 9001:2015 is a globally recognized quality management standard developed and published by the International Organization for Standardization (ISO). The certification provides a model for companies of all types and sizes to use in building an effective quality management system. The standard is based on several quality management principles, including having a strong customer focus, involvement of high-level company management, a process-based approach, and ongoing improvement. … Read More
The Sales Reports You Want vs The Sales Reports You Get (video)
Leadership at a large media and entertainment company with over 2,500 sales-focused users was receiving standard sales reports through Salesforce. Managers could not easily view data for each user in the same format as the rolled-up reports, and individual users could not see their own data the way their manager could. This meant that there was a constant disconnect between how leadership managed the business and how individual contributors tracked their own results. The popular business intelligence tools oversimplify the data or create basic dashboards, which did not meet the client’s needs. Working closely with our client, we developed a … Read More
Business Intelligence Hampered by a Lack of Clear Role Management
A top 70 national university uses an enterprise-level solution to report on important university-wide research data and business intelligence. Access to this data is managed by roles across a multitude of schools within the university, but the lack of role management across the university was limiting access and use. To complicate things, the various stakeholders were initially reluctant to adopt a university-wide role framework or standard policy for provisioning and de-provisioning. In short: identity and access management (IAM) were inefficient and disjointed. Our team developed and implemented a phased approach to implement role-based access control (RBAC) framework to upgrade its … 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