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

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

Growing Orthopedic Institute Gains Modernization, Security, and Flexibility through Migrating to the AWS Cloud

Brandon JonesBusiness Strategy, Case Studies, Cloud and Virtualization, OfferingsLeave a Comment

Healthcare lift and shift to AWS

The Orthopaedic Institute of Ohio (OIO) faced the challenge of refreshing legacy hardware while planning for the increase in capacity of several upcoming acquisitions. To solve these challenges, OIO asked M&S Consulting to evaluate and create a strategy for its cloud alternative. We recommended Amazon Web Services (AWS) as a good fit for their needs and provided a strategy that would migrate over 90% of their servers to the cloud. The primary business applications for OIO are Patient Electronic Medical Records and Imaging solutions which are vital to the success of treatment. To support migrations, we created a set of … Read More

Cloud-First Applications at Harvard Business Publishing

Pete DeremerCase Studies, Cloud and Virtualization, Higher Education, OfferingsLeave a Comment

Live On Campus with M&S Consulting

Harvard Business Publishing is an organization responsible for strong corporate learning programs and prestigious publications such as the Harvard Business Review. M&S Consulting was tasked originally with performing a migration of HBP’s infrastructure from on-prem to the AWS cloud. The initial solution focused on a traditional lift-and-shift migration to get the HBP data and application infrastructure to the AWS cloud. M&S Consulting utilized infrastructure-as-code through AWS CloudFormation to build a repeatable, versioned infrastructure for the migrated applications. Once in the cloud, the solution focused on re-architecting and optimizing existing applications to take advantage of cloud infrastructure capabilities, as well as … Read More

AWS Standard Play Workshop at Bridgewater College

Pete DeremerBusiness Strategy, Case Studies, Cloud and Virtualization, Higher EducationLeave a Comment

Bridgewater-College-AWS-Standard-Play

Bridgewater College took their first step to AWS by taking part in a new AWS program named, Standard Play. In 2018, AWS created the Standard Play program that provides a variety of workshops to help higher education customers take their first steps into the AWS Cloud. Bridgewater, in need of modernizing their website infrastructure, decided to focus on its main public-facing website for the pilot of the technology. As the AWS partner leading the Standard Play, M&S Consulting conducted a multi-day workshop to pilot the migration of Bridgewater’s website to AWS. M&S utilized infrastructure as code principals through CloudFormation to … Read More

Migrating from Oracle Portal 10g to Oracle APEX

Subra SubramanyamBusiness Strategy, Case Studies, Oracle, Technical Tips2 Comments

Migrating from Oracle Portal 10g to Oracle Application Express (APEX)

There are several enterprises that are currently running the Oracle 10g middleware platform for their front-end applications. They have Oracle Portal 10g or prior versions delivering content for their Oracle Forms, Oracle Reports, and Oracle Discoverer based applications, all running on Oracle Application Server (OAS) 10g. Many of these OAS 10g environments also run Oracle Internet Directory (OID) 10g and Oracle Single Sign-On (OSSO) 10g. Oracle provides a supported and easily repeatable upgrade path for Oracle Database 11g, however, the upgrade of components running on OAS 10g moving to Oracle WebLogic Server (WLS) 11g is not quite as straightforward. Oracle … Read More

Is Oracle’s Vision Corp Guilty of Gender Inequality? An OBIEE Analysis to Investigate Reports

Brian BurdiCase Studies, Industry Trends, Oracle, Technical TipsLeave a Comment

gender-inequality-in-the-workplace

Allegations of Vision Corporation’s activity in gender salary discrimination is something that Oracle’s Vision Corp takes very seriously and have been generous enough to open up all of their information for independent analysis by the public. We will begin an investigation of their full time employee’s salary information to see if the allegations of gender salary discrimination are prevalent in this corporation. We will be using OBIEE 11.1.1.6.0 to investigate. The first thing we will look at is a generated table and pie chart that calculates the number of employees by their gender. We can see that there is a … Read More