The Sales Reports You Want vs The Sales Reports You Get (video)

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

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

Could IT Managed Services Be Right for Your Organization?

Jimmy LutzBusiness Strategy, Higher Education, Industry Trends, OfferingsLeave a Comment

three reasons why IT managed services may be right for your organization

M&S Solution Architect, Shruti Karat, discusses three reasons why IT managed services may be right for your organization. – Video transcript – Hello, Everyone, I wanted to take some time and talk about three reasons why IT managed services might be right for your business. Jumping right into it, reason number one, it allows you to focus on your core competencies. Every organization has core competencies that make you unique. It drives your business and differentiates you from other companies. However, all organizations have functions that are not part of their competitive advantage but is needed to be performed for … Read More

Big Challenges Facing Higher Education IT Administrators for 2020-2021

Jimmy LutzBusiness Strategy, Cloud and Virtualization, Higher Education, Industry Trends, Notes, OfferingsLeave a Comment

Look ahead for Higher Education

Watch the video of M&S Director of Higher Education, Kate Hazen, addressing some of the big challenges facing Higher Education IT Administrators in the coming year. Contact us to discuss how we can help you meet these challenges. – Video transcript – With the increased pressure on higher education along with diminishing budgets, higher education IT organizations are faced with some difficult decisions in regard to where to focus valuable time and resources. I believe three key areas should be addressed: Number One, there should be an increased emphasis on training and support for faculty and students in online technology … 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