How to Display All Records in a Lookup Search in Salesforce

Danie ZhengProblem Solved, Salesforce, Technical TipsLeave a Comment

salesforce wallpaper

Problem: What does someone do when they do not know all the possible values are for a lookup, considering it requires a few characters before it searches, even if it only has 4 values in the lookup? Solution: Follow the steps below to accomplish displaying all available records in a lookup search. 1. Create a lookup relationship to the object you are trying to search   2. Create a text field on the parent object with a default value of ‘All’ 3. (Optional) Remove the new text field from the page layout so the user can’t see it. 4. To … Read More

Simplifying and Expediting a Migration Using AWS Application Migration Service at the University of South Alabama

Brandon JonesCase Studies, Cloud and Virtualization, Higher Education, Offerings, Problem SolvedLeave a Comment

AWS lift-and-shift migration strategy

Housed in the College of Medicine at the University of South Alabama (USA), the Center for Strategic Health Innovation (CSHI) is a nationally recognized leader in innovative healthcare technology applications and the development and deployment of healthcare technology platforms, as well as the delivery of advanced preparedness teaching and training. CSHI’s cornerstone system is RMEDE™, the Real Time Medical Electronic Data Exchange, an industry-leading program that features predictive analytics capability, customizable ad hoc reporting, and is a world-class data warehouse architecture and business intelligence platform. CSHI was able to decrease its infrastructure costs by 40-50%. Their application is now running … Read More

SAP BRIM Implementation Delivers Increased Flexibility and Profitability

Jimmy LutzCase Studies, Offerings, Problem Solved, Project Management, SAPLeave a Comment

In a previous article, we described our client that was attempting to implement SAP; today we will start to describe some of the problems we were able to solve for them. They are a large client that sells a variety of consumption-based media advertising products which can be delivered multiple times, under a variety of circumstances, and through different advertising delivery systems. The business is further complicated by a complex hierarchy of business partners. As a result, a single invoice could include over a million billable items.  Previously, the client used their delivery system for billing and invoicing. However, this … Read More

Proper Project Management Helps Rescue SAP Implementation

Jimmy LutzOfferings, Problem Solved, Project Management, SAPLeave a Comment

Project rescue by M&S

Sometimes a project needs rescuing to avoid added delays and unnecessary costs. This happened to one of our larger clients when trying to implement SAP. Multiple teams outside of M&S had tried and failed to implement the solution our client needed. Because we had several successful medium- and large-sized projects with them across various technologies, we were called upon to step in and take on the challenge. The initial focus of our Project Management as a Service (PMaaS) team was to evaluate the SAP project’s current state and identify any significant gaps. However, very quickly, we realized that no requirements … Read More

University Virtual Desktop Infrastructure (VDI) Assessment and Migration

Dom PucciCloud and Virtualization, Higher Education, Industry Trends, Offerings, Problem Solved, Technical TipsLeave a Comment

A Higher Education institution recently reached out to us for support regarding their ongoing Virtual Desktop Infrastructure (VDI) migration to address a handful of pain points they had been experiencing along the way. The University wanted to leverage the enhanced VDI capabilities offered by AWS AppStream 2.0 to streamline and improve their students’ remote learning experience. Our team worked with the University to optimize the AWS AppStream 2.0 workloads by providing insight into usage patterns for the VDI applications. We also established landing zones using the hub-and-spoke account model to lay a strong foundation for the institute’s future cloud journey. … Read More

Improving the Process and Technology of License Management

Danie ZhengOfferings, Problem Solved, Project Management, Technical TipsLeave a Comment

A large government agency was struggling to effectively track the acquisition and renewal of software licensing. Due to employee turnover and the infrequency of licensing review, there was not a consistent record for licenses purchased across the various organizations. The de facto process, unfortunately, consisted of emails and shared spreadsheets spread out among various stakeholders, with no consistency in price verification, expiration dates, or a common approach to vendor management. This process resulted in wasted effort, frequent requests for license extensions, and, in the worst cases, schedule and cost impacts due to production software deactivation when licenses expired. Our team … Read More

Selecting the Best Cloud Option for an Oracle E-Business Suite Migration

Jimmy LutzBusiness Strategy, Cloud and Virtualization, Offerings, Oracle, Problem SolvedLeave a Comment

Strategic Oracle EBS Move to OCI

A nation-wide professional services company was running an on-prem version of Oracle E-Business Suite (EBS) Financials and Projects and needed an unbiased evaluation as their hardware aged, support costs began to increase as relative performance decreased. Like many other companies, they began to explore moving to the cloud, but they were unsure how to choose from the wide range of cloud options with licensing and compliance implications to consider. Our team evaluated hosting Oracle EBS on AWS, Microsoft Azure, or Oracle Cloud Infrastructure (OCI). After careful evaluation, OCI provided the best combination of low total cost of ownership, flexibility, and … Read More

What Do SAP, Salesforce, and Solar Have in Common?

Jimmy LutzBusiness Strategy, Offerings, Problem Solved, Salesforce, SAP, Technical TipsLeave a Comment

MS Consulting SAP Integration

A large, publicly-traded solar power company used Salesforce to track sales activities and SAP for billing and other finance-related functions. Each of these systems performed their respective functions effectively; however, our customer believed that sharing information between systems could greatly improve efficiency with new customer deployments and internal processes. They called on us to help advise them and implement a new integration. Our team focused first and foremost on the business needs. Many data integration projects fail to deliver returns because they focus on tools and tech at the expense of the business drivers. Once requirements were fully understood, we … Read More