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?
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
Smart Cards Speed Up Just-in-Time Provisioning
A large government organization hosts a common services platform for thousands of users. Their user provisioning process required manual intervention, which took time and was susceptible to error. With hundreds of thousands of users, this time and exposure to error added up. Our team optimized the user provisioning process by designing and implementing a just-in-time (JIT) provisioning solution. However, instead of relying on SSO and SAML assertions, our solution grabs the required information from the user’s two-factor authentication source, their smart card. In this way, users are automatically provisioned to the web applications as they attempt to access them, instead … 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
Nonprofit Theater Keeps the Film Rolling with Salesforce
A non-profit organization that shows classic, foreign, and indie films use Salesforce to track memberships and yearly festival pass purchases. The original configuration struggled to track people and households that passed through their theater, leading to extra manual work. They also needed a better way to track and report on membership and renewal campaigns, to improve business performance. Our team upgraded them to and customized the latest version of the Salesforce Nonprofit Starter Pack to deliver a comprehensive tracking and reporting system aligned with their business and community needs. The new system more effectively tracks and manages membership, donations, and … Read More
Healthcare Research Firm Uses Enhanced Reporting to Improve Service Delivery
A healthcare research organization needed to better track invoices from project awardees, along with research metrics from multiple groups. Their manual data collection and analysis were disjointed, prevented the timely allocation of resources, and cost too much time. Out-of-the-box Salesforce reports and tracking were not meeting their needs. Our team built a custom application within Salesforce to track invoices and pull together other key data from across the organization. With their data now being logged within Salesforce, reporting became supercharged. The process that previously required multiple email approvals and attachments, now is automated, making critical financial and research reports readily … Read More
Public Transportation Authority Jump-started with Salesforce Nonprofit Starter Pack
A local transit authority and provider of public transportation needed online capabilities to manage their routes, riders, and inventory. In addition, their eCommerce and shopping cart capabilities needed to integrate with their transportation platform. M&S Consulting was able to help meet their needs through Salesforce, by customizing a solution specifically for their needs. Drivers now have a tablet mounted by their seat to access a Salesforce instance containing route and rider information. This enables drivers to be aware of the passengers riding their buses, including their booking reservations, pickup points, special seat arrangements, and, importantly, when they enter and exit … Read More
Managing a Complex Migration to Oracle Cloud
A publicly-traded company dealing with health information planned to migrate their primary business application suite to Oracle Cloud Infrastructure (OCI), including Fusion Middleware components (SOA, IdAM, EDQ). The initial challenge was the number of interconnections between applications (over 70), each with complex security requirements. If the various components of the migration were not carefully timed and coordinated, the availability of critical business functions could be affected. To make it more challenging, the migration needed to be transparent to the business owners and thousands of users, with minimal downtime during cutover. Our combined team, in close collaboration with the customer, performed … Read More