Smart Cards Speed Up Just-in-Time Provisioning

Jimmy LutzIdentity & Access Management, Offerings, Problem Solved, Technical TipsLeave a Comment

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)

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

Nonprofit Theater Keeps the Film Rolling with Salesforce

Jimmy LutzProblem Solved, Salesforce, SMBLeave a Comment

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

Jimmy LutzProblem Solved, SalesforceLeave a Comment

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

Jimmy LutzCloud and Virtualization, Problem Solved, SalesforceLeave a Comment

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

Jimmy LutzCloud and Virtualization, Identity & Access Management, Oracle, Problem SolvedLeave a Comment

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

University Leverages Free Cloud POC to Demonstrate Geographical Redundancy

Jimmy LutzCloud and Virtualization, Higher Education, Problem SolvedLeave a Comment

University Leverages AWS Courtesy Onboarding

A mid-sized public university, like many others, used their own on-prem data center for all data storage and backups. They were familiar with the flexibility that the cloud would provide, but they were hesitant to take the leap. They needed a solid business case and a way to ensure it would work in their environment. A series of events caused them to reevaluate their disaster recovery plan, which led them to quickly conclude that they needed additional capacity as well as geographical redundancy. The cloud seemed ideally suited to their needs, but they still needed to ensure it would work … Read More

VPN Upgrade Reduces Hospital’s Hassle

Jimmy LutzBusiness Strategy, Cloud and Virtualization, Problem Solved, Technical TipsLeave a Comment

The healthcare division of a Fortune 500 company provides data processing services to its hospital clients. They use an IPsec VPN to transport data between the client and their cloud-hosted web application platform. Security and HIPAA compliance are obviously very important. Originally, our client used the VPN offered by the cloud service provider, but they were concerned about limitations in traffic visibility and the inability to locally initiate a tunnel. The final straw came when a new hospital client required the use of Internet Key Exchange v2 (IKEv2) protocol. Our team was able to use an open-source solution to replace … Read More