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 workflows.

The new process facilitates proper routing, tracking, and communication, which has led to a faster turn-around on vendor requests. In addition, using out-of-the-box Salesforce automation tools ensures that the application will be supportable and extensible in the future.

If you’d like to discuss how to streamline your processes, let’s set up a time to talk.