Girikon’s team of Salesforce Consultants conducted a series of discovery workshops to understand the current application, as is business processes and recommended a series of changes including the a list of redundant features not meeting user expectations.
Salesforce Sales Cloud – Force.com
Project – Custom Solution for Healthcare Staffing Management
Industry -Healthcare Staffing
Client – Large Healthcare Staffing Firm in USA (800+ SF users)
Key highlights and features:
Extremely tailor-fit solution, automated & data intensive solution for simplified recruitment process [GetFyre integration]
Complex Integrations and Calculation intensive business Logic, Runtime backend bulk notifications
Automated, complex, document creation using SDocs for very professional presentation to Hospitals. Docusign & Quickbooks Integration
Automated paycheck calculations (including Per diem Meal, Lodging & Tax) for Orders. Complex State based burdens/Min Wage rule compliance and calculations [GSA & Paymycheck.info integrations]
Automated Resume Parsing for Qualifications, Domain skills, Work History details etc. [Rchilly Integration]
Girikon’s team of Salesforce Consultants lead the implementation of the large complex project which included the requirements such as, accommodation of multiple global locations, multiple technologies in use as part of business process, the need for a scalable solution to accommodate future acquisitions and further global expansion and a large group of stakeholders across the organisation.
Salesforce Sales Cloud – Force.com
Project – Salesforce Implementation
Industry – Event Management
Client – Large Multinational (1000+ SF users)
Key highlights and features:
Different client locations using disparate technologies to manage their pre-and post-sales process of booths, sponsorship, Delegate & Vendor management
A global scalable CRM solution was built for consolidation of work-processes, creation of synergies across office locations, manage future acquisitions and effective product management
The solution involved automation of Sales, operations, quoting & Invoicing processes across all locations
Integrations – SAP via Mulesoft, Docu sign
The Background
The Client, a USA based tire repair firm, was looking to automate its sales, revenue forecasting and planning processes on the Salesforce platform with the goal of automating their completely processes, presently managed with difficulty using Excel.
The Challenge
– The challenging part was around getting the team on board the Salesforce platform and ingrain the belief that it could be scaled up to meet all their business needs
– Extensive Consultancy and training sessions brought results
– Building a custom forecast module was another critical part of the project as the team managed for long term & short term planning
The Girikon Team Solution
– Girikon consultants worked very collaboratively with the client team, digging deeply to understand nuances of the as-Is processes.
– Once that was done, our team was able to design, develop and implement a tailor-made solution incorporating:
• Automated Monthly IHS Data Imports
• Automated Revenue Calculations using take ratio for each vehicle category
• Custom Forecasting for Long Range Plans (LRP) & Annual Plans (AP)
• Custom Reporting to show deviations between forecast and actual revenue
The Result
The solution helped our client:
• Automate their Long Range and Annual Planning processes
• Process improvement and freedom from manual IHS data entry
• Ease of business through automated revenue calculation and customized reports
• Availability of historical data for reporting on business growth
The Background
The Client, is a leading developer of custom-engineered and application-specific products and solutions utilizing the latest technologies. It was looking to automate its Quote processes on the Salesforce platform. This is presently managed using Excel Sheets, which is labour intensive and also prone to errors due to less standardization.
The Challenge
– The Methode team uses Excel sheet to prepare Quotes for their different products and are very used to the flexibility it provides them to copy line items, put custom cell level formulae’s etc., though it is error prone and lacks standardization.
– Thus the biggest challenge for the project was not only to configure CPQ per the business need, but to also customize CPQ such that it enables a mind set change which helps them to adapt to a system driven Quotation process using Salesforce CPQ.
– In as-is process there were multiple sheets in which cost data was managed. Salesforce CPQ had to be setup so that it not only supports all the existing functionality in the excel sheet but also reduces errors during quotation by standardizing processes.
– Each product has a different header so to maintain different headers for different products was a challenging part.
The Girikon Team Solution
– Girikon consultants worked very collaboratively with the client team, digging deeply to understand nuances of the as-Is processes.
– Once that was done, our team was able to design, develop and implement a tailor-made solution incorporating:
– It was strenuous to analyse and merging all the sheets data together and showing it in one view in Salesforce. Price rule, Product rule and Calculator API were used to achieve this goal.
– Discount Schedule, Price Rule and Calculator API were used to achieve the Range and Lot price goal.
– Custom solution for the user to maintain the cost summary with multiple future inflations in one screen.
– With the help of Salesforce field sets the task of maintaining the headers was achieved.
The Result
The solution helped our client:
• Automate their Lot Range and Cost Planning processes
• Process improvement and freedom from manual data entry
• Ease of business through automated Cost Summary Calculations.
• Availability of historical data for reporting on business growth
• Standardization of the product setup and Quotation process
The Background
A large multinational organisation operating in electronics industry including 4500+ employees across the globe identified the need to automate its global Human Resources Management practices and processes. The firm’s management decided to use its software of choice Salesforce Community Cloud after an extensive selection process. The organisation was also looking to engage a partner with extensive experience and certification to implement, further develop and configure the solution.
The organisation specific requirements included the following:
• Need for world class branding – Global showcase exposure
• Management of stakeholders across multiple business units across multiple global locations
• Specific content for regional offices managed centrally and a common Salesforce Platform.
Industry:
• Manufacturing
Products:
• Salesforce – Community Cloud
The Girikon Team Solution
Girikon’s Salesforce consultants worked collaboratively with the client’s project team, to understand requirements and as is processes of all locations. These requirements focussed on style, UI design, branding and organization preferences.
Girikon’s project team developed a statement of work explicitly detailing the style, design and brandings aspect. The Girikon team designed, developed and implemented a customized HR portal with built in flexibility for content management for regional offices across the globe and managed from a centralized location.
The HR portal included HR benefits, policies and procedures, interactive calendars for leave tracking, marketing and communications resources, IT Policies etc.
Key Highlights and Features
Fully automated the Human Resource management practices and processes for the organisation
Ability to consolidate and streamline all communications for the regional offices
Flexibility to configure content management for each regional office and manage through a centralised location
Highly auditable communication log for easy access and review when required
The Background
Our client, a large Publishing and Event organisation based in US has a need for a solution to enable its executive finance team and account directors to understand and manage all their account financial data and relationships which consisted of many and varied products and offerings. The organisation’s executive also required and consolidated reporting regime with the ability to monitor activity and objective to improve the sales results and accurate pipeline reporting and forecasting.
Industry:
• Publishing
Products:
• Salesforce Sales cloud
The Girikon Team Solution
Through the discovery phase Girikon identified the use of various CRM solutions for all six finance verticals/business units. The consolidation of this information provided a challenge to the organisation’s management.
The discovery phase was extensive and Girikon’s Salesforce consultants and project team worked with all six departments to identify and agree to a comprehensive list of requirements and features.
Girikon’s understanding of Salesforce solution and database enabled an extensive exercise in data mapping. The huge number of daily transactions also needed to be taken into consideration when defining the cutover phases and downtime for the volume of users.
Girikon project team provided the client with an effective plan and solution consolidate the six CRMs
• Design a Salesforce solution taking into consideration the list of requirement and features required by the six
business units.
• Focussing on a data cleanse, de-duplication followed by a merge and upload of data.
• A trickle Data Migration Strategy was designed and adopted to incrementally upload the data ensuring a low impact approach to existing business operations.
Key Highlights and Features
The Girikon Salesforce Consultants achieved the objective set by the organisation, to provide one source of truth, one CRM and reporting requirements developed by the organisation’s executives.
The Data Migration Strategy adopted achieved the desired outcome and reduced the impact to existing business operations.
The organisation and Girikon achieved the outcome to efficiently develop consolidated pipeline reports, improved opportunity forecasts at the top level with the ability to drill down, reliable business dashboard views for better decision making and the ability for sales teams’ members to cross sell with the availability of products and offerings.
The Background
The Client, an USA based Healthcare Staffing firm, was looking to strengthen its Healthcare Staffing Business by upgrading from a very generic one-size-fits-all Cloud based (lot of redundant feature loaded) application to a custom fitted Salesforce based highly-automated solution.
The Challenge
– Enormity of the current application, due to several redundant features was not meeting the user experience expectations
– The end users were looking at very automated ways of achieving business goals
– Navigating through complex looking multiple screens was resulting in falling user adoption rates with consequent impacts on business
– Several domain specific integrations
The Girikon Team Solution
– In an extensive discovery phase, Girikon consultants worked with the client to zero-into a frequently-used, must have feature set
– A much simpler, easy-to-use & highly automated Force.com based solution was designed & developed for staffing orders, pay related negotiations, order closures & accounting
– Very complex third party integrations were accomplished for automated order entries from multiple websites, tax/per-diem benefits calculations, customized Web-to-Lead conversions, and accounting/taxation related feeds
– Some intuitive public interfaces were also built using Community
The Result
The solution helped our client achieve:
Better adoption rates & Seamless Integrations
Efficient workflows & Faster Order Closures
Better Candidate profiling & Super-Quick submissions
Enhanced business, reduced recurring monthly licensing costs of the Legacy System
Integrated, Far-reaching, focused Marketing Campaigns to draw more clinicians
Supports future planning
Team Size: 15
Project Status: Delivered, Ongoing enhancement
Duration to Go-Live: 4 Months
Number of Users: 200+
Products Used:
• Sales Cloud
• Community Cloud Lightning
• Pardot
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