News & Resources — October 2013 Archive

RainKing Software: A Case Study

Problem: Customer needed a way to protect intellectual property yet still have a salesforce.com integrated solution Challenge: Uploading Rain King data into salesforce.com exposes intellectual property. Cannot “turn-off” service if customer no longer pays Solution: Created integration between Salesforce and externally hosted database to display real time data within Salesforce CRM interface. The integration was…

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Family Service Agency of San Francisco: A Case Study

Project: Create custom code built on the native force.com application to display custom data forms within salesforce.com using custom buttons and Web tabs. Provide a flexible, open means of extending the salesforce.com user interface. Business Problem: The client needed a quick way to update an opportunity with the hours billed Challenge: Override the function of…

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Scenic Rivers Land Trust: A Case Study

Problem: Scenic Rivers needed to be able to monitor easements on properties to manage the watershed; monitor regular contact, inquiries and events; and record when letters were sent and link them to files. Challenge: Before the system could be designed, Buan Consulting would need to import data from DNR, which used both numbers and codes….

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Transurban Group: A Case Study

Problem: Transurban is an international toll road developer which needed to track relationships with constituents and partners with a stake in the 495 and 395 corridors. They had attempted an earlier implementation with another partner who introduced them to salesforce.com without proper training. Challenge: Teach the staff, with limited technological experience, how to import lists,…

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Ashoka: A Case Study

Problem: Ashoka is a global organization with global programs which was operating without global infrastructure. They did not have any way to share information about constituents between programs or countries. There were 12 discreet organizational units with over 200 users in over 30 countries with strong program growth expected. Challenge: The relatively autonomous organizational units…

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SunEdison: A Case Study

Problem: Provide a simple way to assess value and fit of each RFP under consideration. Challenge: Sales Engineers understand the requirements and need to communicate a qualitative response to each RFP under consideration. Solution: Implemented a custom object which automatically rates a set of inputs used to evaluate the company’s ability to meet the RFP…

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Southern Maryland Health System: A Case Study

Problem: Southern Maryland Health System wanted to track the referrals from within their health system against the products sold. They needed to track doctors’ requests for medical devices and track all calls and visits to the clinics. Challenge: Keeping to a tight budget, and with limited IT expertise, SMHS required customization for the typical doctor…

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Maryland Hospital Association: A Case Study

Problem: Used spreadsheets to manage communications and outreach to multiple sources: member hospitals and health systems, committees founded by MHA, and the liaisons reporting hospitals’ needs back to MHA. Needed to track relationships with state legislators serving on healthcare focused committees. Required dynamic reporting. Challenge: The need to revamp the current process to create one…

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Arts and Business Council of Greater Philadelphia: A Case Study

Problem: This small non-profit released a detailed RFP for combining multiple systems into a single system. The organization hoped to eliminate duplicate data entry, shadow systems and many of the “work-arounds” developed to manage data and generate reports in their legacy systems. Challenge: Identify, procure and implement an alternative database to the Council’s current data…

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Progress Engine is Launched!

We’re thrilled to unveil our latest solution to the public. Today, we announce that Progress Engine is live and ready for action. Progress Engine is a Force.com CRM application custom-built for economic development-streamlining processes, communications and data exchange. This product is the result of working closely alongside communities, states, cities and nonprofits for nearly 10…

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