Salesforce.com – Healthcare Program

Sample Report

Overview – Salesforce.com Healthcare ProgramSalesforce.com implementations are prone to undergo tremendous amountsof configurations, customizations and influx of custom development code.

Most of the times the simplicity of the platform to build customizations in thesystem can be put to the extremes of fields, objects, reports, charts,workflows, triggers and custom developed code. Hence the greatness of thesystem, can become its worst downside

Data duplications and data redundancies can be one another form of deterrentto the effective utilization of the system, which can lead convoluted reporting.Hence, can have adverse impact on business performance.

Hence an automated Salesforce.com Healthcare Program is the need of thehour, which can enable the system to spring back to its vigor and vitality. Onthe click on a button, the Healthcare program kicks in to starts itspreprogrammed assessments, deep dives into everything – data,configurations, customizations, user activities, reports – to churn out the ‘one-of-its-kind’ Salesforce.com Diagnostic Report, which can very easily lead to factfindings and recommendations, as represented in the following sampleinformation slides.

Salesforce.com implementations are prone to undergo tremendous amountsof configurations, customizations and influx of custom development code.

Most of the times the simplicity of the platform to build customizations in thesystem can be put to the extremes of fields, objects, reports, charts,workflows, triggers and custom developed code. Hence the greatness of thesystem, can become its worst downside

Data duplications and data redundancies can be one another form of deterrentto the effective utilization of the system, which can lead convoluted reporting.Hence, can have adverse impact on business performance.

Hence an automated Salesforce.com Healthcare Program is the need of thehour, which can enable the system to spring back to its vigor and vitality. Onthe click on a button, the Healthcare program kicks in to starts itspreprogrammed assessments, deep dives into everything – data,configurations, customizations, user activities, reports – to churn out the ‘one-of-its-kind’ Salesforce.com Diagnostic Report, which can very easily lead to factfindings and recommendations, as represented in the following sampleinformation slides.

Healthcare Program Diagnostic - #1‘Obscure’ Business Opportunities

After Affect : ‘Obscure’ Business Opportunities can result in:1. Negative Impact on Business Development2. Revenue Loss3. Incoherent Pipeline Reports

Short Team Prescription1. Data obscurity analytics2. ‘Next Steps’ updates on good opportunity records3. Cleanup unsolicited dataMid Term Prescription1. Business rules based Workflows and Alerts automatic

tagging to Opportunity records, to systematically avoiddata obscurity

Short Team Prescription1. Data obscurity analytics2. ‘Next Steps’ updates on good opportunity records3. Cleanup unsolicited dataMid Term Prescription1. Business rules based Workflows and Alerts automatic

tagging to Opportunity records, to systematically avoiddata obscurity

Best Practice Recommendation“Quarterly Audit of the system, to make sure data obscurity is in check with the dynamicbusiness scenarios.”

Healthcare Program Diagnostic - #2‘Orphaned’ records

After Affect : ‘Orphaned’ records in the system cause:1. Useful data goes unnoticed2. Critical data points in reports have no ownership3. Search and Queries results are cluttered with un-useful

dataShort Team Prescription1. Data usefulness investigation2. Reassignments of good data3. Cleanup unsolicited dataMid Term Prescription1. Thorough checklist for user deactivation processLonger Term Presctiption1. Automated periodic audits for ‘inactive’ user records

Short Team Prescription1. Data usefulness investigation2. Reassignments of good data3. Cleanup unsolicited dataMid Term Prescription1. Thorough checklist for user deactivation processLonger Term Presctiption1. Automated periodic audits for ‘inactive’ user records

Best Practice Recommendation“No user can be deactivated in the system unless his or her records are reassigned to activeusers or are bucketed in to a ‘inactive user records’ user bucket.”

Healthcare Program Diagnostic - #3‘Duplications’

After Affect : ‘Duplicate’ records in the system cause:1. Unrealistic business analytics2. Incoherent disjointed business activities with clients

Short Team Prescription1. Automated business rules based data de-duplication

Mid Term Prescription1. Automated business rules based duplicate record

checks implementation, across the system

Short Team Prescription1. Automated business rules based data de-duplication

Mid Term Prescription1. Automated business rules based duplicate record

checks implementation, across the system

Best Practice Recommendation“Periodically scheduled runs of automated data duplicity checks along with the removal of dataduplications.”

Healthcare Program Diagnostic – More ResultsDiagnostics Results After Affects

53% Redundant Leads Data Misdirected Business Prospection

28% Utilization of custom code Increased Maintenance Overhead

23% Utilization of customizations Lower User Adoption

18% Under utilized custom reports and dashboards User Disorientation

12% Utilization of files storage space Under Utilization of Investments (ROI)

Automated integrated toolkit for: Cleanup of Redundant & Duplicate Data Verifying utilizations of configurations and

customizations

Data archival and offline records retrieval Periodic pre programmed automated

Healthcare Diagnostics

Automated integrated toolkit for: Cleanup of Redundant & Duplicate Data Verifying utilizations of configurations and

customizations

Data archival and offline records retrieval Periodic pre programmed automated

Healthcare Diagnostics

Subscribe for Salesforce.com Healthcare Programto increase your ROI