2. Overview – Salesforce.com Healthcare Program
Salesforce.com implementations are prone to undergo tremendous amounts
of configurations, customizations and influx of custom development code.
Most of the times the simplicity of the platform to build customizations in the
system can be put to the extremes of fields, objects, reports, charts,
workflows, triggers and custom developed code. Hence the greatness of the
system, can become its worst downside
Data duplications and data redundancies can be one another form of deterrent
to 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 the
hour, which can enable the system to spring back to its vigor and vitality. On
the click on a button, the Healthcare program kicks in to starts its
preprogrammed 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 fact
findings and recommendations, as represented in the following sample
information slides.
Salesforce.com implementations are prone to undergo tremendous amounts
of configurations, customizations and influx of custom development code.
Most of the times the simplicity of the platform to build customizations in the
system can be put to the extremes of fields, objects, reports, charts,
workflows, triggers and custom developed code. Hence the greatness of the
system, can become its worst downside
Data duplications and data redundancies can be one another form of deterrent
to 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 the
hour, which can enable the system to spring back to its vigor and vitality. On
the click on a button, the Healthcare program kicks in to starts its
preprogrammed 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 fact
findings and recommendations, as represented in the following sample
information slides.
3. Healthcare Program Diagnostic - #1
‘Obscure’ Business Opportunities
After Affect : ‘Obscure’ Business Opportunities can result in:
1. Negative Impact on Business Development
2. Revenue Loss
3. Incoherent Pipeline Reports
Short Team Prescription
1. Data obscurity analytics
2. ‘Next Steps’ updates on good opportunity records
3. Cleanup unsolicited data
Mid Term Prescription
1. Business rules based Workflows and Alerts automatic
tagging to Opportunity records, to systematically avoid
data obscurity
Short Team Prescription
1. Data obscurity analytics
2. ‘Next Steps’ updates on good opportunity records
3. Cleanup unsolicited data
Mid Term Prescription
1. Business rules based Workflows and Alerts automatic
tagging to Opportunity records, to systematically avoid
data obscurity
Best Practice Recommendation
“Quarterly Audit of the system, to make sure data obscurity is in check with the dynamic
business scenarios.”
4. Healthcare Program Diagnostic - #2
‘Orphaned’ records
After Affect : ‘Orphaned’ records in the system cause:
1. Useful data goes unnoticed
2. Critical data points in reports have no ownership
3. Search and Queries results are cluttered with un-useful
data
Short Team Prescription
1. Data usefulness investigation
2. Reassignments of good data
3. Cleanup unsolicited data
Mid Term Prescription
1. Thorough checklist for user deactivation process
Longer Term Presctiption
1. Automated periodic audits for ‘inactive’ user records
Short Team Prescription
1. Data usefulness investigation
2. Reassignments of good data
3. Cleanup unsolicited data
Mid Term Prescription
1. Thorough checklist for user deactivation process
Longer Term Presctiption
1. 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 active
users or are bucketed in to a ‘inactive user records’ user bucket.”
5. Healthcare Program Diagnostic - #3
‘Duplications’
After Affect : ‘Duplicate’ records in the system cause:
1. Unrealistic business analytics
2. Incoherent disjointed business activities with clients
Short Team Prescription
1. Automated business rules based data de-duplication
Mid Term Prescription
1. Automated business rules based duplicate record
checks implementation, across the system
Short Team Prescription
1. Automated business rules based data de-duplication
Mid Term Prescription
1. 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 data
duplications.”
6. Healthcare Program Diagnostic – More Results
Diagnostics 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
