The Background
The client, a large Bank based in the USA, searched for a Salesforce Consultant partner to assist with their Salesforce custom data loader App that would export data from selected reports an FTP server. The preference was that the report data would be exported in CSV format to FTP server at a scheduled time and automatic. The Scheduled task also needed to be configurable in order to meet the client’s requirement with the ability to override the schedule times from time to time.
Industry:
• Banking
Products:
• Salesforce – Force.com
• Java
The Girikon Team Solution
Girikon’s discovery phase revealed further details for the Salesforce report scheduler. i.e. the report should be exported to a FTP location, Salesforce Reports were developed using complex subqueries and were not supported by the standard data loader app. Along with the complexities above the standard Salesforce Data loader App did not support an FTP upload.
Girikon’s design team developed a solution to meet the client’s requirements. It comprised of developing a custom Data loader app in JAVA which could run periodically as scheduled to download data from Salesforce and upload it to the selected and configurable FTP location.
Key Highlights and Features
Girikon’s solution the “Bulk Data Upload” and JAVA application, were able to download a huge number (>1mill) of data records simultaneously.
Girikon’s approach and solution enabled the client to automatically download Salesforce report data in CSV format and upload it FTP server as a scheduled operation and able to be configured internally.
The Background
The Client provides LMS application services in a Software as a Service model. Our client’s end clients/users use the LMS to manage training delivery to their internal employees or external users.
The intent was to integrate LMS with Salesforce so as to enable leveraging of Accounts & Contacts in Salesforce as Organizations and users respectively in LMS.
The Challenge
The main hurdle was to provide a seamless integration along with re-format of the application’s display for better fitment within the Saleforce.com framework.
The Girikon Team Solution
The solution was delivered as a managed package which could be provided to each end client with a
different URL. For better display of the LMS application within Salesforce.com, Salesforce Canvas was used.
The Result
Client’s users/ end clients, were able to download and install the managed package along with a mapping screen that allowed Salesforce.com fields to be mapped to the LMS available organizational fields (available in their organizational web service). They could then use this app to sync data from their SF instance to LMS, manually or through an automated synchronization schedule.
The solution:
Increased productivity by reducing separate entries to the two systems
Enhanced experience for LMS users
The Background
The Client, a large financial planner in the US, providing financial budget services such as tracking and monitoring financial goals, finance health checks, personal spending, and financial advice etc. found an opportunity to assist its channel partners with a Wealth Management App. Girikon was contracted to build a Salesforce (Force.com) Application with enhanced features for decision making and service delivery.
Industry:
• Finance
Products:
• Salesforce – Force.com
The Girikon Team Solution
Girikon worked through the requirements with the organisation which were straightforward. The opportunity presented to Girikon to develop a user friendly and flexible solution which could function standalone for each partner while simultaneously replicating the UI and graphics of the existing online application on the Salesforce platform.
Girikon proposed flexible design for the Salesforce App solution to be provided in downloadable and installable formats. This enabled ease-of-use for individual financial advisors and partners ensuring flexibility and user-friendly attributes.
Girikon delivered a above than expected Salesforce App and was precisely what the client required. The Salesforce App was handy and a dependable financial tool for the wealth management industry. In addition to this the client had acquired budgeting software full of smarts with the ability to analyse financial data and construct budgets in consideration to individual preferences.
Key Highlights and Features
Extensive built in data management including bank accounts, credit card, revenue (income), direct and indirect expense, liabilities (loans), assets (fixed etc), tax handling etc.
Extensive analytics capability with the capability to develop budgets through client preferences
Extensive capability of forecasting and reporting specific in line with the client’s wealth management process
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
The enormity of the current application, due to several redundant features was not meeting the user experience expectations. The end users were looking at more automated ways of achieving business goals. Navigating through complex looking multiple screens was resulting in falling user adoption rates with consequent impacts on business.
The Girikon Team Solution
Post extensive discovery phase where Girikon’s consultants worked with the client to zero-into a frequently-used, must have feature set; we designed a much simpler, easy-to-use and highly automated Force.com based solution for staffing orders, pay related negotiations & order closures with very complex third party integrations for customized Web-to-Lead conversions, accounting/taxation related feeds and location identification using Google Maps.
The Result
The solution helped our client achieve:
Better adoption rates
Efficient workflows
Seamless Integrations
Faster Order Closures
Better Candidate profiling
Enhanced business
The Background
AN Aerospace start up based out of India with a privately funded mission to the moon, required a Crowd Funding App to enable individuals to partner in leading India into the next generation of space exploration and aviation technology.
Industry:
• Aerospace – Start up
Products:
• Salesforce – Force.com
The Girikon Team Solution
Girikon was selected as preferred Salesforce partner. The Salesforce App solution intended for crowd-funding, needed to be developed with high level of traffic and security in mind. The requirement focussed primarily on secure access by a large user-base and low licensing costs.
Girikon’s Salesforce Consultants designed, developed and successfully launched a Force.com based solution within tight timelines and exceeded expectations around license budget constraints. The both requirements were achieved by designing and building a customized user management module.
Girikon leveraged the Salesforce platform to build the application for the client, force.com custom development was completed on time and on budget and users (Team Ambassadors & Contributors) had secure access to participate in the Crowd Funding exercise.
Key Highlights and Features
Custom development completed included a customised user module to reduce the licence costs, a secure payment gateway integration and customized report & dashboards which provided the appropriate level of visibility and analytics to monitor the funding process.
The client’s collections through the crowd funding app was a success and Girikon provided the solution. Girikon took a step forward by creating these types of funding platforms for start-ups..
The Background
The client, a medium sized Health Informatics Consultancy, specializes in integrating and analysing health related data which yields significant business value for their clients. The client required a Patient Care Relationship Management System and were on the search for a Salesforce Consulting Partner to develop the PCRM solution using the Force.com platform. This would enable patients to view their health history, medical reports/data and gateway to interact with hospital’s support team.
Industry:
• Health
Products:
• Salesforce – Force.com
• Java
The Girikon Team Solution
Girikon requirements included providing visual customisation of the Visualforce pages to provide a graphical presentation of patients live data.
After an in-depth study of the existing client graphical presentation of patient data Girikon’s solution including determination of security set up a Customer Portal. Custom Portal page layouts were designed and developed in accordance with the requirements and included common sections such header, footer, menu etc.
In three months, Girikon was able to deliver a solution that could accurately track, analyse and enable sharing of health information among individual patients.
Key Highlights and Features
Girikon’s Force.com solution provided a comprehensive clinical view for patients
Girikon’s solution meaningful presentation of the patient’s health data with additional security encryption for peace of mind
Girikon’s solution provided around the clock 24/7 communication channel between patients and the clinical support team.
The client viewed the Girikon solution as adding business value in terms of making Health Care information accessible and affordable to patients.
The Background
The client, a large telecommunication services provider based in the USA, in search for a Salesforce ISV Partner to assist with the migration of their Customer Relationship Management from RightNow to Salesforce – Service Cloud. The Client required the Partner to complete the transition in a very tight time frame and had already agreed internally to a migration cutover date prior to the engagement of the partner. The client was also going through a major Customer Support Team re-structure.
Industry:
• Telecommunications
Products:
• Salesforce – Service cloud
The Girikon Team Solution
Girikon was selected as the Salesforce ISV Partner and was completely the right fit for the client’s vision of a long term and value-added partner.
The Girikon discovery phase revealed a migration date was already agreed internally and learned about the restructure. The above was viewed by Girikon as a challenge however did take comfort from its very successful disciplined delivery approach to overcome these challenges and provide the catalyst for collaboration with in the time of change.
The Girikon rigorous discovery phase also revealed that Girikon could extend the Salesforce Service Cloud with custom enhancements and would meet the client’s requirements.
Girikon also solved the problem with migrated data from RightNow to Salesforce. Girikon designed and developed a Force.com tool to integrate with and migrate all existing data from RightNow to Salesforce.
Key Highlights and Features
Girikon and the Client achieved the objective and successfully replaced RightNow with Salesforce.
Salesforce Service Cloud used by all front-line teams including Sales, Support, Implementation, Call Transfer etc. and have a 360-degree view of their customers. Each of their agents also have complete information about current products, past interactions and case management.
Girikon ensured greater adoption to Salesforce with over 800 front-line employees using Salesforce to support and sell to customers.
Girikon successful redesigned the support agent process resulting in enhanced CSAT (+1%) and lowered support call rates by 17%
Girikon and the client were able to include a salesforce knowledge base which in turn empowered service agents with the right answers at the right time
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