Client Overview and Market Context
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
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: Driving Innovation & Excellence
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.
Client Overview – Straightforward and Professional
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 Power of Girikon Teamwork
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 – Health Care information
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.
Background
The client, a large telecommunication services provider based in the USA, was in search of 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 and sought expert salesforce support services to ensure a smooth and efficient migration process.
Industry
Telecommunications
Products
Salesforce – Service cloud
Why Choose Girikon for Your Solution Needs
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, making them the best Salesforce implementation partner
The Girikon discovery phase revealed a migration date was already agreed internally and highlighted the organizational restructure. While this presented a challenge, Girikon took comfort from its very successful, disciplined delivery approach to overcome these challenges and provide the catalyst for collaboration during a time of change.
The rigorous discovery phase also revealed that Girikon could extend the Salesforce Service Cloud with custom enhancements to fully meet the client’s requirements.
Additionally, Girikon solved the problem of migrating data from RightNow to Salesforce by designing and developing a Force.com tool to integrate with and migrate all existing data seamlessly.
Key Highlights and Features
Girikon and the Client achieved the objective and successfully replaced RightNow with Salesforce.
Salesforce Service Cloud, along with expertise in Salesforce Marketing Cloud Consulting, is used by all front-line teams including Sales, Support, Implementation, Call Transfer, etc., providing a 360-degree view of their customers. Each of their agents also has 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
Business Context: Scaling Employee Engagement in a Large Healthcare System
The client, a major hospital in the USA with 1500+ staff members, use the Salesforce Platform to manage their day to day activities. The client’s objective, to enhance employee engagement and with a plan to implement 20 Salesforce communities for the organization’s multiple departments. The requirement included access to customized content access ensuring engagement and collaboration with individuals, groups and cross departments.
Industry
Health
Products
Salesforce – Community Cloud
Strategic Approach: Re-Engineering Salesforce Community Design for Scale
Girikon conducted discovery workshops to understand the details behind the requirements. The requirements included a high number of communities which Salesforce Community cloud could not handle at the time with consideration on the high licensing cost to proceed with the initial requirement.
Girikon’s discovery phase yielding a better understanding and was better equipped to propose a solution. Girikon proposed a solution with a complete re-engineered design including a plan to redesign the Salesforce data setup and recommended the concept of a single Salesforce community implementation to reduce the cost of licensing and each department handled with the introduction of a custom attribute.
Girikon’s solution for the Salesforce Community Cloud enabled the clients to manager customized content through this method for each group and individual. This would ultimately achieve the objectives set out by the client, add value and reduce the licensing cost.
Business Impact: Reduced Costs, Improved Adoption, and Cross-Team Engagement
The client was supportive of the changes proposed by Girikon. The solution designed and developed enabled each department to be assigned to a customized attribute hence all employees individually and at a group level would be re-directed individualized home pages with customized content and specific access-based links.
The home pages also accommodation posting of ideas, case management and knowledge articles to ensure collaboration across individuals and groups.
Question and Answer sections ensured engagement between management and staff and assisted with the overall effectiveness of the employees
Salesforce Community Manager was a key feature for managing community specific content and access levels and restrictions
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