Automate, digitize, and streamline business processes using Salesforce and Chatter ERP software.

1. POST
-MEETING SYSTEMS
Forms & Document Management
Presented to:
Sam Lingo, CEO
John Murdock, Dir. of Education
Jeff Loucks, Mentor Coordinator
Professor John Bers, Ph.D.
Presented by:
Melissa Costa
ENGM272
Business System Design
December 2013

2. AGENDA
• Problem
• ESIA
and approaches
Analysis
• Research
& Benchmarking
• Proposed
Solutions
• Performance
• Proposed
Requirements
System Architecture
• Implementation
• Conclusions
Plan
& Recommendations

3. PROBLEM STATEMENT
•
How can we simplify the current meeting feedback and
notes data-entry system?
•
How can we utilize SalesForce & Chatter to enable
mentors and mentees to directly log their notes and
feedback during their meeting?
•
How can we use the Salesforce database to create a
file exchange system between a mentor & mentee,
to include post-meeting feedback and notes?

4. SOLUTION APPROACH
1) Create and code a blank field form that
automatically enters data into the database
2) Utilize Salesforce AppExchange apps to
digitize these processes

5. E-S-I-A ANALYSIS
Eliminate
-Excess Production
-Waiting
Time
Transportati
on
-Processing
-Storage
Defects/Err
ors
Simplify
-Forms
-Procedures
-Communication
-Technology
-Problem Areas
-Flow
-Processes
Integrate
-Jobs
-Groups
Custom
ers
Supplier
s
Automate
-Data Capture
-Data Entry
-Data Transfer
-Data Analysis
-Dirty Work
-Difficult/Dangerous
Tasks
-Boring/Repetitive Tasks

6. E-S-I-A ANALYSIS

7. SALESFORCE: CHATTER
Current System Capabilities:
-Manual entry into the database
-Share and edit documents in groups
-No document creation capabilities

8. https://www.youtube.com/watch?v=7Kt_1OoKUBE

9. https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001qNeKEAU
http://www.youtube.com/watch?v=4kZHVl_pJ2k

10. https://appexchange.salesforce.com/listingDetail?
listingId=a0N3000000B4JlpEAF
https://www.youtube.com/watch?
v=1CobIWX8GsA

11. https://appexchange.salesforce.com/listingDetail?
listingId=a0N30000003HeuPEAS
http://www.youtube.com/watch?
v=8UnPx6eekEM

12. https://appexchange.salesforce.com/listingDetail?
listingId=a0N30000003HeuPEAS
http://www.youtube.com/watch?v=RJuca9FEOA

13. SOLUTION: 2 APPS
Automating forms and data entry to populate the SalesForce database
-Pulls and consolidates data from multiple Salesforce sources
-Automatically create notes or feedback by filling in a customized
template
-Document is uploaded to that mentee’s account
-Documents can be emailed from within Salesforce
-Accessibility preferences can be set within Chatter

14. PERFORMANCE
REQUIREMENTS

15. PROPOSED SYSTEM
ARCHITECTURE

16. IMPLEMENTATION

17. RECOMMENDATIONS
•
Become more seamless with more Apps
•
New Salesforce1: Develop apps tailored to
business needs
•
Utilize the AppExchange:
•
Improves User Interface
•
Improves System Capabilities

19. QUESTIONS?

20. QUESTIONS?
melissa.e.costa@vanderbilt.edu