When Outsourcing a Salesforce Implementation Makes Sense

When Outsourcing a Salesforce Implementation Makes Sense

Are you still kicking around the “Does outsourcing our Salesforce® implementation make sense” question in your company’s executive sessions?

Ad Victoriam Solutions knows there is no simple answer to that question. A decision to outsource is a strategic, tactical, and financial choice. The answer to the question has to be based on your own company’s internal structure, talent, needs, and goals.

Outsourcing Considerations

Perhaps you are looking to reduce and control your operating expenses, improve company focus, gain access to expertise, or free internal resources for other purposes. And it may also be that the experienced resources within your company are hard to find or are just not available.

If, in the end, you decide that outsourcing your Salesforce implementation makes sense, the next – and most important question is – what should you be looking for in a Salesforce implementation partner?

The RIGHT Salesforce Implementation Partner Has…

The Skill Set You Need: Your partner needs to have expertise in custom development, integrations, system automation, data governance, reporting, and more, to implement any feature or functionality needed.

The Experience You Need: Your partner should possess a wide range of industry and cloud computing experience, giving them the intellectual toolbox to offer alternative perspectives proven to drive success metrics.

The Accessibility You Need: Your partner should be available to support your needs – your project doesn’t stop just because somebody goes on vacation.

The Communication You Need: Your partner should hold scheduled calls and provide updates along with demos to keep you abreast of each milestone. That way, you know exactly how your project is progressing and there are no surprises.

The Staffing You Need: Your partner should be well-staffed with a deep bench of certified Salesforce professionals – able to handle multi-cloud systems and integrations – ensuring that your implementation project remains on target.

Salesforce Consulting Partner

Ad Victoriam Solutions, a top recognized Salesforce Consulting Partner since 2014, checks off all of the implementation partner boxes above, and more. Our passionate and knowledgeable team of certified Salesforce professionals across the country is standing by to accelerate your successful implementation project starting today.


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Making Smarter Decisions with 360-Degree Data

Making Smarter Decisions with 360-Degree Data

A nationally-recognized healthcare service organization recently presented Ad Victoriam with a three-prong challenge. In the end, we quickly and successfully resolved all of them. Doing so allowed them to make smarter decisions with 360-degree data to help drive sales and recapture market share.

The Three-Prong Challenge

The first AdVic challenge centered around this healthcare organization’s sales team’s lack of access to 360-degree, up-to-date data as they visited clinics nationwide.  This was causing them to lose market share.

The company also needed an effective sales tool to attract and engage new hires to combat its high employee attrition rate.

And lastly, management needed to automate processes and increase visibility into key referral KPI’s. Their goal was to decrease manual intervention and make smarter decisions.

Steps to 360-Degree Data

AdVic’s resolution was the implementation and integration of Salesforce Health Cloud™ and Maps™ with the Client’s back-office system. It was complemented by these carefully-crafted additional steps:

  • Integration of clinical data with the Client’s patient and physician referral data – based on HIPPA guidelines. This provided needed visibility for sales reps to combat lost market share.
  • Connected physician data through Person Accounts to Clinic Accounts and corresponding patient data. The exposure of referral KPI’s, based on patient-physician relationships linked to the Clinic Accounts, provided management with desired data insights in dashboards to drive performance and business decisions.
  • Created data layers for clinics within Salesforce Maps to give the sales team productive meeting schedules and easy access to top data points that accelerated productivity.

As we did with this client, Ad Victoriam’s experienced multi-cloud Consulting Team is ready to apply their knowledge and passion to help you drive your sales initiatives and recapture your market share. Let’s connect today so you can gain access to your 360-degree data!

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Highlights from MuleSoft’s CONNECT: NOW

Highlights from MuleSoft's CONNECT: NOW

MuleSoft‘s recent CONNECT: NOW global integration conference – held on October 13, 2020 – helped attendees to discover how to unlock data and unleash innovation with API-led connectivity — charting a clear path to achieving digital transformation with speed and scale.

Members of the Ad Victoriam MuleSoft® Consulting Team attended the virtual conference and chose a few session highlights to share.

Session: Streamline and Scale Lending with API-led Integration

This breakout session provided a good understanding of how lending companies have addressed the need to deliver products and services with the use of a digital platform.

API-led connectivity plays a big part in lending-type MuleSoft applications, as this helps to define or refactor current business processes to help improve the overall end to end customer experience.

During the session, Truist Bank CIO, Ken Meyer, talked about how adopting MuleSoft is not just a technology effort, it requires the business to define all the requirements for the APIs that can then be implemented using MuleSoft.

With the use of APIs and MuleSoft, companies within the lending industry can unlock data from other systems, automate manual business processes, and drive innovation with more speed and agility.

Session: Revolutionize the Patient Journey in Life Sciences Through APIs

This session focused on how in today’s healthcare world patients are seeking virtual engagement.

Due to COVID19 healthcare companies are having to rapidly change and adapt to the growing virtual needs of patients.

The MuleSoft Anypoint platform is helping healthcare providers to quickly combine disparate systems with builder block APIs to drive interoperability. Traditionally, IT teams would not be efficient enough to quickly build out new interrogations.

To support the healthcare industry’s needs, such as those that COVID19 has presented, the API building block approach with MuleSoft allows IT teams to build upon past phases to narrow the development timeline.

Session: Manage Changing Retail Operations with Real-Time Data

The main subject of the presentation was how retail has changed significantly in the last few months due to COVID19.

Kreena Mehta, Lead Software Engineer of Asics Digital showed how they used SAP and MuleSoft to streamline their operations and quickly adjust their supply chain to a more delivery-based model as opposed to the traditional brick and mortar.

MuleSoft made this easy with its API-Led approach because the existing processes did not have to be changed from the top down, just the targeted areas dealing with shipping/receiving.

The digital shopping experience is now the number one priority in the retail space due to more online shopping by consumers.

As a certified MuleSoft Anypoint and Salesforce multi-cloud consulting partner, Ad Victoriam’s integration experts understand the complexities of enterprise integrations, both on-premise and in the cloud. We simplify complex integration scenarios, integrate disparate systems, and provide a scalable architecture that your business can grow with – whether or not you are using Salesforce. So, if you are ready to connect your systems, we’re ready to talk to you today.


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Securing C-Suite Support for a Cloud Migration

Securing C-Suite Support for a Cloud Migration

We are smack-dab in the middle of the budget planning season for 2021. Are you stressing about shoehorning in spending for a badly-needed cloud migration to replace your company’s legacy systems and also having to justify it to the C-suite?

Most likely, the reason your key C-suite stakeholders haven’t seriously considered cloud computing previously is that they are not armed with the right information. So, it’s up to you to help them see the benefits, which in turn may make them see the light and be more motivated to make the necessary changes.

Ad Victoriam has done hundreds of cloud migration projects for businesses of all sizes, so we’re pretty familiar with the pain points in securing C-suite support. So, in an effort to help you, below are five benefits of why doing a cloud migration should absolutely be included when you submit your 2021 budget plan for approval. And each benefit includes specific challenges that will be solved.

The 5 Benefits of a Cloud Migration

1. Sell Smarter and Faster

2. Create More Engaging Marketing

3. Better Support for Every Customer

4. Connect Every Commerce Channel

  • Unify the B2B and B2C buying experiences
  • Deliver continual shopping innovations
  • Conquer personalization with AI

5. Easily Build Apps for Every Role

Any three of the above benefits would be enough to convince many businesses to move their systems into the cloud. But when you add up all five, it’s approaching no-brainer territory for your C-suite.

Whether you’re just starting your journey to the cloud or are looking to take your current cloud performance to the next level, the Ad Victoriam consulting team is standing by to customize your plan for your specific business needs; our specialty is understanding your business inside-out. Can we talk today?

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Interested in Digital Transformation?

Digital Transformation Symposium

Ad Victoriam and University of Georgia – Terry College of Business invite you to join us for a five-week online Digital Transformation Symposium program beginning Feb. 9, 2021. The program discusses the framework for planning a digital transformation for your business in an effort to influence change in an evolving global economy. For more information, register, and view the agenda, click here.

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Avoiding Data Migration Pitfalls

Avoiding Data Migration Pitfalls Blog

Embarking on a data migration project can be daunting. It’s crucial to your migration success that you leverage the right data migration tools to facilitate a smooth and seamless data transfer.

Many people are challenged underestimating a data migration project’s complexity, poor planning, and not setting aside enough resources. If not quickly addressed, these problems can lead to slow user adoption at best, and major customer relationship issues at worst.

Avoid Exceeding Your Timeline and Budget

Here are a few common reasons companies exceed their timeline and budget during data migration projects:

  • Lack of planning and project management before the actual migration.
  • Not able to visualize the final solution.
  • Including the wrong business subject matter experts on the project.
  • Mismatch or lack of technical skills.
  • Choosing the wrong tool to do the job.
  • Not scoping out all the requirements before the migration.
  • Not enough time allocated to user acceptance testing.

Tips for a Smooth Data Migration

To ensure your business has a smooth data migration, Ad Victoriam recommends:

  • A Project Manager with experience or technical understanding of data migration.
  • Use an Agile Project delivery approach.
  • Choosing the right tool for the migration process. For example – if your environment is SQL server, use SSIS, which is built on SQL Server.
  • Perform extensive discovery sessions to fully understand your business processes and data migration needs.
  • Only migrate clean data into the future solution to ensure more streamline business processes and reporting otherwise the migration was a waste of time and effort.
  • Get your users excited about the new solution with their cleaned data, which will increase their productivity and lower your cost.
  • Have a recovery plan. Each stage of the data migration should include recovery options. Plan how you can roll back changes during extraction, transformation, and loading.
  • Don’t forget test planning. As a part of your project planning, you should have a test plan in place. Consider what steps will need to be tested before you can safely move data.

Planning for Success

The information presented above is a high-level data migration plan that encompasses the steps to “go live” — ensuring that the systems are prepared, the personnel is available and trained to perform the migration, affected stakeholders have been notified, and a time window for the move has been scheduled.

So, are you looking for help constructing your “go live” plan? Start here!

If you are thinking about a data migration for your business, all of the challenges outlined in this article can be overcome by using the right partner, and this is where Ad Victoriam’s extensive data solutions expertise comes in to help you plan and carry out your vision toward success. Let’s start working on your plan today!

Watch AdVic’s “Harnessing Data & Automation to Drive Sales Performance” Webinar

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Health Cloud: The New Payer Data Model

Health Cloud: The New Payer Data Model

Built on the world’s #1 CRM platform, Salesforce’s Health Cloud solution is quickly becoming the new payer data model. Why? It offers a complete view of members in a single dashboard, driving productivity for service agents and clinical professionals. Simply put, the insurance market is recognizing the urgency that it needs to adapt to today’s smart, data-driven marketplace.

Salesforce® first introduced Health Cloud in 2016 to transform the way healthcare and life sciences organizations connect with patients. In 2019, Salesforce continues to expand the power of Health Cloud with features specifically built for the health insurance industry. This allows companies to engage with both members and providers in smarter and more efficient ways. Here’s how it’s done, including examples of “better outcomes.”

Transforming Business Operations

Health Cloud transforms business operations with an insurance-specific data model that simplifies the integration of systems of record — including benefits, claims, and authorizations — into one place. This drives more productivity for service agents and clinical professionals. With all member information in a single dashboard, payers are able to work faster and smarter. In addition, they better understand each member’s needs. And that includes whether they are in the call center or in the place of service, and from any device.

The Better Outcome: A payer today often needs to log into multiple systems to research different aspects of a member’s claim for an upcoming procedure. With Health Cloud, they can now see all of the member’s prior authorization and information about the procedure in one place. That allows payers to serve both members and providers quickly and efficiently.

Better Streamlined Workflows

Healthcare requests — that might include prior authorizations, admissions, and appeals — can be now be streamlined through guided, collaborative, and measurable workflows directly within Health Cloud. Agents, clinical professionals, and medical directors are able to deliver more personalized and appropriate care in a more cost-effective way.

The Better Outcome: A provider previously treated a member who needed surgery had to submit a prior authorization request to the payer. Often times that meant the provider had limited visibility into its processing. Now, with Health Cloud, the provider and member have the ability to easily view the progression and status of the request. That reduces any stumbling blocks or delays. Once a care request is approved, tasks are triggered automatically for case management based on the diagnosis or service code within Health Cloud.

Strengthen Member Engagement

With Health Cloud, payers can create customizable, interactive and highly personalized digital journeys for members, helping develop stronger relationships by overcoming barriers to care and increasing access to clinical and support services. Members can easily access their insurance plans, receive care alerts via their mobile device and connect with clinical professionals and care managers using email or text messages.

The Better Outcome: A case manager can proactively engage a member to arrange home care, rehab, and follow up hospital visits related to their procedure or service through the member’s preferred form of communication. Doing so advances their goal of driving optimal member outcomes.

Payer Educational Opportunity

Ad Victoriam Health Cloud Webinar

Ad Victoriam recently presented a webinar for payers, “Connecting Data to Transform Payer-Member Relationships,” during which attendees learned:

  • How connected member data can enhance your sales potential and member satisfaction.
  • Ways a modern system user interface can decrease training times and enhance the agent experience – increasing employee engagement.
  • How to invigorate marketing when data is no longer siloed.

Watch the free webinar here.

Interested in learning more about how Salesforce Health Cloud can transform your business operations and increase member engagement? Contact Ad Victoriam’s Health Cloud consultants quickly by filling out the form below or click here.


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Data Mining to Predict Marketing Success

Sales Data to Cloud Post

You are a lot of different things. You may be a college graduate. You may be a parent. You may be single or married. You may own a home or rent an apartment.

There are countless pieces of information that make up YOU—the list is long. And, in the data world, those descriptors are points on a graph or information in a spreadsheet.

As a marketer or other business professional, you count on data— insights into personalities—to predict marketing success and help your business grow. Your job is to pull useful data and make predictions about what you should be doing with your products, services, marketing and more. What does that effort look like? This graphic explains it.

Here’s What You Need to Know about Data Mining and Predictive Analytics

When data mining and predictive analytics are done well, your company can understand the past, properly gauge what’s happening now, and successfully predict how consumers will respond to marketing and sales efforts in the future. Don’t wait to get your data working for you, speak to a marketing data expert today. 

Why Communication is Key: Integrating Your Data

Why Communication is Key: Integrating Your Data

Your business uses many applications and software already to bring in useful data to grow and better serve your customers. These applications, though they can be very different, can also work together to bring you even more success in learning your market, expanding your business, and making sense of the mountain of data. All of this is done through integrating your data.

According to IBM, data integration is the process of combining “data from disparate sources into meaningful and valuable information.” The data gathered from one application can easily be translated to any other application instantly, connecting all of the software your business uses with one another in a way that keeps up with how businesses work in this day and age.

Faster Access

By utilizing data integration, every bit of data your business receives on a daily basis is available on all platforms instantly, eliminating the hassle of switching back and forth to view, analyze, and act on the data collected.

Faster Decision-Making

With the implementation of data integration, and the faster access mentioned above, comes the ability to make business decisions many times faster than was previously possible, letting businesses stay up to date with their market. Data that is integrated and viewable from all sources also offers a more holistic view of your business, allowing decisions to be made based on the whole picture – not just a piece of the pie.

Faster Adjustments

When one piece of data changes within one application, businesses no longer have to enter other enterprise applications to change the data manually. With data integration, these changes and adjustments can be taken care of in moments, making faster turnaround for your business the new reality.

Many say that the first step to efficient data integration is realizing its high importance in the business world. Luckily, Ad Victoriam Solutions offers many data integration options to help your business keep track of its data and maintain beneficial communication between applications. Contact us to find out how we can help your systems and applications communicate better.

4 Big Data Strategies that Can Improve Your Company

4 Big Data Strategies that Can Improve Your Company

Data is an essential part of most companies; however, in the last five years, data collection has evolved. Previously, companies would be required to collect their data daily and load it into a database. Today, click-steam data collection is more common. This method of data collection has led to an explosion of data sources and the creation of what we call “big data,” and as a result, data strategies are becoming part of many companies business focus.

The existence and complexity of big data has led to a need to be able to contain and process such massive quantities of information. In order to accomplish this monumental task, companies must develop a big data plan for managing, storing and using the flood of information.

Here are four common big data strategies business implement to do just that:

Strategy A: Use Performance Management for Organization

Performance management (PM) creates a way to understand the big data that naturally flows into a medium or large-sized company. PM uses both a series of pre-determined queries (to organize the data sets) and multidimensional analysis (a process of grouping big data into categories including dimensions and measurements). Moreover, PM systems can hold years of a company’s data, which can then be used for any number of reports and graphs to analyze business trends.

Strategy B: Make Data Exploration Work for You

Data exploration uses experimentation (specifically of website components to achieve high traffic conversion rates) and statistical data to answer questions about the health of a company. In terms of experimentation, companies can use data exploration to determine which website mockup will perform best, which content will be most useful to users, which landing pages and/or designs will lead to clicks, etc.

Strategy C: Analyze the Impact of Social Media

Social analytics is becoming increasingly important to companies as an increasing amount of data is being drawn from social media platforms. For example, a good deal of data comes from reviews via Facebook, Yelp and Twitter. Recently there has been an influx of mobile apps, like Foursquare, that are also generating a lot of data. Measuring the engagement of customers using these social platforms is a great way to stay ahead of the competition who may be ignoring this crucial data source.

Strategy D: Decision Science

Like social analytics, decision science takes non-transactional data and experiments with it to enhance a company’s decision-making. Often this type of data comes from consumer ideas, as well as product reviews. Decision science data, unlike social analytics, is used to test company hypotheses.

As the Ivey Business Journal states, managers don’t have to just pick one big data strategy, rather “the most effective companies leveraging big data today are combining strategies.” Implementing an effective big data strategy is about finding the best combination of data management practices to fit your individual company’s needs.

Here at Ad Victoriam Solutions, our big data and data intelligence consultants can not only help you map out a data management plan, we also provide the solutions and help you need to get the job done. We’re with you from start to finish!

If you require data strategies for translating data into useful solutions for your business, browse our blog or contact us and we’ll devise a way to enhance your company and solve all of your cloud-computing needs.