POST
-MEETING SYSTEMS
Forms & Document Management
Presented to:
Sam Lingo, CEO
John Murdock, Dir. of Education
Jeff Loucks...
AGENDA
• Problem
• ESIA

and approaches

Analysis

• Research

& Benchmarking

• Proposed

Solutions

• Performance
• Prop...
PROBLEM STATEMENT
•

How can we simplify the current meeting feedback and
notes data-entry system?

•

How can we utilize ...
SOLUTION APPROACH
1) Create and code a blank field form that
automatically enters data into the database
2) Utilize Salesf...
E-S-I-A ANALYSIS
Eliminate
-Excess Production

-Waiting
Time
Transportati
on
-Processing
-Storage
Defects/Err
ors

Simplif...
E-S-I-A ANALYSIS
SALESFORCE: CHATTER

Current System Capabilities:
-Manual entry into the database
-Share and edit documents in groups
-No ...
https://www.youtube.com/watch?v=7Kt_1OoKUBE
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001qNeKEAU

http://www.youtube.com/watch?v=4kZHVl_pJ2k
https://appexchange.salesforce.com/listingDetail?
listingId=a0N3000000B4JlpEAF

https://www.youtube.com/watch?
v=1CobIWX8G...
https://appexchange.salesforce.com/listingDetail?
listingId=a0N30000003HeuPEAS

http://www.youtube.com/watch?
v=8UnPx6eekE...
https://appexchange.salesforce.com/listingDetail?
listingId=a0N30000003HeuPEAS

http://www.youtube.com/watch?v=RJuca9FEOA
SOLUTION: 2 APPS
Automating forms and data entry to populate the SalesForce database

-Pulls and consolidates data from mu...
PERFORMANCE
REQUIREMENTS
PROPOSED SYSTEM
ARCHITECTURE
IMPLEMENTATION
RECOMMENDATIONS
•

Become more seamless with more Apps

•

New Salesforce1: Develop apps tailored to
business needs

•

Ut...
QUESTIONS?
QUESTIONS?
melissa.e.costa@vanderbilt.edu
Nashville Entrepreneur Center- Business System Design
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Nashville Entrepreneur Center- Business System Design

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

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Nashville Entrepreneur Center- Business System Design

  1. 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. 2. AGENDA • Problem • ESIA and approaches Analysis • Research & Benchmarking • Proposed Solutions • Performance • Proposed Requirements System Architecture • Implementation • Conclusions Plan & Recommendations
  3. 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. 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. 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. 6. E-S-I-A ANALYSIS
  7. 7. SALESFORCE: CHATTER Current System Capabilities: -Manual entry into the database -Share and edit documents in groups -No document creation capabilities
  8. 8. https://www.youtube.com/watch?v=7Kt_1OoKUBE
  9. 9. https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001qNeKEAU http://www.youtube.com/watch?v=4kZHVl_pJ2k
  10. 10. https://appexchange.salesforce.com/listingDetail? listingId=a0N3000000B4JlpEAF https://www.youtube.com/watch? v=1CobIWX8GsA
  11. 11. https://appexchange.salesforce.com/listingDetail? listingId=a0N30000003HeuPEAS http://www.youtube.com/watch? v=8UnPx6eekEM
  12. 12. https://appexchange.salesforce.com/listingDetail? listingId=a0N30000003HeuPEAS http://www.youtube.com/watch?v=RJuca9FEOA
  13. 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. 14. PERFORMANCE REQUIREMENTS
  15. 15. PROPOSED SYSTEM ARCHITECTURE
  16. 16. IMPLEMENTATION
  17. 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
  18. 18. QUESTIONS?
  19. 19. QUESTIONS? melissa.e.costa@vanderbilt.edu

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