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Automating Healthcare
Payers and Providers
Process Automation for Salesforce
Clive Bearman, Director Marketing, Informatica
Eric Egertson, Technical Sales, Informatica
Jim Hensel, VP Operations, Sailrock
Agenda
• Overview
• Demonstration
• Real world example
• Informatica Cloud family overview
• Questions and answers
• Next steps
2
3
The Affordable Care Act (ACA)
Signed into law March 23rd 2010
The ACA aims to increase the quality and
affordability of health insurance, by
expanding public and private insurance
coverage.
September 2013
48 Million uninsured Americans
http://www.census.gov/newsroom/releases/archives/income_wealth/cb13-165.html
Opportunity and Challenge
Proactively increase market share
Efficiently service millions of new customers
Payers and providers choose Salesforce
4
Flexible cloud-based platform for Sales, Service, Marketing
and collaboration. Helping to reach customers in new ways.
5
Look what happens with Salesforce
6
• Data entry is time consuming and error prone
• Users forget their training and key data
• Forces redundant and repetitive tasks
• Lack of best practices lowers user adoption
• Requires developers and custom code
• Guide users through step-by-step processes
that speed up data entry and reduce errors
• Easy to follow questions, actions
and automated work
• Best practices on any device
• Hand-coding not required
The Hard Way The Easy Way
3 75 62 4
81
1
3
7
5
8
2
4
6
Demonstration
7
8
Process automation benefits
“We've seen a 20% increase in agent
productivity, reduced our customer call waiting
times to virtually zero and reduced the time it
takes to create new accounts by 85%.”
Other Customers Include:
Automation in Action
9
• Sail Rock is a legal services company focused on streamlining and
automating business process in the legal space.
• Entire Sales, Marketing and Operational platform built on
Salesforce.com
• Early adopter of Salesforce Flow tool
• Service thousands of new clients every month and a case load of
many tens of thousands claims simultaneously.
10
Domination through automation
Benefits of Cloud Extend
• Standardization of input and output
• Speeding up business process
• Enable low cost employees to deliver high quality work product and/or service
• Process automation
• Business stake holders able to iterate own business process very quickly
• Dramatically reduced dependency on IT
• Costs easily offset by needing less programming resources
• Most in demand IT person is lowest paid:
• In demand because of his ability to deploy solutions quickly in hours/days by leveraging
Cloud Extend rather than weeks/months/never with custom apex or visual force.
Recent use case
• Management of Contract Lawyers
• In the past managed in spreadsheet
• Cumbersome
• No ability to automate payments or track performance over
time
• Now managed in Salesforce via Cloud Extend Guide
• Contact information
• Areas of coverage
• Payments
• Close loop on claims
Informatica Cloud Family
13
14
2000+ Salesforce.com
customers rely on Informatica to
connect to 100+ on-premise and
SaaS applications and integrate
2 billion+ records a day.
15
The Informatica Cloud Family
From Development Sandbox to User Adoption
Data
Masking
Integration
Data
Quality
Cloud
MDM
Process
Automation
SSN?
McDonaldsHQ
(IL)
McDonalds North
America (IL)
US
Canada
Mexico
McDonalds EMEA
(UK)
UK
France
Germany
McDonalds Asia
(Japan)
China
New Zealand
Increase
Your Revenues
• Improve conversion
• Expand cross/up-sell
• Help plan/execute M&A
Ensure
Your Success
• Higher retention
• Lower escalation
• Deepen relationship
Reduce Your
Business Risk
• Credible forecasts
• Trusted reporting
• Visible ROI
16
A Solution in Every Category
IT & Administration
17
Come See Us at Dreamforce!
Question and Answers
18
Next Steps
19
20
Next Steps
Register for FREE One-day Training Class
http://inter.viewcentral.com/events/cust/search_results.aspx?cat3_id=31&cid=informa
tica_global&pid=1&lid=1
Get social and tell a friend
Follow @CloudExtend on Twitter
Check out AppExchange Reviews
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JgFnEAK
Contact Us for FREE Trial
http://www.informaticacloud.com/contact-us.html
Appendix
21
22
Informatica Cloud Extend
A simple two-step approach for user efficiency
Business People Design
the Process
1
Users Follow Embedded
Guides
2
Runtime architecture (desktop browser)
Execute
Process Wizards
Real-time data access
(Meta-data synchronization)
force.com
Authenticate with
Salesforce credentials
Cloud
Extend
Runtime architecture (mobile)
Authenticate with
Salesforce credentials
Real-time data access
Execute
Process Wizards
(Meta-data synchronization)
force.com
Cloud
Extend
Designer architecture (desktop browser)
Authenticate with
Salesforce credentials
(Meta-data synchronization)
force.com
Cloud
Extend

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Healthcare Payer and Provider Webinar

  • 1. Automating Healthcare Payers and Providers Process Automation for Salesforce Clive Bearman, Director Marketing, Informatica Eric Egertson, Technical Sales, Informatica Jim Hensel, VP Operations, Sailrock
  • 2. Agenda • Overview • Demonstration • Real world example • Informatica Cloud family overview • Questions and answers • Next steps 2
  • 3. 3 The Affordable Care Act (ACA) Signed into law March 23rd 2010 The ACA aims to increase the quality and affordability of health insurance, by expanding public and private insurance coverage. September 2013 48 Million uninsured Americans http://www.census.gov/newsroom/releases/archives/income_wealth/cb13-165.html Opportunity and Challenge Proactively increase market share Efficiently service millions of new customers
  • 4. Payers and providers choose Salesforce 4 Flexible cloud-based platform for Sales, Service, Marketing and collaboration. Helping to reach customers in new ways.
  • 5. 5 Look what happens with Salesforce
  • 6. 6 • Data entry is time consuming and error prone • Users forget their training and key data • Forces redundant and repetitive tasks • Lack of best practices lowers user adoption • Requires developers and custom code • Guide users through step-by-step processes that speed up data entry and reduce errors • Easy to follow questions, actions and automated work • Best practices on any device • Hand-coding not required The Hard Way The Easy Way 3 75 62 4 81 1 3 7 5 8 2 4 6
  • 8. 8 Process automation benefits “We've seen a 20% increase in agent productivity, reduced our customer call waiting times to virtually zero and reduced the time it takes to create new accounts by 85%.” Other Customers Include:
  • 10. • Sail Rock is a legal services company focused on streamlining and automating business process in the legal space. • Entire Sales, Marketing and Operational platform built on Salesforce.com • Early adopter of Salesforce Flow tool • Service thousands of new clients every month and a case load of many tens of thousands claims simultaneously. 10
  • 11. Domination through automation Benefits of Cloud Extend • Standardization of input and output • Speeding up business process • Enable low cost employees to deliver high quality work product and/or service • Process automation • Business stake holders able to iterate own business process very quickly • Dramatically reduced dependency on IT • Costs easily offset by needing less programming resources • Most in demand IT person is lowest paid: • In demand because of his ability to deploy solutions quickly in hours/days by leveraging Cloud Extend rather than weeks/months/never with custom apex or visual force.
  • 12. Recent use case • Management of Contract Lawyers • In the past managed in spreadsheet • Cumbersome • No ability to automate payments or track performance over time • Now managed in Salesforce via Cloud Extend Guide • Contact information • Areas of coverage • Payments • Close loop on claims
  • 14. 14 2000+ Salesforce.com customers rely on Informatica to connect to 100+ on-premise and SaaS applications and integrate 2 billion+ records a day.
  • 15. 15 The Informatica Cloud Family From Development Sandbox to User Adoption Data Masking Integration Data Quality Cloud MDM Process Automation SSN? McDonaldsHQ (IL) McDonalds North America (IL) US Canada Mexico McDonalds EMEA (UK) UK France Germany McDonalds Asia (Japan) China New Zealand Increase Your Revenues • Improve conversion • Expand cross/up-sell • Help plan/execute M&A Ensure Your Success • Higher retention • Lower escalation • Deepen relationship Reduce Your Business Risk • Credible forecasts • Trusted reporting • Visible ROI
  • 16. 16 A Solution in Every Category IT & Administration
  • 17. 17 Come See Us at Dreamforce!
  • 20. 20 Next Steps Register for FREE One-day Training Class http://inter.viewcentral.com/events/cust/search_results.aspx?cat3_id=31&cid=informa tica_global&pid=1&lid=1 Get social and tell a friend Follow @CloudExtend on Twitter Check out AppExchange Reviews https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JgFnEAK Contact Us for FREE Trial http://www.informaticacloud.com/contact-us.html
  • 22. 22 Informatica Cloud Extend A simple two-step approach for user efficiency Business People Design the Process 1 Users Follow Embedded Guides 2
  • 23. Runtime architecture (desktop browser) Execute Process Wizards Real-time data access (Meta-data synchronization) force.com Authenticate with Salesforce credentials Cloud Extend
  • 24. Runtime architecture (mobile) Authenticate with Salesforce credentials Real-time data access Execute Process Wizards (Meta-data synchronization) force.com Cloud Extend
  • 25. Designer architecture (desktop browser) Authenticate with Salesforce credentials (Meta-data synchronization) force.com Cloud Extend

Editor's Notes

  1. Process Automation for Salesforce UsersDo it yourself; no coding requiredCreate mobile or desktop wizardsWorks with standard and custom Salesforce objectsWho is it for?Sales operations Customer service or support operationsMarketing departmentsSalesforce administratorsWhy?Ensures users don’t undo clean dataImproves end user efficiency and productivityProduces consistent and repeatable processDelivers accurate data for downstream systemsHow?Powerful tools to quickly model Salesforce processesGuides users simply through a “workflow” of questions, actions and automated work