1. 1
Salesforce for NRD Wireless
Architecture & Process flow
NRD Wireless
June 23rd, 2015
Gandhi Kumar
2. 2
Automation of Wireless Process
Slide number 3 shows the information of the proposed
process flow
Phase 1 : Sales Data in and out flow
Phase 2 : Focusses more on Project Lifecycle
Phase 3 : Go Live and Modification
3. Sales : Site Lead
Follow up / Project
Initiation Phase /
Feasibility check
Client
Verizon / ATT/
T Mobile / Sprint
3rd Party Vendor
(Contractors)
Lead
Lead
SiteHunt
Yes
No
Cancelled
Yes
Check and process for
Payment + Documentation
(Equip’t + Applc’n Form
Bidirectional
Data Flow
PG&E Data Base
Management Server
Field Operations & RF
Legal & Regulations
GIS (Geographic Info System)
Finance / Billing / Other IT
Go Live + Updates
to other Integrated
Tools
Modification /
Upgrades
Project Lead Pre- Active Active
Tableau
Reporting
Procurement, Hunting,
Farming, Onboarding
Siterra
PG&E Internal
Phase - I Phase - II
Yes
No
Hold &
Follow Up
Sync &
Update
Database
Sync &
Update
Database
Billing
Starts
Phase - III
Phase-IV
4. 4Advantages of Automation of
Wireless Process
• Search Ring and Data inflow can directly be synchronized in Sales force
• Inputs source can be segregated based on Client, Contractor or Internal
• Forecasting and Growth Prediction available in Graphical format
• Cross functional team data exchange made easier
Data Access is via portals
No excel sheets or emails required
• Tracking of pending sites in Pre-Active made easier (Equipment Form
and Application for pending cases)
• % based information on each stage made available for further analysis
• Turn around time for customer may be reduced from weeks to a couple of
days
• Customer web portal access for input feed
• Siterra and Salesforce can be synchronized for faster process flow
• Tableau can be used to get reports based on stages and team wise
needs
5. 5
Why Salesforce ?
• Enhanced TAT – Turn Around Time towards customers
• Email communication & Shared Drive Access reduction by 80%
• Efficient Database Management
• Access of reports on the go – Mobile App
• Connectivity from anywhere – Public Domain based access (Internet)
• Reminders on pending cases; e.g. Equipment Form / Application form follow
ups in the Pre-Active Stage
• Cancelled History Tracking
• 360 degree access to all teams under the Wireless Umbrella
• Web Portals as inflow of data
• Customer specific feedback on expectations / challenges
• Synchronization with diverse platforms such as Tableau (possible), Siterra &
GIS (proposed)
• Elimination of any manual reporting or tracking
