Innovation Showcase: Top Public Sector Apps Built on App Cloud

 Tim McCormick  Area Vice President, State & Local Government  Tim.mccormick@salesforce.com

Tim McCormick Area Vice President, State & Local Government

Salesforce

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Introducing: Salesforce App Cloud

FORCE HEROKU ENTERPRISE THUNDER

AppExchange Trailhead

Shared Identity & Data Model Integration Shield

Trusted and Connected Platform Run all your apps on a trusted platform

Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps

Brian Walsh Director, Multifamily Business Transformation, Fannie Mae

About Fannie Mae Multifamily §  Fannie Mae is the leading provider of apartment financing (multifamily

properties). §  We work with a national network of brokers to finance apartment

buildings and cooperatives. §  For more than 25 years, Fannie Mae Multifamily has relied on its

Delegated Underwriting and Servicing (DUS®) program to finance multifamily rental housing. DUS is a unique model that relies on three core principles: §  Leveraging private capital §  Aligning interests through risk-sharing §  Providing superior asset management

§ Simplify infrastructure

§ Maximize Delegation

§ Efficient Origination Model

§ Competitive Platform

Project Goals

Selection Process – Adopting Salesforce

Market Survey

(COTS, BPM, PaaS)

Request for Proposal Proof of Fit

Enterprise Cloud Policy

Security Validation

(Encryption, SSO, IP Filtering)

Results We Have Seen To Date

FROM TO RESULT

Multiple Systems & Manual Processes

End-to-End Platform Retire Systems

Duplication of Effort Straight Through Processing Reduction in level of effort to process deals at lender shops.

Ad Hoc Task Management Automate Workflow 20% savings in turnaround time on processing transactions

Manual Pipeline Automated Pipeline Real-time pipeline tracking/dashboards

Limited System Flexibility – months to release

Rapid Prototype and Development

Priority configuration updates and testing within 24 hours

Key Learnings •  Configure and solicit feedback

before turning to Apex and Visual Force pages

•  Invest in training materials and a rollout implementation plan as it will pay dividends

•  Develop and agree upon a deployment strategy in the early stages of your project

Moshe Cohen Director, Multifamily Business Transformation, Fannie Mae

What We Built - DUS GatewayTM •  DUS GatewayTM provides a single destination for managing data, documents and

communications for processing apartment loan transactions. •  Successful roll-out of DUS Gateway to 1400 users internal/external (June ‘15) leveraging:

o  Sales Cloud o  Community Portal

•  First releases included: o  DUS Gateway (Salesforce)

o  Operational Data Store

o  Data Warehouse o  Address Standardization Service

o  Authorization and Authentication (Salesforce)

o  Audit and Logging

o  Reference Data Management

Chetna Mahajan Senior Director, Business and Enterprise Applications, State of Colorado

ü Technology and Science Index - #4 : Forbes

ü Innovation - #8 : Bloomberg

ü Technology - #8 : CNBC

Governor’s Office of Information Technology Introducing: State of Colorado

Trail blazing the technology landscape in public sector

2014 Award Winner for Innovation and Business Transformation

Where are we headed: §  Cloud and mobile first

§  Secure Colorado

§  Application Rationalization §  from 1200 to 1000 applications in 2 years

§  Modernize mission critical applications for state agencies §  Human Services, Dept of Corrections, Dept of Revenue

§  Back to basics

§  Establishing standards and governance to find synergies and drive efficiencies

 Resource Constraints (need to do more for less) §  Funding §  People

 Culture §  From keeping-the-Lights-On to being a service

delivery organization

 No Standards §  1000+ state applications to support with

redundant and overlapping business functions §  Need for standardization and governance

Our Challenges

 Transformation   From a reactive organization to a proactive

organization (service delivery)

 Be ahead of the Customers   Being the Apple’s of the public sector:   No one knew they needed an iPhone before

they existed

 Speed, Security and Mobility   Deliver services to our agencies and citizens

in a fast, secure and mobile way

Our Vision

§  Model after GSA §  Rationalized their applications footprint from 1200 to 500

§  Don’t have build everything from scratch

§  Interfaces have consistent look and feel, easy to use

§  Data security was our primary requirement. §  Salesforce government cloud is FedRamp certified.

§  Needed to re-platform critical applications to modern infrastructure §  Better performance, scalability, capacity and disaster recovery §  Case Management, Inspection Systems, Legislative Tracking etc.

need to modernize Why We Chose Salesforce

Magic Quadrant for Mobile Application Development Platforms, Worldwide July 25, 2015

 Created 40+ applications on Force.com for 14+ agencies

v  PEAK

v  Legislative Tracking System

Consolidating applications

v  Case Management

v  Inspections

Training resources to develop and support Salesforce platform and applications

Drive adoption through simplifying onboarding and intake processes

Making the move

Program Eligibility and Application Kit (PEAK) Colorado’s self-service application that allows Coloradans to apply for medical, food, and cash assistance online.

Case Study: PEAK App

Built on Salesforce platform featuring:

§  Real time, no touch shared medical eligibility check and benefits submission

§  Mobile capability

§  NASCIO 2015 award winner

v Multiple initiatives that help people build on Salesforce

v Hackathons

v Streamlined Onboarding and Intake processes

v Center of Excellence

v Communities of Practice

v Colorado Salesforce User Group for Government

Best Practices at State of Colorado

 Program Team

•  Platform vision and roadmap

•  Identifies enterprise future needs & opportunities

•  Data Management strategy

•  Manages enterprise ORG strategy

 CoE

•  Enterprise process development & governance

•  Bi-directional communication & collaboration

•  Provide consulting services to business

CoP

•  Setting best practices

•  Education & Training

Salesforce Program at OIT

 Cultural shift is slowly coming and while there was fear at first, its been a positive change

 Increased use of automation and agile tools and methodologies to improve productivity

 Agency partners trust us more to be able to build good solutions and deliver in a timely manner

Results

 State wide contract for more flexibility and support,  Continuing consolidation efforts onto the platform

 Increasing cloud adoption

 Mobile app for citizens for all the services we offer

Where We Are Going Next

VIDEO https://www.youtube.com/watch?v=ZpRjPz4iglQ&feature=youtu.be

Q&A

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