POST-MEETING SYSTEMS

Forms & Document ManagementPresented to:Sam Lingo, CEOJohn Murdock, Dir. of EducationJeff Loucks, Mentor CoordinatorProfessor John Bers, Ph.D.

Presented by:Melissa Costa

ENGM272Business System

DesignDecember 2013

AGENDA•Problem and approaches

•ESIA Analysis

•Research & Benchmarking

•Proposed Solutions

•Performance Requirements

•Proposed System Architecture

•Implementation Plan

•Conclusions & Recommendations

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?

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

E-S-I-A ANALYSIS

Eliminate SimplifyIntegra

teAutomate

-Excess

Production

-Waiting Time

-Transport

ation-

Processing

-Storage-

Defects/Errors

-Duplicatio

n-

Reformatting-

Inspection

-Forms

-Procedures

-

Communicatio

n

-Technology

-Problem

Areas

-Flow

-Processes

-Jobs

-Group

s-

Customers

-Suppli

ers

-Data Capture

-Data Entry

-Data Transfer

-Data Analysis

-Dirty Work

-Difficult/Dangerous

Tasks

-Boring/Repetitive

Tasks

E-S-I-A ANALYSIS

SALESFORCE: CHATTER

Current System Capabilities:

-Manual entry into the database

-Share and edit documents in groups

-No document creation capabilities

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=1CobIWX8GsA

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS

http://www.youtube.com/watch?v=8UnPx6eekEM

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS

http://www.youtube.com/watch?v=RJ-uca9FEOA

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

PERFORMANCE REQUIREMENTS

PROPOSED SYSTEM ARCHITECTURE

IMPLEMENTATION

RECOMMENDATIONS• Become more seamless with more

Apps

• New Salesforce1: Develop apps tailored to business needs

• Utilize the AppExchange:

• Improves User Interface

• Improves System Capabilities

QUESTIONS?

QUESTIONS?

melissa.e.costa@vanderbilt.edu