/Force.com_Success_Book

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Dream. Build. Succeed.

Cloud computing has transformed the software industry. Every day, more companies are choosing to build and run their businesses in the cloud because it’s faster, easier, and less expensive than traditional computing.

Force.com is the new standard for enterprise success in the cloud. In the following pages, we’ll share what some of the world’s most productive developers have already dreamed and built on Force.com. Their success stories are sure to inspire you.

Now, you can easily build any application with this new model for cloud development based on clicks, components, and code. Transform a single process, an IT portfolio, or your entire business.

The Force.com platform gets better every day, thanks to automatic upgrades, constant innovation, and proven success. So get started building your own dreams in the cloud today, for free, at http://developer.force.com


Creating Success in the Cloud

The Force.com platform provides us with the fastest path from idea to application, without infrastructure and development delays.

—John Johnson, Vice President, ASCAP

The Force.com platform allowed us to create and deliver a total of 14 applications—all without the expense and hassles of traditional application development.

—Gabrielle Toledano, Executive Vice President of Human Resources, Electronic Arts

®

Because the infrastructure is taken care of, we’re free to create the best product possible and get it out in the market faster than I would have imagined.

—Bob Morrell, CEO, Riskonnect


What Will You Build & Run on Force.com?

:: 9+ million customizations :: 30 billion integration calls :: Hundreds of partner apps to choose from :: Customers/IT have built tens of thousands of custom applications :: The most trusted platform for the cloud



The Cloud Crowd

50 companies that forever changed how they run their businesses

YOUR APPLICATIONS IN THE CLOUD

Your IT Portfolio in the Cloud

Your Business in the Cloud

Transforming Business Processes

Transforming IT

Transforming the Software Industry

Ashland.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Advanced Equities Financial Corp... . . . . 36

Appirio.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Altium Limited . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Bandwidth.com.. . . . . . . . . . . . . . . . . . . . . . . . . . 38

Apttus.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

American Home Shield.. . . . . . . . . . . . . . . . . . . 7

Bennett’s Business Systems.. . . . . . . . . . . . . 39

CODA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Author Solutions.. . . . . . . . . . . . . . . . . . . . . . . . . . 8

Bronx Lab School.. . . . . . . . . . . . . . . . . . . . . . . . 40

Convio.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

ASCAP.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

CRC Health Group. . . . . . . . . . . . . . . . . . . . . . . . 42

eAssist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

CNS Response.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Drake International.. . . . . . . . . . . . . . . . . . . . . . 43

Fairsail.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Chicago Housing Authority.. . . . . . . . . . . . . 12

Dell.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Glovia (a Fujitsu subsidiary).. . . . . . . . . . . . . 76

Dolby.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Dreambuilder Investments. . . . . . . . . . . . . . 46

Jobscience.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

The Häagen-Dazs Shoppe Company .. . 15

Electronic Arts.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Model Metrics.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Hasler.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Fios Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

MyLoanBiz.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

IDG Nederland.. . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Harrah’s Entertainment.. . . . . . . . . . . . . . . . . . 50

Navatar Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Intuitive Surgical.. . . . . . . . . . . . . . . . . . . . . . . . . 19

Japan Post Network. . . . . . . . . . . . . . . . . . . . . . 51

Precisio Business Solutions. . . . . . . . . . . . . . 86

LodgeWorks.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Jobscience.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Riskonnect.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Papa Murphy’s Take ‘N’ Bake Pizza.. . . . . . 22

Kerry Ingredients and Flavours . . . . . . . . . 54

StakeWare.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Senior Transitions.. . . . . . . . . . . . . . . . . . . . . . . . 23

Nimbus Partners.. . . . . . . . . . . . . . . . . . . . . . . . . 55

Verticals onDemand.. . . . . . . . . . . . . . . . . . . . . 92

Purolator.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

NetQoS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Xactium.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

SFX Baseball.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Pearson Packaging Systems, Inc... . . . . . . 58

Xactly.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Tribune Company.. . . . . . . . . . . . . . . . . . . . . . . . 27

Penson GHCO.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Time Warner Cable Business Class.. . . . . . 28

Schumacher Group.. . . . . . . . . . . . . . . . . . . . . . 60

Vetrazzo.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 VLM Airlines.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Wrigley.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32



Your Applications in the Cloud


Ashland FUJITSU

Samples Management Application

PLATFORM SERVICES :: :: :: :: ::

:: Sales Teams :: Materials Operations

Samples Materials Approvals Shipping History SAP ERP

4

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Manage complex sample management process • Integrate samples that are combinations of materials stored in back-office application • Support detailed sample distribution approval cycle • Create an easy-to-use system • Ensure application scales and performs across multiple teams • Provide access to clear history and records to ensure compliance

• Created a custom application to track and manage the sample process. • Leveraged Visualforce to create a built-in process wizard. • Deep integration with the SAP back-office application. • Workflow manages process and ensures automated flow. • Multilevel approval process automates global sponsorship and complex approval requirements. • Audit trail created for all samples and approval histories.

• Application was fully integrated into existing field application. • All data is in one system, providing better control and coordination of global processes. • One integrated reporting platform offers process transparency. • The platform-as-a-service model eliminated the need for additional hardware or infrastructure. • Built-in multilanguage and currency support simplifies global deployment.


SAP Integration Complex Approvals Complete Audit History Visualforce Wizard Internationalization


Altium Limited

Purchase Order Management Application

PLATFORM SERVICES :: Operations :: Services :: Executives

:: :: :: :: ::

Inventory Orders Quotes Components Projects ERP

6

We were able to create a comprehensive business platform thanks to the power of the Force Platform. —Alan Perkins, CIO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Implement a system capable of scaling during busy periods • Get system live within 4 weeks to serve upcoming peak business period • Automate key business processes • Ward off intense competition from larger players • Maximize use of limited technical resources

• Creates printed quotes with multiple product lines and multilingual content; also creates sales order in ERP system, then routes it back to the appropriate warehouse for shipment • Streamlines purchasing, improving visibility of expenditures • Tracks complex global projects for internal and external groups • Tracks inventory of electronic components and maps each to purchase items from suppliers

• Chose to build on the Force Platform over purchasing client/server systems from Oracle, SAP, and Siebel. • Provides higher levels of availability, performance, scalability, and security. • Improved allocation of scarce technical resources to focus on highvalue, strategic projects. • Eliminated infrastructure management and software deployment headaches. • The Force Platform Sandbox serves as a deployment testing ground without requiring additional infrastructure.


American Home Shield

Real Estate Listings & Warranties Application

PLATFORM SERVICES :: :: :: ::

:: Real Estate Agents :: Executives :: HR

Warranties Agents Listings Home Owners Legacy Applications ERP

7

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Provide automated support for the unique sales process of the leading U.S. home warranty company, with 1+ million homeowners • Create a better way to track key listings and warranty information • Offer anytime, anywhere data access for the geographically dispersed organization • Ensure ease of use, an intuitive Web-based interface, and offline capability

• Built custom applications to track the complex relationship between real estate agents, warranties, and end customers. • Executives can track listings and closings on a month-by month and year-over-year basis for both accounts and for individual agents within those accounts. • Bidirectional integration with legacy customer support and ERP systems. Leveraged applications from the Force Platform AppExchange for a 360-degree view of its staff.

• Chose the Force Platform because its SaaS architecture allowed deployment with minimal IT resources. • Supports between 250,000 and 500,000 records, providing real-time visibility into key market metrics. • An innovative incentive program keeps adoption at 100 percent. • Promotional budgets can now be managed with greater accuracy.

Using the Force Platform we were able to extend our environment with new applications.

—Yuri Yanishevski, Manager


Author Solutions

ERP for Book Publishing

PLATFORM SERVICES :: :: :: ::

:: :: :: :: ::

Authors Project Managers Executives Partners

Publishers Books Projects Printers Cost Microsoft BizTalk

8

We’ve combined our expertise from publishing over 80,000 titles with the world’s best on-demand platform to create a system that will transform our business. —Kevin Weiss, President and CEO

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Automate the self-publishing workflow for authors and other publishers for the 1 out of every 19 new books distributed in the U.S. in 2008 • Help customers create high-quality books faster and at a much lower cost • Integrate disparate back- and frontoffice systems on a common platform to speed processes and increase visibility into business metrics • Develop a unique publishing solution that automates the company’s processes, but can also be resold to other publishers that want to achieve similar results

• Created a customized application for the publishing industry that automates the entire workflow from editorial and cover design to marketing and distribution. • Integrates with existing on-premise systems and third-party services to create a complete solution with built-in publishing rules, production workflow, file management, accounting, e-commerce, and relationship management. • Developed and rolled out the custom-built application to the first division (iUniverse) in less than 6 months.

• Prebuilt services and platform flexibility let Appirio create a SaaS solution that delivered more functionality in less time and at a fraction of the cost of a custom-built .NET system. • Open interfaces allowed easier integration among different internal systems and third-party services. • The platform-as-a-service model eliminated the need for new hardware and maintenance costs. • With the Force Platform architecture and Visualforce development capabilities, the company can easily add features and services to the app.


Apex Code Integration Complex Workflow Custom Objects


ASCAP

Royalty Rights Management Application

PLATFORM SERVICES :: :: :: ::

:: :: :: :: ::

Licensing Support Collections Sales

Licenses Rates Billing Artists Adjustments Billing

10

The Force Platform provides us with the fastest path from idea to application, without infrastructure and development delays.

—John Johnson, Vice President

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Protect the rights of hundreds of thousands of American Society of Composers, Authors and Publishers (ASCAP) members by licensing and distributing royalties for performances and copyrighted work • Manage the complex process of governing music usage in different venues • Replace the previous hodge-podge of systems based on a Lotus Notes interface • Maximize time to value and ensure integration with existing workflow processes and billing systems

• Deployed to 130 employees across sales, customer service, collections, and administrative support in the general licensing department. • Dashboards consolidate data that once had to be exported from multiple databases and then analyzed in Microsoft Access. • Custom tabs manage and monitor various processes such as rates, collections and adjustments, and letters. • Customized and deployed a vacation request application from the Force Platform AppExchange with no additional investment in developer resources.

• The SaaS system has eliminated ASCAP’s reliance on internal IT resources. • Intuitive dashboards let users identify key performance indicators at a glance. • Automated handoff and followup processes streamline the sales lifecycle. • With the customized vacation request app, employees and managers efficiently file and track vacation requests, cutting down on administrative busywork.


CNS Response

Healthcare Treatment Management Application

PLATFORM SERVICES :: :: :: :: ::

:: :: :: :: ::

Physicians Patients Medical Staff Neurologists Technicians

Medication Treatments Testing Schedules Technician Visits Patients Technicians Portal Microsoft DB 11

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Identify a secure, scalable, and reliable platform to integrate and share data between custom data systems and partner physicians, technicians, and neurologists • Organize workflows, capture and store patient data—including medications and technician visits— and present results in an easy-to-use format for physicians and patients • Select a solution that’s easy to deploy globally by this developer of a technology that provides personalized medication guidance based on brain function

• Built a custom production application to gather data and suggest treatment. • Developed workflows to move information between physicians, technicians, and neurologists. • With a combination of Apex, Visualforce, .NET, and HTML, the company can store information in one centralized location for presentation. • Linked a custom technician’s portal built on .NET to the Force Platform for secure access to testing schedules and data upload. • A SQL database stores proprietary Referenced-EEG® (rEEG®) data, which is accessed via the Force Platform API.

• Built a complete production system and moved production processes onto the Force Platform in 4 months. • Developing robust, on-demand business applications with the Force Platform cost only 25 percent of what it would have cost to build the same solution using .NET or Java. • The company reduced test processing time from 3 days to 24 hours and also decreased production time significantly. • Future plans include call center and QuickBooks integration plus international deployment.

We needed a scalable, reliable, and secure environment. The Force Platform was the only tool that could actually do it— and at a fraction of the cost of other solutions.

—Mark Desrosiers, Senior VP, Commercial Operations


Chicago Housing Authority

Public Housing Management System

PLATFORM SERVICES :: Residents :: Service Providers :: Partners

:: :: :: :: ::

Goods Income Dependants Health and Wellness Skills

12

We were able to easily tailor the Force Platform to our needs.

—Leticia McCullom, Management Analyst

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Manage the diverse needs of residents, partners, and third-party providers • Improve central management of goals/referrals, family information, employment history, case load management, and reporting • Accommodate the needs of agencies scattered across multiple companies, offices, and locations

• Client management system built with the Force Platform using custom objects and workflows. • Goals and referrals let service providers review goals and set up referrals for residents. • Family information tracking status of individual service plans. • Intake employment information maintaining resident employment history. • Case loads with complex security and sharing model.

• Rapid deployment much faster than traditional application development cycle. • Addressed unique, complex security model of personal data, dispersed to multiple partner agencies. • Addressed business needs without significant IT involvement. • Reduced input and caseload transfer effort by more than 50 percent.


Custom Objects Workflow Tailored User Experience Complex Access Control


Dolby

Cinema Asset Application

PLATFORM SERVICES :: :: :: ::

:: :: :: :: ::

Shipping Maintenance Support Sales

Movies Screens Facilities Equipment Installations Legacy Applications

14

With the Force Platform, we can better support our global workforce with the tools they need to support our customers around the world. —George Lin, CIO

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a tool to replace a spreadsheet-based system for managing equipment and support tickets for cinema customers • Automate the product shipping and distribution process as well as maintenance renewals • Select a hosted solution that would minimize resources needed for infrastructure, maintenance, and upgrades • Ensure the system provides support for multiple languages and currencies

• Cloud-based cinema asset application provides a rich user interface to better track and manage the use of movie and digital equipment. • Custom objects include Movies, Screens, Facilities, Equipment, and Installations. • In-depth management of cinema equipment and support data allows more efficient deployment of technical resources and better customer service.

• Built the cinema asset application in 2 months. • The platform-as-a-service model reduces infrastructure and maintenance costs. • Easy access to real-time data and advanced analytics provides increased business visibility and improved forecasting. • The Force Platform lets Dolby cost-effectively develop custom apps.


The Häagen-Dazs Shoppe Company

Franchise Management Application

PLATFORM SERVICES :: Franchises :: Franchise Reps :: Executives

:: :: :: :: ::

Shop Inspections Real Estate Openings Construction Sites Training Outlook

15

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a system to manage national franchises, including training, openings, and new construction • Provide easy access to data currently available in legacy Microsoft Access database and Excel spreadsheets via VPN • Design a solution accessible to remote workers in franchises nationwide • Ensure customization capabilities can match the unique nature of the business

Franchiseforce includes custom tabs: • Häagen-Dazs University: tracks which franchises have attended training • Defaults: tracks which shops failed inspections • Openings: follows the opening process for new construction • Real Estate Leads: matches new franchise owners with a potential shop location • Integrates with Microsoft Outlook for simple information access

• Häagen-Dazs selected the Force Platform over a proprietary, in-house solution. • Deployed and customized the application in less than 6 months. • The platform-as-a-service model ensures franchise information is easily accessible regardless of where an employee is working. • Dashboards and reporting capability give management greater insight into franchise activity.

Salesforce has made a huge difference in our ability to increase development and sales opportunities. It’s a resource I turn to 100 times a day. —Julie Michelutti, Brand Manager


Hasler

Postage Services Application for Dealer Network

PLATFORM SERVICES :: Dealers :: Separate Systems :: Executives

:: Meter Data :: Products :: Templates eAutomate

16

The Force Platform allowed us to do the work upfront to provide our dealers with 90% of the functionality they need, but ultimately gives our dealers flexibility, selection, and control over the system.

—Bob Ruvy, Senior Director, Sales Strategy

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Provide network of independent dealers throughout North America with access to valuable postage meter data that could broaden their penetration throughout the U.S. • Maintain separate systems with individual customer data for independent dealers-owners • Identify a third party to help individual dealers of different sizes • Support company’s broad portfolio of products simply and easily

• Built two solutions that dealers could choose to implement for their businesses. • Developed custom objects, including templates, customer fields, USPS postage meter data, links to current product portfolio info, and product lease information. • Workflow automatically alerts dealers to contracts and leases up for renewal. • Offered 3-day and 5-day prepackaged user training sessions on complete system. • Pre-packaged business system integration templates for eAutomate.

• Chose the Force Platform for its flexibility, speed of deployment, and Web-based model. • Combined consistent workflow and custom objects, but allowed for dealer control of data and customization. • Developed two dealer solutions within months that went live within weeks. • No hardware required at dealer sites. • The solution is being widely adopted: It has already been deployed at 40 percent of dealers; an additional 20 percent are projected to come onboard before the end of 2008.


Custom Objects Integration Apex Workflow Competitive Research


IDG Nederland

Advertisement Management Application

PLATFORM SERVICES :: Traffic :: Sales :: Finance

:: :: :: ::

Order Confirmation Materials (execution) Invoice Printing Credit Note

18

The Force Platform brings all our business-critical processes together in one place and maximizes our focus on our customers.

—Dick de Groot, IT Director

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Manage materials traffic and corporate financial processes • Create a solution that could be quickly deployed • Design an easy-to-use application that would create high user adoption • Require minimal upfront investment or IT resources • Use a SaaS approach to software development and deployment

• Built three custom applications: materials traffic app, finance app, and sales process management app. • Created custom objects, including Accounting Account, Edition, GB Invoice, Invoice Line Invoice, Credit Note, Material, Order, Order Change Request, Order Line Order, Publication Item, and Support Request. • Developed custom code using Apex, mashups, and Visualforce for Opportunity products (cost per click, cost per mille, discount calculation), Creating Order confirmations, and (credit) Invoicing. • Created workflows, including order approval, discounts, and notification messages (new/change order).

• Easier decision-making thanks to real-time, 360-degree view of all operations. • Fewer errors due to built-in checks and workflows. • Better collaboration across departments. • Fast rollout from business process reengineering (BPR) to operational CRM. • Sales, traffic, and financial processes plus history data are now centrally managed and accessible. • Easy-to-access, easy-to-use application required no capital investment and incurs no obsolescence costs.


Intuitive Surgical

Global Clinical Trials Application

PLATFORM SERVICES :: Surgery Staff :: Intuitive Staff :: Trial Administrators

:: :: :: :: ::

Devices Trials Patients Cases Sponsors

19

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Design a system to efficiently track and report on patients who undergo robotic-assisted, minimally invasive surgery for FDA-regulated clinical trials • Choose an on-demand platform that could be customized to comply with strict FDA regulations • Ensure the solution was fast and reliable to support the life-saving nature of the procedures—plus a geographically dispersed team • Compensate for the lack of dedicated IT resources

• Built a custom clinical trial management system that complies with FDA regulations. • The solution went live in just 2 weeks to multiple surgical centers and clinical trials worldwide with zero IT intervention. • Automated workflow pushes surgery results—which are entered in real time from the operating room—into the Force Platform immediately following a procedure, accelerating third-party case reviews that determine if it is safe to proceed. • A “Patients” tab provides an auditable data trail for each step in a patient’s procedure.

• The Force Platform–based solution easily meets the FDA’s Good Clinical Practice standards by managing and tracking all pertinent information in one consolidated system. • Speedy information transfer among multiple parties allows for seamless collaboration and rapid independent third-party reviews. • The system provides real-time sharing of information between trial sponsors and participants. • Staff members instantly receive results from anywhere, saving time and travel costs.

We feel empowered by the Force Platform to create exactly what we need in far less time than we imagined.

—Usha Kreaden, Sr. Director, Clinical Affairs


LodgeWorks

Construction Project Management Application

PLATFORM SERVICES

:: :: :: ::

:: Project Managers :: Foreman :: Executives

Projects Teams Tasks Properties

20

We see the application as a huge strategic advantage as we continue to grow. There is no one in our organization that isn’t touched by it. —Gary Owen, Director of IT

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Design a system to tap project management knowledge currently siloed and difficult to access across this large-scale hotel builder’s operations • Create a solution that supports aggressive timelines for building new hotels, each with hundreds of associated tasks • Meet project management requirements that go beyond standard CRM

• Downloaded and deployed DreamTeam Project Management from the Force Platform AppExchange. • Enabled access by all project teams. • Pre-populated all hotel development tasks and allowed project teams to select the specific tasks required for their property.

• Field workers can now access project management files remotely from anywhere. • Management has greatly improved visibility into operations. • The new application has eliminated the use of spreadsheets for project management.


AppExchange Custom Objects Tailored User Interface Analytics


Papa Murphy’s Take ‘N’ Bake Pizza

Franchise Management Application

PLATFORM SERVICES :: Franchise Reps :: Executives

:: :: :: :: ::

Store Locations Marketing Programs Store Cleanliness Construction Sites Customer Satisfaction

22

It took less than 3 months to build what would have taken a year on other platforms.

—Brian Fisher, Director of Business Technology

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Easily track and update all aspects of the businesses now managed with Excel spreadsheets and email for 900 franchises across 30 states • Design a solution that can be quickly deployed

• Tracks information on stores, quality, service cleanliness, new construction, and customer satisfaction. • Provides full mobile access via BlackBerry devices. • Web-based forms built on the Force Platform report on the health of the stores in the system. • Analytics and reports provide transparency across users and geographies.

• Chose the Force Platform for rapid development and deployment. • Live in only 3 months. • No hardware required. • The platform-as-a-service model allows Papa Murphy’s to build tools quickly. • Mobile access resulted in better data quality and faster data capture.


Senior Transitions

Senior Living Community Application

PLATFORM SERVICES :: Counselors

:: :: :: :: ::

Facilities Locations Payment Options Type of Care Patients Google Mashup

23

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Recommend and place seniors in the best care facility for their needs, connecting more than 180,000 visitors per month with 4,000 facilities nationwide • Identify the best facility for patients in real time based on dozens of attributes • Improve the productivity of counselors so they can assist more customers, faster • Replace the manual process of emailing and faxing documents to help scale the business • Provide partner facilities with better insight into metrics and patient status • Automate and close the loop between sales and patient placement

• Highly customized application that filters through attributes such as facility type, location, payment options, and specialty care in real time. • A map mashup links patient criteria and facility information held in the Force Platform. It automatically lists recommendations, gathers facility information, and begins the patient placement process—improving counselor productivity by 100 percent. • Reports and dashboards provide valuable metrics and insight to partner facilities.

• The flexibility of the Force Platform and Visualforce let Appirio create a customized industry application that required little to no user training. • Integration with Google Maps provided a way for counselors to visually identify facilities, further improving productivity. • The platform-as-a-service model eliminated hardware maintenance costs. • A scalable foundation supports a fast-growing business, providing the ability to quickly add new features and attributes.

connecting seniors with senior living communities

The Force Platform helped us both double our counselors’ productivity and provide better service to seniors and our community partners. —Howard Brown, CEO

Partner


Purolator

Claim Processing Application

PLATFORM SERVICES :: Claims Reps :: Executives

:: :: :: ::

Claims Districts Client Workbooks Tracking Pins SAP

24

Developing on the Force Platform is addictive.

—Mino DeFacendis, App Developer

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Develop a new application to help Canada’s largest courier service process its claims • Design a solution that eliminates the manual sharing of information • Replace the legacy DOS-based app written in FoxPro • Address the lack of vendor support for legacy software and hardware platforms

• Custom objects include Claims, Tracking Pins, Districts, and Client Workbook. • Created workflows to enforce business processes, assign tasks, and send emails to clients. • Designed Approvals to put claims through a multistep approval process based on claim amount. • Created reports and dashboards to track open claims, claims by status, claims trending, fraud, and loss prevention.

• Chose the Force Platform over .NET and SAP. • Application went live in only 10 weeks with one developer and no infrastructure investment. • Strong user adoption resulted in better-quality data, faster claims processing, and a paperless process. • Integration with SAP customer master greatly reduced manual processes.


Analytics SAP Integration Mashup Complete Audit History Complex Workflow


SFX Baseball

Baseball Contract Management System

PLATFORM SERVICES :: Agents :: Representatives

:: :: :: :: ::

Contracts Sponsorships Incentives Players Taxes

26

SFX Baseball has truly unique business requirements as the premier baseball marketing agency. The Force Platform handles our challenges and allows us to access mission-critical data quickly and from anywhere. —Pete Smith, CFO

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Replace the paper-based, manual, and laborious process of managing contracts, sponsorships, and the affairs of professional baseball players • Create a system that provides easy access to contracts or other important data and eliminates time-consuming searches through filing cabinets • Choose a solution that uses field reps more efficiently • Track and manage long-term relationship with athletes and their families and friends

• Built a contract management system using the Force Platform. • Developed custom objects for each aspect of a professional baseball player’s career, including sponsorship management, contract management, tracking of legal issues and taxes, incentives, equipment, and personal affairs. • Mobilized application for field workers using BlackBerry devices.

• Unique system that allows workers to find contracts in seconds, rather than hours. • Fast rollout in only a matter of weeks vs. months for other platforms. • Far easier and more effective with the Force Platform than with other available platforms. • Field reps can now easily locate contract records and make changes or updates as needed.


Tribune COMPANY

Advertisement Order Capture Application

PLATFORM SERVICES :: Fulfillment :: Advertising Reps

:: :: :: ::

Products Pricing Contracts Payments eSignatures Pivotal

27

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Integrate with Pivotal and Axiom databases • Create a central order entry system to eliminate the manual tracking of nine newspaper fulfillment teams • Design a secure way to capture customer payment and credit card data • Automate the process of calculating product pricing for each client

• Replaced previous order entry system with a central database for sales and fulfillment information. • Integrated with eSignature vendor. • Used Apex to define product with individual base price opportunity amount. • Built a custom PDF creation tool and provided a button for previewing a draft or creating a contract. • Created encrypted files and record types for credit cards.

• Centralized data from three databases into the Force Platform, making processes much more efficient. • Workflow greatly improved and many manual processes are now fully automated. • Creating a contract automatically attaches it to the Opportunity with a time stamp. • Provides secure storage and access to credit card information. • Salesperson never touches the rates or amount. Fulfillment team has the ability to override total price, if necessary.

Partner


Time Warner Cable BUSINESS CLASS

Entry Point App for Construction Site Management

PLATFORM SERVICES :: :: :: :: ::

:: Engineers :: Sales Teams

Records Leads GeoCodes Distance Scores Costs Google Maps GeoData

28

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Design a way to qualify leads based on cable coverage, which is determined by how close a prospect is to a current customer or an access point to cable • Create a solution to increase productivity by providing accurate information; lower the internal engineering resource cost to obtain distance info for each lead • Improve data quality as well as visibility into customer data and location to provide accurate lead qualification assessments • Integrate detailed geographic data obtained manually from a thirdparty vendor

• Bluewolf developed a custom Entry Point application. • The app uses a mashup with Google Maps and GeoCodes to provide “distance scores” for each new lead. • Entry Point identifies the related construction costs (or lack thereof) in selling new accounts by providing detailed information to sales through a visual interface.

• The Entry Point application was built using the MVC design pattern and leveraging Visualforce, Apex, AJAX, and Google Maps for an enhanced user experience. • This approach allows for simple, efficient unit testing to verify the stability of the application as well as easy enhancements in line with the Bluewolf Agile methodology.


Visualforce Sandbox Mashup Integration


Vetrazzo

Custom ERP Application

PLATFORM SERVICES :: :: :: :: :: ::

:: :: :: :: ::

Fulfillment Finance Shipping Operations Billing Executives

Shipping Invoices Inventory Orders Prices QuickBooks

30

We’ve created a state-of-theart, fully integrated solution in a fraction of the time and at a fraction of the cost—without the headaches associated with big ERP implementations. —James Sheppard, President

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create an ERP system that could be customized to handle the unique manufacturing processes of the recycled glass countertops market • Design a solution that didn’t require the budget and personnel needed to purchase and implement a traditional, on-premise ERP system • Avoid having to buy and manage a hardware infrastructure • Choose a Web-based solution this eco-friendly small company could easily support and build upon as its business grows

• Built an ERP solution rather than purchase an expensive ERP package from SAP or Oracle. • Custom apps include Order Management, Inventory Management, Production Planning and Scheduling, Raw Materials Management, Shipping and Logistics, Document Management, and Invoicing and Warranty Management. • Used Visualforce to customize the user interface to support unique manufacturing processes. • The Force Platform automatically integrates with Vetrazzo’s ERP and CRM applications.

• The power of the Force Platform let Vetrazzo build, customize, and deploy an ERP system in just 7 months. • The solution was built in a fraction of the time and cost and without the headaches associated with traditional ERP software implementations. • The platform-as-a-service model means there is no infrastructure or maintenance. • Vetrazzo plans to build and deploy additional apps for purchasing and equipment maintenance management.


VLM Airlines

Airline Charter Quote Calculation Manager

PLATFORM SERVICES :: Charter Reps

:: :: :: :: ::

Planes Quotes Airports Contracts Time

31

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create an application that calculates the trajectory cost for an aircraft between two airports for the company’s charter department • Support a geocoding calculation: duration + variable parameter costs • Use the output of this calculation to make a quote, depending on passenger numbers

• Developed a custom application, Charter Quote (Create/Edit). • Developed multiple custom objects: Airports, Quotes, Quote Details, Atys (airplanes), Contract Iata, Contract Iine, Iata Account Relation, and Iata Agent Number. • Developed the application with S-controls (AJAX). • Manages key data, including airports, plane type, and costs settings. • Creates custom quotes. • Developed workflows for approvals, validation rules, notification messages, and mail merge. • Designed dashboards, reports, and message and letter templates.

• Better, easier, and faster followup on offers. • Gathers statistics so the company can know its customers better. • Quote system is fully integrated into Salesforce CRM. • Saves time and provides easier access to all information linked to a quote (customer, contract, etc.). • Financial variables can be changed quickly. • Price can be adapted according to changing market situations, such as the cost of fuel.

The Force Platform has enabled us to join several business-critical processes together within one application, which saved us valuable time and increased our flexibility.

—Annelies Verbist, Head of Distribution

Partner


Wrigley

Key Account Management Application

PLATFORM SERVICES :: Sales Teams :: Store Reps :: Executives

:: :: :: :: :: ::

Cost Programs Budget Pricing Stores Rates

32

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Design a system that fosters collaboration among team members • Create solutions that provide comprehensive reporting capabilities • Ensure high-quality data and functionality that can evolve as needed • Replace the hard-to-manage version control of Excel spreadsheet documentation

• Built custom applications with the Force Platform for managing all aspects of key accounts, including tracking cost share programs. • Workflows let executives drive accountability. • Custom reporting plus advanced analysis through crystalreports.com.

• Multiple, complex applications can now be managed in one system instead of the several siloed environments previously required. • The new system is easily accessible by all teams and departments. • Results to date include improved coordination, communication, and teamwork between departments for all customer-related activity tracking. • Simple, easy-to-use applications maximize user adoption. • User-friendly interface speeds data input and improves accuracy.


Custom Objects Workflow Custom Tabs Analytics


34


Your IT Portfolio in the Cloud

35


Advanced Equities FUJITSU Financial corp.

Training & Certification Applications

Research & Development

:: Operations :: Advisors :: Warehouse :: Executives Sales :: Sales :: Training ::Project Accounting Managers

1000s of Projects

Workflow

PLATFORM SERVICES

Mobile Globalization Analytics

:: :: :: :: ::

Products Courses Curriculum 100K+ Accounts Goals Certifications History

36

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Deploy training quickly to franchised advisors of fast-growing investment capital company • Track progress and certification status of advisors as well as performance training history more easily • Consolidate training history dispersed across multiple databases and desktop applications • Replace manual, paper-based Investor Qualification Questionnaire process that typically took 2–3+ weeks • Involve multiple business units in the approval process, with multiple checkpoints

Custom objects allow management and tracking of: • Coaching and trainer activities • Advisor performance through training programs • Training history • Complex workflow to manage approval process of new investments into funds • Web2Anything (from the Force Platform AppExchange) to manage Investor Qualification Questionnaire from investor prospect to advisors and Advanced Equities

• New reps are trained and certified quickly. • Management can track each individual’s training progress to meet target performance goals. • Trainers can easily track their programs and curriculum. • Investment qualification process was reduced from 2–3 weeks to 3–5 days and turned into a nearpaperless task. • Central repository gives multiple business units improved throughput and eliminates “wild goose chases.”


Analytics Workflow Custom Objects AppExchange


Bandwidth.com

Inventory, Referral, & Pricing Management Applications

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Executives Sales :: Partners :: Pricing Project Managers :: Operations

Mobile Globalization

Products :: Inventory :: Referrals

100K+ Accounts

Pricing

Analytics

38

With Salesforce CRM and other key initiatives, Bandwidth.com has grown at 200% during the past 3 years. —Kade Ross, Executive VP

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a platform to track key inventory, pricing, and referral data for fast-growing ISP and VoIP provider • Control access to data for strategic partners via a secure system easily available over the Internet • Enable bidirectional integration with highly specialized pricing engine

• Selected the Force Platform based on integration, customization, and functional requirements. • Tight integration between proprietary pricing engine and the Force Platform eliminated delays. • Leveraged powerful customization tools to track inventory, business initiatives, and referrals.

• Every department now tracks key operational metrics in real time. • Strategic partners participate directly in operations, minimizing overhead and manual processes.


Research & Development

Workflow

PLATFORM SERVICES

Mobile

:: Executives Sales :: HR :: Fulfillment Project Managers :: Sales

Globalization Analytics

Bennett’s Business Systems

Eight Applications on the Force Platform

1000s of Projects ::Products Projects :: Pricing Accounts ::100K+ Products :: Inventory

39

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Design an effective way to manage multiple applications • Gain the ability to create customized applications for business-specific needs • Deploy an “anywhere, anytime” solution users can access 24x7 • Create an easy-to-use system that could be rapidly deployed and adopted by users

• Used the Force Platform to unite, deploy, and manage unique on-demand applications for product management, pricing and configuration, recruiting, document management, inventory management, and customer equipment asset management • All eight applications built using the Force Platform declarative environment • Round-the-clock access to businesscritical information from Web browsers and wireless devices • A 360-degree view of the business

• Employees now focus on the business at hand, not how to share data across applications and organizations. • Sales executives can track client responses throughout the sales pipeline. • Sales can leverage comprehensive intelligence on up-selling and crossselling opportunities. • Customer retention significantly improved because account reps can access and respond to client data/ history on demand.

We believe the Force Platform represents a dramatic leap forward for on-demand applications. —Wes Benwick, CEO and President


Bronx Lab School

Student Performance & Counseling Applications

Research & Development :: Parents :: Teachers :: Counselors

1000s of Projects

Workflow

PLATFORM SERVICES

Sales

Project Managers

Mobile Globalization Analytics

:: :: :: :: ::

Products Grades Counseling 100K+ Accounts Attendance Performance Homework

40

The Force Platform is providing us with the innovation we need to transform education. —Marc Sternberg, Principal

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Track and measure students’ homework, grades, attendance, and counseling performance in school for low-income families • Address inaccurate numbers and metrics generated from a legacy application • Reach 90 percent attendance to maintain the autonomy to make hiring, teaching, and learning decisions independent of a regional superintendent

• Built a custom application with no IT support • Real-time access to student progress, attendance, demerits, and homework • Daily updates to parents, teachers, and advisors via the Web • Workflow automatically sends email to parents or principal when a child is absent or given a demerit • A custom counseling tab helps the school social worker manage counseling sessions • Reports and dashboards can be easily created based on data in the system

• Deployed in 1 month. • Transformed the way the school manages student information. • Dashboards let the school stay on top of attendance and demerits. • Administrators and teachers can see trends, solve problems, and enhance performance. • More effective reporting helps attract future funding. • Success has led to use of the application at 30 other New York City schools.


Custom Tabs Analytics Images Workflow


CRC Health Group

Custom Healthcare Applications

Research & Development :: Patients :: Operations :: Doctors

1000s of Projects

Workflow

PLATFORM SERVICES

Sales

Project Managers

Mobile Globalization Analytics

:: :: :: ::

Products Patient Data Available Space 100K+ Accounts Facilities Admissions Legacy Tracking Microsoft Outlook eFax

42

The apps we’ve customized on the Force Platform have resulted in a more efficient intake process, which has helped us help more people.

—Jim Thompson, Senior Director of Marketing

Partner

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create an efficient, scalable system to manage client intake for specialized behavioral healthcare services provider • Replace Excel, proprietary apps, and ACT! • Streamline operations and provide a way to tie revenue to referral performance • Provide greater visibility into treatment history, future placement, and clinical and behavioral trends that might impact CRC’s marketing and acquisition strategy

• More than 30 custom objects and 400 custom fields manage all data throughout the admissions and discharge process. • Advanced and customized reporting capabilities let CRC track every attribute of a prospective client to provide better treatment options and care. • An innovative census application provides a real-time view into bed availability at each of CRC’s programs to speed client admissions. • A Web marketing application tracks data on CRC’s 100+ Web sites.

• Using the Force Platform, CRC Health created scalable applications that mapped directly to its unique business needs. • Security levels matched what’s required to comply with the Health Insurance Portability and Accountability Act (HIPAA) and other industry regulations. • Open APIs permitted tight integration with legacy tracking systems, Microsoft Outlook, eFax, and other third-party apps. • The Force Platform developer tools let multiple application developers work collaboratively and efficiently through launch.


Research & Development

Workflow

PLATFORM SERVICES

Mobile

:: Finance Sales :: HR :: Sales Project Managers :: Collections

Globalization Analytics

Drake International

Finance, Recruiting, Proposal, & Collections Applications

1000s of Projects ::Products Projects :: Proposals Accounts ::100K+ Recruits Collections HR

43

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Consolidate disconnected, homegrown legacy systems for a global human resources solutions provider • Standardize operations on a platform that could integrate multiple business processes • Go beyond traditional packaged applications to support numerous unique business processes with customized solutions

• Selected the Force Platform for its on-demand architecture, ease of use, and robust customization tools. • Created four new applications. • Built a collections application to manage account finances; integration streamlines communication between finance and the proposal team. • Customized the proposal application. • A custom recruitment solution integrates with a legacy applicanttracking system to build a complete candidate history. • Built a project application to streamline project management activities.

• A single, common platform consolidates disparate systems and automates business processes. • Management has real-time visibility into key metrics and can adjust priorities accordingly. • The ability to build customized modules and solutions gives the company exactly the tools it needs to manage and build its business. • A single resource administers the entire system, significantly reducing IT costs.

The Force Platform helped us build the customized solutions we needed. To have one comprehensive system that houses all the systems we would otherwise need is powerful.

—Tony Scala, Vice President of Marketing

Partner


Project Management Applications

Dell

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Release Managers :: IT Analysts Sales :: IT Architects Project Managers :: IT Development :: Bus Automation Team

Mobile Globalization Analytics

:: :: :: ::

Products Change Requests Feature Requests 100K+ Accounts Release Scope Program Issues

44

The PMO tool—along with our Release Methodology— provides transparency to our business support teams, encouraging collaboration and trust.

—Ryan Worobel, Sr. Manager CRM

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Manage a large number of global business requests to change the Salesforce CRM and Salesforce CRM Partner Networks applications • Expand project management functionality to cover all applications that touch the CRM program • Replace the previous system, which did not include or support a change management process • Create a system that can measure and store the Level of Effort & Capacity • Ensure transparency to the change process, allowing for tradeoffs by business stakeholders

• With the Force Platform, built a custom application called PMO to manage the change control process. • Configured custom objects and fields to capture all necessary information about a request. • Leveraged Workflow to notify teams at designated points in the process. • Used Analytics to drive approvals and scope meetings in real time. • The new PMO tool supports a broader release management methodology.

• Developed the application/tool within a matter of weeks; continue to evolve it, as necessary. • Provides metrics related to release capacity and the effort required to develop a release. • Uses task management instead of emails, creating an audit trail. • Uses Reports and Analytics to drive architecture, design, and release scope decisions. • Provides transparency on change status for business and IT. • Evaluating using the Force Platform for other Customer Self-Supported (CSS) and patent processing applications.


Custom Objects Long Text Fields Integrated Calendar Workflow Tagging


Dreambuilder Investments

Investment, Payment, & Deal Applications

Research & Development

Workflow

PLATFORM SERVICES

:: Advisors :: Executives Sales :: Partners Project Managers :: Operations

Mobile Globalization Analytics

1000s of Projects Products :: Borrowers :: Payments

100K+ Accounts

:: Deals :: Investments

Strategic Partners

46

The Force Platform has empowered us to build custom apps, integrate third-party systems, and deploy pre-integrated solutions.

—Peter Andrews, President and Founder

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Manage all facets of the bourgeoning business of a small New York–based mortgage investment firm • Replace an online version of ACT! that couldn’t scale to meet the myriad customization needs of the evolving business • Adapt the legacy environment to support the unique challenges faced by the financial services sector • Select a platform with robust functionality and integration capabilities • Create a solution that goes beyond CRM and includes channel management

• The application went live in just 5 days. • Custom apps developed to match processes as they evolve now track deals, investments, homeowner details, and borrower payments. • Dashboards track mortgage/ property purchases, leads, deals, and revenue. • Integration with a strategic partner via 30–40 fields facilitates the exchange of service deal information. • Integration with QuickBooks for its finance and operations employees is a future corporate goal.

• Realized 129 percent growth in assets under management in 1 year. • The company runs all aspects of its operations—from investors and partners to products and deals—in the cloud with Salesforce CRM and the Force Platform. • The Force Platform AppExchange ecosystem provides a repertoire of preintegrated solutions. • Simple customizations—executed without a developer—transformed Dreambuilder into an agile organization with greater insight into its business.


Research & Development

Workflow

PLATFORM SERVICES

Mobile

:: Hiring Managers Sales :: HR :: Executives

Globalization

Project Managers

Analytics

Electronic Arts

HR Recruitment Applications

1000s of Projects ::Products Candidates :: Positions Accounts ::100K+ Referrals PeopleSoft Outlook

47

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a talent relationship management system for the world’s leading independent developer and publisher of interactive entertainment software for advanced entertainment systems • Consolidate data from disparate Microsoft Excel spreadsheets • Measure the conversion rate of contacts to candidates and the success of recruitment campaigns • Deploy a global, multilingual, endto-end talent acquisition platform

• Chose salesforce.com primarily for its on-demand Force Platform that provides the flexibility and speed to respond to a rapidly changing global talent environment. • Integrated new application with Microsoft Outlook; plans to integrate with multiple, mission-critical systems are underway. • Deployed on Force Platform Mobile. • Built a detailed pipeline statistics application that accurately forecasts how many people should be contacted to fill a given position. • With dashboards, talent acquisition leaders can oversee recruitment efforts on a global scale.

• Realized the vision of a consolidated, global talent acquisition system— the most advanced of its kind, according to the Corporate Executive Board—now available in 12 languages. • Achieved a 95 percent adoption rate. • New ability to track leads to contact conversion gives the company a critical indicator of how well its brand resonates in the marketplace. • By fully integrating enterprise apps such as PeopleSoft HRMS and subsuming its Applicant Tracking System into their Force Platform application, EA is on track to close the loop on its recruitment process worldwide.

The Force Platform allowed us to create and deliver a total of 14 applications—all without the expense and hassles of traditional application development.

— G abrielle Toledano, Executive Vice President of Human Resources


Contracts & Legal Document Management Applications

Fios Inc.

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Management Sales :: Reps :: Services Project Managers :: Fulfillment

Mobile Globalization Analytics

:: :: :: ::

Products Contracts/Quotes Manufacturing 100K+ Accounts Recruitment Legal Documents BPM HR

48

The Force Platform has enabled us to quickly integrate our systems. —Director

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Replace a manual, spreadsheetbased forecasting process that was time-consuming and inaccurate • Create an application to manage contracts and legal documents effectively • Develop an easy-to-use system that did not distract resources from IT or product development

• The Force Platform integrates with the company’s business process management (BPM) systems. • Remote users and management now have real-time views of each order’s manufacturing status. • Fios quickly built new applications to manage contracts and legal documents. • Customization extends to back-office systems such as finance and HR: HR’s RMS tab, for example, provides a way to store resumes, record notes, and track recruitment results. • Additional integration is planned with Eloqua, Sant, and the company’s IP telephony system.

• The solution went live nationwide in 30 days, with limited IT involvement; Fios achieved 100 percent user adoption in 3 months. • Up-to-the-minute reports, job orders, and detailed customer status reports are available on demand from any location. • Integration across systems means processes are better managed and productivity has increased. • Future plans include further integration with other business systems and providing real-time order-manufacturing status to clients via a customer portal.


Analytics Custom Tabs Integrated with BPM Custom Objects


Harrah’s ENTERTAINMENT

Room Reservation, Player Exchange, & External Portal Applications

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Harrah’s Employees Sales :: Partners :: Executives

Project Managers

Mobile Globalization Analytics

:: :: :: :: :: :: ::

Products Properties Hotel Rooms 100K+ Accounts Limos Events Clients Locations Reservations Multiple Legacy Apps

50

When we discovered how we could use the Force Platform to develop custom solutions, we were thrilled to take advantage of something that put us in control of our applications.

— Tim Stanley, CIO and SVP of Innovation, Gaming and Technology

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Replace heavily manual processes—including faxes, emails, spreadsheets, and phone calls—for newly merged Harrah’s Entertainment and Caesars Entertainment • Manage players, charters, room assignments, and events for key clients • Match Harrah’s world-class use of information technology to innovate and manage its business based on metrics and operational visibility • Select a technology that could be easily adapted to Harrah’s unique business requirements and could scale across multiple IT projects

• Player Exchange (PX), an enhanced casino marketing system, lets management launch tasks for hosts to contact guests based on specific criteria. • Roomforce, an online reservations system booked through PX or an online portal, is used by 26 Harrah’s properties and supported 90,000+ reservations in 2007. • Fact Book is a locale for posting current property and event information for use by the marketing network. • NCM Portal is used by reps to access Roomforce and Fact Book. • NCM Administration is a repository of all information needed to manage a large marketing organization.

• The Force Platform is now a standard option for developing new projects. • Scaled from initial four users to nearly everyone on a property. • Replaced a Microsoft-based system. • The Force Platform provides realtime feedback through dashboards and reports. • Roomforce replaced a process that required 500–600 faxes per day and operated at a 2-week backlog. • Significant new business opportunities are now managed in minutes instead of days.


Research & Development

Workflow

PLATFORM SERVICES

:: All Branch Employees

Sales

Mobile Globalization

Project Managers

Analytics

Japan Post Network

Retail Banking Compliance & Customer Inquiry Management Applications

1000s of Projects ::Products Inquiries :: Mail Accounts ::100K+ Insurance :: Banking :: Post Offices

51

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create an exclusive system for the newly established Japan Post Service Company that integrated the systems of three existing companies: Postal Savings, Postal Life Insurance, and Postal Service • Consolidate paper-based customer data and feedback from Japan Post’s branch offices at headquarters for systems development • Comply with regulations and compile a database of personal information usage agreements with customers that also supports cross-selling opportunities between Japan Post Service Company and the group companies

• Services can be deployed rapidly, leveraging a rock-solid data center and security. • The interface and tabs can be easily customized, even after deployment. • Users can easily access the application via an Internet browser from any of the 24,000 offices. • Management now has real-time visibility into business processes using reports and the dashboard.

• Implementation has grown to 40,000 users. • Service representatives can respond appropriately to customers on the spot. • Obtained and confirmed personal information usage agreements with customers nationwide. • Will move beyond pilot program and analyze benefits of custom development vs. SaaS and look into where SaaS deployment can be expanded.

Japan Post Network deployed a custom-developed application to 40,000 users in only 2 months. It was the key to our success. —Akira Iwasaki, CIO


Jobscience

Suite of HR Applications

Research & Development :: Sales Teams :: HR :: Services

1000s of Projects

Workflow

PLATFORM SERVICES

Sales

Project Managers

Mobile Globalization Analytics

:: :: :: :: ::

Products Recruits Products 100K+ Accounts Billing Performance Pipeline Outlook

52

We wanted Talent Relationship Management to be a reality for thousands of recruiters, today! —Ted Elliott, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Replace an ineffective ACT! database to automate processes for a leading developer of recruiting and hiring solutions for the healthcare industry • Get a complete view of the business across multiple people and functions • Select a solution that would align with its vision as a Web-based innovator • Integrate with multiple applications • Support in-house configurations and customizations

• Chose salesforce.com for its ability to adapt to its business. • Shifted the company’s corporate structure to run entirely in the cloud. • Built a recruitment application for the Force Platform AppExchange called Pass It On. • Downloaded and customized more than 30 apps from the AppExchange, ranging from marketing and product management to HR and finance. • Each department head maintains dashboards to report to the CEO. • Integrated with a hosted version of Microsoft Outlook.

• By jettisoning disparate software applications for one unified Webbased solution, the company streamlined processes and communications companywide. • Deployment reduced the need for a support staff from 1.5 full-time equivalents to zero. • Achieved a 360-degree view of the business for more accurate business assessment and planning. • Future plans to integrate Salesforce CRM Partner Networks will offer greater synchronicity with Jobscience’s hospital and healthcare partners.


Workflow Mashup Visualforce Apex Integrated with Outlook


Kerry INGREDIENTS AND FLAVOURS

Supply Chain, Sample Management, & Product Development Applications

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Sales Sales :: Customer Service :: Product Development Project Managers :: Executives :: Operations

Mobile Globalization Analytics

:: :: :: :: ::

Products Inventory Suppliers 100K+ Accounts 1000s of Projects 10K+ Products 100K Accounts

54

Using the Force Platform, we’ve replaced years of programming with weeks of development, creating an application more quickly, easily deploying it enterprise-wide and achieving greater adoption than was previously possible.

—Dan Callahan, Director of Information Technology

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Develop a global, on-demand system to create custom applications for new product development, sample management, and supply chain for this global leader in food and beverage ingredient and flavor production • Shift to cloud-based application development to ease deployment at remote locations and streamline acquisitions • Select an advanced platform to rapidly create custom, sophisticated business systems to solve unique customer needs

• Used the Force Platform to create multiple cloud-based applications that manage 100,000+ accounts and thousands of projects worldwide. • Replaced the legacy Visual Basic 6.0 client/server system. • Implemented a new international system across the U.S., Canada, Mexico, and Brazil. • The new sample management application is fully integrated with the CRM application. • Teams from multiple product lines around the world can now plan, manage, and gain visibility into the ingredient development projects.

• The application has been embraced by 800+ users in the company’s major North and South American locations. • The system is viewed as missioncritical by executive management. • Includes 250+ custom objects, 100+ dashboards, and a robust security and collaboration model. • Initial rollout was completed in just 6 weeks.


Research & Development

Workflow

PLATFORM SERVICES

Mobile

:: HR Sales :: Hiring Managers :: Executives

Globalization

Project Managers

Analytics

Nimbus Partners

Human Capital Management Applications

1000s of Projects ::Products Training :: Performance Accounts ::100K+ Contracts :: Purchase Orders :: IT Assets

55

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Avoid large up-front investments in infrastructure for this UK-based company that helps customers drive transformational change through process management • Create a human resources management system • Develop additional applications to streamline business processes and minimize administrative overhead • Compensate for a lack of in-house development resources

• Built a human resources management application that manages employee vacation requests, performance reviews, and more. • Developed custom IT asset management, partner contracts, employee training, and purchase order apps using the Force Platform. • Workflow automatically alerts users when purchase orders come in.

• Chose the Force Platform over other platforms for its Web-based model, ease of use, and point-and-click development capabilities. • Grew turnover from $2 million 6 years ago to $18 million today. • Reduced collection times from 75 days to 24 days. • Minimized administrative overhead. • Improved accountability and response times.

The great thing about the Force Platform is that you don’t need to be an expert developer to quickly produce critical business applications.

—Lucy Mills, Business Excellence Manager


Shipping, Warranties, & Product Distribution Applications

NetQoS

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Operations Sales :: Shipping :: Sales Project Managers :: HR :: Executives

Mobile Globalization Analytics

:: :: :: :: ::

Products Shipping Inventory 100K+ Accounts Quotes Orders Renewals FedEx UPS

56

The Force Platform is the center of the universe for our business. It’s the backbone of our operations.

—Jim Duster, VP of Sales Operations

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a solution for quotes using data currently in Excel and ACT! • Choose a platform to handle commissions, contract management, evaluations, and more

• Built an evaluation management tool to track shipping, product distribution, and retrievals. • Mashups take users directly to FedEx and UPS sites for shipment tracking. • Custom quoting tool built with S-controls automates printing and customizations of quotes. • Maintenance renewal app tracks maintenance renewals and interactions related to servicing appliances. • Apps downloaded from the Force Platform AppExchange handle commissions and contract management.

• Chose the Force Platform over .NET and J2EE for ease of development, innovation, and platform-as-aservice model. • Lets salespeople submit 50+ customer quotes per week. • Supports NetQoS’s 40–50 percent annual growth rate. • One user can easily build a large number of apps.


Custom Objects AppExchange Mashup Visualforce


Pearson Packaging Systems, Inc.

License, Billing, & Contract Applications

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Service Teams Sales :: Sales Operations :: Executives

Project Managers

Mobile Globalization Analytics

:: :: :: :: :: ::

Products Quotes Orders 100K+ Accounts Equipment Prices Components Cost ERP

58

The Force Platform allows us to aggressively expand the level of functionality we are using and achieve our goal of extending Salesforce CRM throughout our entire organization. —Scott Reed, Vice President

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Develop accurate quotes for custom manufactured equipment • Automate manually intensive quote process • Integrate legacy ERP application • Provide access to customer equipment detail for post-sales service • Eliminate expensive maintenance costs related to disparate legacy systems

• Built custom applications to automate post-sales service process, including managing contracts, licensing, billing, and custom asset data. • Automated the quotation process using BigMachines’ product configuration solution from the Force Platform AppExchange. • Deployed integrated solution to 1,100 current users, including 900 new users. • Integrated configured products, including pricing, component, and real-time cost.

• Chose the Force Platform over .NET and J2EE for rapid development, innovation, and platform-as-aservice model. • Sales reps now can create quotes for prospects and customers directly within Salesforce CRM in less than 5 minutes instead of the previous 1+ hour. • Reduced training time while increasing productivity. • New post-sales service program successfully supports service reps with key customer asset data.


Research & Development :: Brokers :: Operations

Workflow

PLATFORM SERVICES

Mobile

Sales

Globalization

Project Managers

Analytics

Penson GHCO

License, Billing, & Contract Applications

1000s of Projects ::Products Licenses :: Contracts Accounts ::100K+ Billing Commission System Microsoft Outlook

59

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Design a cost-effective system for this registered futures commission merchant and broker-dealer • Avoid adding another server to a server room already maxed out from hosting trading software on 18 different platforms • Create an easy-to-customize solution that could handle four to five business change requests per week

• Built custom apps for license tracking, billing, Web site administration, and outside contracts. • Platform flexibility enables multiple customizations on-the-fly. • Integrated with Microsoft Outlook. • Integrated an internal commissionbuilding system, with contract information stored in the Force Platform. • Dashboards let the company track account openings and closings conducted by outside business development consultants and generate real-time reports.

• By consolidating information on a unified, Web-based platform, Penson GHCO streamlined its operations. • The multitenant SaaS delivery model prevents overburdening IT resources and maximizes ROI. • Management buy-in has spurred user adoption, resulting in greater efficiencies and enhanced customer service.

Using the Force Platform, we were able to augment and extend our solution so that it became more than simply a way to manage customers.

— Carrie Radwan-Maney, Manager of Client Services and Operations


Schumacher Group

Emergency Room Staffing, Billing, & Hurricane Tracking Applications

Research & Development :: Staffing :: Billing :: Executives

Workflow

PLATFORM SERVICES

Sales

Project Managers

Mobile Globalization Analytics

1000s of Projects Products :: Physicians :: Staff

100K+ Accounts :: Emergency Rooms :: Scheduling :: Contracts :: Billing PeopleSoft Tangiers

60

The Force Platform lets us maximize our focus on innovation. Being able to run all of these applications in the cloud changes everything. —Doug Menefee, CIO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Choose a platform that would allow this large U.S. emergency medicine practice management company to maintain its 30 percent annual growth rate • Provide the relational information missing in legacy Microsoft Access and SQL databases • Meet stringent Health Insurance Portability and Accountability Act (HIPAA) requirements • Create a solution the company could deploy quickly, customize to fit its business, and integrate with existing systems

• Built multiple applications on the Force Platform, using the Force Platform Sandbox as a development testing ground. • Integrated with its PeopleSoft system, ensuring physicians are paid correctly and on time. • Integrating with Tangiers Physician Scheduling system. • The Force Platform’s mobile capabilities allow users to access the app via BlackBerry devices. • Installing three apps from the Force Platform AppExchange: Apttus Contract and Proposal Suite, Clicktools, and Crystal Reports.

• Deployed in less than 4 months to 200+ users. • Reports are easy to generate and let executives quickly identify problem areas. • Data quality has significantly improved as a result of moving to salesforce.com. • With the Force Platform and Apex, Schumacher Group can easily write and deploy applications to support its ongoing growth. • The company will customize its application user interfaces with Visualforce to boost productivity and user adoption.


Visualforce National Weather Service Tangiers Physicians Data Custom Objects Mashup


62


Your Business in the Cloud

63


Applications for Connecting the Clouds

appirio Appirio

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: A nyone who wants Sales to bring together the power of Salesforce Project Managers CRM, Google Apps, and Amazon.com Web services—from individuals to the enterprise

Mobile Globalization Analytics

:: :: :: :: ::

Products Contacts Events 100K+ Accounts Campaigns Dashboards Attachments Google Apps Amazon.com

64

Appirio uses the Force Platform to bring together the world’s leading on-demand platforms and empower organizations of all sizes to run their business in the cloud.

—Chris Barbin, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Eliminate duplicate information in multiple applications • Ease collaboration across business boundaries • Avoid wasting time manually copying and pasting information

A comprehensive portfolio of free and for-fee solutions that Salesforce CRM users can use to: • Easily synchronize calendars and contacts • Collaborate on marketing campaigns • Create and share customized CRM dashboards • Manage their documents

• With rich APIs and the GData Toolkit, Appirio can easily connect multiple on-demand systems. • Solution was developed in less than 2 months. • No hardware or additional infrastructure was required. • Ability to integrate with any application built on the Force Platform.


Sync with Google Integrated Storage Mashups Analytics Visualforce Integration


Contract & Proposal Management Application

Apttus

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Legal :: Operations Sales :: Shipping Project Managers :: Collections :: Accounting

Mobile Globalization Analytics

:: :: :: ::

Products Contracts Proposals 100K+ Accounts RFPs Agreements Legacy Applications Content Management

66

We are profitable because we didn’t need tens of millions of dollars in investment and could draw on the credibility and tested performance of the Force Platform to win customers. —Kirk Krappe, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a vehicle to launch this contract and proposal management solution provider’s business and build and deliver its applications • Avoid investing millions of dollars on hardware infrastructure • Provide the data protection and SAS 70 certification Fortune 500 customers require—promises a small startup can’t make • Prove itself in the competitive enterprise business market

• Built a cloud-based contract and proposal management application. • In only 2 months, Apttus was able to run its entire business and build all its applications natively on the Force Platform. • Out-of-the box platform features such as dashboards, reporting, and integration with Microsoft Outlook and other systems can be quickly deployed and leveraged by customers. • The company saved tens of millions of dollars on start-up infrastructure and application delivery costs by leaving the heavy lifting to salesforce.com.

• Profitable in 10 months. • Rapid time-to-market and go-to market advantages helped the company acquire 32 customers such as Hitachi and Symantec and 6,500 users in only 1 year. • Apttus estimated .NET costs to build the application at $4–$5 million, plus another $3–$5 million for infrastructure and delivery, compared to zero start-up costs with the Force Platform. • The solution won the Appy Award for “Best Native Application” at salesforce.com’s Dreamforce 2007 user and developer conference.


Visualforce Declarative Configuration Workflow Apex


Enterprise Accounting Application

CODA

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Finance :: Operations Sales :: Shipping Project Managers :: Collections :: Accounting

Mobile Globalization Analytics

:: :: :: :: ::

Products Revenue Schedules 100K+ Accounts Orders Invoices Agreements Legacy Applications Credit Check

68

Developing our own ondemand platform in-house was out of the question; doing so would have cost an additional 2 years in delays.

—Liz Schofield, Group Marketing Manager

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Enter the ERP market in less than 12 months • Become a SaaS leader in that market • Address customer requests to integrate Salesforce CRM with the company’s suite of accounting applications • Avoid the long timelines of building an on-demand development platform • Choose a cloud-based platform to help build complex applications quickly and easily while delivering reliable performance, ease of use, and full functionality to users

• Developed CODA 2go, the first enterprise accounting system built and run natively on the Force Platform. • Integrated Order to Cash process lets users convert Opportunities in Salesforce CRM to invoices with a single click and post the transaction to their sales ledger. • CODA 2go features real-time credit management, including built-in rules to ensure approval requirements are met. • The app provides easy, controlled self-service access to finance and CRM information.

• Introduced the first enterprise accounting system built and run in the cloud in just 6 months— something that would have been impossible on .NET or J2EE. • Built reports to accompany CODA 2go in a few days using standard platform features such as workflow and reporting. • Able to easily customize the user interface using Visualforce. • Because it’s a native Force Platform app, CODA 2go automatically integrates with other Force Platform–based apps such as Salesforce CRM.


Visualforce Sophisticated Analytics Internationalization Apex Integration


CRM Application for Nonprofits

Convio

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Development :: Advocacy Sales :: Executives Project Managers :: Board Members :: Communications :: Program Staff :: Volunteers

Mobile Globalization Analytics

:: :: :: ::

Products Donations Relationships 100K+ Accounts Correspondence Online Interactions

70

In developing a CRM solution for nonprofits, the Force Platform provided a significant head start.

—Tom Krackeler, VP of Product Management

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Address the specialized CRM needs of nonprofits that include donation management, volunteer tracking, communication tracking, and more • Add to the company’s successful SaaS online marketing solutions for nonprofits and integration tools for third-party CRM/donor management products • Create an alternative to legacy, on-premise, and closed applications that make it difficult for clients to integrate and collaborate. • Decide whether to build a custom CRM solution from scratch or leverage existing technology: the Force Platform.

• The new app, called Common Ground, goes beyond traditional donor management to provide a different way of delivering relationship management software to nonprofits that lets them use data for raising money and advancing their mission. • The app is tightly integrated with Convio’s online marketing suite of products so nonprofits can track and leverage all interactions, correspondence, and relationships. • Common Ground provides customized functionality for donation management, relationship management, and other activities in a specialized CRM solution for nonprofits.

• Convio can focus on developing functionality specific to nonprofit needs, knowing the Force Platform will continue to deliver CRM innovations. • The Force Platform AppExchange marketplace lets Common Ground clients adopt the add-ons they need to be successful. • The ecosystem of Force Platform partners and third-party developers is a valuable universe of expertise that helps clients make the most of the Force Platform and native apps.


Custom Objects Visualforce Mashup Apex


Wealth Management Application

eAssist

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Financial Advisors Sales :: Reps :: Home Office Project Managers :: Recruiting :: Compliance

Mobile Globalization Analytics

:: :: :: ::

Products IBDs RIAs 100K+ Accounts Hedge Funds Investment Banks

72

The Force Platform allowed us to build the most complete wealth management platform for the financial services marketplace. —Ted Tsung, CEO and Founder

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Provide an industry-specific solution to modern independent broker/ dealers (IBDs) and registered investment advisors (RIAs) that are poorly served by modern technologies and platforms • Create a platform that is flexible and scalable to meet the industry’s growing challenges: new and tighter regulations, how to handle baby boomer retirement, and overall market volatility • Convince an industry unused to investing in cutting-edge technologies to adopt a new solution • Design a solution that is easy to use to prevent less-expensive imitators from winning the business

• E*Assist was designed to be the most complete Web-based solution for this market to manage client relationships, including all operational, business, and compliance workflows • Features custom objects unique to the financial services industry • Facilitates collaboration with realtime review and release of financial transactions • Leverages an advanced workflow engine to automate any multistep process • Users can easily create reports and dashboards based on data in the system

• Chose the Force Platform over dev platforms such as Cold Fusion for its flexibility, speed of deployment, reliability, security, robustness, and data/third-party integration capabilities. • The platform-as-a-service model eliminated hardware maintenance costs, allowing IT to focus on other projects. • Strong user adoption resulted in better-quality data, faster data capture, and elimination of paperbased processes.


Workflow Templates Apex Visualforce Mashups Integration


Human Capital Management Application

Fairsail

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: HR :: Executives Sales :: Managers Project Managers :: Team Members

Mobile Globalization Analytics

:: :: :: ::

Products Targets Skills 100K+ Accounts Performance Reviews Development Plans HR Applications Strategic DecisionMaking

74

The Force Platform lets us concentrate 100% on creating and delivering what our customers need. —Colin Cooper, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Develop a system to recognize and reward individual achievement, resulting in high-performance companies • Find sufficient talent to staff new projects and support corporate growth • Design a solution that informs salary, bonus, and promotion decisions rather than relying on anecdotal evidence and “gut feel” • Introduce performance management in a way that isn’t overly complex or time-consuming • Develop a solution that is costeffective, contains no missing or stale data, and will be used by HR departments

• Built the Fairsail HCM application on the Force Platform. • Developed custom objects, including Objectives, Targets, Performance Review, Talent and Succession Plans, Skills and Competencies, and Personal Development Plans. • Used Apex to ensure managers followed correct processes and that confidential data was available to the right people at the right time. • Workflow automatically monitors progress and alerts managers and HR, as needed. • Visualforce creates a compelling, easy-to-use user interface.

• Chose the Force Platform for its ease of developing robust, scalable, multitenant, Web-based systems that can be deployed across multiple companies. • The application went live in 6 months without requiring hardware by Fairsail or its customers. • A strong ecosystem provides add-on tools to integrate with HR/ payroll systems and offer enhanced reporting. • An OEM partnership lets Fairsail sell to customers not yet using Salesforce CRM and to roll out the app across entire companies.


Images Visualforce Apex Workflow Embedded Graphs


Glovia (a Fujitsu subsidiary)

Claims Processing Application

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Operations :: Warehouse Sales :: Sales Project Managers :: Accounting

Mobile Globalization Analytics

:: :: :: :: ::

Products Inventory Quotes 100K+ Accounts Orders Invoices Agreements Billing ERP

76

We needed an enterprise-class SaaS platform that can execute the sophisticated business logic our market demands plus scale as fast as us. We researched other platforms and decided: only the Force Platform.

— R andy Ehler, Executive Vice President, SaaS Business

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Transform Glovia’s expertise in order management into a SaaS business that scales • Avoid setting up a hardware infrastructure or building out a data center or operations team • Provide a single view of the business from leads to orders to invoicing • Provide instant customer provisioning via a cloud-based platform • Eliminate capital expenditures on delivery service • Ensure high availability, scalability, and reliability

• An order management and fulfillment application that manages quotes, orders (from multiple sources), inventory, and billing. • Extends standard Salesforce CRM objects to traditional ERP processes. • Used Apex for complex business logic. • Leveraged Visualforce throughout for enhanced usability. • Used key Force Platform technologies, including multicurrency, internationalization, and the Visualforce-to-PDF generation and attachment feature. • Can leverage mobile support, including the Apple iPhone.

• Went from idea to completed enterprise-class application in 4 months • Scalability, with open Web Services architecture • Security and internationalization • Built-in dashboard and reporting capabilities • Prebuilt customer portals • Preintegration with Salesforce CRM • Includes Force Platform Checkout


Custom Objects Visualforce Workflow Apex Mashup


Jobscience

Talent Management Application

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Recruiting Sales :: HR :: Candidate Project Managers Communications :: Hiring

Mobile Globalization Analytics

:: :: :: ::

Products Candidates Positions 100K+ Accounts Resumes Hiring Managers Social Networking HR Applications

78

We view the Force Platform as a competitive advantage for our company. It is a solid strategy that has already proven itself. We have all the development power of .NET or J2EE—or more—without the need to invest in building out infrastructure. — Ted Elliott, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Develop a way to deliver an ondemand recruiting product to the SMB and non-healthcare enterprise market • Apply the advantages of the Force Platform to core talent products • Deliver applications to other companies whose entire processes are in Salesforce CRM, with services that help them seamlessly accomplish tasks

• Built the TalentPath service, a customizable, on-demand talent management solution. • TalentPath is 100 percent developed on the Force Platform–based version of Jobscience’s core talent product. • The Force Platform provides all the development power of .NET and J2EE, without the need to invest in infrastructure. • Jobscience can build new products more quickly, and with fewer developers; prototypes can be created virtually overnight. • Based on the success of TalentPath, Jobscience launched a full suite of Force Platform–based talent products.

• Jobscience can ship new iterations more quickly; constant product improvements lead to higher customer satisfaction. • Force Platform’s model helps Jobscience save $40,000–$50,000 per month over using development languages that require hardware support. • The company is focusing its new product development on the Force Platform. • The Force Platform AppExchange marketplace provides a distribution vehicle for Jobscience’s talent applications.


Integration Visualforce Declarative Configuration Apex Mashup


Model Metrics

Field Service, Mobile, & Advanced Contact Center Applications

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Finance :: Operations Sales :: Field Sales Project Managers :: Inside Marketing :: Customer Service :: Field Service :: IT

Mobile Globalization Analytics

:: :: :: :: ::

Products Expenses Accounts 100K+ Accounts Contracts Opportunities Inventory Legacy Applications Mobile Devices

80

With the Force Platform, we see no limit to our growth. We see the platform enabling us to satisfy an endless number of unmet application needs. —Adam Caplan, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Sell packaged applications via cloud-based services • Choose a platform that provides out-of-the-box security, internationalization, integration, and reporting features for rapid development and early market entry • Move beyond the traditional CRMonly target customer and leverage the Force Platform

• Developed Expense2GO, the first expense management application that captures receipts with the iPhone camera and auto-appends them to Salesforce CRM. • 2GO Framework runs disconnected field services apps on mobile devices for use across numerous industries. • PerfectCall, built using Visualforce and Adobe technology, is already in production and helping clients increase contact center efficiencies. • The company also developed NoMoreNotes for the Force Platform, a migration application that automates the process of moving custom Lotus Notes applications to the Force Platform.

• Launched four products on the Force Platform in 1 year with no outside funding. • Rapid time-to-market and goto market advantages resulted in 40,000 downloads of the Expense2GO app from the Force Platform AppExchange in the first month. • Major customers such as Intercall and InfoUSA are already using PerfectCall. • The application won the Appy Award for “Best Native Application” at salesforce.com’s Dreamforce 2007 user and developer conference.


Reporting and Analytics Apex Integration Visualforce Workflow


MyLoanBiz

Industry-Specific Mortgage Application

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Mortgage Professionals Sales :: Real Estate Agents :: Loan Specialists

Project Managers

Mobile Globalization Analytics

:: :: :: ::

Products Mortgages Rates 100K+ Accounts Loan Options Providers Legacy Applications

82

Our company was mature from day one. The Force Platform put us right into the race, and we’ve been growing ever since. —George Kenessey, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create a CRM solution that meets the unique needs of the mortgage industry for this industry-focused application service provider • Build an application cost-effectively and get it to market quickly

• The MyLoanBiz mortgage application lets mortgage professionals manage all critical client information from a single place. • Created more than 450 custom fields, 4 custom objects, and 15–20 mashups along with up to 70 custom emails. • Leveraged the Force Platform AppExchange marketplace as a delivery vehicle to launch the new application. • Used Visualforce to extend the application’s feature set, which helped secure larger, more-upscale deals.

• MyLoanBiz is on track to exceed $1.5 million in license and consulting revenue in its second year. • Zero start-up costs compared to the average $5 million in venture capital needed to cover the typical technology (infrastructure) and marketing start-up costs associated with launching a business. • Application development took only a few weeks compared to the months it would have taken with Java or .NET.


Integration Apex Workflow Visualforce Mashup


Navatar Group

Specialized Applications for the Financial Industry

Research & Development

PLATFORM SERVICES

:: Investment Banks :: Mutual FundsSales :: Brokerages Project Managers :: Hedge Funds :: Private Equity :: Regional Banks :: Venture Capital

Mobile Globalization Analytics

Thanks to the Force Platform, our comprehensive solutions for Wall Street are replacing the tedious traditional software. We’re faster, deeper, cheaper, and constantly innovating! —Alok Misra, Principal

:: :: :: :: ::

Products Deals Investments 100K+ Accounts Trades Research Portfolio Companies Market Data Feeds Transactional Systems Order Management

84

1000s of Projects

Workflow

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create solutions for the unique needs of each financial sector using a common code base to facilitate improvements /upgrades and drive innovation to each customer • Design solutions that meet the expectations of financial firms: – Deep, targeted functionality – Screens that combine multiple pages and require fewer clicks – Multiple levels of security – Ability to perform complex calculations – Many-to-many relationships – Tight integration with internal/ external systems – Ability to customize for unique needs

• Designed five custom applications on the Force Platform for mutual funds, institutional desk, private equity, mergers and acquisitions, and hedge funds. • Developed two financial platforms on the Force Platform for capital markets and alternative investments.

• Ability to focus on critical financial services workflows, without worrying about infrastructure. • Provides an easy way to take changes and innovations to market rapidly. • Enables improvements and additions to be rolled out to all customers simultaneously. • Flexibility and depth in the Apex programming language support complex needs. • Robust APIs connect with external systems. • Ability to create any user experience through Visualforce. • The Force Platform continuously rolls out new features.


Integration Apex Role-Specific UI Visualforce


Precisio Business Solutions

Warehouse Management & Inventory Control Application

Research & Development

PLATFORM SERVICES

:: Operations :: Warehouse Sales :: Billing Project Managers :: Shipping

Mobile Globalization Analytics

86

With the Force Platform, all the heavy lifting as it relates to software implementation and support is now handled by salesforce.com. Implementation and support is fast, simple and bug free.

—Shaun McInerney, VP of Sales

1000s of Projects

Workflow

:: :: :: :: :: :: :: ::

Products IM Master Bill of Materials 100K+ Accounts Lot Management Trade Agreements Multiple Warehouse Sales Orders Purchase Orders Locations

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Create an on-demand, state-of-theart inventory system integrated with Salesforce CRM • Provide visibility into inventory at offsite subcontract manufacturers • Provide the ability to manage inventory based on expiration validity • Avoid potential VPN and IT deployment and support issues • Design a solution that integrates with QuickBooks

• Ascent was written with Visualforce, Apex, and S-controls. • It provides complete warehouse and inventory visibility. • Functionality includes sales orders, purchase orders, shipping, receiving, cycle count, inventory locations, bills of materials, and trade agreements. • Wireless bar code scanning.

• Chose the Force Platform because of its flexibility, speed of deployment, and Web-based model. • Customer “go-lives” now take half the time traditional client/server ones did. • Designing without customercontrolled servers and IT eliminates finger pointing when things aren’t working. • The new approach of building on the Force Platform makes the ability to scale infinite.


Apex Mashup Visualforce Integration Integration


Riskonnect

Risk Management Application

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Risk Management Sales :: Boards of Directors :: Executives

Project Managers

Mobile Globalization Analytics

:: :: :: :: ::

Products Risks Mitigations 100K+ Accounts Percentages Financials Accountability Legacy Applications

88

®

Because the infrastructure is taken care of, we’re free to create the best product possible and get it out in the market faster than I could have imagined. —Bob Morrell, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Select a platform to develop an online enterprise risk management application • Provide a developer-rich environment in which to create a visual-based application • Avoid the cost and energy of maintaining infrastructure • Meet the strictest security requirements • Ensure rapid time-to-market

• Built and launched Riskonnect on the Force Platform in only months. • Apex feeds data to the application’s visualization technology. • Using workflow, Riskonnect customizes screens to the specifications of each customer. • The new application quickly won a key customer, Southern Company, one of the largest utilities in the U.S.

• With the Force Platform approach and zero infrastructure costs, capital investments go directly to sales and marketing. • Because the implementation process doesn’t involve installing software and hardware, Riskonnect can focus on addressing the business needs of the customer. • Salesforce.com’s SAS 70 certification and best-in-class security help accelerate the sales process.


Apex Configurable UI Analytics Visualforce


StakeWare CSM

Corporate Sustainability Management (CSM) Applications

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Executive Management Sales :: Sustainability Managers :: Facility Managers Project Managers :: Community Liaison Officers

Mobile Globalization Analytics

:: :: :: ::

Products Maps Stakeholder Sustainability KPIs 100K+ Accounts Carbon Footprint Environmental Data of Supply Chain Legacy Apps ERP

90

With the Force Platform, we can react to the marketplace much faster, with a lot more resources.

—Natan Zaidenweber, CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Address social, economic, and environmental challenges— collectively known as corporate social responsibility (CSR)—with a unified, collaboratively managed approach that improves decisionmaking, lowers business risk, and protects brand equity. • Select technologies that will accelerate companies’ ability to put in place a robust, enterprise-wide CSR strategy, scale, and quickly adapt as their needs evolve. • Create a unified system for managing CSR that helps companies better understand and prioritize stakeholder risk and opportunities and align these with their approaches to meeting current and emerging CSR challenges.

• Created on-demand CSM applications that accelerate customers’ ability to attain sustainable performance and growth through corporate social responsibility:

• Developing new applications using the Force Platform approach is easier, quicker, and more costeffective, allowing developers to focus on innovation and value. • The Force Platform provides comprehensive features and functionality to address stakeholder needs by vertical markets and CSR requirements. • The Force Platform supports customers’ global needs, eliminating internationalization and technology infrastructure scalability/support issues. • The Force Platform significantly reduces the traditional barriers to market entry and rapid growth.

– Stakeholder Relationship Management – Sustainability/CSR Reporting – Carbon Information Management – Green Supply Chain Monitoring • Used Visualforce for developing the Carbon Calculator and Sustainability KPIs. • Used mashups with Elixir, Flex, and Yahoo Maps.


Workflows Apex Visualforce Mashups


Verticals onDemand

CRM for Life Sciences Application

Research & Development

1000s of Projects

Workflow

PLATFORM SERVICES

:: Primary Care Sales :: Specialty CareSales Sales :: Managed Markets Project Managers :: Medical Affairs :: Marketing

Mobile Globalization Analytics

:: :: :: :: :: :: ::

ProductsAccounts Healthcare Affiliations 100K+ Accounts Activities Samples Electronic Signatures Account Plans Formulary

92

To build the next market leader in life sciences CRM, we had to build on the very best SaaS platform.

—Peter Gassner, Co-Founder, President, & CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Build the leading cloud-based CRM solution for the global life sciences industry • Build a SaaS company that focused on innovation, not infrastructure • Get to market quickly, with efficient use of capital • Choose a platform that would scale to support large, global companies from the start

• Built VBioPharma, already the leading SaaS CRM solution for the global life sciences industry. • Created more than 50 custom objects and multiple mobile applications. • Used Apex to create a life sciences– specific data model, including multiple addresses, many-tomany account affiliations, detailed call reporting, and formulary management. • Used mashups for Google Maps and custom user interface integration. • Used the Force.com API for custom functionality and mobile synchronization.

• Went from first code to first production release in only 90 days. • Created efficient development, quality assurance, and operations teams. • Leveraged existing Force Platform objects to speed time-to-market. • Gained the immediate credibility needed to win business at the largest pharmaceutical and biotech accounts. • Enjoyed incredible early customer successes.


Analytics Integration Apex Mashup Workflow


Governance, Risk, & Compliance Application

Xactium

Research & Development

PLATFORM SERVICES

:: Compliance Managers :: Executives Sales :: Senior Management Project Managers :: Heads of Units :: Risk Users :: Policy Users

Mobile Globalization Analytics

94

The Force Platform has enabled us to develop and deploy scalable enterprise applications in a fraction of the time and cost of other technology platforms. —Andy Evans, CEO

1000s of Projects

Workflow

:: :: :: :: ::

Products Policies Risks 100K+ Accounts Controls Procedures Objectives Spreadsheets Documents ERP

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Respond to regulatory compliance, corporate governance, and risk management requirements • Address the lack of management information, accountability, audit trails, and compliance that leads to unquantifiable risks and fines • Eliminate expensive infrastructure costs • Project overspend on in-house solutions • Avoid “scope creep” that punishes performance • Educate users on requirements, agility, and best practices • Ensure integrity and de-duplication of data

• Developed the first on-demand governance, risk, and compliance application on the Force Platform. • Created custom objects, including Policies, Procedures, Objectives & Evidence, Risks, Controls, Assessments, and Audits. • Mapped compliance to business objectives. • Managed compliance and risk projects. • Gained oversight of riskmanagement activities. • Prepared audits and generated compliance reports. • Monitored policy reviews and distribution.

• Delivered the solution to a large brokerage firm and one of the world’s largest insurance companies in only weeks. • Fast, controlled, timely deployment on the Force Platform. • The platform-as-a-service model allows rapid change and continuous refinement. • Scalable, reusable components provide the base for new enterprise applications.


Analytics Workflow Visualforce Apex


Non-Cash Rewards Application

Xactly

Research & Development

Workflow

PLATFORM SERVICES

:: Sales Sales :: Support :: Call Centers Project Managers :: Marketing

Mobile Globalization Analytics

1000s of Projects Products :: Cases :: Opportunities 100K+ Accounts :: Leads PayPal

96

TM

The Force Platform lets us focus on innovation and rapid time-to-market. Developing on the Force Platform gives us broad distribution to extend the value of CRM.

—Christopher Cabrera, President and CEO

BUSINESS CHALLENGES

THE APPLICATION

FORCE.COM DIFFERENCE

• Augment cash compensation with non-cash rewards to motivate employee behavior and drive performance • Improve and reward performance across sales, support, marketing, and call center teams • Move beyond fixed prize rewards and gift cards • Increase employee performance and retention

• Developed an easy-to-use non-cash incentives application. • New application supports creation and management of incentive programs, contests, and special performance incentive funds (SPIFs) for multiple audiences. • Features include real-time rewards attainment tracking to the immediate online redemption of points. • Provides the ability to select from leading-brand merchandise, travel and leisure, adventure packages, and tickets to entertainment and sporting events.

• Enables easy creation of data models. • Provides a rich development platform that ensures rapid timeto-market. • Leverages the powerful Apex programming language. • Takes advantage of go-to-market programs through the Force Platform AppExchange.


Mashup Integration Visualforce Workflow Apex


Industries Business Services

Distribution & Retail

High-Tech Hardware

Altium Limited.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

The Häagen-Daaz Shoppe Company.. . . . . 15

Dell.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Bennett’s Business Systems.. . . . . . . . . . . . . . . 39

Papa Murphy’s Take ’N’ Pizza.. . . . . . . . . . . . . . 22

Hasler. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Drake International. . . . . . . . . . . . . . . . . . . . . . . . 43

Wrigley.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

NetQoS.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Education

High-Tech Software & Services

Bronx Lab School. . . . . . . . . . . . . . . . . . . . . . . . . . 40

Fios Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Energy & Chemicals

Manufacturing

Ashland. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Kerry Ingredients and Flavours. . . . . . . . . . . . 54

Jobscience. . . . . . . . . . . . . . . . . . . . . . . . . . . . 52, 78 Nimbus Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Purolator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 SFX Baseball.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Communications & Media ASCAP.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Author Solutions.. . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Bandwidth.com.. . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Dolby.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Electronic Arts.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

LodgeWorks.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

FINancial Services Advanced Equities Financial Corp. . . . . . . . . 36

Pearson Packaging Systems, Inc.. . . . . . . . . . 58 Vetrazzo.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

American Home Shield. . . . . . . . . . . . . . . . . . . . . 7 Dreambuilder Investments. . . . . . . . . . . . . . . . 46

Pharmaceuticals &

Japan Post Network.. . . . . . . . . . . . . . . . . . . . . . . 51

Life Sciences

IDG Nederland. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

CNS Response.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Time Warner Cable Business Class.. . . . . . . . 28

Healthcare

Tribune Company.. . . . . . . . . . . . . . . . . . . . . . . . . 27

Chicago Housing Authority.. . . . . . . . . . . . . . . 12

Travel & Transportation

CRC Health Group.. . . . . . . . . . . . . . . . . . . . . . . . . 42

Harrah’s Entertainment. . . . . . . . . . . . . . . . . . . . 50

Intuitive Surgical.. . . . . . . . . . . . . . . . . . . . . . . . . . 19

VLM Airlines.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Schumacher Group. . . . . . . . . . . . . . . . . . . . . . . . 60 Senior Transitions.. . . . . . . . . . . . . . . . . . . . . . . . . 23


Force.com Platform Technologies – Applications in the Cloud Index Customer/Partner

Declarative PG Configuration

Ashland

4

Altium Limited

6

American Home Shield

7

Author Solutions

8

ASCAP

10

CNS Response

11

Chicago Housing Authority

12

Dolby

Apex

AppExchange

Analytics

Complex Access Control

IDE

Integration Globalization

14

The Häagen-Dazs Shoppe Co.

15

Hasler

16

IDG Nederlands

18

Intuitive Surgical

19

LodgeWorks

20

Papa Murphy’s Take ‘N‘ Bake Pizza

22

Senior Transitions

23

Purolator

24

SFX Baseball

26

Tribune Company

27

Time Warner Cable Business Class

28

Vetrazzo

30

VLM Airlines

31

Wrigley

32

• • •

• •

Mashup

Mobile

Sandbox

Visualforce

Workflow

• • •

• •

• •

• •

• • •

• •


Force.com Platform Technologies – Portfolios in the Cloud Index Customer/Partner

Declarative PG Configuration

Advanced Equities

36

Bandwidth.com

38

Bennett’s Business Systems

39

Bronx Lab School

40

CRC Health Group

42

Drake International

43

Dell

44

Dreambuilder Investments

46

Electronic Arts

Apex

AppExchange

Analytics

Complex Access Control

IDE

Integration Globalization

Workflow

• •

• •

47

Fios Inc.

48

Harrah’s Entertainment

50

Japan Post Network

51

Jobscience

52

Kerry Ingredients and Flavours

54

Nimbus Partners

• •

• •

55

NetQoS

56

Pearson Packaging Systems, Inc.

58

Penson GHCO

59

Schumacher Group

60

• •

Visualforce

Sandbox

Mobile

• •

Mashup

• •

• •

• •

• •

• •


Force.com Platform Technologies – Businesses in the Cloud Index Customer/Partner

Declarative PG Configuration

Appirio

64

Apttus

Complex Access Control

Apex

AppExchange

Analytics

IDE

Sandbox

Visualforce

Workflow

66

Coda

68

Convio

70

eAssist

72

Fairsail

74

Glovia (a Fujitsu subsidiary)

76

Jobscience

78

Model Metrics

80

MyLoanBiz

82

Navatar Group

84

Precisio Business Solutions

86

Riskonnect

88

StakeWare

90

Verticals onDemand

92

Xactium

94

Xactly

96

Integration Globalization

Mashup

Mobile

• •

• •

• •


Departments – Applications in the Cloud Operations

Customer/Partner

Quote/

PG Order Mgt

Ashland

4

Altium Limited

6

American Home Shield

7

Author Solutions

8

Inventory

Shipping

Pricing

FINANCE Project Mgt.

11

Chicago Housing Authority

12

Dolby

14

The Häagen-Dazs Shoppe Co.

15

Hasler

16

IDG Nederland

18

Intuitive Surgical

19

LodgeWorks

20

Papa Murphy’s Take ‘N‘ Bake Pizza

22

Senior Transitions

23

Purolator

24

SFX Baseball

26

Tribune Company

27

Time Warner Cable Business Class 28

31

Wrigley

32

Resources

Recruiting

Training

R&D

Supply

Resource/ Asset Mgt

LEGAL

CUSTOM CRM

IT

Contracts

Custom CRM

CNS Response

VLM Airlines

Billing

IT

10

30

Accounting

manufacturing

ASCAP

Vetrazzo

Doc Mgt

TRAINING

• •

• •

• •

• •


Departments – Portfolios to the Cloud Operations

FINANCE

Customer/Partner

PG Order Mgt

Advanced Equities

36

Bandwidth.com

38

Bennett’s Business Systems

39

Bronx Lab School

40

CRC Health Group

42

Drake International

43

Dell

44

Dreambuilder Investments

46

Electronic Arts

47

Fios Inc.

48

Harrah’s Entertainment

50

Japan Post Network

51

Jobscience

52

Kerry Ingredients and Flavours

54

Nimbus Partners

55

NetQoS

56

Pearson Packaging Systems, Inc.

58

Penson GHCO

59

Schumacher Group

60

Quote/

Inventory

Shipping

Pricing

Project Mgmt.

Doc Mgt

Accounting

TRAINING

Billing

Resources

Recruiting

manufacturing Training

R&D

Supply

Resource/ Asset Mgt

IT

LEGAL

CUSTOM CRM

IT

Contracts

Custom CRM

• •

• •

• •

• •

• •

• •

• •

• •

• •

• •

• •

• •


Departments – Businesses in the Cloud Operations

FINANCE

TRAINING

manufacturing

IT

LEGAL

CUSTOM CRM

IT

Contracts

Custom CRM

Customer/Partner

PG Order Mgt

Appirio

64

Apttus

66

Coda

68

Convio

70

eAssist

72

Fairsail

74

Glovia (a Fujitsu subsidiary)

76

Jobscience

78

Model Metrics

80

MyLoanBiz

82

Navator Group

84

Precisio Business Solutions

86

Riskonnect

88

StakeWare

90

Verticals onDemand

92

Xactium

94

Xactly

96

Quote/

Inventory

Shipping

Pricing

Project Mgmt.

Doc Mgt

Accounting

Billing

Resources

Recruiting

Training

R&D

Supply

Resource/ Asset Mgt

• •

• •

• •

• •

• •

• • •



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