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SFDC Application Maintenance

Engagement Overview• Create a new field just under Cargo Value called

“Add’l Cargo Ins” that is alphanumeric• If cargo value > $100,000, we would like it to be a

requirement that the Add’l Cargo Ins field is populated BEFORE the Load Status can be moved to “Dispatched”.

• When we assign a carrier (a truck) to a load, the Load Status automatically moves to Tendered. Once the carrier accepts the load, the Load Status automatically moves to Assigned. Once the carrier is driving to the pickup location, we change the Load Status to Dispatched. If the Cargo Value is more than $100,000, I don’t want our users to be able to move it to dispatched without filling out the Add’s Cargo Ins field.

Client OverviewvA Logistics company from US is utilizing our services to maintain their business critical SF applications.

Client Business NeedüTo maintain the application on full time basis & do enhancements in the current system.üTrain their new staff on usage of the system.

Solution OverviewAuto Field Population Revenova Created Process builder on Load object with all the requirements from requirement document.

After this we were getting time out issue so for some part of the requirement created Batch class and scheduled it at 4 pm each day.

But Still getting timeout issue so finally used trigger instead of process builder to avoid CPU time out issue.

Additional Insurance Revenova When a load is built with cargo value > $100,000, a notice pops up reminding the user to purchase additional cargo insurance.

2Confidential © Copyright 2008 Company Ltd

Client OverviewvA leading Publishing Company from South Africa, dominate in domestic print medial.

Client Business NeedüCreate Custom Views and Reports in Sales force.

Engagement Overview§ We partnered with the Client for creating Views and

reports for specific pages.§ It was a small assignment.

Solution Overview§ Delivered the request successfully.§ We have to write APEX code to achieve some of the requests of

client.

“Good Job done in time, very competant and felixble to work with”– Jonathan Haaris, CEO/Publisher Media 24

Client Feedback

Specific page views and reports required to be made in salesforce.com

3

SFDC integration with Web App via REST API

Engagement Overview§ We partnered with the Client for end-to-end project

implementation, right from Requirement Analysis &Solution Design phase through Development, Testing& Production readiness phases.

§ Adopted “demo-as-you-develop” approach to validate& manage business expectations & get timelyfeedback and hence meet final solution outcome.

§ Team worked closely with Client technical team inachieving 2 way integration.

§ Provided detailed documentation covering Design,Admin Setup & End User Flow.

Client OverviewvA leader in cloud-based enterprise solutions from US, engaged in providing meeting scheduling solutions for B2B events.

Client Business NeedüTo develop an integration component, for 2 way data exchange and displaying meeting scheduler app within Salesforce.comüPackaging the above solution to distribute to Salesforce.com users.

Solution OverviewSFDC side Data Modelling, customization and developingREST API to achieve following:§Opening the Meeting App within SFDC by passing therequired session id / user details / account-opportunityinformation.§Receive meeting details into SFDC when a meeting iscreated OR updated in the Meeting app.§Send meeting id / other details to the Meeting Appwhen a meeting is edited.§Search API to receive account search parameters fromthe Meeting App and send results back.§Send SFDC contacts for selected account to the MeetingApp.§Receive contact creation information from the MeetingApp to create within SFDC.

4

SFDC for Airlines Sales Model

Requirement Overview§ Ability for manage “Lead to Contracts creation” process for

travel Agents and Corporates.

§ Ability to generate and update the Contract documents.

§ Ability of the solution to support Approval Workflows between

Sales Agent and Manager.

§ Ability to integrate with Outlook email client for tracking

customer interactions during the sales and contract negotiation

cycle.

§ Provision of intuitive & informative data snippets.

Client OverviewvA leading Airline company from EU, dominate both in domestic and

international air travel.

Client Business NeedüEvaluate SFDC as a target platform for migration of Sales functionality from

existing Siebel CRM system.

üEnhance UX experience to sales users for ease of SFDC platform adoption.

Solution OverviewSuccessfully demonstrated SFDC solution for Airline Sales process

by developing following:

§Informative application “Home” page for the Sales Agent with

dashboard depicting real-time status of his/her workbench.

§Intuitive and dynamic “Customer” page with details on Key

Contacts, Sales Revenue, Contractual Tier, Upgrade/Downgrade

Action Notification, etc.,

§Built in control mechanism to manage discount structures across

sectors for specific geographies with approval process for

deviations.

§Automated in the creation of Contracts with “One Click”

generation of Contract document, with that ability to track

multiple versions for each Customer.

§Ease of use approval workflows incorporating Salesforce-1 Mobile

application for deviation approvals by Managers.

§Outlook client integration with SFDC for Contact synchronization.

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Collateral Risk Management System (CRMS)

Engagement Overview§ We partnered with the Client for end-to-end project

implementation, right from Requirement Analysis & Solution Design phase through Development, Testing & Production deployment phases.

§ Adopted “demo-as-you-develop” approach to validate & manage business expectations & get timely feedback and hence meet final solution outcome.

§ Project delivered remotely including Requirement Analysis & User Acceptance Testing phases by effectively utilizing the capabilities of SFDC cloud platform & other cloud tools.

Client OverviewvA Real Estate sector Business Intelligence company from Gurgaon, India engaged in providing services by tracking realty trends and facilitating Banks & FIs with decision support system to record & track ongoing realty projects and deliver relevant MIS reports online.Client Business NeedüTo provide a unified “CRMS Platform” on Cloud, specializing in Project Approvals and Project Monitoring Services.üTo develop Project Rating models & Realty Market Intelligence Reports.

Solution Overview§ Developed CRMS app on Force.com platform for back office

team to record & track realty project execution.§ Configured & Customized SFDC Customer Portal to provide

realty project details to subscribed customers.§ Developed multiple custom Reports covering various life cycle

of the realty project.§ Integrated Google charts for graphical reporting & with Google

maps to depict project address location.§ Integrated with Amazon Web Services (AWS) for realty project

reports & project image storage.§ Developed Data load scripts & UI console to load and manage

project related data into the CRMS system.

“What you have created is a “benchmark” in a highly technical field. Home Loan providershave struggled with this vital piece so far and the solution provided is a winner all the way!” – sd. Client CEO

Client Feedback