Innovation Showcase: Top Public Sector Apps Built on App Cloud
Tim McCormick Area Vice President, State & Local Government [email protected]
Tim McCormick Area Vice President, State & Local Government
Salesforce
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Introducing: Salesforce App Cloud
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield
Trusted and Connected Platform Run all your apps on a trusted platform
Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps
Brian Walsh Director, Multifamily Business Transformation, Fannie Mae
About Fannie Mae Multifamily § Fannie Mae is the leading provider of apartment financing (multifamily
properties). § We work with a national network of brokers to finance apartment
buildings and cooperatives. § For more than 25 years, Fannie Mae Multifamily has relied on its
Delegated Underwriting and Servicing (DUS®) program to finance multifamily rental housing. DUS is a unique model that relies on three core principles: § Leveraging private capital § Aligning interests through risk-sharing § Providing superior asset management
§ Simplify infrastructure
§ Maximize Delegation
§ Efficient Origination Model
§ Competitive Platform
Project Goals
Selection Process – Adopting Salesforce
Market Survey
(COTS, BPM, PaaS)
Request for Proposal Proof of Fit
Enterprise Cloud Policy
Security Validation
(Encryption, SSO, IP Filtering)
Results We Have Seen To Date
FROM TO RESULT
Multiple Systems & Manual Processes
End-to-End Platform Retire Systems
Duplication of Effort Straight Through Processing Reduction in level of effort to process deals at lender shops.
Ad Hoc Task Management Automate Workflow 20% savings in turnaround time on processing transactions
Manual Pipeline Automated Pipeline Real-time pipeline tracking/dashboards
Limited System Flexibility – months to release
Rapid Prototype and Development
Priority configuration updates and testing within 24 hours
Key Learnings • Configure and solicit feedback
before turning to Apex and Visual Force pages
• Invest in training materials and a rollout implementation plan as it will pay dividends
• Develop and agree upon a deployment strategy in the early stages of your project
Moshe Cohen Director, Multifamily Business Transformation, Fannie Mae
What We Built - DUS GatewayTM • DUS GatewayTM provides a single destination for managing data, documents and
communications for processing apartment loan transactions. • Successful roll-out of DUS Gateway to 1400 users internal/external (June ‘15) leveraging:
o Sales Cloud o Community Portal
• First releases included: o DUS Gateway (Salesforce)
o Operational Data Store
o Data Warehouse o Address Standardization Service
o Authorization and Authentication (Salesforce)
o Audit and Logging
o Reference Data Management
Chetna Mahajan Senior Director, Business and Enterprise Applications, State of Colorado
ü Technology and Science Index - #4 : Forbes
ü Innovation - #8 : Bloomberg
ü Technology - #8 : CNBC
Governor’s Office of Information Technology Introducing: State of Colorado
Trail blazing the technology landscape in public sector
2014 Award Winner for Innovation and Business Transformation
Where are we headed: § Cloud and mobile first
§ Secure Colorado
§ Application Rationalization § from 1200 to 1000 applications in 2 years
§ Modernize mission critical applications for state agencies § Human Services, Dept of Corrections, Dept of Revenue
§ Back to basics
§ Establishing standards and governance to find synergies and drive efficiencies
Resource Constraints (need to do more for less) § Funding § People
Culture § From keeping-the-Lights-On to being a service
delivery organization
No Standards § 1000+ state applications to support with
redundant and overlapping business functions § Need for standardization and governance
Our Challenges
Transformation From a reactive organization to a proactive
organization (service delivery)
Be ahead of the Customers Being the Apple’s of the public sector: No one knew they needed an iPhone before
they existed
Speed, Security and Mobility Deliver services to our agencies and citizens
in a fast, secure and mobile way
Our Vision
§ Model after GSA § Rationalized their applications footprint from 1200 to 500
§ Don’t have build everything from scratch
§ Interfaces have consistent look and feel, easy to use
§ Data security was our primary requirement. § Salesforce government cloud is FedRamp certified.
§ Needed to re-platform critical applications to modern infrastructure § Better performance, scalability, capacity and disaster recovery § Case Management, Inspection Systems, Legislative Tracking etc.
need to modernize Why We Chose Salesforce
Magic Quadrant for Mobile Application Development Platforms, Worldwide July 25, 2015
Created 40+ applications on Force.com for 14+ agencies
v PEAK
v Legislative Tracking System
Consolidating applications
v Case Management
v Inspections
Training resources to develop and support Salesforce platform and applications
Drive adoption through simplifying onboarding and intake processes
Making the move
Program Eligibility and Application Kit (PEAK) Colorado’s self-service application that allows Coloradans to apply for medical, food, and cash assistance online.
Case Study: PEAK App
Built on Salesforce platform featuring:
§ Real time, no touch shared medical eligibility check and benefits submission
§ Mobile capability
§ NASCIO 2015 award winner
v Multiple initiatives that help people build on Salesforce
v Hackathons
v Streamlined Onboarding and Intake processes
v Center of Excellence
v Communities of Practice
v Colorado Salesforce User Group for Government
Best Practices at State of Colorado
Program Team
• Platform vision and roadmap
• Identifies enterprise future needs & opportunities
• Data Management strategy
• Manages enterprise ORG strategy
CoE
• Enterprise process development & governance
• Bi-directional communication & collaboration
• Provide consulting services to business
CoP
• Setting best practices
• Education & Training
Salesforce Program at OIT
Cultural shift is slowly coming and while there was fear at first, its been a positive change
Increased use of automation and agile tools and methodologies to improve productivity
Agency partners trust us more to be able to build good solutions and deliver in a timely manner
Results
State wide contract for more flexibility and support, Continuing consolidation efforts onto the platform
Increasing cloud adoption
Mobile app for citizens for all the services we offer
Where We Are Going Next
VIDEO https://www.youtube.com/watch?v=ZpRjPz4iglQ&feature=youtu.be
Q&A
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