Solutions

New-Generation Automotive Solution with Automotive, IoT & Siebel

New-Generation Automotive Solution with Automotive, IoT & Siebel

In the ever changing Automotive Industry, automobile manufacturers need to rethink improving their customer experience leveraging existing enterprise systems data from sources like Siebel, E-business through Big Data, Cloud, Mobile & IOT Initiatives.

Softclouds, with its expertise in Siebel and Oracle IOT Cloud has a solution to merge these Innovative Technologies — Telematics & IOT with Oracle Siebel CRM to provide automotive OEM's with the capabilities necessary to provide personalized customer experiences. The solution connected data from automobiles flowing into Oracle IoT with the customer data available in Siebel – and could showcase multiple use cases like Predictive Maintenance, Upsell and Cross-sell to consumers and Proactive & Personalized Customer Experience.


 

Cross Platform Knowledge Connector BRIDGES TECHNOLOGY GAP IN KNOWLEDGE MANAGEMENT

SoftClouds has built an Oracle Knowledge connector that can inject the advanced capabilities of an Oracle Knowledge product like Knowledge Advanced (KA) into an existing, non-Oracle CRM system. This helps leverage many of the features of KA from within the existing CRM UI, creating a seamless integration experience for end-users.

The connector was developed in response to an increasing demand from customers of non-Oracle CRM systems, who enjoy the benefits of using a robust CRM application, but are looking to enhance the knowledge capabilities of their system.

Some major highlights of the Knowledge Connector include the ability for service desk users to use the Natural Language Search engine of Knowledge Advanced (KA) right from within the cases that are in progress. Once the user has found the knowledge they need to resolve the case, the Knowledge Connector also offers an easy way to link the article to case at the click of a button. Best of all, the search will be able to leverage KA's ability to federate search, which means that the search engine will not only bring back KA articles, but also content that exists outside of KA, such as articles authored in the existing CRM system, or web documents that can be crawled and indexed by KA's powerful content processor.


 

Cross Platform Knowledge Connector BRIDGES TECHNOLOGY GAP IN KNOWLEDGE MANAGEMENT
QUPPLET – ASK. DON'T QUERY. AN INNOVATIVE NATURAL LANGUAGE BASED SEARCH PRODUCT FOR SIEBEL CRM

QUPPLET – ASK. DON'T QUERY. AN INNOVATIVE NATURAL LANGUAGE BASED SEARCH PRODUCT FOR SIEBEL CRM

Qupplet is an innovative product that uses Natural Language Processing (NLP) to allow users to query Siebel databases using plain English. It then extracts the relevant information from the database and provides users with the answers to their "questions". Qupplet allows Siebel Users to save time on their questions than the traditional queries done by users.

Qupplet provides customers with a choice to deploy the product on premise or on cloud based on their preference – a key differentiator of Qupplet in comparison to other NLP tools in the market. Other attractive features of Qupplet are: automatic spell correction, automatic timeline checks, multiple intent query and intent calculation from the text. In the future versions of Qupplet, users can expect many new and enhanced features like voice commands input, graphical representation of search results, multi-language input, auto-completion of questions and other handy features.

To see a demo on Qupplet, Please click here

To know more about Qupplet, please click here


 

Fixlinks For OKM

Customers do not want to publish content that has dead links. A document with a missing image would lose content that is vital to the knowledge contained in that document. Likewise, a document that contains a dead hyperlink would be a cause of frustration to the end user. Fixlinks ensures Information Manager (IM) content contains no dead links. The tool is compatible with Oracle Knowledge Enterprise and is a standalone desktop application which checks all the links in an IM (Information Manager) document. If any link happens to be another IM document then that page is also validated. User can specify the crawl levels Fixlinks will execute on.


 

Fixlinks For OKM
KMswitch

KMswitch

KMswitch addresses a long awaited need for converting data from 3rd party Knowledge Solutions into the Information Manager (IM) of Oracle Knowledge Management (OKM). KMswitch is a data conversion utility that converts XML file formats to Oracle Knowledge CMS IQ XML format. It can run on two modes.

  • A batch mode job inside OKM
  • A desktop app that can access OKM.

KMswitch runs jobs from backend and uploads data in an Oracle Knowledge Information Manager Article channel. KMswitch also sends alert messages to the business if any documents are empty/null or any arbitrary data which program does not understand so that business can correct the data manually in IM or in any other source location. Can also create/update data in Information Manager.

 



CPQ Cloud Integration with Siebel

Integrate Siebel with CPQ Cloud & address limitations of Siebel by

  • Making use of enhanced CPQ capabilities
  • Map Products between Siebel & CPQ using part no. maintained in master table of CPQ
  • Sync Back Transactions between CPQ/Siebel with Sales Agent:
    • Line & Pricing information
    • CPQ calls
  • Update Contract and Proposal documents in Siebel CRM back from CPQ
  • Provide a seamless experience to end user by using the same skin between CPQ & Siebel UI

To know more about this Integration, please click here

 

CPQ Cloud Integration with Siebel


OSvC Integration with Siebel

OSvC Integration with Siebel

In today's world, users are expecting to have control on business rules rather than dependent on developers to modify criteria's which is difficult or needs customization setup in native Siebel. SoftClouds accelerator provides an unique opportunity to leverage Oracle Service Cloud functionality with existing Siebel deployments and help you experience best of both worlds. Some of the key returns of the solution are:

  • Modernizing legacy applications by Cloud enablement is quick/cost effective
  • Hybrid Cloud helps organizations to modernize legacy applications on top existing rich data and business processes
  • Augment existing Siebel application with Customer Portal, Knowledge Management and Chat

 

 



Campus Experience for Oracle Service Cloud

Student recruitment is naturally one of the biggest challenges facing higher education today. Higher educational institutions need a more effective way to positively engage and satisfy candidate students and families. SoftClouds Campus Experience offers powerful capabilities that facilitate self-service research of institution frequently asked questions (FAQs). It also provides an efficient method of requesting campus tours and consultations focusing on application, enrollment, financial and other administration topics. These seamless interactions contribute toward positive dealings with the school that help guide the student to the appropriate higher educational decision.

 

OSvC Integration with Siebel



Automotive

SoftClouds Automotive CRM solution provides answers & guidance to every component of the pain points from managing dealers to the end customers. The intuitive system helps you to build and maintain Sales & Service departments from the start to the end without any loss of data in the middle. It's a single, powerful source of comprehensive customer insight, accessible by all your people, departments and legacy systems.

For more details on our detailed expertise and projects/products completed contact us here.

 

Airline

SoftClouds expertise in providing solutions to the airline industry is the right blend in a loyalty program- superior membership experience; innovative loyalty program features and personalized differentiated service across all customer touch-points.

SoftClouds Loyalty solution enables airlines to easily manage membership tiers with a variety of options to assign and modify tier status through configurable rule-based point calculation capabilities.

For more details on our detailed expertise and projects/products completed contact us here.

 

Hi-Tech

SoftClouds Automotive CRM solution provides answers & guidance to every component of the pain points from managing dealers to the end customers. The intuitive system helps you to build and maintain Sales & Service departments from the start to the end without any loss of data in the middle. It's a single, powerful source of comprehensive customer insight, accessible by all your people, departments and legacy systems.

For more details on our detailed expertise and projects/products completed contact us here.

 

Consumer Goods

SoftClouds expertise in providing solutions to the airline industry is the right blend in a loyalty program- superior membership experience; innovative loyalty program features and personalized differentiated service across all customer touch-points.

SoftClouds Loyalty solution enables airlines to easily manage membership tiers with a variety of options to assign and modify tier status through configurable rule-based point calculation capabilities.

For more details on our detailed expertise and projects/products completed contact us here.

 



Financial Services

Financial Services CRM applications developed by SoftClouds, can help financial services institutions achieve the goals as well as maximize top- and bottom-line growth. They deliver a combination of transactional, analytical, and engagement features to manage all customer-facing operations in day-to-day life.

For more details on our detailed expertise and projects/products completed contact us here.

 



Travel & Hospitality

SoftClouds in-depth, proven domain knowledge and technological skills - helps our customers to address critical challenges including operational, quality, and cost challenges. SoftClouds solution bridges the intermediate space between business and technology, which optimize costs and enhance customer experience in the Travel industry.

For more details on our detailed expertise and projects/products completed contact us here.

 



Pharmaceutical

SoftClouds Pharma solutions facilitates a single, complete source of profile information for customers of pharmaceutical and biotech companies, regardless of where the relationship exists. This unified view of the customer can be used to accurately validate physicians and other influencers, segment customer groups, tailor a product pitch to meet individual needs, or respond proactively to a medical information inquiry, allowing pharmaceutical organizations to better respond to customer needs.

For more details on our detailed expertise and projects/products completed contact us here.

 

SoftClouds Services implementation provides a vital day – to – day contact point between customers, users, IT services, and third – party support organizations. With embedded ITIL – compliant best practices for managing incidents, problems, change requests, and other IT service processes, SoftClouds delivers a complete, integrated IT service and support solution that improves the use of scarce resources, the speed and quality of service response, and IT cost management.


Siebel

Siebel Service

Siebel Service is available as an integrated component of Siebel CRM, when integrated with other Siebel CRM applications, Siebel equips companies to deploy next – generation contact centers that support customers, partners, and employees across marketing, sales, service and IT/ HR service management needs.

  • Improved Service Automation
  • Task Based User Interface
  • Efficient IT Service Management
  • Complete Contact Center Management
  • Helpdesk Analytics

For more details on our detailed expertise and projects/products completed, contact us here.

 

Oracle Service Cloud

To thrive in today's customer empowered environment, brands need to deliver the best customer experiences when, where and how customers want it. Oracle Service Cloud combines Web, Social and Contact Center experiences for a unified, cross – channel service solution in the Cloud, enabling organizations to increase sales and adoption, build trust and strengthen relationships, reduce costs and effort.

  • Standalone Co – Browse Cloud Service
  • Dynamic Agent Desktop Cloud Service
  • Email Management Cloud Service
  • Outreach Cloud Service
  • Policy Automation
Service Cloud

 

Oracle CRM on Demand

Oracle CRM on Demand

Oracle CRM On Demand is a comprehensive, strategic CRM solution that goes far beyond any other software as a service offering to help you bring clarity to your sales processes; build loyal, long – term customer relationships; accelerate productivity; boost call center efficiency; and derive comprehensive, real – time customer intelligence. Oracle CRM on Demand offers a comprehensive feature set:

  • Service: Build and retain customer satisfaction by resolving issues efficiently, thanks to consistent access to up – to – date information from across your organization.
  • Call Center: Make your agents more productive and your customers happier and more loyal with the only hosted multichannel support application that can be deployed in days, not months—without upfront capital expenditures or integration costs.
  • Analytics: Make informed, intelligent decisions based on deep insight into your business, thanks to the only on – demand CRM solution with a prebuilt data warehouse that allows you to combine real – time intelligence with deep historical and comparative trend analyses.
  • Integration: Focus high – value resources on your business, not your IT infrastructure, thanks to the only CRM on demand solution that provides Web Services support as well as prebuilt integration to Oracle and other business applications.

 

Oracle Knowledge

To help users of their Websites to find answers amid a growing mountain of online information, companies are turning to enterprise search (ES) or enterprise knowledge management (EKM). By enabling searches across a wide variety of sources, Oracle's InQuira knowledge management products offer simple and convenient ways for users to access knowledge that was once hidden in the myriad systems, applications, and databases used to store enterprise content.

  • Answers in context of customer profile
  • Organized Knowledge Base
  • Elimination of redundant effort
  • Minimized cost of brain drain
  • Wide variety of search database

For more details on our detailed expertise and projects/products completed, contact us here.

Oracle Knowledge

 

Oracle Service Cloud Knowledge

Oracle Service Cloud Knowledge

Oracle Service Cloud Knowledge Cloud Service combines knowledge management software technology with social media collaboration for a consistent, superior customer experience. Learning continuously from every interaction, it infuses knowledge from your entire ecosystem and delivers real – time, relevant information at every touch point.

  • Knowledge Management
  • Intelligent Authoring
  • Social Collaboration
  • Self – Learning
  • KCS Verified Process flow

For more details on our detailed expertise and projects/products completed, contact us here.

Siebel

Siebel Marketing

Siebel Marketing applications are relevant and personalized, to reveal consistent features, offers and experiences based on what customers want and how they choose to get it – even as they jump from one channel to another and back.

  • Integrated Marketing Campaigns
  • Tailored Customizations
  • Multi – Channel support
  • Enhanced product recommendations
  • Assured customer loyalty

For more details on our detailed expertise and projects/products completed, contact us here

 

Oracle Marketing Cloud

Transform the way organizations approach sales and marketing with Oracle Marketing Cloud, the world's leading marketing automation and revenue performance management solution. Build and manage databases, efficiently execute marketing campaigns, score and route leads to sales and measure marketing's impact on business – all in a single product suite.

  • Better Quality Leads
  • Boosted Revenue performance
  • Improved Sales closing rates
  • Personalized campaigns
  • Distinguished Marketing analytics

For more details on our detailed expertise and projects/products completed, contact us here.

Oracle Marketing Cloud

 

Oracle CRM on Demand

Oracle CRM on Demand

Oracle CRM On Demand is a comprehensive, strategic CRM solution that goes far beyond any other software as a service offering to help you bring clarity to your sales processes; build loyal, long – term customer relationships; accelerate productivity; boost call center efficiency; and derive comprehensive, real – time customer intelligence. Oracle CRM on Demand offers a comprehensive feature set:

  • Service: Build and retain customer satisfaction by resolving issues efficiently, thanks to consistent access to up – to – date information from across your organization.
  • Call Center: Make your agents more productive and your customers happier and more loyal with the only hosted multichannel support application that can be deployed in days, not months—without upfront capital expenditures or integration costs.
  • Analytics: Make informed, intelligent decisions based on deep insight into your business, thanks to the only on – demand CRM solution with a prebuilt data warehouse that allows you to combine real – time intelligence with deep historical and comparative trend analyses.
  • Integration: Focus high – value resources on your business, not your IT infrastructure, thanks to the only CRM on demand solution that provides Web Services support as well as prebuilt integration to Oracle and other business applications.

 


SoftClouds Sales Process implementation has helped many of our client organizations in various areas including Sales, Sales support, Sales Management, Sales Marketing, Information Technology & sponsoring executives. SoftClouds solutions are equipped with embedded support for sales methodologies that drive revenue and increase sales velocity, creation of quotes, proposals, configured products and services necessary to meet every customer's needs.


Siebel Sales

Siebel Sales

Siebel Sales solutions enable organizations to share information across teams and designed to improving forecast accuracy, pipeline visibility, sales effectiveness and bottom – line results.

  • From Lead generation to Order fulfilment
  • Complete forecasting
  • Real – time data analysis
  • Automated Complex Sales Processes

For more details on our detailed expertise and projects/products completed, contact us here.

 

Oracle Sales Cloud

SoftClouds has expertise in creating SaaS applications in Oracle Cloud that are integrated with social, mobile and analytics capabilities to help deliver the needs of the market perfectly.

  • Improves Service Consistency
  • Improves Quality
  • Social solutions
  • Collaborative hub
  • Completely Streamlined

For more information about our Rapid Implementation Package available for Oracle Sales Cloud click here.

For more details on our detailed expertise and projects/products completed, contact us here.

Oracle Sales Cloud

 

Oracle CRM on Demand

Oracle CRM on Demand

Oracle CRM On Demand is a comprehensive, strategic CRM solution that goes far beyond any other software as a service offering to help you bring clarity to your sales processes; build loyal, long – term customer relationships; accelerate productivity; boost call center efficiency; and derive comprehensive, real – time customer intelligence. Oracle CRM on Demand offers a comprehensive feature set:

  • Sales: Automate, simplify, and manage all the information your sales organization needs with one comprehensive set of tools.
  • Analytics: Make informed, intelligent decisions based on deep insight into your business, thanks to the only on – demand CRM solution with a prebuilt data warehouse that allows you to combine real – time intelligence with deep historical and comparative trend analyses.
  • Integration: Focus high – value resources on your business, not your IT infrastructure, thanks to the only CRM on demand solution that provides Web Services support as well as prebuilt integration to Oracle and other business applications.

For more details on our detailed expertise and projects/products completed, contact us here.

SoftClouds Services implementation provides a vital day – to – day contact point between customers, users, IT services, and third – party support organizations. With embedded ITIL – compliant best practices for managing incidents, problems, change requests, and other IT service processes, SoftClouds delivers a complete, integrated IT service and support solution that improves the use of scarce resources, the speed and quality of service response, and IT cost management.


Siebel

Siebel Service

Siebel Service is available as an integrated component of Siebel CRM, when integrated with other Siebel CRM applications, Siebel equips companies to deploy next – generation contact centers that support customers, partners, and employees across marketing, sales, service and IT/ HR service management needs.

  • Improved Service Automation
  • Task Based User Interface
  • Efficient IT Service Management
  • Complete Contact Center Management
  • Helpdesk Analytics

For more details on our detailed expertise and projects/products completed, contact us here.

 

Oracle Service Cloud

To thrive in today's customer empowered environment, brands need to deliver the best customer experiences when, where and how customers want it. Oracle Service Cloud combines Web, Social and Contact Center experiences for a unified, cross – channel service solution in the Cloud, enabling organizations to increase sales and adoption, build trust and strengthen relationships, reduce costs and effort.

  • Standalone Co – Browse Cloud Service
  • Dynamic Agent Desktop Cloud Service
  • Email Management Cloud Service
  • Outreach Cloud Service
  • Policy Automation
Service Cloud

 

Oracle CRM on Demand

Oracle CRM on Demand

Oracle CRM On Demand is a comprehensive, strategic CRM solution that goes far beyond any other software as a service offering to help you bring clarity to your sales processes; build loyal, long – term customer relationships; accelerate productivity; boost call center efficiency; and derive comprehensive, real – time customer intelligence. Oracle CRM on Demand offers a comprehensive feature set:

  • Service: Build and retain customer satisfaction by resolving issues efficiently, thanks to consistent access to up – to – date information from across your organization.
  • Call Center: Make your agents more productive and your customers happier and more loyal with the only hosted multichannel support application that can be deployed in days, not months—without upfront capital expenditures or integration costs.
  • Analytics: Make informed, intelligent decisions based on deep insight into your business, thanks to the only on – demand CRM solution with a prebuilt data warehouse that allows you to combine real – time intelligence with deep historical and comparative trend analyses.
  • Integration: Focus high – value resources on your business, not your IT infrastructure, thanks to the only CRM on demand solution that provides Web Services support as well as prebuilt integration to Oracle and other business applications.

 

Oracle Knowledge

To help users of their Websites to find answers amid a growing mountain of online information, companies are turning to enterprise search (ES) or enterprise knowledge management (EKM). By enabling searches across a wide variety of sources, Oracle's InQuira knowledge management products offer simple and convenient ways for users to access knowledge that was once hidden in the myriad systems, applications, and databases used to store enterprise content.

  • Answers in context of customer profile
  • Organized Knowledge Base
  • Elimination of redundant effort
  • Minimized cost of brain drain
  • Wide variety of search database

For more details on our detailed expertise and projects/products completed, contact us here.

Oracle Knowledge

 

Oracle Service Cloud Knowledge

Oracle Service Cloud Knowledge

Oracle Service Cloud Knowledge Cloud Service combines knowledge management software technology with social media collaboration for a consistent, superior customer experience. Learning continuously from every interaction, it infuses knowledge from your entire ecosystem and delivers real – time, relevant information at every touch point.

  • Knowledge Management
  • Intelligent Authoring
  • Social Collaboration
  • Self – Learning
  • KCS Verified Process flow

For more details on our detailed expertise and projects/products completed, contact us here.

 

 

Siebel

Siebel Marketing

Siebel Marketing applications are relevant and personalized, to reveal consistent features, offers and experiences based on what customers want and how they choose to get it – even as they jump from one channel to another and back.

  • Integrated Marketing Campaigns
  • Tailored Customizations
  • Multi – Channel support
  • Enhanced product recommendations
  • Assured customer loyalty

For more details on our detailed expertise and projects/products completed, contact us here

 

Oracle Marketing Cloud

Transform the way organizations approach sales and marketing with Oracle Marketing Cloud, the world's leading marketing automation and revenue performance management solution. Build and manage databases, efficiently execute marketing campaigns, score and route leads to sales and measure marketing's impact on business – all in a single product suite.

  • Better Quality Leads
  • Boosted Revenue performance
  • Improved Sales closing rates
  • Personalized campaigns
  • Distinguished Marketing analytics

For more details on our detailed expertise and projects/products completed, contact us here.

Oracle Marketing Cloud

 

Oracle CRM on Demand

Oracle CRM on Demand

Oracle CRM On Demand is a comprehensive, strategic CRM solution that goes far beyond any other software as a service offering to help you bring clarity to your sales processes; build loyal, long – term customer relationships; accelerate productivity; boost call center efficiency; and derive comprehensive, real – time customer intelligence. Oracle CRM on Demand offers a comprehensive feature set:

  • Service: Build and retain customer satisfaction by resolving issues efficiently, thanks to consistent access to up – to – date information from across your organization.
  • Call Center: Make your agents more productive and your customers happier and more loyal with the only hosted multichannel support application that can be deployed in days, not months—without upfront capital expenditures or integration costs.
  • Analytics: Make informed, intelligent decisions based on deep insight into your business, thanks to the only on – demand CRM solution with a prebuilt data warehouse that allows you to combine real – time intelligence with deep historical and comparative trend analyses.
  • Integration: Focus high – value resources on your business, not your IT infrastructure, thanks to the only CRM on demand solution that provides Web Services support as well as prebuilt integration to Oracle and other business applications.

SoftClouds' Value-Added Optimizer Analysis


Let us help you uncover the hidden potential in your Salesforce implementation

If you have recently implemented Salesforce for the first-time, chances are, your implementation could use some significant optimization, and in some cases, a re-design of the solution architecture. When a business acquires new software, there is a natural evolution in the learning curve for users and the staff that support the system, which typically begins around the time the software is first implemented, and continues to increase as the users and the staff that support the system gains more knowledge of the system. Unfortunately, what this means is that most first-time implementations are in dire need of a deeper and more complex evaluation of functional and technical solution architecture, usability, data integrity, and performance.

What is Salesforce Optimizer?

Luckily, Salesforce recognizes the common challenges of adoption and learning related to its productsand have invested in building an algorithm customers can use to automatically analyze how an implementation is being used.

Here is a summary of Optimizer's capabilities:

  • Produces a report that provides recommendations for how to improve features in the Salesforce implementation
  • FREE analysis program available in ALL editions of Salesforce: Professional, Enterprise, Performance, Unlimited, and Developer
  • Available in both Classic and Lightning Experiences

Optimizer evaluates the following features:

  • Administrator permissions
  • Apex triggers
  • API versions
  • Dashboards
  • Data storage limits
  • Fields
  • File storage limits
  • Hard-coded URLs
  • Page layouts
  • Permission sets
  • Profiles
  • Record types
  • Reports
  • Roles
  • Sharing rules
  • Users' login activity
  • Users who access Salesforce on unsupported browsers
  • Validation rules
  • Workflow rules

 

But if I already have the Optimizer and I can use it for free, why do I need Assessment services?

If you haven't already seen an Optimizer report, please take a look at a sample of it here.

If it isn't already obvious to you by looking at the concrete recommendations provided for flagged areas are shallow in the best cases, and in the worst cases, the suggested actions can even be incorrect depending on the implementation design. This is because the algorithm does not go beyond analyzing the most basic usage statistics and fails to deliver the critical business and technical insights required to make intelligent decisions on how best to administer, optimize or accelerate your system.

Worst of all, if you lack the detailed knowledge needed to interpret the results, you'll have to figure them out for yourself because the report will simply provide links to the most standard documentation available on the feature or topic.


What can SoftClouds' Value-Added Optimizer Analysis do for you?
  • A deep-dive analysis of your implementation that uses the Optimizer report as a starting point, but factors in:
    • Root cause analysis of flagged areas.
    • Business objectives and processes that should influence usability and functionality.
    • Sophisticated analysis that extends beyond features usage, like functional and technical solution architecture, usability, data integrity, and performance.
  • Intelligent recommendations on how to optimize and accelerate your solution.
  • Expert guidance in helping you decide what changes make sense for your organization, and what level of impact and effort to expect in implementation.

 

How it Works

Our specialists will meet with you either virtually or in-person to deliver our Optimizer services using the process below.

 

What outcomes can I expect?
  • A deeper understanding of the areas of my implementation that are working well and not working well per the business, functional, and technical objectives of my solution.
  • Clarity on the root cause of any inefficiencies or issues identified in my implementation.
  • A set of actionable recommendations on how to optimize and accelerate my solution.
  • A high-level estimate on the impact and level of effort required to implement each recommendation.
  • Guidance on whether to plan changes in phases vs. a single release.
  • What-if-scenario based approach to:
    • Identifying the possible sequences in which the recommendations can/should be implemented.
    • The impact to cost, timeline, technology, and usability to each possible sequence.
    • Change management tips as needed, depending on the sequence.

Lightning Readiness Assessment


Find out whether you're ready to take on the Lightning transformation

There is an incredible momentum right now around Salesforce's product roadmap to eventually transition all Salesforce's offerings to the Lightning Experience. However, there are many factors to consider when evaluating whether your Org is ready to move to Lightning, and we can make that decision-making process one that is more guided, intelligent and strategic for your organization.

Why should I care about moving to Lightning?

Salesforce is already on the journey toward phasing out the Classic Experience and replacing it with Lightning. Currently, there is no specified timeframe that has been confirmed by Salesforce as to when this will happen. However, customers of Salesforce should be aware that Salesforce has already started to decrease its development effort for Classic while increasing the number of features released in Lightning. This has resulted in a number of features available only in Lightning, and not in Classic. This trend is expected to continue to increase.

What is the Lightning Experience Readiness Check

Salesforce provides a free utility that can analyze your Salesforce implementation to identify what areas are ready for migration to Lightning and others that may either need additional handling or cannot yet be accomplished in Lightning. It can be useful obtaining a high-level view of what limitations you may be facing if you were to attempt a Lightning migration.

Click here to view a sample of the report the Readiness Checker can generate for your implementation.

Readiness Check evaluates the following areas:

  • User profiles
  • Tabs and objects:
    • Documents
    • Territory Management
    • Enterprise Territory Management
  • Sales Cloud related lists:
    • Account Contact Roles
    • Account Partners
    • Campaign Members
    • Campaign Influence
    • Contact Hierarchy
    • Opportunity Partners
  • Custom buttons and links:
    • JavaScript
    • URLs that link to other pages in Salesforce
  • Solutions
  • AppExchange packages
  • Hard-coded URLs and My Domain
  • Home page and sidebar components
  • Email templates
  • Lookup filters
  • Cases
  • Third-party computer-telephony integration (CTI)
  • Salesforce Console (Sales and Service)
  • Omni-Channel
  • Live Agent
  • SOS
  • Service Contracts
  • Entitlements
  • Visualforce Overrides
  • Sharing Buttons
  • Data.com

 

But if I already have the Lightning Experience Readiness Checker and I can use it for free, why do I need Assessment services?

Similar to the problem you'll face with the free Optimizer that Salesforce provides, the Lightning Experience Readiness Checker goes only skin-deep in its analysis of your implementation. It fails to deliver the critical intelligence you need to make a well-informed decision about whether you are ready for a migration and what migration strategies are most suitable for your Org.


What can SoftClouds' Value-Added Lightning Readiness Analysis do for you?
  • Build business case for migration.
  • Perform investment-to-benefit analysis.
  • Assess technical and functional impact.
  • Level of effort and complexity of migrating areas of Org.
  • Identify opportunities to optimize solution architecture as part of migration effort
  • Discover Lightning customizations requirements
  • Recommend implementation strategy
    • Full vs. partial
    • One-time vs. incremental
    • Integration with external systems
    • Data strategy

 

How it Works

Our specialists will meet with you either virtually or in-person to deliver our Optimizer services using the process below.

 

What outcomes can I expect?
  • Build business case.
  • Perform investment to benefit analysis.
  • Assess technical and functional impact.
  • Level of effort and complexity of migrating areas of Org.
  • Identify opportunities to optimize solution architecture as part of migration effort.
  • Discover Lightning customizations requirements.
  • Recommend implementation strategy
    • Full vs. partial.
    • One-time vs. incremental
    • Integration with external systems.
    • Data strategy.

Lightning Readiness Assessment


Find out whether you're ready to take on the Lightning transformation

The sheer speed at which technology is ever-changing has necessitated businesses to establish collaborative relationships with technology partners. Working with partners whose core practice includes programs to keep their employees regularly trained and updated on the latest technologies and solution best practices makes it possible for businesses to keep their solutions innovative and flexible, while minimizing the cost associated with frequent resource changes and change management.


Why do I need Managed Services when I am on a cloud solution?

There is a mystique that has evolved in the recent years about how moving to the cloud can transform a business. One of the unfortunate consequences of the cloud propaganda as it continues to sweep over the business and IT landscape is that in some cases, it has over-simplified the capabilities of cloud solutions to mystic proportions, particularly as it pertains to supporting a cloud system.

Here are a few popular myths that we hope to de-mystify about requirements to support and maintain a cloud solution:

SaaS Myth #1: No maintenance is needed.

"Going to the cloud means I no longer have to support my applications because Salesforce will maintain them in the cloud."


Most mid to enterprise sized implementations will have some degree of customization and integration, yet neither customizations nor integrations are supported by the vendor.


SaaS Myth #2: Platform Support is the same as Application Support.

These are absolutely not the same thing, and in fact, there are far more areas that must be supported by the customer than the vendor



 

SaaS Myth #3: Upgrades are hands-off.

"Going to the cloud means all upgrades to my Salesforce application will be automatic and will require no involvement from my organization."


You will see that there are, in fact, many factors that must be juggled to maintain your Salesforce system and minimize the impact that the upgrades will have on your integrated systems:

  • Any development work on integrated systems and customizations must be coordinated with Salesforce to avoid conflicts with scheduled maintenance windows
  • Integration testing must be performed at least 3x/yr. (3 major releases each yr.)
  • Changes to an org must be scheduled around Salesforce's bi-monthly maintenance schedule.

What SoftClouds Managed Services Offerings provide

SoftClouds specializes supporting and maintaining custom implementations NOT supported by software vendors such as:

  • Integrations (Salesforce integrated with external data and systems)
  • Hybrid Implementations (Cloud solutions integrated with on-premise systems)

Our Managed Services give our customers the reassurance of having complete and comprehensive support for their integrated or hybrid systems. In addition to the platform support provided by the SaaS vendor, we fill all of the gaps that remain in the application support category.


 

What makes SoftClouds Managed Services different?

Proactive Maintenance and Advisory

Unlike many professional services providers who take a more reactive approach to troubleshooting issues after they occur, our experts are trained to apply their knowledge and experience to anticipate issues and risks before they occur, continually take observance of opportunities to optimize or enhance the current systems, and to proactively communicate these thoughts and findings with the customer team.

Cross-Platform Expertise

An example of a Salesforce integrated ecosystem might look like this:


 

With a Salesforce expert needed at a minimum, the customer is likely to need some expertise in the integrated technologies to properly support the integrated ecosystem as a whole, but the effort, time, and cost needed to build the team, and constantly adjust the team according to the changing needs of the business and the evolution of technology can make it extremely difficult to manage without additional assistance.

To add to the challenge of building the right support team, the org structure of the IS or IT departments may exist in a way that makes blending the effort between application engineering groups to support an integrated system either too difficult or unfeasible for a customer to handle without outsourced assistance.

The Perfect Model for Agile Adopters and Enthusiasts

Leveraging the assistance of outsourced support is often not enough. Even after a decision has been made to invest in outsourced Managed Services, the complexity of having to understand the specific staffing requirements up front and having to commit to those specifications with a vendor can be a daunting task.

We don't always know how many expert resources we need, or what functional and technical expertise they must have, nor how deep their knowledge needs to be in these areas. Every integrated/customized ecosystem is unique in:


  • What they can contain:
    • Types of applications
    • Types of platforms
    • Custom configurations
    • Home-grown solutions
  • Size of implementation
  • Complexity of solutions
  • Appetite of the consumers to continually enhance/modify the solution
  • Initial stability of the implementation

 

However, having to size, estimate and re-engage using traditional methods is cumbersome and risky.

At SoftClouds, we understand that customer needs can change on the fly. With more companies adopting agile methodologies, it is vitally important for service partners to offer an engagement model that can fit seamlessly into the agile culture the customer has worked so hard to build within their organization.

Our unique service model, Managed Service-as-a-Subscription (MSaaS), delivers quality expertise in just the right numbers and with the speed and simplicity that today's businesses demand.

How it works

  • Start a Foundation Team by signing up for a basic MSaaS subscription (can optionally start with larger team).
  • Incrementally add expert resources at client's preferred pace
  • Each expert resource is offered at fixed price and hours

Here is an example:


 

What are the benefits of the MSaaS model?

Dynamic. Swap out one expert for another with minimal lead time (e.g., "We no longer need to outsource for ERP, but are starting a Marketing initiative and need to swap out the ERP resource for a Market one.").

Agile. New resources can usually be provided by the next monthly billing cycle. *

Simple. Resource changes do not require a new contract. *

Streamlined. All our MSaaS resources are priced exactly the same..

Assured. We stand by the quality of our consultants and their ability to proactively support and maintain our clients' system.

Guaranteed. If a client is dissatisfied with service provided by a member, we swap out the member and replace them at no additional cost to client.

* Some restrictions apply.