USE CASE: Internal Operations
Objective: Sunset legacy IBM BPM system and manage the same business processes inside Salesforce. Processes are primarily service request based and revolve around Vendor management (SKUs, Options, Price Changes, Catalog Maintenance, etc)
Most data resides in external DB2 and Siebel systems and needs to be integrated into the business processes managed in Salesforce.
Data needs to be manipulated in Salesforce and then written back to the originating systems.
Solution & Results
Work-Relay processes replicated the legacy BPM functionality while keeping the user experience contemporary via the Lightning UX. Extensive use of Forms linked to the external databases allowed searching, loading and updating data that upon approval was written back to the source database. Dynamic multi-level approval processes include internal resources as well as Vendors, and provide the ability to track approvals, rejections, rework loops, and to track all comments related to those approvals.
Rebuilt and modernized all processes formerly in Lombardi BPM.
Users can view and complete required tasks using a sortable, filterable Kanban dashboard.
Users presented only with data relevant to their assigned tasks.
Seamless integration with external systems hides complexity from users.
To the cloud.
Able to decommission 44 servers dedicated to legacy Lombardi BPM and move the entire solution to the cloud.
PROOF OF CONCEPT
Simplify complex processes and projects with Work-Relay
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Streamline Business Operations
Manage business operations with agility.
Overcome Spreadsheet Limitations
Move complex operational spreadsheets to Salesforce.
Migrate Legacy BPM
Migrate legacy BPM systems to Salesforce.
Control Citizen Development
Decrease the learning curve and increase governance.
Maintain Process Discipline
Bring business process discipline to project management.
Manage Complex Processes
Enhance your ability to manage operational complexity.
Unify Work Management
Replace company work management systems.