Problem: Massachussetts Office of Business Development (MOBD) has a program called Economic Development Incentive Program (EDIP), which gives tax benefits to companies who keep their business in MA and meet growth requirements. Each year, these companies need to report financial and employment numbers to the MOBD to show that they are meeting the program guidelines….
Read Article »Problem: The client was unhappy with the way leads were being entered and did not have a process for qualifying the leads. They were constantly creating duplicates and wanted to find a way to measure marketing ROI. Challenge: The business users were not using the system to manage their work. They were simply using it…
Read Article »Problem: Customer information was being tracked in separate databases, dependent on the organizational unit. Marketing lists were created by combining individual lists and Performance metrics were reported after activities were completed. Solution: Guided data migration effortts. Moved contacts without accounts or activity back to leads. Introduced record types: forecasting and products. Revamped the web form lead…
Read Article »Problem: Multiple requests by employees to verify pay, benefits and to update records Challenge: Employees are deployed around the world so the multiple time zones and schedules made it difficult for timely results. Multiple languages and cultures also contributed to strained communications Solution: Implemented self-service portal. This allowed for the employees to quickly find needed…
Read Article »Problem: Alexandria Economic Development Partnership needed to stand up an organization from the ground up. Spreadsheets and paper notes were limiting their ability to grow and track their results. Challenge: A very tight budget and short timeframe complicated the requirement to provide visibility into the ongoing efforts of the organization to bring business into the…
Read Article »Problem: The organizational structure of the Montgomery County Department of Economic Development involved multiple divisions, each with unique requirements. Their legacy system was filled with duplicate records and incomplete data. Challenge: Buan Consulting was tasked with designing & recommending best practices to setup and configure Professional Edition to meet their business needs and plan and…
Read Article »Problem: Current CRM had limited capabilities and was not meeting their needs. Were not able to add new functionality they needed. Challenge: Key resource that maintained the current CRM was leaving in 2 weeks and needed to have a system in place prior to departure. Security was controlled by the record owner’s assigned Borough. Solution:…
Read Article »Problem: Tarrant County was looking for a cloud-based CRM system for Constituent Management for citizen issues like housing, health care, road issues and complaints. They also needed an event management system to coordinate committee meetings and fundraising. They needed remote access through smart phones and tablets and the ability to integrate with Outlook. Challenge: As…
Read Article »Problem: AEDP wanted to be able to capture and track available properties in Alexandria and be able to present a web based application to allow user to find these properties. Challenge: Keeping track of available properties and presenting them in a user friendly web based search. Solution: Buan Consulting created objects to keep track of…
Read Article »Problem: Were using Access DB, Excel, Emails to manage: Voter Registration, Officers, Officer training, paper Response forms, email notifications, work location Challenge: Tracking and maintaining Officer data per Election. Track Officers working in Precinct other than Home Precinct. Make sure that each Precinct had the correct number of Officers. Solution: Setup Salesforce custom objects to…
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