1 minute read
IS Salesforce 2021: YEAR IN REVIEW
by ochsnerweb
The Numbers
Developed 4 new data feeds into Salesforce including Workday, Flexsys (Vision Center), Mindbody (Performance Training), Digital Medicine
Decommissioned 2 PowerBuilder Applications
Developed new Change release process including alerting stakeholders of all changes, resulting in 15 stakeholder notifications to date.
73 New Salesforce Users
5 new businesses using Salesforce Welcomed 1 new employee
June 2021 engagement pulse survey:
•100% completion
•4.51 – engagement mean
•81 – mean percentile rank
Multiple certifications and trailhead badges and super badges earned across the team.
The Projects
Built a custom internal application for change management, project, and data integration documentation.
Go-live of Pediatric Class Registration Portal for Boh Center
Built out Ochsner Accountable Care Network Participation Agreements in Salesforce for document generation and e-signature. Built out 5 different contracts for Ochsner Health Network for document generation and esignature, each with amendment workflows.
Kicked off Ochsner Community Connect Project which will allow the business to track the sales process and onboarding of new Community Connect customers through an opportunity workflow.
The Projects
Go-live of Connected Living 24/7 call center application for innovationOchsner. The application works in conjunction with apple watch fall technology. When a patient falls wearing the watch, the call center is notified, and they call the patient. The goal is to reduce fall-related hospital visits and injuries.
Go-live of Phase I Med Legal Services Opportunity Workflow which allows the business to utilize an Opportunity workflow that provides a view into their business pipeline and uses the Chargent tool within Salesforce for sending invoices and collecting payments.
Kicked off Community and public Affairs –Health Schools with a January 2022 go-live.
Go-live of 138 IS Epic Training & Security users on a Phase I of a Salesforce application that utilizes a new employee, vendor, and transfer feed and replaces “The Grid”.
Kicked off Collaborative Drug Therapy Management project with the Robotics Process Automation team which will automate the contracting process saving many hours of manual work.
Go-live of Concierge Health Salesforce application which allows the business to track the full lead process for prospective members and complete contracting and payment within the same tool.
