Jul 25th, 2020
The San Francisco Board of Appeals (BOA) is a quasi-judicial body that provides the public with a forum for resolving disputes and appealing decisions made by the city on a wide range of permits, licenses, and other entitlements.
The BOA uses an Appeals Management System to track the hundreds of appeals that come through their office every year. The application had originally been developed in-house using a mix of Microsoft-based technologies. Several years later, the BOA learned that the technology could no longer be supported since the underlying technologies were being phased out. After considering their options, BOA decided to migrate their application to Salesforce.
BOA wanted to partner with a company that could customize Salesforce to replicate core functionalities of their legacy system, including reporting and document generation. Several years’ worth of data would need to be migrated onto the new application and correctly mapped to ensure a seamless transition. Finally, since they were not familiar with Salesforce, BOA was also looking to ensure that the platform would be easy to use.
I’m very happy with the overall end product. EightCloud worked closely with our team to create an easy-to-use product that’s helped to streamline a lot of our processes. I didn’t realize how great it would be for our reporting. We’re able to provide information to the public far more quickly now. We’ll eventually be able to integrate our new application with our tax collectors payment system. This will finally allow us to accept credit card payments for our filing fees, a definite plus.”
– Julie Rosenberg, Executive Director, San Francisco Board of Appeals
Replaced manual tracking of hearings with a streamlined, automated system. BOA reviews approximately 250 appeals per year. The hearing dates for these appeals are often rescheduled for a wide variety of reasons. Since the legacy system did not have a built-in way to keep track of these rescheduled hearings, BOA staff had resorted to manually logging rescheduled hearings on a Word document located in a shared drive, a time-consuming process. The new Salesforce application automatically tracks rescheduled hearing dates, updating upcoming agendas as needed. The new application also monitors critical deadlines, ensuring the staff remains in compliance with tight regulatory timeframes.
Improved reporting capabilities, adding the ability to create ad-hoc reports on demand. BOA employees no longer have to export data to an Excel spreadsheet for subsequent analysis. The new application includes powerful, flexible reporting tools. BOA can now quickly respond to public information requests as well as compile the required statistics for their annual reporting with far less effort.
Streamlined data entry that improves data integrity and employee productivity. The new application allows BOA employees to store contact information for everyone who is filing an appeal with the Board. This speeds up the data entry process when the same company or individual party files a subsequent appeal.
We have worked with EightCloud for about a year. Ajay & team have been so wonderful to work with. They've helped us work out problematic workflows, come up with creative ways to use SF and been a very strategic partner for our company. I have recommended them already and will continue to do so!"
- Darren Goldstein, HornerXpress
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