Case Study: Flexible Managed Services Deliver Salesforce Success for Sound Physicians
Dec 9th, 2020
Posted on Feb 6, 2020 Case Studies · Tags: education
PSESD is committed to becoming an Antiracist Multicultural Organization. Each PSESD employee supports our regional educational communities. We hold each other accountable to sustaining the Principles That Guide Our Culture to meet the Agency End: Success for each child and eliminate the opportunity gap by leading with racial equity.
psesd.org
ESDs improve the quality, equity, and efficiency of educational programs through partnerships with K-12 education, early learning, higher education, and public and private organizations.
PSESD’s clients are school districts that work with populations that are highly mobile, fast growing, and have a diverse array of needs. This dynamic landscape creates a demand for services that frequently change—sometimes even on a weekly basis. PSESD implemented Salesforce in the hope that it would help them manage their workflow, improve data collection, and streamline their reporting process. However, their Salesforce architecture needed to be heavily adapted, requiring technical skills that fell outside of their capacity.
PSESD partnered with EightCloud to provide the technical and strategic expertise needed to customize Salesforce to keep abreast of their clients’ constantly changing service requirements. Since PSESD does not have any developers on staff, the solution also needed to be simple enough to maintain on their own with minimal coding.
The managed services agreement relationship with EightCloud has been the single most meaningful and impactful aspect of the services we received for this project. Having access to a dedicated account specialist to provide technical and business process solutions has been invaluable. The specialist identified business process improvements, provided Salesforce training, and served as an interpreter between multiple developers and our end users.
EightCloud freed us to focus on our work instead of attempting to create technical solutions that are beyond our in-house capacity. Ultimately, the exceptional services provided by EightCloud gave us the tools we needed to improve the services we provide to our clients.
– Anna Wade, Director, Grants Administration, PSESD
Dramatically streamlined the report generation process, boosting marketing capacity. PSESD replaced a labor intensive, paper-based process with custom Salesforce dashboards that collate real-time data from 100+ programs. This reduced the amount of time and effort required to create individualized client reports from days and weeks to minutes.
EightCloud has not disappointed. Right away, they stepped up to meet our aggressive timeline and dove right in. They are flexible with our changing needs and have remained incredibly responsive. I appreciate the proactive communication. I would highly recommend partnering with EightCloud!"
- Christie Madsen, Dreambox Learning
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