Case Study: Flexible Managed Services Deliver Salesforce Success for Sound Physicians
Dec 9th, 2020
Posted on Sep 17, 2020 Case Studies · Tags: government, Salesforce, Tableau, Technology
Considered one of the most open governments in the country — with an A- ranking in the 2018 Digital States Survey — Washington was already under strict rules that governed the public’s access to information.
Derek Puckett, formerly the TBM Consultant at WaTech and currently serving as its Legislative Affairs Director, is in a unique position to manage the state’s public-facing IT dashboard. Part of his daily duties include making sure legislators and residents can easily track what projects are being worked on.
In 2019, the legislature passed new rules, making accessibility requirements even more stringent. The regulations require the data be more detailed and easier to find. The regulations also require burn rates on project spending and the ability to roll up projects that impact other agencies.
WaTech had a barebones Salesforce system with no data visualization. In addition, trend tracking was incredibly difficult.
The agency needed an easy-to-use system with analytics capabilities that:
We’ve been limping along with a functional but unimpressive system. The value we got in 10 weeks is really impressive.
– Derek Puckett, Project Manager
WaTech
With 10 weeks to implement the new dashboard, WaTech engaged EightCloud, a Salesforce partner.
EightCloud completed:
In addition to adding new data access, the EightCloud team incorporated Tableau software. Tableau makes the dashboard visually stunning and allows users to make deep connections between data sets.
“Before” Dashboard
Optimized Data Visualization Dashboard
Quicker decisions. Legislators can quickly see if a project is on schedule or over budget. This functionality has already cut down on workload during crunch time, saving dozens of hours per issue.
More openness. Not only is WaTech in compliance, a resident with few tech skills can see how their tax dollars are spent on IT projects—with context.
Data storytelling. On a macro level, residents can see visually which phase the state’s numerous IT projects are in, how many are in “red” status, the value of all proposals and much more.
In addition to project work, the agency collaborates with EightCloud for Managed Services. EightCloud provides blended retainer services for less than the cost of one employee.
WaTech published an RFP and conducted a competitive procurement to engage Salesforce support. EightCloud was the highest scoring responder in our procurement process. What won was their ability to approach our problem holistically. We also wanted someone who had worked with government agencies. In the end, we didn’t have Salesforce professionals in house and EightCloud was able to demonstrate that they could fulfill that need”
– Derek Puckett, Project Manager
WaTech
EightCloud has been an amazing partner to work with. They are really great about helping you maximize the functionality you are paying for before considering adding new features or other solutions. They are also great about helping us position and communicate the value of Salesforce and Pardot to leadership and have worked closely with us through multiple organizational shifts. Without EightCloud, I probably would have pulled all my hair out - they have helped up prioritize and execute our needs across our entire business."
- Ryan Redd, Envestnet MoneyGuide
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