Non-Traditional Marketing Campaigns in Salesforce

The traditional business-to-business (B2B) and business-to-consumer (B2C) campaign models consist primarily of launching marketing campaigns to help drive new sales (i.e. email blasts, advertising, etc.).  The outcome being ultimately a transaction resulting in revenue generation (a sale) from an opportunity.  However, this week we met with two separate clients where the Salesforce.com marketing campaign functionality would be very powerful, but not in the same sense as the traditional B2B and B2C business models.  This blog will focus on why organizations may use the marketing campaign functions in Salesforce.com without having the traditional transactional (sale) outcome.

Continue reading ‘Non-Traditional Marketing Campaigns in Salesforce’

Salesforce.com – Spring ’12: TSG Review

In the past week Salesforce.com published a stream of social media for the Spring ’12 Release, so we reviewed the videos and the release notes.  Our key takeaway for the upgrades of the Sales Cloud, Chatter, and Force.com was that Salesforce.com is focusing on system usability and upgrades to their social functions.  This blog will give what we believed were the key takeaways for the Spring ’12 Release.

Continue reading ‘Salesforce.com – Spring ’12: TSG Review’

Salesforce.com – Licensing in the Cloud

A couple of weeks ago we posted a blog on Enterprise License Agreements (ELA) and our thoughts on the ELA model versus purchasing and adding licenses on an as needed basis.  This blog will focus on how the Salesforce.com license model works well for many of our clients and is an excellent example of an organization that focuses on selling user licenses rather than ELAs.

Continue reading ‘Salesforce.com – Licensing in the Cloud’

Alfresco and Liferay – Lessons Learned from UCP of Greater Chicago

For those who had the opportunity to attend DevCon 2011, TSG presented this case study  in developing myInfinitec, a portal provided to teachers to access resources to aid in working with special needs children.  The slides from our DevCon 2011 presentation may be accessed here.  The following will discuss lessons learned during initial development, including the following topics:

Documentum D2 – Initial Thoughts

Back on November 1st, 2011, EMC/Documentum announced an exclusive licensing agreement with C6, a French Enterprise Content Management (ECM) software provider and long-time partner.   Over the holidays a webinar was held that included a live demo of the tool.  For this post, we will present our initial thoughts on the product for those evaluating use of D2 in their Documentum environment.

Continue reading ‘Documentum D2 – Initial Thoughts’

Alfresco or Documentum – Dynamic Workflow in Active Wizard

We’ve recently completed our initial effort that successfully implemented the Active Wizard’s dynamic workflow with the Activiti workflow engine embedded in Alfresco 4.0.  The Active Wizard has supported Documentum workflow since 2002.  For this new effort, we re-examined some of the fundamental concepts behind the Active Wizard’s dynamic workflow.   This post will overview those concepts, and how the Active Wizard’s dynamic workflow is different than a typical “dynamic” workflow template.  One best practice we have seen at multiple clients is to leverage forms AND workflow.  Especially in the case of controlled document processes, a form needs to be created along with one or more attached documents to explain to the user what they are approving.  In this post, we will discuss the use of forms for dynamic workflow.

Continue reading ‘Alfresco or Documentum – Dynamic Workflow in Active Wizard’

Alfresco – Activiti Workflow Thoughts

In a previous post, we discussed how Alfresco compares to Documentum for managing Controlled Documents.  A big part of the controlled document process is the workflow engine used for review and approval.  This post will go into more detail on Activiti, the workflow engine used in Alfresco 4.0.

Continue reading ‘Alfresco – Activiti Workflow Thoughts’

Alfresco versus Documentum for Controlled Documentation

Some of our larger regulated industry (Pharma, Utliity…) clients are looking into Alfresco to see if it could be used to manage their controlled documentation and potentially replace Documentum.  This post will present our most recent in-depth analysis based on common document control requirements.

Continue reading ‘Alfresco versus Documentum for Controlled Documentation’

Upcoming Midwest Alfresco Lunch and Learns in 2012

With the upcoming release of Alfresco Enterprise 4.0, Technology Services Group will once again be hosting Alfresco Lunch and Learns in both Chicago and Minneapolis at the end of January 2012.  We’ll provide an in-depth overview of new features available in Alfresco 4.0, in addition to some great case studies of our more recent Alfresco implementations.  Locations and dates are as follows:

Continue reading ‘Upcoming Midwest Alfresco Lunch and Learns in 2012′

Chicago Salesforce.com Consultants

We were recently working with a client that had hired a Salesforce.com consulting partner to handle a small Salesforce.com implementation.  Our client was upset because the implementation partner had positioned themselves as a local Chicago Salesforce.com partner, but in the end the invoice included travel expenses for out-of-town consultants.  Our client asked us if we could make a list of local Chicago Salesforce.com consulting partners, and we thought we would post the list here.

Continue reading ‘Chicago Salesforce.com Consultants’

Next Page »



Follow

Get every new post delivered to your Inbox.

Join 25 other followers