Statêra is now a Salesforce- and QTC-focused consulting agency. An exciting announcement about our digital transformation practice — including Microsoft consulting services — is forthcoming. More info »

Case Study Category: Collaboration

phone screen with apps

Global Social Networking Service

  • Fast growing, leading Silicon Valley-Based Social Networking Service had an existing Apttus CLM implementation that suffered from low adoption, unnecessary customization and under-utilization of key Apttus functionality such as Advanced Approvals, X-Author and Clause Libraries. They sought to address these issues and bring three new business units onto the solution.
  • The Client engaged Statera to provide a new ground-up design emphasizing leveraging out-of-box functionality, X-Author, an optimized Template, Merge Field and Clause Library.
Telecommunications

Large Telecommunications Provider

  • Leading national telecommunications provider
  • Improve stock performance through improved sales pipeline and forecast accuracy
  • Salesforce.com Sales Cloud implementation to automate end-to-end sales processes, and drive improved forecasting
Medical supplies

Texas Health Resources

  • One of the largest faith-based health care delivery systems in Texas
  • Needed a collaboration platform to improve support, adoption and usability
  • Several hundred websites on different platforms, limited standardization, highly uneven usage levels across stakeholders, and limited governance structure
Girl Scout Cookies

Girl Scouts

  • The Girl Scouts is a non-profit organization that provides leadership training to girls
  • A cost-improvement initiative to move to a cloud-based solution (Microsoft Office 365) for some of its business processes
  • User adoption of enhanced communication/collaboration capabilities
Molson Coors Wheat

Molson Coors: Salesforce

  • A leading beer company and distributor
  • Re-brand and re-build Salesforce Partner Portal for international beer and merchandise ordering application
  • Re-design of the interface, adding new functionality to their partner portal, and building a custom marketing application
students throwing graduation caps

Jones International University – Applications

  • Fully-accredited online university
  • Increase student satisfaction, retention, and operational efficiency
  • CRM tool selection and implementation of CRM solution, to accurately track the student lifecycle and integrate with existing systems
wind turbines

Energy Co-op

  • Wholesale electric power supplier  serving 1.5 million consumers across 4 states and 200,000 square miles
  • In need of a system for sharing information with member cooperatives over the public internet
  • Needed to retain high security and ability to be managed by non-IT resources
drilling oil

Encana

  • A natural gas company comprised of multiple asset teams spread throughout the US and Canada performing drilling, construction, production, operations, as wells as assorted additional functions
  • Struggling with information sharing within and across asset teams