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 »
The client made a commitment to the donors of creating efficiencies in their organization with the merge of two separate avenues of business, radio and television
One of the final pieces to that commitment was to consolidate their donor management process. This work included migrating over 50,000 donors, over 180,000 pledges, and all supplemental payment, premium, and show information into one donor management system
Rocky Mountain PBS needed a way to effectively, accurately, and quickly transform and upload raw data from the legacy donor system into the correct format for the target donor system located within Salesforce without disruption to sustaining donors, without loss of a single dollar of pledge monies, and without loss of historical pledge drive data
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.
The primary purpose of this project was to utilize the Apttus X-Author for Excel (XA) application to insert Excel spreadsheet data into Salesforce.com (SFDC) using source data originating from an third party website that collects the data on behalf of the client
The XA enhancement to the existing spreadsheet functionality should allow users to import the source data and create new Account, Contact, Asset Line Item, and other related Fulfillment and Billing Management records for online orders placed for magazine subscriptions, webinars and seminars
The client makes over 2 million contracts per year with construction industry professionals to collect, verify, and maintain data on over 165,000 bidding projects and more than 70,000 planning projects in the US and Canada
Every document they receive runs through their “optical character recognition” technology to allow searching plans and specifications by keyword and CSI code. They use the latest technology to significantly improve the usability of the construction market data for their customers use
One such technology includes moving their products from a legacy third party product system on Salesforce to an Apttus CPQ solution which is built on the Salesforce.com platform.
The client needed a way to effectively, accurately, and quickly transform and upload raw data from the legacy system into the correct format for the Apttus CPQ objects
They also needed a more robust product and subscription management tool that could accommodate a complex derivative-price model and evergreen contract process