Client: Strata Decision Technology
TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce Platform
QUOTES
“CloudMasonry went above and beyond in helping us get to the right solution. They partnered with us in reviewing long-term strategy. In my experience working with them, it has felt as if they’re an extension of our team.”
KAYLE DUBESHTER MAGEE | Senior Salesforce Administrator | Strata Decision Technology
ABOUT CLIENT
Strata Decision Technology provides a set of software and service solutions that help healthcare providers better analyze, plan, and perform in support of caring for their community and reducing the cost of care.
NEED
Strata wanted clearer visibility into consulting hours and budgets tied to its software engagements.
APPROACH
CloudMasonry worked with Strata to restructure how consulting budgets are tracked in Salesforce.
- Restructured the flows and data model behind consulting budgets.
- A change request process for moving consulting fees between projects.
- Automated balance updates based on hours approved by both the customer and Strata.
OUTCOME
Strata’s finance team has a real-time, accurate view of consulting versus product revenue across the organization. The quarter-end calculation that staff used to do by hand is now automated, freeing the team to focus on client outcomes.
- A real-time, accurate view of consulting versus product revenue.
- Quarter-end calculation automated.
- Time returned to the team to focus on client outcomes.
