Client: Strata Decision 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 Decision Technology provides asset management software and consulting services around that software to healthcare providers. Their Salesforce environment was structured in a way that made it hard to track the dollar amount of consulting hours actually left on the SaaS products they were meant to consult on.
APPROACH
CloudMasonry addressed the problem at its source rather than patching the reporting.
- Ran a deep-dive analysis and restructured the flows and data model that made consulting budgets impossible to track accurately.
- Developed a change-request process that accommodated moving and tracking consulting fees from project to project.
- Built a process to automatically update the remaining balance on engagements based on hours approved by both the customer and Strata.
OUTCOME
Strata’s finance team now has a real-time, accurate view of what counts as consulting revenue versus product revenue across the organization, so the business bills customers for exactly what was contracted, no more and no less. The process that used to require staff to calculate this manually at the end of every quarter is now automated, freeing the team to focus on driving client outcomes rather than reconciling hours.
- A real-time, accurate view of consulting versus product revenue.
- Billing that matches exactly what was contracted.
- Quarter-end manual calculation eliminated through automation.
- Time returned to the team to focus on client outcomes.
