Holt Farley Consulting builds custom SFDC territory management system for Contracted Sales Representatives.\u00a0 Territories defined by geography (e.g., country, state\/province, postal code), named accounts, product lines, etc., were used to assign various standard and custom objects (Accounts, Opportunities, Registration Requests, Samples, etc.) to Contracted Representative.\u00a0 Additionally, sharing of objects was automated using manual sharing rules, eliminating hundreds of difficult to maintain sharing rules.\u00a0 Similarly, a dramatic reduction in approval process definition complexity and maintenance was achieved.<\/p>\n
Holt Farley Consulting completes new SFDC Change Order process to manage clinical trials scope changes.\u00a0 Business process integrated Opportunities, Quotes, Contracts, and new custom objects to support change requests, pricing changes, and integration with custom bid pricing system.<\/p>\n
Holt Farley Consulting implements Apttus Contract Lifecycle Management.\u00a0 Built SFDC community with custom VF “wizard” style pages to allow\u00a0 corporate users without SFDC licenses to submit contract requests.\u00a0 Built integration to cloud based Legal Tracker system.<\/p>\n
Holt Farley Consulting develops automatic dynamic manual opportunity sharing to allow only partners (customers, agents) that participated in an opportunity to have visibility to the opportunity and related objects (quotes, orders).\u00a0 Each opportunity had up to 4 external partners, plus additional business rules that determined data visibility.\u00a0 The custom code automatically added\/removed manual sharing rules, as required based on data changes.\u00a0 This eliminated 100’s of sharing rules that were a nightmare to manage (and were quickly exceeding SFDC rule limits).<\/p>\n
Holt Farley Consulting successfully separates a business line of one corporate division into a new division.\u00a0 The new division was to be independent of the original, which required identifying and separating\/duplicating accounts, contacts, opportunities, and many custom objects (samples, deal registration requests, etc.).\u00a0 Additionally, users, sharing rules, profiles, records types, etc., had to be revised to keep all data independent by division.<\/p>\n
Holt Farley Consulting creates custom data interfaces between Salesforce.com and Oracle EBS for account, contact, product, and sales order data. \u00a0HFC also manages Salesforce transition from legacy ERP data sources to Oracle EBS for 30,000+ products, 20,000+ accounts, and 30,000+ sales orders.<\/p>\n
Holt Farley Consulting develops custom Salesforce.com applications for Cree LED Components Division, streamlining registration request process, sample order processing, product data entry, automated registration expiration, etc.<\/p>\n
Holt Farley Consulting completes business analysis, requirements, and design (data model, UI, interfaces) for new sales forecasting application “Foresight” for the Cree LED Components Division. \u00a0Foresight integrates sales pipeline (Salesforce.com), sales orders (Oracle EBS), and business demand goals to speed forecasting and ensure accuracy.<\/p>\n
Holt Farley Consulting begins building Dell Boomi based cloud integration of Cree’s Salesforce.com application with manufacturing systems and order processing.<\/p>\n
Holt Farley Consulting engaged by Cree, Inc. to launch their Lighting Division Salesforce.com implementation.<\/p>\n
Holt Farley Consulting engaged by Charlotte-Mecklenburg Police Department to manage a regional law enforcement data sharing system to support the 11 counties surrounding Charlotte, NC. The Charlotte Regional Information Sharing System (CRISS) will serve over 60 agencies in the region, using the COPLINK suite of search and analysis tools.<\/p>\n
Holt Farley Consulting completes Adult Arrest sub-system of the Charlotte-Mecklenburg Police Department KBCOPS records management system.<\/p>\n
Holt Farley Consulting developed Bid Management System (BMS) goes into production for Triad Guaranty Insurance. BMS greatly reduces time to process bidding on structured mortgage deals from Fannie Mae, Freddie Mac, and other credit enhancement entities. BMS integrates mortgage pool risk analysis, pool segmentation tools, and financial projections.<\/p>\n
Holt Farley Consulting engaged by Triad Guaranty Insurance to create the Bid Management System (BMS), a new Oracle based application to streamline credit enhancement structured deal bidding. BMS provides interfaces to GSE electronic bid requests, as well as various commercial and in-house risk analysis tools. BMS is a web application built on database centric business rules engine, and includes sophisticated financial projections for structured deals to assist the bid pricing.<\/p>\n","protected":false},"excerpt":{"rendered":"
June 2022 Holt Farley Consulting builds custom SFDC territory management system for Contracted Sales Representatives.\u00a0 Territories defined by geography (e.g., country, state\/province, postal code), named accounts, product lines, etc., were used to assign various standard and custom objects (Accounts, Opportunities, Registration Requests, Samples, etc.) to Contracted Representative.\u00a0 Additionally, sharing of objects was automated using manual… Continue reading…<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=\/wp\/v2\/pages\/42"}],"collection":[{"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=42"}],"version-history":[{"count":12,"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=\/wp\/v2\/pages\/42\/revisions"}],"predecessor-version":[{"id":125,"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=\/wp\/v2\/pages\/42\/revisions\/125"}],"wp:attachment":[{"href":"https:\/\/holtfarleyconsulting.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=42"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}