Increase Customer Satisfaction

Management Portal

Property Investment Management Portal

Client Profile

Commodities investment management organization managing properties across the United States.  Key corporate differentiator is a tight focus on reducing inefficiencies in management of all aspects of the property lifecycle.

Situation

The primary driver for maximizing investor returns depended upon efficient management of large numbers of documents for each property and the related complex set of stakeholders and business processes.  

Documents were being stored in multiple I/T infrastructure silos with no consistent formats or versioning controls and no efficient search and retrieval mechanism.  This situation impacted both consistency of operational business processes and the ability to execute strategic initiatives.

Solution

A multi-phase 3 year program to migrate all document management functions and related business processes to Office 365 and a SharePoint Online Content Management Portal with the following key features:

  • Simple unified hierarchy for managing multiple Portfolios containing multiple Properties.
  • Consistent metadata tagging and document upload user experience that provides support for both user-specified tag values as well as auto-populated values.
  • Provisioning engine for quickly creating portfolio and property sites with a consistent structure, navigation and metadata experience.
  • Custom Search Center with ability to refine documents based on customer-centric corporate taxonomy.

Business Benefits

  • Documents are secured, stored and accessed via a single consistent user experience.
  • Users have a secure on-line document access mechanism wherever they have an internet connection.
  • Automatic metadata reduces friction for document contributors while providing valuable metadata for sorting, filtering, and searching.
  • Users can leverage an intuitive navigation function using familiar core corporate terminology to quickly locate documents.
Integration with Service Cloud

Customer Support Site Integration with Service Cloud

Client Profile

Global information services company serves the legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare markets. They operate in over 150 countries and have over 19K employees.

Situation

The client’s Service Excellence organization was planning to implement the Salesforce Service Cloud solution for their customers and Service Excellence and Sales teams.  The Service Cloud solution would provide new functionality for submitting, updating and viewing Customer Cases as well as provide a new Knowledge base to support all of the client’s call centers.  As a result of this new Service Cloud implementation, the site would need to be integrated with Service Cloud to support customers creating, updating and viewing of support Cases and to allow customers to search the new Service Cloud Knowledge base.

Solution

By leveraging the client’s Enterprise Service Bus (ESB) and the Service Cloud API’s, ThreeWill was able to provide employees and customers with access to Service Cloud Cases ands Knowledgebase via the Support Site.  This included supporting a phased rollout of Service Cloud which meant supporting different back-end service applications for Cases and Knowledgbase for each call center.

Business Benefits

The client now has a fully implemented and integrated Service Excellence platform, Salesforce Service Cloud integrated with the client’s Support Site, for their customers and employees.  This enabled the client to move to a cloud-based solution for their Service Excellence team, yet preserving the UX for the customer who accesses Cases and Knowledgebase information via the Support Portal.

feature development

New Feature Development for Public Facing Website

Client Profile

Medical technology researchers developing and manufacturing swallow-able imaging capsules for endoscopy.

Situation

Healthcare solution provider focused in “Expanding the Scope of GI” needed to quickly add new features to their public facing website utilized by patients and health care professionals.

Solution

The features listed below were added to the company’s public facing website.

  • Physician Locator
  • Patient Videos (Testimonials)
  • Newsletter with management system to publish content and for consumers to subscribe and unsubscribe to the Newsletter
  • Contact Us – form that routes to proper internal contact based on product, location, etc.

Includes a custom workflow that allows Given Imaging employees to respond to an inquiry through the SharePoint workflow form as part of an overall notification process.

Business Benefits

The results was a way for patients to locate physicians who could leverage the customer’s GI products, a way to communicate patient successes using video, a consistent way internally to handle customer questions including a corresponding audit trail of the response, and a process to manage newsletter subscriptions.

Danny RyanIncrease Customer Satisfaction