The path to a Single Source of Truth.

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Presentation transcript:

The path to a Single Source of Truth. Single Platform – The path to a Single Source of Truth. Good Afternoon Everyone, my name is Jerome Barrientos and it is an absolute pleasure to be here this Afternoon. KinCare is one of Australia’s Largest Privately owned In Home Health Care organisation that has presence across all states and the ACT. As an organisation, we keep elderly Australians living at happier at home for as long as possible. Today I am excited to share with you the KinCare story and our journey towards the Single Platform for our core system on Salesforce. I will go through the path we have taken, the reasons and more importantly I will delve in some detail about what we have built and finally I will highlight some of the key benefits and our largest challenge. Jerome Barrientos KinCare CIO

As an organisation our Mission….. Our Vision….. With this goal the types of services we provide are

Personal Care – Helping people with personal services such as showering, Transport – Helping people get to where they need or want to go. Nursing – Services in the home. Telecare – using technology to help elderly Australians Telehealth – delivering healthcare in the home through various technology solutions.

KinCare Cloud Journey PHASE 1 PHASE II PHASE III PHASE IV 2010 – 2012 Virtualisation, Infrastructure as a Service PHASE II BYOD – Cloud Application Cloud Online Forms PHASE III Core System Transformation to the Cloud PHASE IV Single Platform Our Journey in the cloud began ……. Describe this slide. 2010 – 2012 2012 – 2013 2013 - 2015 2016-2017

KinCare Salesforce Scope Full Client Management Full Employee Management Full Core Business Scheduling. Entire Award Interpretation for Payroll Partial Financial Management and Invoicing Procurement to Pay The scope of Salesforce Covers 4 Main Areas Clients Employees Service Timesheet….. Describe this in detail Essentially this is the core of KinCare’s business with the rest of the items that support these stored and managed within Salesforce. Key Integration for Payroll Finance

Chatter / Collaboration KinCare’s Salesforce Stack Web / Portal Mobile Social Appexchange Integration Website / Mobile and Portal Self Service e-Commerce Cases Payments/Invoices Forums CRM Service HR Finance This is one of my favourite diagrams to discuss the our Salesforce Stack. In this diagram our Business Platform is SF. (Describe) On the left – App Exchange Product – Describe And in the middle is our core function – CRM, Service, HR, Future Finance Describe) We serve this information through the various Website / Mobile and Portal…… Importantly we connect Socially using the Markeitng Cloud – providing us the ability to define the digital journey of the customer. On the righ hand side, we have significantly built integration with some of these vendors. I’ll have a slide with greater detail about this. One area I wanted to particularly touch on is the Service Portion, where we undertake the care coordination activities…… Business Platform Approvals / Workflow SFDC Objects Activity Management Chatter / Collaboration Security Reports & Dashboards Mobility Integration / API Email / Calendar

KinCare’s Care Coordination Technology Customer Self Service Portals, Tele-health Employee Mobility Tools BYOD Reach Stake Holders (Customers, Employees, other) Describe….. The corner piece of this is our mobility for our field staff… Integrated Care Coordination Platform with Artificial Intelligence & Automation

Describe Mobile Solution.

KinCare Click Software

KinCare’s Salesforce Integration Map I mentioned Earlier the Integration points……Some of these may be a bit difficult to read…but I wanted to convey the essence and the power of this platform to allow us to be able to integrate with so many other products, vendors, companies, and government agencies. The power of the API facility in Salesforce is large.

Benefits & Key Points Single Source of Truth Integrated Process Identity Management The single platform regardless of the pathways into our organisation through on platform CMS Auto and Intelligent Scheduling – Core Business The power of mobility for Customers, Employees, and Partners Democratising Data Insights Some of the key points.

Biggest Challenges Change Process Biggest Challenge

What is next for KinCare Implementation of Financial Force. Better utilisation of our Marketing Cloud. Transitioning our Legacy Reporting from SQL into SFDC. Whats Next.

Additional Content

CR Process Development Manager has a Business Counterpart as a Salesforce Operations Manager Salesforce Tool for CR and Project Management Rigour Around CR Committee and Process Well Defined CR -> Release Process

KinCare Development Source Code Control