1. Salesforce Strategic Consultant
High-Level Overview
March 14, 2017

2. Agenda CRISP Website – RFP Information Overview of CRISP
What do we mean by a Salesforce Strategic Consultant?
RFP Expectations
Deliverables and Timeline
Salesforce Architecture
CRISP Architecture
Q&A

3. CRISP Website https://crisphealth.org/
salesforce-strategic-consultant-rfp/

4. Who We Are
CRISP is a regional health information exchange (HIE) serving Maryland and the District of Columbia. We are independent not- for-profit membership corporation advised by a wide range of stakeholders who are responsible for healthcare throughout the region. CRISP has been formally designated as Maryland's statewide health information exchange by the Maryland Health Care Commission.
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5. Our Mission
We will enable and support the healthcare community of Maryland and our region to appropriately and securely share data in order to facilitate care, reduce costs, and improve health outcomes.
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6. Our Vision
To advance health and wellness by deploying health information technology solutions adopted through cooperation and collaboration.
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7. Our Guiding Principles
Begin with a manageable scope and remain incremental.
Create opportunities to cooperate even while participating healthcare organizations still compete in other ways.
Affirm that competition and market- mechanisms spur innovation and improvement.
Promote and enable consumers’ control over their own health information.
Use best practices and standards.
Serve our region’s entire healthcare community.
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8. What do we mean by a Salesforce Strategic Consultant?
CRISP is seeking a vendor to evaluate our usage of SFDC and advise high- level strategic initiatives for improvement. The vendor will work with CRISP employees to understand current usage of the system, as well as a team of SFDC developers to implement any proposed changes. We anticipate this role is filled by a single resource, but are also open to a team of advisers if the case is made.
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9. User Story
As a CRISP Outreach team lead, I want to better understand CRISP’s products, so that I can more effectively manage the Outreach team.
We need to better understand our products, from when a customer first expresses interest in the product to when all new accounts have been established.
CRISP lacks visibility into our customers’ interests in our products; this prevents us from effectively managing our Outreach team to focus on those most important or in-need-of-attention products.

10. RFP Expectations
This RFP is intended to evaluate the abilities of the selected vendor for potential future work CRISP does not expect a solution or work plan to our engagement objective, “to enable CRISP to better understand our products,” as a part of this RFP response. Additional details for this specific project will be communicated directly to any down-selected vendors by CRISP resources to permit for adequate Q&A to respond. The RFP Response will consist of general company information as described in “Section 3: Proposal Content”

11. Proposal Content Summary (1 page) Company Overview
General and Technical Questions Responses
Please detail a previous engagement in which your strategic guidance was able to identify previous unexplored areas for improvement and tangibly impact your customer’s efficiency or bottom line.
What is your typical process for requirements gathering? What is a typical design session?
What is your experience working with a team within your organization, within your customer’s organization, or with third-party consultants? Which is your preferred method for successful project implementation?
Why is your company uniquely suited to advise CRISP on Salesforce improvements and implementation? Why is the resource recommended in this RFP the best fit for CRISP?
Finances

12. Timeline March Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7 8 9 10 11 121 2 3 4 5 6 7 8 9
RFP Distributed 10 11 12 13 14
Bidder’s Conference 15 16 17 18 19 20 21 22 23
RFP’s Due 24 25 26 27 28 29 30 31
April
Sun
Mon
Tue
Wed
Thu
Fri
Sat 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Vendor Selection 29 30
In-Person Q&A (On-site or Webex)
In-Person Q&A will be held at 9am and 10:30am each day
Timeline is subject to change
Additional Follow Up (as necessary)
Clarification Questions

13. Salesforce Architecture
High-Level Salesforce Usage
Objects in use
Force.com development
Apps
Integrations

14. High-Level Salesforce Usage
Outreach team
Uses SFDC as a traditional selling tool, tracking Leads and working Opportunities, which are ultimately passed to the Operations team for account setup.
Operations team
Uses SFDC to manage system setup procedures and to track user account information.
SFDC serves as a consolidated repository of all user access in downstream systems.
This record is maintained manually (e.g. no integrations in place to ensure accuracy).

15. Objects - Standard Contact Account Leads (new) Opportunities (new)
A CRISP User
Works at a Healthcare Institution
Account
A Healthcare Institution (Hospital, Ambulatory practice, etc.)
Account Hierarchy records healthcare networks (e.g. Johns Hopkins Health System is the parent for many child accounts)
Leads (new)
Opportunities (new)

16. Objects - Custom Single Sign On Delegator ENS Recipient
Information on SSO accounts, versus our “typical” accounts, in the Query Portal
Delegator
A Delegator (e.g. Physician) needs to give access to a Delegate (e.g. Physician Assistant) to perform queries on their behalf
ENS Recipient
Contact that receives ENS notifications for this Account
Licenses (CDS, DEA, Nursing, Physician, etc.)
Licensure information; linked to a Contact in the “Licenses” section of the Contact
Doc Halo Contact
Information on Doc Halo users
Point of Contact
Designated representative for a practice. Account can have many POCs; a Contact can be the POC for many Accounts.
All Custom Objects are relatively new (within the last 6 months)

17. Force.com Onboarding Process User Verification Audit page
Standard Registration
Auto-Registration
User Verification Audit page

18. Apps
Rollup Helper
Installed but no longer used

19. Integrations Jitterbit
Queries Salesforce every 15 minutes for all changes within that timeframe
Pushes information from Salesforce to Mirth Results via Jitterbit and Mirth Connect

22. Note: All questions will be posted to CRISP’s website
Contact Seth Sacher
Note: All questions will be posted to CRISP’s website