The State Department had been using OnBase, a legacy CRM with limited expansion capabilities, to manage internal requests and approvals for eight different functions, such as travel authorizations, purchase requests, and requests to fill open positions. By transitioning to Salesforce, the client sought to enhance employee experiences and streamline approval workflows, allowing for quicker responses and enabling users to make simple edits to their requests. Other objectives included:
AST's goal with the Salesforce implementation for the State was to transform their internal workflows into a seamless, intuitive system that empowers employees. By implementing Salesforce, AST introduced innovative features like 'Chatter' for real time interaction, remote access, enhanced collaboration tools, and simplified request management."
Michelle Barrera Project Manager, ASTAST's goal with the Salesforce implementation for the State was to transform their internal workflows into a seamless, intuitive system that empowers employees. By implementing Salesforce, AST introduced innovative features like 'Chatter' for real time interaction, remote access, enhanced collaboration tools, and simplified request management."
Michelle Barrera Project Manager, ASTTo address these challenges at the State Department, AST meticulously planned and implemented Salesforce solutions tailored to its specific requirements. The new software enables support staff to respond more quickly to employee requests and allows users to make simple edits without having to go through support. Some abilities the client is realizing with Salesforce include:
The State Department transitioned employee requests and approvals from OnBase to Salesforce to enhance employee experiences and streamline workflows. AST implemented Salesforce tailored to our client’s specific requirements, offering a new system in a more robust and user-friendly platform.
