2016 salesforce essentials by partena professional
Post on 08-Jan-2017
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Steve MaillardIT Manager
Mechelen, June 21, 2016
START YOUR BUSINESS ONLINE
A DREAM COME TRUE
Agenda
› About Partena Professional
› Drivers for this project
› Project approach
› Project results
› Looking back
Creating positive Customer Experience
SmartStart & Compass
• Support « Entrepreneurs » during the company lifecycle (start, modify, stop)
• Manage all the formalities for new or existing companies
• Calculate, advise & optimize social contributions (social security)
Key orientations
Client-oriented
Keep it simple
Self-service
e-Platform for Accountants
Faster, better, stronger
Project drivers
Smart (pause, multi-devices)Simple & IntuitiveSelf-service 01
01 - User experience
02
03
04
Leads, leads, leadsCross-selling
02 - Growth
Legal constraintsGuide prospects/clientsDigitalization
04 - CompliantOnline paymentDigital signatureAutomatic invoicing
03 - E2E Online
High-level architecture
SmartStart Online
Expert
INTE
GRAT
ION
S
MID
DLEW
ARE
High-level process
• Subscribe "Inscription BCE"
• Subscribe "Activer TVA"
Service selection
• Customer Identification (with KBO link, e-ID, ...)
• Specific information by formality
Fill-in required data's • E-Payment
• Billing• E-mail
notification
Pay & confirm
• Forward to teams (FO/BO)
• Provide info's to back-end systems
Cases/Leads creation
Be SMART, Be Efficient
AnalyzeIn-depth analysisLookIntegrationConstraints
Execute
Final validation
Develop
DevelopIntegrateTest
AcceptFinal testingBugfixingReviewAccept
DeployDeployHypercareClosing
InitiateBudgetScopingPlanningRequirem.
Start End
Jun Sep Dec Jan Mar Apr
Iterative process
A big challenge• Why SalesForce ?• A complex business• Constraints
Legal aspects : guiding customer, provide enough information Only Once Wet Payment ? Signature ? eID vs. Mobile
• Keep the focus on the customer experience
ANY QUESTION ?
21
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