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Salesforce.com @ UCSF Ed Martin Deputy Director, Software-as-a-Service Solutions Information Technology Services February 2, 2012

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Page 1: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Salesforce.com @ UCSF

Ed Martin Deputy Director, Software-as-a-Service Solutions Information Technology Services

February 2, 2012

Page 2: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Topics •  Salesforce Overview •  UCSF Salesforce Projects •  Q & A

Page 3: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Benefits of the Salesforce Platform •  Low cost

–  “pay as you go” licensing –  Salesforce Foundation discount –  Premier Support donated to UCSF

•  Focuses on solving business problems –  Faster, iterative application platform –  App Exchange –  Continual product improvement

•  Security, flexibility and scalability –  Data is ours and covered by BAA –  Flexible, robust security framework –  Platform scalability and reliability

Page 4: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Salesforce Infrastructure Roadmap

EDS Profile Synchronization

Business Analysis

Surveys

Enterprise Data Integration

Premier Support SF-to-SF Integration

Enterprise Chatter

Dev. Processes & Standards

Single Sign-on Integration

Page 5: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Salesforce.com Platform Overview

UCSF   Clinical

Applications Education

Applications Research

Applications Administrative Applications ap

ps  

Page 6: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Salesforce Applications

Research •  Athena Breast Care Network •  Participant Recruitment System •  UCSF Profiles Messaging •  Mobile Diabetes Management

Clinical •  Concierge Services •  Radiology Referrals •  Athena Healthcare Questionnaire •  External Physician Referrals •  Nursing PI Surveys •  Chatter for Health

Administrative •  Bright Ideas •  Ideas for UCSF Benioff Children’s

Hospital •  Enterprise Chatter •  CACTAS •  Research Technology Alliance •  Risk & Compliance

Academic •  GME Program Management •  Physician Training Verification •  Honors & Awards •  Preceptor Tracking •  GHS Student Tracking

Key CRM Collaboration Contracts Custom DB Mobile/Tablet

Page 7: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Research Systems •  Athena Project

–  Multi institutional research application to improve breast cancer care and outcomes

•  Participant Recruitment System –  Marketing & management of patient

recruitment and registry for research projects

•  UCSF Profiles/Chatter Integration –  Integration of Chatter as a messaging

backbone for UCSF Profiles

•  Mobile Diabetes Management –  Telehealth mobile application to

improve diabetes management

Page 8: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Clinical Systems •  Concierge Services

–  Tracks & schedules inbound referrals to Medical Center Concierge Services

•  Radiology Referrals –  Tracks & manages data related to

physician relationships through referral history and interaction logs

•  Athena Health Care Questionnaire –  Patient surveys and family history on

iPads in clinics

•  External Physician Referrals –  Streamlining referrals for Physician

Liaison Services.

Page 9: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Clinical Systems (cont.) •  Nursing Performance

Improvement Surveys –  Self-service survey management

for capturing nursing metrics & improving nursing practices.

•  Chatter for Health Pilot –  Integration of Chatter & clinician

paging system for improving patient care messaging.

Page 10: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Education Systems

•  GME Program Management –  Manage accreditation, data, workflow

for 80+ GME programs

•  Physician Training Verification –  Verification of residency for any UCSF

trained medical resident.

•  Honors and Awards –  Database to track & manage faculty

awards & honors for all faculty

Page 11: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Education Systems

•  Preceptor Tracking –  Tracking mentoring relationships for

School of Medicine

•  Global Health Education Programs –  Track students across new

educational programs in Global Health Sciences

Page 12: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Administration Systems

•  Bright Ideas –  Suggestion Box for Medical Center,

UCSF Sustainability, and School of Medicine

•  UCSF Benioff Children’s Hospital Ideas

–  Public web site for suggestions to the Children’s Hospital

•  Enterprise Chatter (beta) –  A social networking, collaboration

tool, and messaging platform

Page 13: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Admin. Systems (cont.)

•  Research Technology & Alliances –  Managing dialogue with potential

industry research partners

•  Centralized Agreement, Contact Tracking & Approval System

–  Enterprise contract management for ITA, PSA, and C&G.

Page 14: Salesforce @ UCSF · PDF fileBenefits of the Salesforce Platform • Low cost – “pay as you go” licensing – Salesforce Foundation discount – Premier Support donated to UCSF

Q & A

Thank You!