Author: Jessica

888-JENSYN5
www.jensyn.com

ABOUT JENSYN

Since 2004, Jensyn has equipped companies with the latest technology solutions for maximum efficiency gains, cost reductions and sustainable growth. With a background in financial services, operations, and technology, Jensyn’s team implements a business process re-engineering model to automate and improve processes using the Salesforce.com platform.

Our Approach:

Where Salesforce
Meets Business

Transition manual steps to
time-saving automated processes
Enable 24/7 accessibility and collaboration
Improve transparency and accountability
Manage all documents and communication in one place
Automated data security and backup

We conduct an Operational Analysis of your business that leads to the development of our project plan and determines key factors of success.

The project timeline, scope and responsibilities are approved. This step involves software customization, process documentation, 3rd party integration and identification of training needs.

We fully transition existing data and processes to Salesforce.com. A key component of our services involves training and managing software utilization with minimal disruptions to your day-to-day operations.

For 90 days post-transition, our team monitors user adoption and compliance, provides training as needed, and gives feedback to key stakeholders.

As you utilize the new system, your team may need additional software
customizations, software maintenance, quality assurance monitoring or training.

888-JENSYN5
www.jensyn.com

What We Do
Project Management
Software Development
Process Improvement
Implementation
Customization
Training
User Adoption
Staff Augmentation

Industries Served
Banking
Trading
Insurance
Private Equity Firms
Wealth Management

Where Salesforce Meets Business

Transition manual steps to
time-saving automated processes
Enable 24/7 accessibility and collaboration
Improve transparency and accountability
Manage all documents and communication in one place
Automated data security and backup

Our Approach

Discovery
Involves an Operational Analysis that identifies the project scope, resources and timeline to align business goals with project outcomes. Through observation and meetings with management, we gain a realistic understanding of the current state of the business, tasks required, and potential risks involved before starting the implementation.
Integration
Management of software customization, data mapping, process documentation, 3rd party integration, and training programs. We provide flexibility and expertise to fully integrate Salesforce.com around your existing processes.
Transition
Minimize disruptions to daily operations with a team dedicated to data migration, data testing, and process improvements. We ensure proper training and documentation occurs as your team adapts to the new system.
Reinforcement
We monitor user adoption and compliance for 90 days post-transition. Manage your team’s progress and training needs.
Ongoing Support
We provide data backup and security, quality assurance and monitoring, software maintenance and customizations.

About Jensyn
Since 2004, Jensyn has equipped companies with the latest technology solutions for maximum efficiency gains, cost reductions and sustainable growth. With a background in financial services, operations, and technology, Jensyn’s team implements a business process re-engineering model to automate and improve processes using the Salesforce.com platform.

How can we help?

I am considering buying Salesforce.com
Discovery
I purchased Salesforce.com but need help with implementation
Integration, Transition
I need additional features and system customizations
Discovery, Ongoing Support
My team is not using the new system
Transition, Reinforcement
My team needs training
I don’t have the internal resources to monitor and manage Salesforce.com
Additional Services
Add Client Example
1. PEO Industry: Multi-phase conversion taking 5 different payroll platforms into 1, consisting of
2,000+ clients with over 25,000+ worksite employees. Phase 1 was a success of over 650 clients
representing 10,000+ worksite employees. Conversion elements include client and worksite data
information, verification of custom reports for clients from one platform to the other, and benefit
conversion through new online enrollment process using specific vendor. Through Phase 2 of 5,
Client has recorded payroll processing efficiency gains of over 30% and has issued a contract
for additional work.
2. Staffing Outsourcing Industry: Conversion of applicant tracking system from Bullhorn to
BrightMove. Project included a full business operational assessment to map existing business into
a new system. Before complete conversion, the team coordinated with programmers and tested the
data to ensure system compatibility. After operational analysis, the team made recommendations
for process changes to ensure efficiency gains and to safeguard the success of the new program.
This conversion allowed the client to build the business without adding staff.
3. RPO Industry: Project involved converting existing RPO system from Hiredesk to
Brightmove. Seven years of data was converted in a manner that was fully audit compliant with
Office of Federal Contractor Compliance Programs. The project team was responsible for the
engineering of new operational model that allowed an efficiency gain of 40%. Under the old system,
it took Stratus more than 60 days to close a job; post conversion closing time is now 30 days.
4. Real Estate Industry: Client engaged in a software integration partnership in order to improve
communication and accountability in the rapidly growing investment realty company. Prior to
software implementation, the project team completed a full business analysis and recommended
adding CRM software (Salesforce) to support initiatives. The company completes 300+ transactions
a year and consists of over 12 real estate agent professionals. The project team led a search of
potential software and provided recommendations on which best fit specific client business before
engaging in implementation services. Next steps include working with the client and software
developers to build a system that is user friendly and beneficial to all parties. Expected
Completion- Early August, 2013