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Consolidated Reporting For Leads & Opportunities Using Data From Salesforce.com & Oracle

Case Studies

About Education Company

The client is a leader in providing individualized, one-to-one learning solutions to students from kindergarten through high school across the United States.

Technology

  • Salesforce-2
  • Oracle KPI Partners-Mar-18-2022-07-14-25-00-AM

Business Drivers

The client needed consolidated reporting for leads and opportunities. To facilitate this type of insightful reporting, integration of their existing Salesforce.com data with client's custom student enrollment applications and Oracle E-Business Suite was required.

 

To accompany the need for consolidated reporting, The client desired to simplify & enhance the business intelligence experience for their end users.

 

Solution

Oracle Business Intelligence Enterprise Edition (OBIEE) was selected as client's standard enterprise reporting platform which provided sophisticated reporting such as map visualizations not offered within the Salesforce.com platform.

 

To facilitate integration between Salesforce.com, Oracle E-Business Suite, and OBIEE, the client leveraged KPI Partners for systems implementation and data integration expertise. Accompanying on-site experts, the client augmented the team with expert resources from KPI's Offshore Technology Center.

 

An exclusive application extension was leveraged to complete the deployment. KPI's Salesforce.com Adaptor for Oracle Analytics, a pre-built solution that provides seamless integration between Salesforce.com and the Oracle Business Intelligence Applications, was a key factor for success at the client.

 

Results

  • Visibility: An complete, integrated, view of the client marketing process from Lead to Enrollment
  • Return-on-investment (ROI): Analysis of the marketing investments against client sales revenue
  • User Adoption: A single, consistent, reporting tool for all the client data

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