Eigen X Case Study- Pacific College of Oriental Medicine

Client Overview

Location: San Diego, CA, USA

Employees: 373

Industry: Higher Education​

Solution: Sales Cloud, HEDA​

Go-Live Dates: June 15, 2018

Pacific College of Oriental Medicine (PCOM) was founded in 1986 and has campuses in San Diego, California, and Chicago, Illinois. The institution offers students the ability to study acupuncture, Chinese herbal medicine, integrative medicine and massage. They can also experience the benefits of shiatsu, tui na, and Thai massage. Students are encouraged to apply the principles of natural nutrition and enjoy the company of like-minded students and expert faculty. Those same individuals can earn their certificate or degree and enter the professions of acupuncture, Oriental medicine, and massage. ​

Challenge

  • No repeatable process to move new features into Production environment​

  • Not using Target X features​

  • Data duplication not being mitigated easily​

  • Lack of data visibility across campuses​

  • With current implementation, no way to see consolidated view of student data​

  • Still using Salesforce Classic interface​

Solution

  • Introduce SDLC process for Development, Testing, & migrating enhancement to Production

  • Update to Security Profiles/Roles to allow users to better see data across campuses

  • Removal of Target X application

  • Implementation of HEDA​

  • De-duplication and migration of all existing data to HEDA model- Build out and update all automations (process builders, flows, triggers, workflows, etc.)​

  • Enabling Salesforce Lightning interface​

Result

  • PCOM team now has development/testing environments where enhancements can be tested before deployment to mitigate bugs being introduced into Production environment​

  • De-duplication of existing Data and migration into HEDA model allows better view of Student information across campuses​

  • Updated Security Profiles/Roles of users allows for better visibility of Student Data which has now been de-duplicated and no longer segregated by campuses​

  • New automations allowed for existing integrations/processes to function the same as before while still fitting data into HEDA model​

  • Salesforce Lightning interface allows for better on screen data visibility and quick access to related records which was not being used previously​