Yale

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Yale The Cloud

• Salesforce.com as SaaS/PaaS at Yale University

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• Introduction -
• Trends in Higher Ed Innovations
• Higher Ed expectations
• The Salesforce Platform
• Specific related SaaS/PaaS footprints at Yale
• How are we using Salesforce/Force.com SaaS/PaaS
  today?
• Whats in the immediate pipeline?
• I think there is an opportunity to use
  Salesforce.com for my project, how do I engage?
• Questions

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Higher Ed Technology Expectations
The technology revolution is already driving
higher expectations as our constituents interact
with state-of-the-art consumer technology
side-by-side with applications developed and
supported by Yale.

• Consumerized
• Functions and feels like systems found on the
  consumer web
• Personalized
• Understands who I am in the context of what I am
  doing
• Democratic
• Allows the consumer to have a say in device, form
  and function
• Social
• Includes a useful, integrated social component
• Mobile
• Functions effectively on smart phones and tablets

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Higher Ed Technology Trends
Yale is exploring a multitude of new
opportunities, most somehow connected to the
evolving cloud landscape.
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Salesforce.com Platform
We have identified Salesforce.com as a platform
that can meet many of our needs and accelerate
our ability to deliver a compelling solutions.

• Feature-rich, flexible, configurable,
  customizable
• Built-in access controls, roles management and
  workflow engine
• Extensive reporting and dashboard capabilities
• Interesting community and group features
• Smartphone and tablet enabled
• Highly secure and auditable, approved for PHI at
  Yale
• World-class enterprise product, continually
  improving
• True cloud solution
• Faster to implement, cheaper to support

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Why its a compelling platform
The Salesforce Platform
General Electric CEO - Use of Chatter (start time
846)
Service Cloud Example (start time 1140)
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Why its a compelling platform for Yale
Apps that need these
can be built efficiently with Force.com
Workflow
Database
Clicks
Code
80
20
Security Sharing
Reporting Analytics
20
80
Java / .NET
Mobile Support
Audit Compliance
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Where is this being used at Yale
Office of International Affairs
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Platform Already In Use
Salesforce.com in Use at Yale
Client ITS role Use/Purpose Launch status
Office of International Affairs ITS Implementation CRM Launched
Yale Shared Services ITS Implementation Service Cloud w/Contactual Launched
Sustainability ITS Implementation with CloudApps from AppExchange Launched
HR Service ITS Implementation Service Cloud w/Contactual Launched
AYA Reunions/Events ITS Implementation Force.com custom app Launch expected Fall 2012
ITS RM Group ITS Implementation CRM Launched/Retired
Marketing Trademark Licensing ITS Recommendation CRM document management Launched
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Platform Already In Use (cont.)
Salesforce.com in Use at Yale (cont.)
Client ITS role Use/Purpose Launch status
Yale China Assn. None CRM Launched
Yale Univ. Press China Project None CRM Launched
Yale Univ. Press (2) None CRM Launched
Yale Aortic Aneurysm Institute Broker Track patients/research subjects Launched
Office of New Haven State Affairs Broker Track students/research subjects Launched
Entrepreneurial Institute Broker CRM Launched
SOM CIO Council None CRM Launched
SOM Free Chatter for Career Services Broker Communicate with students re career planning Launched
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Whats in the pipeline
Employee Service Center Roadmap Enhancements
Yale Shared Services Enhancements
Yale College Reunions, and potentially other AYA
events
Student Technology Experience
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• How do I know if Salesforce.com is a good fit?
• Is there an opportunity to try the solution?
• Limited free trial of CRM - salesforce.com
• Limited free developer edition trial
  developer.force.com