Medtech | Oracle Engagement Cloud

Medtech Oracle Engagement Cloud

Background:

The client has a wide range of technical capabilities for producing micro-medical components. It works with many medical device platforms, combining decades of experience with cutting-edge innovation. Their specialties are body-worn devices, electromagnetic tip placement, interventional catheters, hearing health, and precise insert molding.

Challenges:

Before the implementation of SoftClouds’ solutions, the client encountered various challenges like dealing with an outdated CRM application, along with the following:

  • Manual lead generation process
  • No role-based data visibility privileges
  • Expensive manual workload
  • Unavailable product & price list modules

Solutions:

SoftClouds provided an innovative solution and utilized a variety of platforms, including Oracle Engagement Cloud. We engaged in the design, architecture, and implementation of a new solution for better business processes, including:

  • Migrated data, objects with fields & workflows along with roles from CRM OD
  • Created lead qualification script for lead scoring & ranking
  • Enabled custom roles & role-based visibility access to users
  • Configured product & price list modules
  • Data import from CRM OD
  • Built dashboards with chart & graphs
  • Integration with
    • JD Edwards
    • Oracle Social Network
    • Microsoft Outlook
    • CX Mobile

Outcomes:

SoftClouds was able to efficiently reorganize and bring the client’s processes current to ensure the project’s success. As a result, the client gained these benefits:

  • Real-time data sync between multiple systems
  • Ability to qualify leads through an automated lead-scoring process
  • Graphical data representation helped quick decision-making for analysis
  • Automation led to the less manual effort, which improved costs & time
  • Mobile integration helped 24/7 accessibility
  • Seamless & automated workflows

Successfully implemented Oracle Engagement Cloud to reorganize and efficiently bring the business processes up to date. Created a lead qualification script for lead scoring and ranking, as well as enabled custom roles and role-based visibility access to users. Easily resolved expensive manual workload with a creative solution and effective process. The innovative OEC solution implemented by the SoftClouds team resulted in seamless and automated workflows – I’m glad that they opted for our cloud services and solutions.

- Sundar Viswanathan, Cloud/CX Lead
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