Daily Mail Group

ENTERPRISE MEDIA SALESFORCE ENGAGEMENT

Westbrook have completed a number of projects across with the Daily Mail Group – with consultants embedded on-site.

FINANCIALFORCE IMPLEMENTATION

We worked with DMG to deploy the largest FinancialForce implementation within the UK.

Having struggled with the deployment over 2 years, Westbrook took over the project – taking the solution Live within our estimated 8 month timeframe.

The project connects the Sales Ledgers and Finance users from across 15 companies in the DMG Media group, into a single new Sales Ledger built in FinancialForce

The deployment of the Sales Ledger Replacement Project (FinancialForce) also allowed DMG to Go Live with an ad booking system replacement.

The new ad booking systems across the group also integrated with FinancialForce, as well as the General Ledger.

SERVICE CLOUD ENHANCEMENTS

Our consultants worked on-site with DMG to enhance their use of the Service Cloud.

The solution provided an internal knowledge base of over 100 articles, helping them to more effectively resolve customer cases – with each agent being able to contribute new articles for approval.

This was combined with interface improvements to improve efficiency & user experience.

Page layouts were optimised to present Service Agents with the most relevant information quickly, & dynamic lists presented the most important information from a customers case history in a feed.

Custom ‘Quick Actions’ were created – allowing agents to update information directly from this dynamic feed.

A flow approach was also implemented to handle inbound cases – routing agents through a set process for more efficient case handling.

Custom Chatter Development

We worked with DMG to customise chatter, enhancing the collaboration tool to drive adoption.

Our team identified two key components that would achieve DMG’s goals

The first was adding additional features to Chatter itself – such as being able to create new tasks and events directly within the feed.

The second was allowing users to create ‘Quick Pitches’ inside of Chatter.

Forms captured who the pitch was for, auto-filling records from information in the system, displaying a user-friendly visual price-book with selection menus.

These pitches could be easily reported on, and automatically ensured teams were in the loop using Chatter auto-following.

Single Sign On

We worked with DMG to create a ‘Single Sign On’ across the group’s Salesforce instances.

The single sign on system was created to cover all of the DMG Media Sales & Service cloud, automatically logging-in user’s to the platform’s they had authorisations for.

The solution also allows high level users to view data from across the entire group, providing a single view of all system information.

The platform also allows outside organisations, that are involved in the service & support of DMG Media services to access features of their Service Cloud.

Wowcher Org Split

We worked with Wowcher to separate their Sales Cloud from the DMG system, while remaining connected to their existing Service Cloud.

To avoid disrupting the existing DMG group’s system, they needed to migrate Wowcher to a new instance.

Our team analysed both instances – designing detailed migration requirements and updating their security configurations.

Our team also wrote repeatable migration scripts. These ensured data, documents & chatter posts from the DMG B2B and B2C instances were migrated consistently into the new Wowcher system.

This was enhanced by installing a number of applications.
• New Voice Media
• CongaMerge
• EchoSign

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