How Redtag Helped Access Advance Overcome Data Management Challenges

Learn how Redtag's custom Salesforce solution addressed Access Advance's challenges in legal and financial operations, enhancing efficiency and data integrity

About:

Access Advance LLC is an independent licensing administrator company that leads the development, administration, and management of patent pools for licensing essential patents of standards-based video codec technologies. The company's transparent and efficient licensing mechanism benefits both patent owners and implementers. Their FRAND rates and modern approach to patent pool licensing set them apart in their field. Despite using Salesforce for general operations, Access Advance's Legal and Financial departments lacked dedicated systems for matter and spend management. Also, collaboration with external participants was untracked by any single system. Additionally, they sought to develop a collaboration portal to facilitate seamless and secure communication with external stakeholders.

Industry:

Consulting Services

Partners since:

2024

CLOUDS & TECHNOLOGIES:

Salesforce Sales Cloud

Salesforce Experience Cloud

The challenges

Navigating Inefficiencies with Disparate Systems

Access Advance faced significant inefficiencies due to reliance on disparate systems, including Excel, for their Legal and Finance departments. This fragmented data management led to complications in accessing a single source of truth. The absence of a unified system created hurdles in organizing and tracking legal cases and financial operations.

The issues in centralized data handling not only affected internal processes but also complicated the overall data management and reporting capabilities of the organization. The dependency on multiple systems made it difficult to manage budget allocations and expenses effectively. That's why Access Advance needed a comprehensive solution to integrate their operations, improve data integrity, and enhance collaboration.

The solution

Addressing Specific Needs of Legal and Financial Departments

Redtag approached the challenge with a comprehensive solution to address the needs of Access Advance's Legal and Financial departments. We started with a discovery phase, gathering detailed requirements from stakeholders and analyzing current processes to determine how Salesforce could resolve their business issues. The solution comprised several key components:

Centralized Data Model: Development of a custom data model that integrated standard and new custom objects to unify data handling across departments;

Partner Experience Portal: Launch of a portal for external partners, improving data interaction and security;‍
Advanced Security and Access Controls: Revision of the security model to delineate access rights between departments and external partners, enhancing data integrity and access;

Automation and Templates: Implementation of automations for numbering systems, budget and activity planning templates, and approval processes to streamline operations;

Enhanced Reporting and Training: Configuration of detailed reports and dashboards for real-time insights and providing comprehensive training materials to facilitate user adoption.

This complex approach ensured that Access Advance could streamline their operations, improve data integrity, and pursue seamless collaboration with external participants.

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The RESULT

Tangible Improvements in Data Integrity and Collaboration

The implementation of the new systems by Redtag led to major improvements for Access Advance. The centralized data model provided a unified system for data management across departments, eliminating the inefficiencies caused by disparate systems. The partner experience portal enhanced collaboration with external participants, ensuring seamless and secure communication.

Advanced security and access controls improved data integrity and access rights, while automations and templates streamlined various operational processes. The enhanced reporting capabilities provided real-time insights into operations, allowing for better decision-making. Comprehensive training materials facilitated user adoption, ensuring that the team could effectively use the new systems.

The Hypercare support plan provided by Redtag offered elevated support during the critical stabilization period, ensuring smooth system adoption and addressing any issues that arose. This level of support helped Access Advance achieve a stable and efficient system, with ongoing training and coaching for key maintenance tasks.

Overall, the solutions implemented by Redtag enabled Access Advance to achieve their objectives of efficient matter and spend management and enhanced collaboration. The company now operates with greater efficiency, improved data integrity, and seamless communication with external stakeholders.

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