Tectonic Archives - gettectonic.com - Page 17

Public Sector Solutions Record Aggregation

Public Sector Solutions Record Aggregation to Simplify Information Access for Caseworkers Caseworkers often need to review benefit applications and associated benefits for household members to determine eligibility. However, this process can be complex due to the indirect relationship between benefit assignments and party relationship groups. Caseworkers must navigate through multiple objects to access this information, which can be time-consuming and inefficient. Record aggregation offers a solution to this challenge by allowing caseworkers and other users to easily access information from two unrelated objects. With record aggregation, records from one object (e.g., benefit assignments) are aggregated and linked to records of another unrelated object (e.g., party relationship group). This consolidated view helps users quickly access relevant information without navigating through multiple layers of data. Setting Public Sector Solutions Record Aggregation To implement record aggregation: Benefits of Record Aggregation Record aggregation enables: By leveraging record aggregation, public sector organizations can streamline processes for caseworkers and enhance efficiency in benefit application reviews. This approach ensures that relevant information is readily available, ultimately improving service delivery and decision-making. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce for Travel, Transportation, and Hospitality

Hotel Salesforce CRM for Hospitality

Salesforce offers hospitality professionals the tools to address marketing, sales, and customer support needs through the Marketing, Service, and Sales Cloud. Hotel Salesforce CRM for Hospitality. Customer Relationship Management (CRM) software tailored for hotels assists in engaging guests, managing reservations, coordinating projects, and streamlining communications. Hotel CRM software simplifies operations within the hospitality sector. Salesforce for Hospitality Customer Experience In the travel industry, particularly in hotels, customer experience reigns supreme. Hotels serve as temporary homes for guests, making their experience pivotal in determining future patronage. However, with the surge in travel and advancements in technology, the demand for personalized experiences has escalated. Meeting these expectations is essential not only for standing out in a competitive market but also for maintaining a positive online reputation. As travel becomes more accessible and prices decrease, managing a large volume of customers while delivering personalized experiences presents a significant challenge. Hotels must deepen their understanding of customers to avoid losing them amid the crowd. This is where CRM comes into play. CRMs for Hospitality CRM entails managing customer expectations, interactions, and loyalty to provide the most personalized journey possible. Modern CRM solutions, often cloud-based and mobile-compatible, leverage AI and big data to comprehend customers better and deliver proactive solutions, ensuring timely and relevant interactions. Hotel CRMs are specifically designed to address the unique needs of the hospitality industry. They assist in monitoring online reviews and social media chatter, enabling prompt responses to maintain a positive online reputation. Quick problem-solving is crucial in hotels, and CRM tools streamline issue resolution by providing relevant customer information promptly. Moreover, hotel CRMs enhance guest experiences by facilitating personalized journeys from initial contact to post-stay interactions. Mobile access is essential for guests, and many CRM platforms offer tools for building mobile apps and portals to enhance convenience. Hotel Salesforce CRM for Hospitality Ultimately, CRM systems empower hotels to manage customer loyalty effectively, offering better communication, multi-channel advertising, and useful employee tools. For hotels seeking these benefits, choosing the right CRM is crucial. Salesforce stands out as a top platform for hotel CRM, providing comprehensive solutions to meet diverse industry needs. In today’s travel and hospitality industry, efficiency and exceptional guest experiences are paramount. To achieve this, companies must focus on automating routine tasks, unifying data, and leveraging AI for insights. Exceptional experiences remain the best way to attract and retain customers, driving efficient growth even in challenging times. If your hotel or hospitality destination is looking to increase guest satisfaction, contact Tectonic about Salesforce today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Build a Culture of Data

Build a Culture of Data

What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important?  It enables more informed decision-making. With a data culture in place, decisions at all levels of the organization are based on data-driven insights rather than intuition or guesswork. This leads to more effective strategies and better outcomes. What is the difference in data culture and data strategy? Gartner defines data strategy as “a highly dynamic process employed to support the acquisition, organization, analysis, and delivery of data in support of business objectives.” In contrast, the culture around data comes together with data talent, data literacy, and data tools. Build a Culture of Data Building a data culture is crucial for companies to unlock valuable insights and make smarter, more strategic decisions. Here’s what leaders need to know to foster a data-driven environment: By following these steps and prioritizing the development of a data culture, leaders can empower their organizations to make informed decisions, drive growth, and stay ahead of the competition in today’s data-driven world. Data Maturity Understanding data maturity is crucial for organizations as it provides a framework for assessing their current state of data management and analytics capabilities. It serves as a tool to guide decision-making and prioritize initiatives aimed at advancing the organization’s data capabilities. By evaluating data maturity, organizations can identify gaps, set goals, and determine the necessary steps to progress along their data journey. Data maturity assessment typically involves evaluating various aspects of data management, including data governance, data quality, data infrastructure, analytics capabilities, and organizational culture around data. Based on the assessment, organizations can identify areas of strength and weakness and develop a roadmap for improvement. Furthermore, understanding data maturity enables organizations to track their progress over time. By periodically reassessing data maturity, organizations can measure how much they have advanced and identify areas that still require attention. This iterative process allows organizations to continuously improve their data capabilities and adapt to evolving business needs and technological advancements. In summary, understanding data maturity allows organizations to: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Success Story

Case Study: Manufacturing – Sales/ Service/Revenue/Commerce/Experience Clouds

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

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Salesforce Success Story

Case Study: Grants Management-Public Sector Utility-Salesforce Public Sector Solutions and Experience Cloud

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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Salesforce's Get Ready for AI Report

Salesforce’s Get Ready for AI Report

Welcome to the future of business – Get Ready for AI is for analytics and data leaders. The tools for those who are interested in positioning themselves for AI success. From strategy to governance, you’ll learn what’s top-of-mind with other thought leaders, and see what actions you can take to be a more effective leader in a rapidly changing technology and business environment.  Salesforce’s Get Ready for AI Report This insight introduces four topics that are essential for data leaders beginning their AI journey: Access the full report here. Salesforce’s Get Ready for AI Report Data is at the center of any AI initiative, and organizations that are leading the way are focused on ensuring their data sources are current, authoritative, and complete. From talent, to strategy, to infrastructure, organizations that are prioritizing data across every business unit are ready to ride the AI wave. Positioning themselves for a significant competitive advantage over their peers. Salesforce’s Get Ready for AI Report As with any digital transformation, success depends on an enterprise-wide commitment. Data leaders are in a unique position to help guide their organizations through this transition, and achieve the benefits that AI can deliver. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Then and Now

AI Then and Now

AI: Transforming User Interactions and Experiences Have you ever been greeted by a waitress who already knows your breakfast order? It’s a relief not to detail every aspect — temperature, how do you want your eggs, what kind of juice, bacon or sausage, etc. This example encapsulates the journey we’re navigating with AI today. AI Then and Now. This article isn’t about ordering breakfast; it’s about the evolution of user interactions, particularly how generative AI might evolve based on past trends in graphical user interfaces (GUIs) and emerging trends in AI interactions. We’ll explore the significance of context bundling, user curation, trust, and ecosystems as key trends in AI user experience in this Tectonic insight. From Commands to Conversations Let’s rewind to the early days of computing when users had to type precise commands in a Command-Line Interface (CLI). Imagine the challenge of remembering the exact command to open a file or copy data. This complexity meant that only a few people could use computers effectively. To reach a broader audience, a shift was necessary. You might think Apple’s creation of the mouse and drop down menues was the pinnacle of success, but truly the evolution predates Apple. Enter ELIZA in 1964, an early natural language processing program that engaged users in basic conversations through keyword recognition and scripted responses. Although groundbreaking, ELIZA’s interactions were far from flexible or scalable. Around the same time, Xerox PARC was developing the Graphical User Interface (GUI), later popularized by Apple in 1984 and Microsoft shortly thereafter. GUIs transformed computing by replacing complex commands with icons, menus, and windows navigable by a mouse. This innovation made computers accessible and intuitive for everyday tasks, laying the groundwork for technology’s universal role in our lives. Not only did it make computing accessible to the masses but it layed the foundation upon which every household would soon have one or more computers! The Evolution of AI Interfaces Just as early computing transitioned from the complexity of CLI to the simplicity of GUIs, we’re witnessing a parallel evolution in generative AI. User prompts are essentially mini-programs crafted in natural language, with the quality of outcomes depending on our prompt engineering skills. We are moving towards bundling complex inputs into simpler, more user-friendly interfaces with the complexity hidden in the background. Context Bundling Context bundling simplifies interactions by combining related information into a single command. This addresses the challenge of conveying complex instructions to achieve desired outcomes, enhancing efficiency and output quality by aligning user intent and machine understanding in one go. We’ve seen context bundling emerge across generative AI tools. For instance, sample prompts in Edge, Google Chrome’s tab manager, and trigger-words in Stable Diffusion fine-tune AI outputs. Context bundling isn’t always about conversation; it’s about achieving user goals efficiently without lengthy interactions. Context bundling is the difference in ordering the eggs versus telling the cook how to crack and prepare it. User Curation Despite advancements, there remains a spectrum of needs where users must refine outputs to achieve specific goals. This is especially true for tasks like researching, brainstorming, creating content, refining images, or editing. As context windows and multi-modal capabilities expand, guiding users through complexity becomes even more crucial. Humans constantly curate their experiences, whether by highlighting text in a book or picking out keywords in a conversation. Similarly, users interacting with ChatGPT often highlight relevant information to guide their next steps. By making it easier for users to curate and refine their outputs, AI tools can offer higher-quality results and enrich user experiences. User creation takes ordering breakfast from a manual conversational process to the click of a button on a vending-like system. Designing for Trust Trust is a significant barrier to the widespread adoption of generative AI. To build trust, we need to consider factors such as previous experiences, risk tolerance, interaction consistency, and social context. Without trust, in AI or your breakfast order, it becomes easier just to do it yourself. Trust is broken if the waitress brings you the wrong items, or if the artificial intelligence fails to meet your reasonable expectations. Context Ecosystems Generative AI has revolutionized productivity by lowering the barrier for users to start tasks, mirroring the benefits and journey of the GUI. However, modern UX has evolved beyond simple interfaces. The future of generative AI lies in creating ecosystems where AI tools collaborate with users in a seamless workflow. We see emergent examples like Edge, Chrome, and Pixel Assistant integrating AI functionality into their software. This integration goes beyond conversational windows, making AI aware of the software context and enhancing productivity. The Future of AI Interaction Generative AI will likely evolve to become a collaborator in our daily tasks. Tools like Grammarly and Github Copilot already show how AI can assist users in creating and refining content. As our comfort with AI grows, we may see generative AI managing both digital and physical aspects of our lives, augmenting reality and redefining productivity. The evolution of generative AI interactions is repeating the history of human-computer interaction. By creating better experiences that bundle context into simpler interactions, empower user curation, and augment known ecosystems, we can make generative AI more trustworthy, accessible, usable, and beneficial for everyone. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Bot Planning

Salesforce Bot Planning

Careful Planning: Key to an Effective Bot and Happy Customers When building your bot, thoughtful planning is essential to ensure it efficiently serves customers and meets their needs. Supported Editions Technical Planning Voice and Tone Planning Careful planning in these areas will help ensure your Einstein Bot delivers a smooth, efficient experience for your customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Einstein Copilot - A Valued Team Member

Einstein Copilot – A Valued Team Member

What Can Salesforce Einstein Copilot AI Really Do? Einstein Copilot – A Valued Team Member To find out, let’s virtually attend a live demo of the service March 2024. The short answer to the question is “whatever your business needs,” but with a common caveat in AI demos: beware of hallucinations. Keeping Data SafeLet’s rewind a bit. Back in September, Salesforce unveiled Einstein Copilot at Dreamforce, emphasizing customer data safety as a key selling point. Salesforce CEO Marc Benioff stated, “Your data isn’t our product.” Then, in February, the product entered public beta. Salesforce re-emphasized that the Einstein Trust Layer, designed to protect customer data, was a critical reason why customers could trust the responses and actions of Salesforce Einstein Copilot. At the demo safety was again a primary focus. Salesforce Product Management leads Gary Brandeleer and Jaswinder Rattanpal highlighted that Einstein is designed to differentiate between sensitive and non-sensitive data and to verify if the end-user has appropriate access rights for their query. These measures prevent leaks of confidential information and also minimize the impact of any potential “hallucinations” by compartmentalizing data. Rattanpal offered a word of caution: “While we have these amazing tools, be careful because we are not at a stage when they can be 100% trusted. Always have a human in the loop, especially when dealing with information that may become public.” Maximizing EfficiencySalesforce’s emphasis on data safety is wise, and its more than 150,000 customers worldwide will appreciate it. However, the real appeal of Einstein Copilot lies in the efficiency it offers. This efficiency stems from two key principles that drive Salesforce’s approach to AI. The first principle is that AI copilots fundamentally change how humans interact with software. Instead of navigating through clicks and menus, users can ask questions and receive answers directly, making software interaction more conversational. This shift can potentially transform software development and reduce the time required to complete tasks, particularly in sales, marketing, and customer service. Users can access Einstein across Salesforce’s interface. One click launches the assistant, which can execute tasks while the user attends to other duties. This reduces the time spent sifting through information to find answers. During the demo, Rattanpal showcased how Einstein could summarize an account’s financial history and populate different fields with data from a single prompt. Customization and AvailabilityThe second principle is the mix of customization and availability. Salesforce aims to allow users to deploy Einstein Copilot across any desired modules and to customize these deployments to suit each customer’s specific needs. Recognizing that its vast customer base has diverse requirements, Salesforce makes Einstein flexible yet grounded in a safety-first approach. Admins can customize Einstein using Copilot Builder, Prompt Builder, and Model Builder, each offering different levels of customization. Standard actions, like “write an email,” require minimal development, while custom actions typically involve more intricate setups. More Than a Copilot: A CoworkerThese capabilities often make Einstein feel more like a valued team member than a mere copilot. During the demo, Brandeleer showed how Einstein could determine whether a sales opportunity was worth pursuing—a subjective query that Einstein backed with a dozen data-driven reasons. This level of analysis, which would take a human hours or days to compile, underscores Einstein’s potential to exceed human efficiency and objectivity. When an AI can provide better answers to subjective questions than a human, it transcends being a simple tool. If it can effectively manage hallucinations, the question becomes: what can’t Einstein do? Salesforce Einstein Copilot stands out not only for its robust data safety measures but also for the significant efficiency and customization it offers. With its advanced capabilities, Einstein has the potential to revolutionize how businesses handle routine and complex tasks, making it an invaluable asset for any organization. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Where Will AI Take Us?

Where Will AI Take Us?

Author Jeremy Wagstaff wrote a very thought provoking article on the future of AI, and how much of it we could predict based on the past. This insight expands on that article. Artificial Intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think and learn. These machines can perform tasks that typically require human intelligence, such as visual perception, speech recognition, decision-making, and language translation. Many people think of artificial intelligence in the vein of how they personally use it. Some people don’t even realize when they are using it. Artificial intelligence has long been a concept in human mythology and literature. Our imaginations have been grabbed by the thought of sentient machines constructed by humans, from Talos, the enormous bronze automaton (self-operating machine) that safeguarded the island of Crete in Greek mythology, to the spacecraft-controlling HAL in 2001: A Space Odyssey. Artificial Intelligence comes in a variety of flavors, if you will. Artificial intelligence can be categorized in several ways, including by capability and functionality: You likely weren’t even aware of all of the above categorizations of artificial intelligence. Most of us still would sub set into generative ai, a subset of narrow AI, predictive ai, and reactive ai. Reflect on the AI journey through the Three C’s – Computation, Cognition, and Communication – as the guiding pillars for understanding the transformative potential of AI. Gain insights into how these concepts converge to shape the future of technology. Beyond a definition, what really is artificial intelligence, who makes it, who uses it, what does it do and how. Artificial Intelligence Companies – A Sampling AI and Its Challenges Artificial intelligence (AI) presents a novel and significant challenge to the fundamental ideas underpinning the modern state, affecting governance, social and mental health, the balance between capitalism and individual protection, and international cooperation and commerce. Addressing this amorphous technology, which lacks a clear definition yet pervades increasing facets of life, is complex and daunting. It is essential to recognize what should not be done, drawing lessons from past mistakes that may not be reversible this time. In the 1920s, the concept of a street was fluid. People viewed city streets as public spaces open to anyone not endangering or obstructing others. However, conflicts between ‘joy riders’ and ‘jay walkers’ began to emerge, with judges often siding with pedestrians in lawsuits. Motorist associations and the car industry lobbied to prioritize vehicles, leading to the construction of vehicle-only thoroughfares. The dominance of cars prevailed for a century, but recent efforts have sought to reverse this trend with ‘complete streets,’ bicycle and pedestrian infrastructure, and traffic calming measures. Technology, such as electric micro-mobility and improved VR/AR for street design, plays a role in this transformation. The guy digging out a road bed for chariots and Roman armies likely considered none of this. Addressing new technology is not easy to do, and it’s taken changes to our planet’s climate, a pandemic, and the deaths of tens of millions of people in traffic accidents (3.6 million in the U.S. since 1899). If we had better understood the implications of the first automobile technology, perhaps we could have made better decisions. Similarly, society should avoid repeating past mistakes with AI. The market has driven AI’s development, often prioritizing those who stand to profit over consumers. You know, capitalism. The rapid adoption and expansion of AI, driven by commercial and nationalist competition, have created significant distortions. Companies like Nvidia have soared in value due to AI chip sales, and governments are heavily investing in AI technology to gain competitive advantages. Listening to AI experts highlights the enormity of the commitment being made and reveals that these experts, despite their knowledge, may not be the best sources for AI guidance. The size and impact of AI are already redirecting massive resources and creating new challenges. For example, AI’s demand for energy, chips, memory, and talent is immense, and the future of AI-driven applications depends on the availability of computing resources. The rise in demand for AI has already led to significant industry changes. Data centers are transforming into ‘AI data centers,’ and the demand for specialized AI chips and memory is skyrocketing. The U.S. government is investing billions to boost its position in AI, and countries like China are rapidly advancing in AI expertise. China may be behind in physical assets, but it is moving fast on expertise, generating almost half of the world’s top AI researchers (Source: New York Times). The U.S. has just announced it will provide chip maker Intel with $20 billion in grants and loans to boost the country’s position in AI. Nvidia is now the third largest company in the world, entirely because its specialized chips account for more than 70 percent of AI chip sales. Memory-maker Micro has mostly run out of high-bandwidth memory (HBM) stocks because of the chips’ usage in AI—one customer paid $600 million up-front to lock in supply, according to a story by Stack. Back in January, the International Energy Agency forecast that data centers may more than double their electrical consumption by 2026 (Source: Sandra MacGregor, Data Center Knowledge). AI is sucking up all the payroll: Those tech workers who don’t have AI skills are finding fewer roles and lower salaries—or their jobs disappearing entirely to automation and AI (Source: Belle Lin at WSJ). Sam Altman of OpenAI sees a future where demand for AI-driven apps is limited only by the amount of computing available at a price the consumer is willing o pay. “Compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world, and I think we should be investing heavily to make a lot more compute.” Sam Altman, OpenAI CEO This AI buildup is reminiscent of past technological transformations, where powerful interests shaped outcomes, often at the expense of broader societal considerations. Consider early car manufacturers. They focused on a need for factories, components, and roads.

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Salesforce Success Story

Case Study: Salesforce Nonprofit Success Pack Configuration Correction

A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs had an improperly installed Salesforce Nonprofit Success Pack. Salesforce Nonprofit Success Pack Configuration Correction case study. Industry: Nonprofit Problem: Nonprofit client uses Salesforce NonProfit Success Pack to maintain member data and associated donation records, but the solution was originally configured incorrectly, resulting in: Implemented : Our solution? Tectonic performed analysis on the existing Salesforce NonProfit Success Pack solution and identified errors and made improvements.  The following activities were performed during the project: Results: Salesforce offers customized solutions for the nonprofit and NGO industries, assisting companies in this field to provide outstanding donor and member experiences, optimize workflows, and spur expansion to further extend the reach of their good works. These solutions make use of the Salesforce Nonprofit Success Pack to improve communication, organize data, and provide a customized experience. Salesforce offers digital transformation technology for NGO, religious instutions and Nonprofit industries. If you are considering a Salesforce nonprofit implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Gov Agencies AI Workforce Challenges

Gov Agencies AI Workforce Challenges

Federal agencies are placing a higher priority on providing AI training to their workforces with a focus on principles of transparency and accountability, officials announced at ATARC’s GITEC conference in Charlottesville, Virginia earlier. Gov Agencies AI Workforce Challenges. Alexis Bonnell, Air Force Research Laboratory CIO and Director of the Digital Capabilities Directorate, emphasized the importance of upholding existing ethics standards rather than creating new ones. She stressed that agencies need to exercise the ethical principles they have always been expected to follow. President Biden’s October 2023 executive order on artificial intelligence mandated that agencies develop ethical AI and establish AI offices, among other directives. While agencies like the Defense Department and the Department of Homeland Security are optimistic about AI’s potential, leaders remain cautious about its ethical implications and stress the importance of safe technology development. It’s not just technologists who require AI training. To ensure all employees understand AI’s risks and benefits, government leaders are prioritizing education and upskilling efforts. Steven Brand, Energy Deputy CIO of Resource Management, highlighted the initiative to provide foundational AI training across his department, emphasizing that the goal is not to make employees experts. Tammy Hornsby-Fink, Executive Vice President and System CISO at the Federal Reserve Bank of Richmond, emphasized the need for accessible learning opportunities for all department members, from data scientists to executive assistants, to grasp AI concepts in manageable increments. Hornsby-Fink also emphasized the importance of providing sandboxes for employees to experiment with new technologies safely, stressing that experimentation is key to understanding how these technologies can create business value. According to Tony Boese, Department of Veterans Affairs Interagency Programs Manager, consistent education is essential to combat misinformation about AI. He mentioned the agency’s ASPIRE data-literacy program, which leverages AI to identify skills gaps and tailor educational pathways for individuals. Karen Howard, IRS Office of Online Services Executive Director, highlighted the need to modernize recruitment strategies and change management principles to attract top talent and leverage digital transformation and AI effectively. Jamie Holcombe, U.S. Patent and Trademark Office CIO, emphasized the importance of diversifying agency workforces by bringing in new perspectives from industry, such as those from Silicon Valley, to move away from outdated organizational playbooks. Gov Agencies AI Workforce Challenges Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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Create a Service Provider Portal in PSS

Create a Service Provider Portal in PSS

Develop a provider portal for certified service providers to manage constituent referral requests, track service delivery, update their information, and collaborate with agencies and constituents effectively. Create a Service Provider Portal in PSS to easily track and manage referral requests. Caseworkers often lack direct insight into the progress of constituents’ benefits and their interactions with service providers, relying on providers to keep them informed. Conversely, providers struggle to maintain updated credentials, contract renewal status, and other information for agencies. To tackle these challenges, establish a portal to aid service providers in managing and monitoring their services while granting agencies and constituents real-time visibility into provider data and processes. This collaborative platform fosters efficient and transparent partnerships. While Public Sector Solutions does not offer a custom template, any Experience Cloud site template, such as the Build Your Own (LWR) template, can be utilized to create the portal for service providers. With the Provider Management for Partner permission set, providers gain access to Provider Management objects and features. Consider the following access-related requirements for the portal: Create a Service Provider Portal in PSS Service providers can leverage the portal in various ways, including: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Project Planning by Data

AI Project Planning by Data

Starting with Data Step 1: Identify Core Data Stores Begin by listing the primary data sources tied to the business functions you are investigating. While it may be unrealistic to catalog every possible data source within the company, the task becomes manageable by narrowing the focus to specific departments (e.g., customer service, marketing, legal) or broader goals (e.g., “increasing manufacturing efficiency” or “improving customer loyalty and cart value”). Step 2: Align Data with Business Processes For each data set, hypothesize how it might enhance or streamline business workflows. Consider questions like: By linking the data to these business use cases, you start to uncover the potential value of integrating data into key workflows. Step 3: Validate Business Cases with Experts Once you’ve identified how data could be valuable, collaborate with data scientists and subject matter experts (SMEs) to review and refine your hypotheses. Create a formal list of use cases that clearly outline how data, algorithms, and business workflows could come together to add value or automate a process. This ensures a practical approach for leveraging data to drive business outcomes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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