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Customer testimonial FinancialForce - Blue Shield of California Foundation

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"Scott Travasos, CFO of Blue Shield of California Foundation discusses about why they chose FinancialForce Accounting Seamless integration with Salesforce.com dramatically reduced the learning curve for employees FinancialForce Accounting has allowed us to speed up our AP process making it more automated and efficient Real time Financial data is available to our Executive team"

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We madeand have never looked back.toWe can now Accounting the move from Quickbooks FinancialForce see up to date financial data at the push of a button and our pay cycle is much quicker. Scott Travasos, CFO, Blue Shield of California Foundation Success Story Customer Profile Company: Blue Shield of California Foundation (BSCF), an independent member of the Blue Shield Association, is a not-for-profit health plan dedicated to providing Blue Shield of California Californians with access to high-quality health care at an affordable price. Foundation Its pledge is that if it earns more than two percent net income in any year, it Application: will return the difference between what is earned and the two percent to its FinancialForce Accounting customers and the community. URL: BSCF decided that it was time to upgrade the existing accounting system because of http://blueshieldca.com/ the limitations it placed on the business. We had been using Quickbooks and decided we needed a more sophisticated system, says Scott Travasos, CFO. Networkability Company Size: was poor and there was no systems integration. All new staff members had to learn Medium business the system from scratch which was a drain on valuable resources. Our ambition was to leverage a cloud platform so that we could build a single apps infrastructure to support Industry: the organization, and Force.com proved itself by far the most mature platform. We Not For profit/Healthcare could see that FinancialForce Accounting delivered the features we needed and the native integration with Salesforce CRM made it a no brainer. We were very quickly able Results: to use a FinancialForce Accounting dimension to link to our contacts in Salesforce. - The cloud and Force.com This has enabled the Accounts Payable process to become more efficient saving us at are delivering significant least one day every pay cycle. improvements A native Force.com application strategy also provided other efficiencies for BSCF. - Single application infra- Previously, if a finance department employee was absent for any reason without prior structure with Salesforce CRM and FinancialForce planning, the accounting department would grind to a halt. Having FinancialForce Accounting in a single Accounting and Salesforce integrated on one platform means employees can solve system bottlenecks remotely so nothing gets held up. We have also been able to put extra - Time to complete pay cycle controls in place, continues Scott. Our AP Clerk is able to make an entry into a reduced journal, but not able to post, for example. This allows us to approve everything before - Dashboards give quick it enters the system and massively reduces the potential for errors. snapshot of up to the Another major improvement has been in reporting. Using Quickbooks, BSCF had minute performance and to wait for monthly financial reports and never had an accurate real-time view of financial data financials. Dashboards built into FinancialForce Accounting give an at a glance view of financial data whenever it is needed which has a massive impact on both reporting and planning. We can post reports from FinancialForce Accounting into salesforce. com and share with senior executives any updates easily and clearly because the www.FinancialForce.com
Success Story executives are used to working with the Salesforce CRM system on a daily basis, says FinancialForce us to use Accounting allows Scott. Salesforce workflow. We In addition, we are saving more time on the training side as any new staff coming into have built in a dual approval the company can be trained by multiple co-workers instead of just the one or two that system as part of our AP were familiar with the old accounting system, says Scott. process which keeps our We made the move from Quickbooks to FinancialForce Accounting and have never looked back. We can now see up to date financial data at the push of a button and auditors happy. our pay cycle is much quicker. Moving to the cloud and specifically Force.com, we are more agile and responsive and in a better position to push the organization forward. FinancialForce The best thing about FinancialForce Accounting has been the ability to automate Accounting allows us to workflows and get to our goal of a paperless office with one system. We are about 80 work remotely, seamlessly percent there and once we add the native Professional Services Automation (PSA) app and meet our auditors full from FinancialForce.com we will be working from a single cloud system, paperless and requirements. with the ability to work remotely while meeting all of our auditors requirements. BSCF is already finding significant benefit but the addition of salesforce.coms social networking application, Chatter, is further improving efficiency and effectiveness. Because FinancialForce Accounting automates the Chatter is a great repository for BSCF to answer questions and easily search topics. whole accounting process, I can check in while travelling or working from home like you would with twitter and it allows certain controls approve something that would previously require me to come into the office, added to be put in place which Scott. Additionally, the benefit of having Chatter tied to all of our projects/invoices reduces the potential for allows us to be more organized we dont have to dig through emails or paper to find manual errors and save us out the history on a particular departmental topic because its already archived via Chatter. a lot of time. Because of salesforce. com, FinancialForce Accounting and chatter, our soft close has gotten much faster. It also improves our efficiency; we spend less time in transactions and more time in strategic analysis and value added work. Prior to FinancialForce Accounting distributing financial reports was not an easy process. The ability to quickly and easily communicate the state of financials with our senior executives via the salesforce portal is invaluable. Copyright 息 FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. www.FinancialForce.com

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Customer testimonial FinancialForce - Blue Shield of California Foundation

  • 1. We madeand have never looked back.toWe can now Accounting the move from Quickbooks FinancialForce see up to date financial data at the push of a button and our pay cycle is much quicker. Scott Travasos, CFO, Blue Shield of California Foundation Success Story Customer Profile Company: Blue Shield of California Foundation (BSCF), an independent member of the Blue Shield Association, is a not-for-profit health plan dedicated to providing Blue Shield of California Californians with access to high-quality health care at an affordable price. Foundation Its pledge is that if it earns more than two percent net income in any year, it Application: will return the difference between what is earned and the two percent to its FinancialForce Accounting customers and the community. URL: BSCF decided that it was time to upgrade the existing accounting system because of http://blueshieldca.com/ the limitations it placed on the business. We had been using Quickbooks and decided we needed a more sophisticated system, says Scott Travasos, CFO. Networkability Company Size: was poor and there was no systems integration. All new staff members had to learn Medium business the system from scratch which was a drain on valuable resources. Our ambition was to leverage a cloud platform so that we could build a single apps infrastructure to support Industry: the organization, and Force.com proved itself by far the most mature platform. We Not For profit/Healthcare could see that FinancialForce Accounting delivered the features we needed and the native integration with Salesforce CRM made it a no brainer. We were very quickly able Results: to use a FinancialForce Accounting dimension to link to our contacts in Salesforce. - The cloud and Force.com This has enabled the Accounts Payable process to become more efficient saving us at are delivering significant least one day every pay cycle. improvements A native Force.com application strategy also provided other efficiencies for BSCF. - Single application infra- Previously, if a finance department employee was absent for any reason without prior structure with Salesforce CRM and FinancialForce planning, the accounting department would grind to a halt. Having FinancialForce Accounting in a single Accounting and Salesforce integrated on one platform means employees can solve system bottlenecks remotely so nothing gets held up. We have also been able to put extra - Time to complete pay cycle controls in place, continues Scott. Our AP Clerk is able to make an entry into a reduced journal, but not able to post, for example. This allows us to approve everything before - Dashboards give quick it enters the system and massively reduces the potential for errors. snapshot of up to the Another major improvement has been in reporting. Using Quickbooks, BSCF had minute performance and to wait for monthly financial reports and never had an accurate real-time view of financial data financials. Dashboards built into FinancialForce Accounting give an at a glance view of financial data whenever it is needed which has a massive impact on both reporting and planning. We can post reports from FinancialForce Accounting into salesforce. com and share with senior executives any updates easily and clearly because the www.FinancialForce.com
  • 2. Success Story executives are used to working with the Salesforce CRM system on a daily basis, says FinancialForce us to use Accounting allows Scott. Salesforce workflow. We In addition, we are saving more time on the training side as any new staff coming into have built in a dual approval the company can be trained by multiple co-workers instead of just the one or two that system as part of our AP were familiar with the old accounting system, says Scott. process which keeps our We made the move from Quickbooks to FinancialForce Accounting and have never looked back. We can now see up to date financial data at the push of a button and auditors happy. our pay cycle is much quicker. Moving to the cloud and specifically Force.com, we are more agile and responsive and in a better position to push the organization forward. FinancialForce The best thing about FinancialForce Accounting has been the ability to automate Accounting allows us to workflows and get to our goal of a paperless office with one system. We are about 80 work remotely, seamlessly percent there and once we add the native Professional Services Automation (PSA) app and meet our auditors full from FinancialForce.com we will be working from a single cloud system, paperless and requirements. with the ability to work remotely while meeting all of our auditors requirements. BSCF is already finding significant benefit but the addition of salesforce.coms social networking application, Chatter, is further improving efficiency and effectiveness. Because FinancialForce Accounting automates the Chatter is a great repository for BSCF to answer questions and easily search topics. whole accounting process, I can check in while travelling or working from home like you would with twitter and it allows certain controls approve something that would previously require me to come into the office, added to be put in place which Scott. Additionally, the benefit of having Chatter tied to all of our projects/invoices reduces the potential for allows us to be more organized we dont have to dig through emails or paper to find manual errors and save us out the history on a particular departmental topic because its already archived via Chatter. a lot of time. Because of salesforce. com, FinancialForce Accounting and chatter, our soft close has gotten much faster. It also improves our efficiency; we spend less time in transactions and more time in strategic analysis and value added work. Prior to FinancialForce Accounting distributing financial reports was not an easy process. The ability to quickly and easily communicate the state of financials with our senior executives via the salesforce portal is invaluable. Copyright 息 FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. www.FinancialForce.com