Department of Commerce Refers Businesses to Government Assistance Programs

Business Challenge

President Obama presented the Department of Commerce with a challenging, yet exciting task when he asked Secretary Locke to make businesses more competitive and to create more American jobs by bringing all of the Department of Commerce’s services together under one roof. The primary purpose of this new initiative, termed CommerceConnect, is to provide a “one-stop-shop” for businesses to quickly gain access to more than 60 Federal programs, spread across multiple Federal agencies that provide businesses with technical assistance, capital, intellectual property protection, grants, and business information.  This undertaking required the Department of Commerce to create a centralized location to store current information on many programs and to support multiple channels of inquiries. This CRM System also needed to facilitate collaboration among the geographically distributed CommerceConnect team and required new standard business processes and procedures to be established to support the new program. CommerceConnect needed a CRM system that was simple, yet comprehensive in order to expedite the ability to start helping businesses which only allowed a short period of time for system design, configuration and user training.

Solution

The Department of Commerce selected Acumen Solutions to implement the case management tool on the Salesforce.com cloud computing platform due to Acumen Solution’s extensive customer portfolio in the CRM solution space and track record of successes with cloud computing.   Acumen Solutions delivered an initial system within thirty days to meet CommerceConnect’s aggressive launch timeline.  Through two iterations, Acumen Solutions worked with The Department of Commerce to:

  1. Capture public inquiries and requests for assistance from a web-based form directly into the backend CRM
  2. Track customer cases and referrals
  3. Provide real time metrics and dashboards to guide program decisions including the case load, top ten business problems, and the most effective advertising channels.
  4. Convert business addresses to County and Congressional District using the TeleAtlas™ Geocoder and Acumen Solution’s proprietary Geocoding database.
  5. Implement best practice approaches for call centers
  6. Develop and deliver case manager and call center training
  7. Build collaboration tools leveraging Salesforce.com Chatter, Content and Knowledge Base

With this solution, CommerceConnect Call Centers are able to utilize Salesforce.com to process customer inquiries, quickly creating and assigning cases to an appropriate CommercceConnect case manager.  Case Managers are able to track their consultation with businesses, search for applicable Federal programs and create proposals directly within the CRM system.  Based on a firm’s business needs, Case Managers may refer a business to government agencies or programs to assist their needs.

As the CommerceConnect program grows, Acumen Solutions will be instrumental in developing the vision and strategy to train over 15 CommerceConnect offices which will open between 2010 and 2011. Training is critical to effectively familiarize new employees with the program as well as to provide refresher training to ensure user adoption and consistent quality service.    Acumen Solutions will also be providing ongoing Help Desk Support to answer policy related questions for the CommerceConnect team as well as provide technical assistance and system maintenance.

With future enhancements, Acumen Solutions will also develop and deliver a web-based Customer Self Service Portal to interactively guide businesses to recommended programs and services based on input parameters.  The Self Service Portal will allow CommerceConnect to increase the volume of businesses initiative can assist on an annual basis.  Using Salesforce.com guided navigation technology -- Visual Process Manager, the Customer Self Service Portal will allow the team to develop and maintain decision trees without a single line of code.

Technologies

Acumen Solutions selected the Salesforce.com CRM cloud computing platform to deliver core contact center capabilities, including case management and call center management, with real time reporting and dashboards. The third party applications that Acumen has integrated include:

  1. IndustryComplete for NAICs code dictionary search and selection
  2. TeleAtlas for geocoding addresses, allowing reporting of contacts by Congressional District

Acumen also plans to integrate the following third party applications in future iterations:

  1. StrikeIron for address standardization and verification
  2. Timba for customer survey generation and response collection
  3. Conga Composer for automated document generation

Return on Investment

The Department of Commerce’s CommerceConnect program now has an integrated CRM system to support call center and case manager operations. The technology and business process consulting provided by Acumen Solutions helped open communication lines between the government agencies and standardize contact information that needed to be collected from customers.

This project was essential to a successful launch of the CommerceConnect program in less than thirty days. This project also allowed CommerceConnect to continuously monitor and report their return on investment by recording the number of cases handled by CommerceConnect and providing insight into the most effective advertising channels to reach the business community.  For the first time, CommerceConnnect has a tool to identify the popularity and effectiveness of Government programs aimed at assisting American businesses and can use this CRM system to identify obsolete or ineffective programs.   This solution was essential to the CommerceConnect team achieving their goal of connecting American businesses to government agencies and programs in this challenging economic time and the CRM system promises to provide the type of feedback data to allow the Department of Commerce to fine tune Federal programs.