Tag Archives: salesforce implementation

CA ANZ consolidates data using Luana to achieve 360 degree view

Chartered Accountants Australia and New Zealand (CA ANZ) are a professional membership body that supports business and accounting professionals around the world. They represent over 110,000 members and about 400,000 students around the world. As a membership body they shape the future for the accounting profession by focusing on four important areas: Education, Being Member Focused, Leadership & Advocacy and Personal Growth. The company employs over 500 people with skills in accountancy, ICT, marketing, event management, education, customer service and more. There are offices in Australia, New Zealand, Singapore, Malaysia, Hong Kong and the United Kingdom.


The biggest challenge experienced was there were three non-integrated systems all externally developed and heavily customised which managed student and member data. This also caused disjointed and undefined business processes as well as a lot of manual processes completed outside of any of the systems.

Some of the challenges faced were the following:

  • Reporting is time-consuming – slowing down decision making
  • No single touch point for Students to manage their membership
  • Student support cases handled in separate system
  • Workshop scheduling manual and prone to human error
  • Double handling of data between student and financial systems
  • TEQSA reporting highly labour intensive.
  • Registering of students by employers not user-friendly – requiring the user to via multiple touch points.


CA ANZ’S aim was to consolidate all the disparate data silos and provide their members, students, and employers a single community interface to view and manage their membership and education journey. They also wanted to leverage the Salesforce and Luana platform to reduce administrative processes and double handling of a members and/or students data.

Luana and its implementation partner WDCI were able to achieve some incredible outcomes using a combination of out of the box features in Salesforce/Luana, as well as some specific customisations leveraging the Salesforce platform and 3rd party AppExchange apps.


  • Real-time metrics on operational and student-related data was made possible. (previously not available)
  • Reduced administrative efforts by 70%
  • Reduced an employer’s workload by 90% to manage the next trimester’s employee enrolments.
  • Took results processing from 4 weeks to a staggering 1 day
  • Legislative reporting (TEQSA PIR) is generated via Luana SIS in minutes: eliminating months of manual preparation.


“Results processing within Salesforce and Luana worked perfectly the first time we used it. A process that normally takes 4 painstaking weeks was done in a day. Salesforce and Luana have helped our teams significantly reduce and automate repetitive administrative processes to focus on providing a great service to our members” Janine Coyle – Manager, Education – Admission Programs Delivery

“Luana & WDCI were able to very quickly understand the CA ANZ landscape, and deploy a solution on Salesforce that met and exceeded our transformational goals. Our teams have real-time visibility and a complete view of our members and students. Salesforce and Luana have provided CA ANZ a platform further grow and scale with the business needs. The future looks exciting!”  Leo Morta – CIO

Ward applies smarts to maximise customer relationships

“I wanted a solution which was simple for the Ward team to adopt, but also addressed the needs we had from a collaboration and management perspective. I am pleased to say that WDCi and Salesforce have delivered on my expectations” – Julia Ward – CEO

Ward is a multi-disciplined and full-service civil & environmental engineering contractor. Ward has been in business for over 40 years and it has offices in Sydney and Newcastle and a workforce in excess of 150 people.
The capabilities that Ward offers to its clients include all aspects of excavation, civil engineering construction, and remediation.


Wards marketplace has long lead times for projects that can often exceed 12 months to be awarded, and require lots of resources to engage.  This places an expectation on the team at Ward to maximise every customer engagement, and have a 360-degree view of interactions.  In this environment, the Ward team were facing the following challenges:

• Multiple internal teams and external stakeholders
• Double handling data for reporting purposes
• Inability to see a 360-degree view of customer interaction
• Valuable contact information held in personal MS Outlook contacts
• Manual collaboration on accounts, contacts, and opportunities


Ward is a new user of the Salesforce Platform, the key objectives for WDCi in the design were collaboration for the internal team and provide management with better visibility.
Ward choose WDCi as their partner to design and implement the solution due to our extensive experience with Salesforce and proven ability to deliver robust solutions.

The key elements of the solution were:
• Built on the Salesforce lightning interface – the solution is customised to address Wards specific needs
• Disparate data being held in personal .pst files was consolidated and mass migrated into Salesforce
• Highly customised and interactive reports were developed to provide management with real-time data and eliminate double handling
• Salesforce Chatter used as a collaboration tool across the company
• The Salesforce lightning for outlook connect was utilised to capture email communication from Outlook 365


• Clear visibility of Opportunity and tender stages cross entire organisation
• Pipeline management streamlined – with uniformed reporting of all key metrics
• Collaboration across all aspects of the customer experience
• The team at Ward have more time to develop close customer relationships

Wedid: Salesforce as Property Tracking System


The company sells properties and property consulting services.

The company needs to use Salesforce to keep track on:

  • The list properties (Both sold and open for sale)
  • Information on property inspections (date, time, person in charge,  remarks)
  • Information on when and who that a particular property has been proposed to (properties that are still open for sale).
  • Number of properties (based on types) searched, reviewed and proposed for a each  clients.
  • Sales amount and actual sales amount


Create custom objects to store information on properties, inspection details and proposal details. Using validations rules, lookup are controlled/filtered to only lookup for available units (open for sale). Calculation of property selling prices and consultation services prices are done by introducing formula fields.

Related Objects Opportunity, Custom objects
Components Formula Fields
Validation Rules
Complexity Low

Salesforce Tips: Roll-up summary with formula fields – Part 2

Based on my previous blog, we understand what situation we can use Roll-up summary and what situation we can’t.

Someone has raised an improvement request to Salesforce here. While waiting for this to be implemented, you can try the following workaround using a combination of workflow and trigger. I will explain this using the same example in my previous blog.

Project Object (Parent object)
Project Item Object (Child object)
Product Object (Lookup object) 

  1. Add a new Price (Currency 16, 2) field in Project Item Object.
  2. Implement a workflow in Project Item Object. When a Project Item is created or modified, copy the Product.Price to Project_Item.Price. Once this is implemented, the Roll-up Summary field will work.
  3. There is another challenge you need to be aware of. When the price is changed at the Product Object, all the Project Item Price will not be updated automatically. That is where you can create a Trigger to overcome this.

Salesforce Tips: Roll-up summary with formula fields

Can Roll-up summary field works with Formula field? The answer is Yes and No.

Yes if the Formula field is not referring to a field from foreign object. Let me give you an example:

Project (Parent object)

  • Project Name (Text 50)
  • Due Date (Date)
  • Total Cost (Roll-up Summary : Sum of all child Project Items Calculated Cost)

Project Item (Child Object)

  • Project Item Name (Text 50)
  • Item Quantity (Number 18, 0)
  • Item Price (Currency 16, 2)
  • Calculated Cost (Formula = Item Quantity * Item Price)

No if the Formula field is referring to another field in a different object. Let me use the same example:

Project (Parent object) (Same as above)
Project Item (Child Object)

  • Project Item Name (Text 50)
  • Item Quantity (Number 18, 0)
  • Related Item (Lookup : Product)
  • Calculated Cost (Formula = Item Quantity * Product.Price)
Note that the Calculated Cost is now referring to a field called Price in the Product object. Because of this reason, the Roll-up Summary field (Total Cost) in the Project Object will not work anymore.