Pletra Technologies – An Overview

Mobile App Development

Web Development

All right reserved @ Pletratech

Business, Administrative & Contact Information

Business name: Pletra Technology LLC

Business type: Private Company

Tel: +1 201-546-0397 / 201-546-7799

Fax: 201-546-7799
E-mail: info@pletratech.com
Physical address Head Office: 310 Gorden Drive, Paramus,
New Jersey - 07652, USA

Offshore Delivery Centre (ODC)

Business name: Pletra Technologies India Pvt. Ltd.
Business type: Private Limited Company

Tel: +91 7972879769 / 7020738750

E-mail: info@pletratech.com
Physical address Head Office: CloverHills Plaza, Office #808, NIBM Road,
Pune - 411028, Maharashtra, India
Company Overview

Pletra Technologies was incepted in Global Delivery Model – Onsite, Offsite, Offshore
2013, 6 + years of strong technical
background having nurtured
professional services and
consulting teams.

A System Integrator for some

cutting edge solutions and
platforms in the areas of
digital marketing, financial services,
healthcare and cloud.

Strong IT & Engineering professionals

 Our Expertise

Implementation Partner-
Software
Development Omni Channel Digital Engagement
Platform

Mobile App Development

Cloud Implementation
& Integration Services
Web Development

CPQ Specialization
 USA INDIA
Our Team and Locations

New Jersey Delhi NCR & Pune

CO - Founder

Nirupama Srivastava Rakhi Ranjan

Sr. Architect – Technical Consultant

Sanjeev Ranjan Mukesh Srivastava

 Our Team – Not limited to this…
SFDC Practice Mobile /Microservices / ML/AI, Micor Services
Application Development Practice

Ravindra Shubham
(SFDC & LEX Expert) (SFDC & LEX Expert)
Pradnya Namrata
(Developer) (Lead Developer)

Mayuri Soniya
(SFDC & LEX Developer) (SFDC & LEX Developer)
Ashwini Sonal
(Sr. Developer) (Sr. Developer)

Sukanya Bhavna
Shashank Amit
(Developer) (Developer)
( Sr. Consultant ) (SFDC & LEX Developer)
 CUSTOMERS

Parkin
Our Strategy
Salesforce Offerings
✓ Platform Ideation
✓ Architecture & Design
✓ Legacy App to Cloud Migration
✓ Enterprise collaboration through Chatter Communities
✓ Internal Employee & External Partner Portal Development
✓ LEX
✓ Classic to Lightning Migration
✓ Enterprise Mobility App Development
✓ Integration of multi-cloud and on premise systems
✓ Ops Support & Administration
✓ Apex, and Visual Force, force.com Development
✓ Extending the force.com platform with native custom applications
✓ User Interface customizations and Workflows
✓ Research and implementation of salesforce best practices
✓ Data migration and import services
✓ Development of custom reports and dashboards
✓ Analytics & Business Intelligence
✓ Integration of third party systems with salesforce
✓ Remote administration and end-user support
✓ End user training, support and maintenance
✓ Commerce Cloud
✓ Salesforce CPQ
✓ Salesforce Financial Service
 Salesforce – force.com development
DISCOVERING AND ANALYZING
During this early discovery phase, Pletratech consultant
collaborates with the business to perform requirement an
alysis. That helps to come to a common understanding as
to the scope we’re trying to accomplish. The consultant th
en comes up with a feature set and performs an in-depth
analysis to help the business make right decisions about
the product to be developed.
PROTOTYPING ON FORCE.COM
PletraTech development team can help with
complete prototype process for early user feedback on fun
ctionality and usability. It includes clickable and interactive
prototypes and can help validate application design
approach in early stages.
LICENSE CONSULTANCY
Our consultant maps business requirements to Salesfor
ce functionality to recommend the best possible Force.
com license package.
That helps the business save money by not investing in
license with access to features which are not required.
CUSTOM APP DEVELOPMENT IN FORCE.COM
Our team is skilled at Apex development and Visual
Force design to develop custom applications on
force.com platform.
 Salesforce Supports Service includes:-

MANAGING CUSTOMIZATIONS AND SUPPORT DATA QUALITY MANAGEMENT

AND SUPPORT
Object relationships, creation or modificat
ion of custom objects, record types, fields, Validation rules, automated workflows,
page layouts, custom links and buttons, R assignment rules, auto response rules ;
oles & Hierarchy. approval
processes, data correction.
USER MANAGEMENT AND ADOPTION SECURITY MODEL ENHANCEMENTS
AND SUPPORT
Profiles and Permission sets Management, Role
Hierarchy Setup, Public Groups, Queues and Setup, Modify and Implement Organization-Wide Defa
Adoption Reports and Dynamic Dashboards ults, Owner and Criteria Based Sharing Rules, Se
ssion
Management
LEVERAGING STANDARD SALESFORCE OBJECTS ANALYTICS SUPPORT
AND FEATURES FOR SUPPORT

Ideas, Campaigns, Products, Assets, Contracts, Lead List views, reports, report types, dashboards, ana
s, lytic snapshots/reporting snapshots or any custo
Account, Opportunities, Activities, Cases, Solutions m report on demand for business users.
and Flows
SALESFORCE1 CUSTOM COMPONENTS MANAGEMENT
AND ENHANCEMENT SUPPORT

Administration, support and user trainings Apex, Visualforce, triggers, API ; web services
and Visualforce template management and
support
 Salesforce Practice – Live Use Case
NEED
Community needs to be enabled for end customer
to submit the form to Region Of Peel for
water, Road and etc.
Classic to Lighting Migration for Basic Gov Manage
d package for Region Of Peel .
Project Management Gantt JavaScript Library needs to
be enabled to rack the All BD project.
Dynamic Form need to be generated for end user
and it need to be attached as attachment in confi
gured s-object. Created managed Package.
SOLUTION TECHNOLOGY
• In depth analysis of requirement including business user interviews, technical team rev
iews and 360 degree review of the proposed solution.
•
•
Create an easy-to-use and intuitive system that increases productivity.
Create a single repository and perform advance analytics on existing and p
otential customers.
• Developed Lightning Template for customer community.
• Classic to Lightning Migration for buttons and created custom LEX component.
• On going support and maintenance at a fraction of current market costs.
• Classic to Lightning Conversion of JavaScript Buttons.
• VisualForce page classic to Lightning Migration
•
•
Notes & Attachment migration in Lightning
Developed Custom LEX components
• Technical Design Document
• On going support and maintenance at a fraction of current market costs.
• Configured salesforce.com for integration with custom Gantt JS library.
• Configured & Developed Custom Apex to use the JS GANTT features.
• Developed Custom VF Page and mapped with GANTT LIBRARY to display the GANTT chart an
d schedule of project.
• On going support and maintenance at a fraction of current market costs.
• UI design and implementation
• Developed custom logic for admin to configure business rule of form..
• Developed drag and drop of UI component and placed on form for Admin.
• Admin can create multiple form and associates with any S-Object.
 Salesforce Practice – Live Use Case
NEED
Omni channel digital platform on the SalesCloud e
nabling business users to optimize lead manageme
nt and drive growth.
To deploy an enterprise-wide Customer & Lead Ma
nagement Solution
Opportunity Management, Order Management, Qu
ote System, Engineering Build Management & Cust
omer Portal systems.
Customer support and sales is standardized on Sal
esforce CRM. There are a lot of enhancement req
uests for functionality and support including enha
ncing the end-user experience. Our team supports
this initiative for US & Asia Pack
SOLUTION TECHNOLOGY
• In depth analysis of requirement including business user interviews, technical team rev
iews and 360 degree review of the proposed solution.
• Create an easy-to-use and intuitive system that increases productivity.
• Create a single repository and perform advance analytics on existing and p
otential customers.
• Rationalize lead generation process and ensure it is within the SFDC data limits.
• Metrics driven dashboard and analysis of effectiveness of lead management
programs.
• Utilize Pletratech onshore and offshore delivery center for better talent access and optimi
ze costs.
• On going support and maintenance at a fraction of current market costs.
• Built a robust lead and opportunity management functionality – Single repository to house a
ll prospect information for both existing and potential new customers as needed.
• Lead scoring is real-time and on-demand.
• Visibility to sales pipeline via extensive reporting and dashboard capabilities.
• Email management using Native Salesforce.com email capability for ;
Transactional based Ad-Hoc template communications
• Automated email initiated during communication workflows
• Worked around the data issues and maintenance over 20 million accounts and 50 million pr
oducts holding leads, opportunities and offers.
• Improved associate experience, Reporting and Dashboards`
• Configured salesforce.com for integration with custom quote application.
• Configured & Maintained products and price books. Automated Opportunity to order cr
eation process
• Configured web to lead process. Implemented lead/contact scoring program based on
activities performed (Presentation of whitepaper, seminar, tradeshow etc.).
• Configured case management to support new engineering build management process for
tracking build information( Task branch, team branch, branch approvals) for a change reque
st).
• UI design and implementation
• Developed custom ‘Mass Edit’ functionality on opportunities
• Build new dashboards for the Home page
• Integration of the ETO, NBS and CS instances
• Enhance “Boom”, a lead scoring product feature within the Salesforce instance and Salesforc
e Lead Management .
• Customized the CRM to support a third-party marketing automation solution.
 Mobile App Practice – iOS / Android & Hybrid – Live Use Case
NEED
A social Media Platform needs to be developed for
Doctors, where doctors can collaborate, discuss cas
es, private chatting,
Huckster is live video selling platform, where user c
an sell their items by live video , and make payme
nt using stripe payment gateway.
Parkin A mobile application where user can search area fo
r car pakking by enabling mobile GPS system.
SOLUTION TECHNOLOGY
• Dr. Can create their Profile
• User can post the cases and poll on DKS Mobile App.
• Developed Private ICU Chat feature to collaborate the cases in private.
• Developed award & recognition and point system for users.
• User can like, follow-up, share the posts and cases
• Developed Polling module.
• Developed good UI/UX for this Mobile App
• Dr. auto authentication features developed
• Users can list their items for sale with a price /make offer, auction and provide shipping
for their sale items.
• User can go live to sell their items.
• User can make payment using strip e payment feature.
• User can like Items , and follow-up other user.
• Developed Private ICU Chat and Notification feature
• Developed good UI/UX for this Mobile App
•
•
User enter current location and search near parking area.
User get notified for free parking slot with details like type of parking , week days and , st
art and stop time on Gantt Chart.
• Application is designed for 12 hours timestamp
• Developed good UI/UX for this Mobile App
 Web Application Practice – Live Use Case
NEED
Needs to develop a website which should have dy
namic in nature to book a hostel/PG/Houses with i
ndividual owner tracking along with online payme
nt system.
Client is using fed direct tool provided by federal
bank for interbank transactions. It’s does not prov
ide all option Bank was looking for reporting and
other processing. In addition bank was paying a h
efty service fee to federal bank to use their service
.
Bunge is a global company has entities in multiple co
untries. It involves in trading of fixed income instrume
nts like bond, mutual funds, FRA etc. using exchanges
and local resources of that company. Client was looki
ng for an application to combine all trades in a single
system to provide better reporting and visibility to ma
nagement
SOLUTION TECHNOLOGY
• User can search for the hostels/pg/houses
• Integrated with OTP Generation to authenticate users
• Integrated with Payment Gateway
• Designed good UI/UX
• Integrated Google MAP to pick the property address
• Developed Admin Module to maintain the properties.
• Property Owner can see their payment details with tenant details.
• Did the hosting on goday to make this live.
• www.hostelbn.com
• Developed a solution to enhance payment processing using federal bank direct deposit
api.
• Developed an application it provided cost effective solution with full control of data and oth
er processing like adding additional layer of approval from retail business. It’s also added ca
pabilities to enhance this feature to other LOBs.
• Developed a web based application to capture to capture deal, deal lag of each instrument.
• Developed market data management to retrieve currency and instructions pricing details usi
ng Bloomberg and Reuters to provide live reporting to management.
 Web Application Practice – Live Use Case
NEED
UPS was looking for an application to provide a so
lution to provide capabilities to managers to appro
ve various request. Approval can be needed from
direct managers or higher level of managers.
client has lost their all
Emails after loosing their system. They are looking
for a solution where all emails will be downloaded
to the database and allow them to save content o
f message.
SOLUTION TECHNOLOGY
• Developed a web based application to configure request type and workflow
of approval process.
• User can create a request and based on configuration it will provide capabilities to man
agers to approve, deny any request.
• Manager will have be able to subscribe to receive a notification whenever a new reque
st will
be created requires his/her approval.
• Developed a window based on application to download emails md save this to databa
se. It allows to create new email, attach files to email, schedule an email to send at spe
cific date and time, automated email to send bulk emails. Etc
Technical Support Model - Salesforce
 Technical Support Model - Salesforce

PURPOSE Pletratech will provide maintenance and support services as part of their Global Service De
livery Team for Salesforce.com primarily providing Level 1, Level 2 and Level 3 support

SCOPE OF SERVICES:
Pletratech will supply personnel to assist in the mobilization and transition activities for the GS
D team and personnel who will comprise the GSD team to provide configuration and develop
ment capacity (the "Project").
The scope of services for this arrangement includes two phases of work:
• Phase 1 — Mobilization and Transition (estimated to TBD (Date)
• Phase 2 — Steady State (estimated to be From Date to To Date)
SERVICES
Phase 1 – Mobilization and Transition

The detailed descriptions of the tasks associated with these activities listed as follows:

1. Transition Planning
- Code and Integration review
- Environment assessment.

2. Process Design and Rollout

- Capacity Planning Process
- Resource Allocation Process
- Requirements Gathering & Prioritization Process
 Technical Support Model - Salesforce

- Estimating Process
- Risk/lssue Management Process
- Defect Management Process.

3. Knowledge Transfer
- Transition Planning
- Job Shadowing
- Knowledge Capture
- Reverse Shadowing
SERVICES
4. Resourcing Strategy
- Execute Company Transition Plan
- Support Hiring and Transition Plan
- Facilitate Interim Staffing (as required)

5. Work Environment and Tools

- Physical Access
- System and Environment Access
- Tools
- Offshore Infrastructure and Telecommunications

6. Communications

7. Exit Criteria
 Technical Support Model - Salesforce
PHASE 2 – Steady State “Execution”

Phase 2 begins after the exit criteria have been substantially met in all material
respects and resource transition has been fully completed. Each resource
begins “Phase 2” activities once the transition has been fully executed.

During Steady State, the key types of support provided by Pletratech are as follows:

Functions Services Example Sub Activities

• 8/5 Support Production Support, L1 NA

Level 1 ( L1) Ap
plication Produc
tion Support
• User Creation / Modification • User is not able to reset the password,
or not able to login in the system.
• User is not able to see the list view, reco • User is having some problem to see th
rds, Add the members in a Queue & Gro e list view. Or User is not added in a
ups Queue or Group.
 Technical Support Model - Salesforce
PHASE 2 – Steady State “Execution”
Functions Services
Level 2 (L2) Application Production • 8/5 support Production Support,
Support L2
• Restoring application service
• SFDC Application Administration
Tasks
• Daily Production Support
Example Sub-Activities
Not applicable
• Resolve the underlying cause
of service interruption by perf
orming resolution activities, es
calation, and problem record u
pdates
• Updating access rights acros
s organization, updating fisca
l year, territories, languages,
currencies, level of access for
records users do not own, ro
le hierarchy.
• Monitoring of production jobs,
report completion
• Analyse, design, build, and tes
t workarounds and applicatio
n changes necessary to resolv
e incidents and problems Res
pond to service requests
• Monitor queue in ticketing sys
tem.
 Technical Support Model - Salesforce
Project Title: SALESFORCE.COM IT GLOBAL SERVICE DELIVERY MODEL

PHASE 2 – Steady State “Execution”

Functions Services Sub-Activities Example
• Maintenance Service Requests and • Responsible for defect resolutio
Level 3 (L3) Application Maintenance, New Developme • Development and Testing of New Development and En n, application enhancements an
nt, and Enhancements hancement Service Requests d Integration (SFDC side only) e
nhancements. Provide guidance
and assistance to business and
business analysts related to que
stions, problems or change requ
ests.
• Initiate operational activities, ven
dor upgrades, platform upgrades.

• Attend Project team meetings

• Document High-Level
• Design (HLD) and
• Low Level Design (LD)
• Coding/Defect Fixing
• Perform Unit Testing
• Deployment and post im
plementation Support

• General inquiries • Adhoc Reporting as required

• Attend weekly Status meetings and Provide status rep • Not applicable.
orts
Test Support • 8/5 support - Defect Analysis and • Support in QA Testing, Regressi
• Resolution on Testing
• 8/5 support - Support for • Not applicable
• Release/Deployment activities
 Technical Support Model - Salesforce

Fixed no. of Cases will be

L1 Support resolved in fixed no. of Hrs. Per Fixed No. of Resources as
Month or Per Year. per agreement
Fixed no. of Hrs. will be
Fixed No. of Resources
provided Per Month or Per Year
L2 Support to addressed the configuration
based on nos. of support
issues. Hours will be required
For a code fix + enhancement -
Up-to 8 days of effort of work will
L3 Support be considered under L3 with
Fixed No. of Resources
agreed fixed nos. of hrs.

Enhancement More than 8 days of efforts will be done

on the basis of Time & Material
Fixed No. of Resources
 Technical Support Model - Salesforce
Support Salesforce instance for the Sales Cloud – Lead Management

NEED For A large segment company having more than 5000 SFDC user based org and having community i
mplementation for their partners and customer. They wanted to enhanced their Lead assignment on
the basis of Round Robin so that each partner have equal distribution of Lead. Also they want a Rul
e Engine on the basis of Zip Code, Territory , Availability of User.

✓ Provided custom solution and build a wrapper on exiting functionality.

SOLUTION
✓ Developed a Rule Engine VisualForce Page
✓ Round Robin logic implemented using Apex Trigger
✓ Enabled Super user in SFDC to maintain the Rule Engine.
✓ Implemented Queue Management to assign the lead.

TECHNOLOGY JQuery Apex Trigger

 Technical Support Model - Salesforce
Support Salesforce instance for the Sales Cloud – Lead Management

For A large segment company having more than 7000 user based SFDC org and having Case mana
NEED
gement for their customer and Partners. They wanted to enhanced their email2Case functionality, w
ith the combination of Product and Case Record Type they wanted to launch the new support email
id configuration. If they need to configure a new support email then every time code changes are
needed which was taking almost 2 week to launch in production. We provided a custom solution a
nd build a email2Case framework, post that any new email configuration to support their case crea
tion used to go live in couple of hours only.

✓ Provided custom & configurable solution to configure the new support email in SFDC.
SOLUTION ✓ Developed a Data Model to store those configurable meta data.
✓ Written custom email2Case Services which accept parameters to create the dynamic email2
case in system.
✓ Enabled Super user in SFDC to launch the new email configuration.

TECHNOLOGY JQuery Apex Trigger

CULTURE & WORK@ FUN