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Glossary

Glossary

At Consulevent, we don’t just transform enterprises — we define the future we operate in. From AI to automation, cloud to analytics — explore clear, concise definitions that simplify the complex world of digital transformation and empower smarter enterprise decisions.

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Case Study: Salesforce Sales Cloud Implementation

About the Client

A leading provider in the digital television entertainment sector, renowned for delivering groundbreaking solutions that elevate the viewer experience to new heights.

Business Requirements

CRM Application used by agents to take calls from customers and do the following:​

  • Create cases
  • ​Create Tasks and activities to downstream systems.
  • Update customer demographics​.
  • Take payments from customer​.
  • Generate reports

Case Study: Salesforce Classic to Lightening Migration and optimizing CRM Application

About the Client

An U.S. based client recognized as a leading player in the financial services sector within the automobile industry, specializing in innovative financial solutions and services that drive growth and efficiency for automotive businesses.

Business Requirements

CRM Application used by agents to take calls from customers and do the following:​

  • Create cases.
  • ​Create Tasks and activities to downstream systems​.
  • Update customer demographics​.
  • Take payments from customer.
  • ​Generate reports

Case Study: HubSpot To Salesforce Marketing Cloud Migration

About the Client

‌A NASDAQ-listed global energy tech company into renewable energy & semiconductors, it is also one of the world’s leading suppliers of micro inverter-based solar & battery systems.

Business Requirements

  • ‌Multiple custom Email Templates to be migrated to ensure seamless transition.
  • Building Landing Pages to conduct marketing campaigns using SFMC for all the associated campaigns and email templates.
  • Creating journeys in SFMC to implement the workflows from HubSpot.
  • Automating Filtered Data extension refresh in SFMC to ensure newly added records are automatically added to the filtered data extension

Case Study : Touchless Cash receipt Processing

About the Client

 American semiconductor company.

Business Requirements

  • Touchless Processing of customers cash advice in Oracle EBS.
  • Verification through invoice & delivery number in AR Cash registers.
  • Synch bank transactions in Oracle EBS.
  • Match & create cash receipt in Oracle EBS.
  • Bank Fees adjustments.
  • Reporting and exception logging

Case Study: Touchless UAR Implementation

About the Client

American energy storage company.

Business Requirements

  • ‌User access review portal.
  • Easy availability of review logs.
  • Single portal to provide user access review for different applications.
  • Avoid risk of misplacement of review log.
  • Overcome compliance issues
 
 

Case Study : Touchless AP Invoice Automation

About the Client

A Silicon Valley-based company of high-performance electronic components used in high-voltage power-conversion systems.

Business Requirements

  • Automatically extract the data from digital & scanned invoices.
  • Perform 2,3 WAY PO matching for PO based invoice.
  • Capture exceptions and notify.
  • Process AP Invoice touchless in Oracle EBS.
  • Approval routing of the invoices.
  • Reporting and exception logging.

Case Study : OCI and IDCS Implementation

About the Client

‌American tools retail Company.

Business Requirements

  • No distinct security measures for internal buyers (company employees) and external vendors accessing the network.
  • Unavailability of application data security for external vendor users.
  • Deploying Oracle Identity Cloud Service (IDCS) for all user accounts.
  • Implementing Single Sign-On (SSO) to provide a seamless login experience for organizational users.
  • Introducing robust user session management controls.
  • Leveraging cloud-based data services for improved data accessibility and security.

Case Study : Oracle Procurement Cloud Implementation

About the Client

High Tech manufacturing company.

Business Requirements

  • Implementation of the Oracle Procurement Cloud modules, including Purchasing, Self Service Procurement, Procurement Contracts, and Sourcing​.
  • Advisory services on optimal setup of Oracle Procurement Cloud tables, approval structures, and other key system configurations.
  • ​Work-flow mapping specific to Oracle Procurement from supplier management, initial requisition, purchase order and receiving, to invoice posting against open purchase orders​.
  • Mapping of common exception handling procedures.
  • ​Created and executed a robust SIT and UAT testing strategy prior to roll-out in production.

Case Study : ICERTIS contract management system integration with Oracle Fusion

About the Client

Company provides solutions that transform unstructured digital documents into secure, advanced healthcare standard format.

Business Requirements

  • Development of both Inbound and Outbound Interfaces along with functional setups to capture PR, PO, Invoice, Vendor Master and agreement details between both the systems​.
  • Update asset original cost without updating the asset current cost.
  • Zero cost adjustment with full retirement​.
  • Retire assets fully and upload the asset again with correct original cost.