From excel spreadsheets to Salesforce, an on-going journey
2:00pm - 2:40pm
Neil Macdonald / CEO | Director | Coach | Mentor
The AMP Financial Planners Association, a non-profit member based organisation, has evolved and grown over the last 90 years. Neil Macdonald, as their CEO, has helped to transform the business over the the last five years since he was appointed and decided to move from a paper based organisation with over 30 excel spreadsheets, into the cloud. Each year decisions to change technology have been driven by the business needs, not the technology solutions available. Over the years they built a technology stack of 13 different applications to engage with members and run the organisation efficiently and effectively.
In 2018, they made the decision to migrate to Lightning, to improve corporate governance, manage workflows more efficiently, provide better dashboards and leverage AI using Einstein. Learn about their experiences, the importance of understanding the problem to solve and how technology has delivered better than expected results.