MB&A for Case Management<br>CRM<br>Document Generation<br>Employee Experience<br>  

MB&A for Case Management
CRM
Document Generation
Employee Experience

MB&A is a technology company and Salesforce partner focused on delivering solutions to transform the collection, management, and understanding of data for inspections, assessments, audits, work orders, and asset management to foster digital transformation in complex organizations.

Step 1 of 11

Experts in Solving Complex Data Challenges

Millsapps, Ballinger and Associates are your experts in solving complex data challenges that address a variety of challenges such as quality assurance, environmental inspections, security audits, health and safety Inspection, compliance, facilities management, asset & inventory management, training & certification, stakeholder feedback, maintenance & construction management, self-assessments, and nutrition and food safety. Leveraging our ExAM4Enterprise suite to deliver outcomes that align and evolve with your industry and organization-specific mission requirements.

This specific demo focuses on facilities and laboratory inspections across agriculture, healthcare, and housing industries. This demo addresses some of the challenges that are solved by our ExAM4Enterprise suite specifically ExAM4Inspections and ExAM Tracker.

Experts in Solving Complex Data Challenges Experts in Solving Complex Data Challenges

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Take your Inspections and Audits to the next level

Let the data enable your organization to do more with less. The ExAM4Inspections product as part of the ExAM4Enterprise suite consists of both a Salesforce and mobile application that extends the capabilities of Salesforce alone to specifically address challenges that occur in the field and at the office for those that provide inspections and audits.

Take your Inspections and Audits to the next level Take your Inspections and Audits to the next level

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Enable your Inspection processes to evolve

Assessments are the forms and questions you ask. They are at the core of the collection process. With our easy-to-configure command console, you are taking the first step in taking control of your inspections.

Enable your Inspection processes to evolve Enable your Inspection processes to evolve

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Schedule & Assign Inspections with Ease

Schedule and assign inspections regardless of how complex your portfolios and how diverse your teams are.

Schedule & Assign Inspections with Ease Schedule & Assign Inspections with Ease

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Engage Customers and Stakeholders to start the process

Self-assessments no matter if they are taken by building managers, tenants, or other stakeholders ensure timeliness, transparency, and engaging experiences through emails, SMS, landing pages, community portals, and the Salesforce platform.

Engage Customers and Stakeholders to start the process Engage Customers and Stakeholders to start the process

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Inspect on the Go with Field Inspections

On-site inspections are easy with the ExAM mobile app. Our mobile app enables users to tackle some of the most common inspection and audit challenges such as operating offline, creating marked-up images, taking measurements, collecting mobile signatures, and standardizing your inspection collections.

Inspect on the Go with Field Inspections Inspect on the Go with Field Inspections

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Track and Categorize Deficiencies to Improve Efficiency

Managing deficiencies starts with the inspections and is directly related to your portfolio of properties, buildings, and units. This enables you to remediate the deficiencies more efficiently and track trends to enable teams to get ahead of systemic or cyclical challenges more easily.

Track and Categorize Deficiencies to Improve Efficiency Track and Categorize Deficiencies to Improve Efficiency

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Generate Documents & Reports Natively

Turn CRM and database data into actionable process documents and reports enabling change management, customer engagement, and audit preparedness.

Generate Documents & Reports Natively Generate Documents & Reports Natively

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Assignment Approvals and Quality Assurance made Easy

Work order assignment is often felt as a complex process due to the number of stakeholders involved in the process. With a centralized inspections platform, you now have the ability to track other variables such as work order prioritization, time management, and resource escalation all while managing the quality of the services that are being provided.

Assignment Approvals and Quality Assurance made Easy Assignment Approvals and Quality Assurance made Easy

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Real-time Reports and Dashboards

Awareness due to lack of transparency is no longer a concern for users of the ExAM platform. Leverage real-time dashboards and configure them to meet your organization's or industry's specific needs.

Real-time Reports and Dashboards Real-time Reports and Dashboards

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ExAM Platform

The Extensible Assessment Management Platform leverages MB&A’s Assess Anything™ Technology and Salesforce's native configuration tools to collect, manage, and understand complex data collections.

ExAM Platform ExAM Platform