Building Order from Chaos

Obstacle:

Our customer was operating out of spreadsheets, emails, PDFs and their memories.  Their business is in a complicated financial sector and keeping up with the strict federal regulations and financial reporting was a challenge without having a central source of truth. They had all the  information…somewhere, but they had no way to quickly find it without digging through a hodgepodge of scattered electronic files.  They wanted a workflow with one source of truth.

Project:

Working with the customer we identified the important pieces of data we needed to track in Salesforce.  There was no current state workflow to review because they were living out of scattered data everywhere. So understanding what kind of data we had to work with was key.

We performed a security review to understand the permissions and access needed for their particular use case.  Our discovery and requirements gathering defined the needed functionality to deliver an efficient workflow and better data visibility than they had before.

Once we had a good understanding of the data and data model we helped guide them through the Salesforce purchasing process.  As a trusted advisor we helped them understand the features and benefits of each product so they could ultimately choose tools that worked for them.

We spent a lot of time developing in sandbox, meeting weekly to review progress and get signoff on completed features.  We were able to bring disparate datasets together, build reporting and extend visibility of data to the right users.  Finally, we deployed to production.

End Result:

The customer now has an organized dataset. Their workflow is documented, defined and understood.  Critical information is no longer in someone’s inbox who is on vacation, or in an emailed attachment. It is now in a central location where the right people have access at the right time.  They are set up for continued success as they scale and add more projects to their portfolio.