Case Study
Optimize business processes
A one-stop solution for data collation replaced inefficient, manual Salesforce setup, boosting productivity and cutting turnaround time.
engagement type
Managed Services & Estimated Project
product
Sales & Experience Clouds
industry
Non-Profit
HireDC is a non-profit, Good Samaritan organization that provides economic opportunities, education, recreation, health and well-being to those who are struggling in the Washington, D.C. area.
Overview
- Key Challenges: Inefficient, manual Salesforce setup
- Key Solutions: One-stop solution for data collation
- Key Impact: Boosted productivity, cut turnaround time
challenges
- Suboptimal configuration of Salesforce and absence of basic automation
- Original database was collated offline, and required manual online entry
- High volunteer turnover rate, compounded by a discordant data model and an unintuitive UI
- Management lacked insights into teams' KPIs & growth metrics due to absence of reports
Solutions
- Cleansed and custom-configured Salesforce instance
- Integrated the onboarding documentation into Salesforce via a single Visualforce page
- Built a custom Visualforce job matching functionality for HireDC’s contacts, with a tailormade notification system
- Simplified training sessions for new joinees
Impact
- Unified data management: Eliminated data loss, minimized errors, simplified report generation and improved visibility into KPIs
- Significant rise in productivity: Improved efficiency, process flow, and data security, reduced turnaround times and streamlined training sessions