Case Study
Modernize Salesforce implementation and streamline business processes
The use of an inflexible, unscalable application was replaced by a customized, intuitive system, resulting in massive improvements in efficiency and productivity.
engagement type
Managed Services
product
Sales Cloud
industry
Business Improvement District
DowntownDC is a private, non-profit that provides resources that keep the district clean and secure.
Overview
- Key Challenges: Use of an inflexible, unscalable application
- Key Solutions: Created a customized, intuitive system
- Key Impact: Massively improved efficiency and productivity
challenges
- Used a 10-year-old, non-flexible, unscalable, non-user friendly, custom-built application
- Building a new custom system would be cost prohibitive; optimize Salesforce configuration and improve database management
Solutions
- Created an intuitive case management system that leveraged the pre-existing Salesforce instance
- Imported and restructured the old database
- Built a unique reporting system and dashboards for efficient handling of requests
- Custom arrangement of all actionable data to enable a complete overview at a glance
Impact
- Improved efficiency and productivity via optimized workflows
- Ease in onboarding and training of new members: User-friendly system, non-requirement of technical expertise
- 360° leadership overview: informed business decision-making by management through detailed, customized dashboards and reports