This case study shows how we helped our client with their Salesforce needs & implementation and how our expertise contributed to their success.
This case study shows how we helped our client with their Salesforce needs & implementation and how our expertise contributed to their success.
Client company names can be shared on request
Our client's company was founded on the belief that students need a mentor and a guide during the college application process and throughout college to succeed. By providing consistent oneon-one support, they have helped over 8,000 first-generation students from low-income backgrounds stay in college and complete their degrees.
Our client's technical & Salesforce team faced overdue technical debt at the end of 2021. Our expert team took on this project. They were impressed with our delivery and the way we handled the previous project, so they gave us another project. They needed a Salesforce architect, developer, and business analyst team which we provided them with to transition from Classic UI to salesforce lighting for Access Programs.
Due to heavily customized screens developed with code, the internal team faced technical difficulties dealing with maintenance and updates.
They added more and more fields to their UI, especially in widgets, which resulted in wasted time & increased technical debt.
Student program needed to be transitioned from classic UI to Salesforce Lightning
The major key metrics that have improved are :
Migrating one of our client's Salesforce classic applications to Lightning by replacing more than 50 Visualforce pages to Lightning pages with only a single LWC component achieving a minimum amount of custom code & uses of Salesforce out of box features
Aura/LWC components are designed to expose configurable properties so that LWC components can be configured without modifying code.
Creating features that can be maintained by Salesforce administrators with less dependency on Salesforce developers.
We were able to build a guiding document for our design process.
Based on the requirements and limitations of our client's current implementation, our technical team designed a solution that would meet their needs
This is ongoing and is going through the agile methodology of 2-week sprints, with an iterative approach to the implementation and delivery of the system.
Every story developed by the team is tested before being handed over to the client for their user acceptance.
The first step in implementing Salesforce is to clearly define the needs and wants of our clients We gathered a team to manage the build in Salesforce. We spent many hours analyzing the years' worth of documentation completed by their Design Team and broke own the project into specific pieces and requirements.
At every step of the implementation, we were in constant communication and involved them in our design, development and and deployment.
Co-incidentally, we offered our services to the client in 2021 at the same time when they had difficulty finding the right fit for their Salesforce projects.
Upon seeing our expertise and demonstrated experience, they found us credible & assigned us to their first project. This inspired their confidence in us & since then we have had a long-term working relationship with our client.