Overview
A strategic advisory and risk intelligence firm provides businesses with enhanced risk management solutions.
INDUSTRY
Risk Management
SERVICES/PLATFORMS
SFDC Migration
Our client, a strategic advisory and risk intelligence firm, provides businesses with enhanced risk management solutions. Their services span advisory, due diligence, investigations, and analysis, delivering critical insights throughout the business lifecycle.
Friction Points
- Manual Onboarding Processes: Onboarding new clients required manual code replication and configuration adjustments, leading to inefficiencies and delays.
- Extended Turnaround Times: The onboarding process exceeded seven business days, impacting the client’s ability to scale effectively.
- Non-Responsive User Interface: The existing Salesforce Web Portal lacked responsiveness, limiting user accessibility and adaptability.
Solution
- Managed Package Development: Created a Managed Package 2GPsolution to transition the due diligence feature from a Salesforce Web Portal to an efficient AppExchange application.
- Responsive UI Implementation: Built a modern, user-friendly interface using Lightning Web Components (LWC), ensuring responsiveness across devices.
- Enhanced Dashboards and Reporting: Leveraged Einstein-powered dashboards to provide actionable insights and improve decision-making.
- AppExchange Guidance: Supported the client in publishing the new Managed Package on AppExchange, including assistance during the security review process.
Impact
- 80% Faster Onboarding: Reduced client onboarding time from over seven business days to just one day.
- 25% Cost Savings: Lowered support and enhancement costs through automated regression testing.
- Rapid Feature Demonstrations: Enabled the sales team to showcase new features to clients within hours, significantly faster than the previous two-day timeline.