Initially, the client's Salesforce environment was a hive of activity, brimming with automated processes and custom integrations, all managed in-house. However, challenges surfaced when the key maintenance personnel departed. This left the system's sustainability hanging by a thread.

Due to the lack of adequately developed architecture and the somewhat hectic nature of customizations, it was no longer possible to properly manage the solution. The maintenance of the service became non-efficient in terms of required time and effort. At the same time, users found themselves in a data maze, grappling with critical mismatches and sporadic data inconsistencies, costing them precious time and effort.

Recognizing the need for expert intervention, our client reached out to Redtag. Our specialists conducted a thorough evaluation, balancing our findings with industry best practices. We zeroed in on reengineering their Salesforce org, focusing on simplifying maintenance for their solo admin and recalibrating automation to align with their real-world business logic.

Existing automation was analyzed to identify any odd logic in main processes and was reengineered to suffice actual business logic. Redtag’s approach was two-pronged: understanding the system's nuts and bolts and empathizing with the end-users through categorized interviews.