Maintaining Salesforce environment to stimulate company's growth
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The client works in the subscription market, selling the monthly Economic Impact Model Subscriptions by ZipCodes.
They have been using Salesforce ever since 2016.
When the customer approached Redtag, they already had an existing implemented solution.
Their organization focused on automized processes and integration and was highly customized. They have designed and were maintaining the system in-house.
However, after the person responsible for maintenance left the company, some challenges with the system's sustainability became evident.
Due to the lack of adequately developed architecture and the somewhat hectic nature of customizations, it was no longer possible to properly preserve the solution. The maintenance of the service became non-efficient concerning the time and effort required.
Additionally, the users became agitated as they found critical mismatches in their existing data without an in-depth understanding of how the data was changing.
Therefore they had to spend additional time proofing data inconsistencies appearing sporadically (according to users' perspectives).
Thus, the in-house Salesforce admin reached out to Redtag to optimize their Salesforce use.
Our specialists requested to evaluate the existing solution and assess the current system operation.
We have designed our recommendations based on the analysis and considering best practices.
As their main pain point was the challenges associated with org maintenance, especially considering that the company has only one admin, we have offered suggestions for improving the solution.
Provided the proposed changes are appropriately implemented, the investment into the adjusted solution will bring smooth org operation. Existing automation was analysed to identify any odd logic in main processes and was reengineered to suffice actual business logic.
The client used the “Fresh look at your org” service offered by Redtag.
This included the categorized end-user interviews, which allowed us to understand better the challenges associated with the existing solution.
Overall our specialists conducted five interviews in 5 categories which helped identify the problems the users face in their work.
We have also conducted a double-sided analysis - both from the system and the user side to deeper understand the current modus operandi.
The service delivered to the client allowed them to improve some of their business processes, i.e., they managed to reduce the number of steps to the following:
We have also discussed the best practices with them and conducted the fit gap analysis for the system.
This will allow the company to better work with their fields and data entry to avoid problems concerning inappropriate information or tax payments
In partnership with TechN'Web
Health Check
BA
Fit-gap analysis
Interviews with end users
Consulting on how to improve the environment
by Yurii Biletskyi, Director of Learning and
Development at Redtag
401 N Franklin St, Suite 5S
Chicago, IL 60654
+1 (312) 885 95 87
B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99