Smart delivery. Cloud nine results.
View a small selection of varied case studies from our previous work across a range of clients. For further information or to discuss how we could help your business, feel free to get in touch with us.
Empowering a leading investment management firm.
A pure-play sustainable investment manager with $36 billion AUM, our client plays a pioneering role in the development of sustainability and environmental, social and governance (ESG) investing.
Our teams were responsible for overhauling an existing Salesforce Sales Cloud implementation that did not meet business requirements and expectations. We built long-term, strategic roadmaps with the clients IT directors and their key business stakeholders and delivered their shared vision via an agile distributed delivery model.
Industry.
Financial Services
Solutions & Services.
Salesforce Consulting
Digital Transformation
System Integration
Marketing Automation
Salesforce Configuration
Custom Development
Robotic Process Automation
Salesforce Support
Technologies.
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Experience Cloud
Salesforce Pardot
Salesforce Analytics (Tableau CRM)
Salesforce Shield
Refinitiv Worldcheck
Crunchbase Integration
Clearbit Integration
Glassdoor Integration
Automation Anywhere (RPA)
Transforming a co-operative membership
scheme.
Our client, a co-operative with a diverse family of businesses including retail, insurance, legal services & funeral care and over 65,000 employees in the UK, wanted to transform their existing membership scheme by bringing into the digital-first era.
We delivered a Salesforce Service Cloud implementation allowing customer service agents access to all relevant data captured in the clients new MDM solution. We designed data flows and integrations that ensured the integrity and matching of the data that flowed between systems and developed additional microservices within Salesforce to allow data to be easily accessed by the clients digital experiences platform. This not only gave visibility of the data to Call Centre reps but also a new API first approach that allowed the client to build several membership experiences on the new platform.
Industry.
Retail
Financial Services
Solutions & Services.
Salesforce Consulting
Digital Transformation
System Integration
Salesforce Configuration
Custom Development
Technologies.
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Platform Integration
Salesforce Shield
Streamlining a fragmented & heavily customised Org.
Our client provides subscription-based services for data analysis, meteorological consulting and real-time weather forecasting. They are an independent source that helps their customers feed, fuel and protect the world.
We partnered with our client to perform a Salesforce Org Health Check on an existing Sales & Service Cloud implementation. The Org had become fragmented from the use of multiple suppliers, changes in key stakeholders and an over reliance on platform customisations. On assessment we found that over 60% of the customisation could be refactored to configuration and/or removed from the system with the remaining code standardised by using our trusted coding frameworks. We delivered these changes without impact to the business users, completely streamlining the administration overhead of the Org. We also provided a flexible application support model for delivery of BAU and enhancement requests.
Industry.
Meteorology
Solutions & Services.
Salesforce Consulting
Org Health Checks
Custom Development
Salesforce Configuration
Salesforce Support
Technologies.
Salesforce Sales Cloud
Salesforce Service Cloud
