Optimization of a company’s management and business processes by maintaining its Salesforce products and Community Cloud integration

Fast facts about our client

JET Equipment and Tools (dba SureWerx) Company was established in 1957. It’s a
leading provider of professional tools, safety equipment, and PPE products throughout North America and
starting to build a presence in Europe.

 

Location: Canada, USA, EMEA

Customer: JET Equipment and Tools (dba SureWerx)

Employees: 250

Industry: Manufacturing and Distribution

Timeframe: January 2019 – present

Request

We were contacted by SureWerx who had been using the Salesforce platform for its business automation. Being in a stage of dynamic digital growth, the company needed to update its current system based on the Salesforce platform. The client also wanted to more fully exploit the new capabilities offered by the Salesforce platform including Community Cloud implementation for communicating and interacting with their partners and distributors.

Our Proposal

After doing a thorough analysis of the client’s request, we offered the most appropriate way of how to update the company’s business and management process automation by refining and customizing the current functionality of the Salesforce platform and implementing the new one.
 
The implementation plan consisted of several tasks:
 
  • System administration in terms of report generating, and data cleansing
  • Bug-fixing and implementing users’ requests as for customizing the functionality of the system
  • Developing and enhancing the community portal
0
day

On average we needed only one day to allocate additional resources for the team. Such speed allowed us to change the team size and team members for doing urgent tasks.

0
hours

Eight hour difference in time zones between the Canadian and Ukrainian teams didn’t prevent us from meeting the deadlines and performing the tasks according to the customer’s requests. It became possible due to the fine-tuned communication processes.

0
months

Due to higher priority tasks, fixing the “oldest” bug had been postponed for nine months before the problem was solved. Engaging service providers can ensure that all tasks in the backlog will be done on time.

0 +
hours

The project took us 6000+ hours to implement. If the tasks had been done by one person, the work would have taken three years. After engaging the highly-qualified team, the customer got the result much faster.

Challenges

1. Our expertise in the Salesforce platform helped to implement new functionality in the existing working system. Comprehensive reviews of the client’s current systems and processes were conducted before addressing the new initiatives to facilitate business growth. Salesforce standardized implementation processes were applied in developing the new business functions. Our engineers are fully certified in Salesforce development and had no difficulty in applying standards and new Salesforce features to the business system and data structures.

 

2. Dynamic team-building helped to deal with a queue of requests to improve and modify the system. In most cases, it’s hard to foresee resource requirements to accomplish the project objectives in a timely fashion. We carefully matched the number of engineers on the project to suit development demands.

Results

We continue to collaborate with the client providing technical support on the Salesforce platform. We enjoy doing the tasks as they are challenging and require high levels of expertise and professionalism. By working with us the client got a system that corresponds to their current needs with updated business processes. It has undeniable benefits for the business helping eliminate delays in request processing and in interaction with vendors, distributors, and customers.

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