Client Case Study
Snapshots
Salesforce
Info/IT Management
SERVICE AREA: Salesforce Optimization
CLIENT INDUSTRY: Medical Device
SYSTEMS USED: Salesforce, Conga
SOLUTION NEEDED: Issue Resolution, enhancements, optimization, & architecture
Our client had been using an app in Salesforce called “Field Coaching Reports” since 2021, but wanted to increase usage so managers could submit multiple reports per week. The previous app required the entire report to be completed in one sitting, preventing users from saving progress and returning later. Additionally, if they left it open in their web browser and their SF session timed out, they would lose their progress.
In January, we rebuilt the Field Coaching Report from the ground up using a combination of SF declarative functionality and Conga. Thanks to Salesforce’s Dynamic Forms on Lightning Pages—unavailable at the time of the original release in 2021—we eliminated the need for a screen flow and leveraged the standard object setup, significantly reducing complexity. This also enabled users to save incomplete reports and return later to finish them. Additionally, a Conga solution was implemented to generate a PDF form from SF field data, which managers use to review and share with employees. The feedback on this solution has been extremely positive, and the number of support tickets related to Field Coaching Reports has decreased.
SERVICE AREA: IT Management PMO
CLIENT INDUSTRY: Energy
SYSTEMS USED: Jira, Sharepoint, Microsoft, Azure Devops
SOLUTION NEEDED: Project Management Support
Our client needed a Project Manager to oversee multiple project deliverables and timelines with multiple vendors associated with the project. As PM, I collaborated extensively with diverse business teams and management to ensure the project scope was aligned with their expectations and adhered to budget constraints. Throughout the project, it was critical to maintain compliance with requirements throughout all phases, and proactively eliminate obstacles to facilitate team progress and communication thereby enhancing efficiency, accountability, and productivity.
SERVICE AREA: Advanced Salesforce Solutions
CLIENT INDUSTRY: Financial Services/Private Equity
SYSTEMS USED: Salesforce
SOLUTION NEEDED: Solution architecture to divide their Salesforce org into two separate systems
Our client was operating in a single Salesforce system for two of their divisions. To ensure data separation and support of their long-term strategic objectives, the business needed to separate their Salesforce org into two distinct systems, one to support each division.
Separating the two divisions from a single system presented challenges in data ownership and required clarifying business processes for each solution. Proper planning and well-defined requirements were necessary prior to the build, and meetings with both division stakeholders with documented solutions resulted in this project’s success.
SERVICE AREA: FINAPP
CLIENT INDUSTRY: Energy
SYSTEMS USED: Oracle Fusion Cloud ERP
SOLUTION NEEDED: Business Architecture, Design & PM of Implementation
As the Business Architect and Project Manager, I led the implementation of Oracle Fusion Cloud ERP which included key financial and operational modules, including General Ledger (GL), Accounts Receivable (AR), Cash Management (CM), Procurement (PO), Projects (PPM), Fixed Assets (FA), and Accounts Payable (AP).
This implementation led to several impactful outcomes, such as:
- The automation of procurement workflows through dynamic PR/PO routing linked to the client’s HRIS, ensuring approval compliance based on the management chain
- Project initiation within Salesforce directly integrated with Oracle ERP, streamlining financial configurations and enhancing accuracy
- The system supporting multiple depreciation methods, including US GAAP, IFRS, and Tax, enabling efficient financial, tax, and reporting management
These advancements have significantly strengthened automation, compliance, and scalability, positioning this Energy client for sustained operational growth.
SERVICE AREA: Salesforce Optimization
CLIENT INDUSTRY: Financial Services/Private Equity
SYSTEMS USED: Salesforce, Conga Composer, DocuSign
SOLUTION NEEDED: Issue resolution & optimization
The client approached us to consolidate multiple Engagement Letters (EL) into a single standardized version. They wanted a dynamic form that would display text based on the SKUs associated with the opportunity. To achieve this, I used Conga Queries to pull the appropriate text dynamically based on the product SKUs.
Conga Queries enables the creation of SOQL statements, allowing precise control over the content that appears in documents generated via Conga Composer. Additionally, the client required an approval process to ensure the terms of the EL were reviewed before sending it for signature via DocuSign. We implemented an approval workflow that prevents the document from being sent until a designated approver validates the terms. Once approved, the EL is sent to the end client for signature. Previously, the document was sent with the client’s signature pre-signed. To enhance flexibility and compliance, we introduced a Signing Group in DocuSign, allowing a member of the Leadership Team to be the final signer after the end client has signed the document.
SERVICE AREA: Salesforce Optimization + Support
CLIENT INDUSTRY: Pharmaceutical
SYSTEMS USED: Salesforce
SOLUTION NEEDED: Optimization of formulas and flows for Status levels
Our client offers a program to their customers that grants access to discounted pricing on products and other exclusive benefits based on their Status. Initially, we utilized a formula field to assign the Status value based on specific criteria. However, towards the end of 2024, we received requests for exceptions to the established rule.
When we attempted to accommodate these exceptions by updating the formula field, we encountered limitations within the Salesforce formula’s compilation capabilities. This constraint necessitated a shift in our approach. To address this challenge, we migrated the logic embedded within the formula field to a record-triggered flow. This transition provided us with significantly greater flexibility in managing the scenarios and outcomes associated with assigning the specific Status to account records. The record-triggered flow allows us to implement more intricate rules, handle exceptions with ease, and ensure accurate and consistent Status assignments.
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