Challenges:
- – No clear strategy and vision for Digital Transformation from Legacy.
- – No integration between user-facing applications and back-end databases in a lot ofcases.
- – Out of-sync and siloed data between multiple organizations and platforms.
- – No clear tracking of account conversions, lead conversions, and analytics performance.
- – Redundant and unreliable data.
Solution:
- – Seamlessly connect between Salesforce and MS SQL to create a unified platform for real-time insights and streamlined interactions.
- – Synchronization of data in near real-time across different organizations.
- – Improve data consistency, governance, and validation.
- – Strategize legacy to cloud digital transformation.
- – Improving Lead Management pipeline.
Impact
- – Improved operational efficiency through automation, streamlining processes, and freeing valuable resources for strategic endeavors.
- – User onboarding experienced a remarkable transformation, as process times were drastically reduced, the account opening process is now seamless and instant (from days to minutes!), which helps the client to provide their customers with a superior account opening experience.
- – The client can now count on real-time data visibility and improved lead management.
- – The silos that once prevented efficient access and visibility across systems wereremoved, leading to a unified platform that fostered collaboration and optimizedworkflows.
- – The ripple effect of these improvements is undeniable and will translate into remarkablegrowth and scalability across the organization.