One of America’s largest not-for-profit humanitarian organizations wanted to improve its business processes to support relief services for disaster and military services into one seamless platform. The needed expert assistance to leverage Salesforce to improve workflows and eliminate business challenges. They connected with Exavalu for guidance on strategy & implementation.
The current system our client utilized lacked robustness, resulting in multiple and duplicate payments being disbursed to beneficiaries. Touchpoints and interactions with beneficiaries were not captured and tracked efficiently on the system, and the lacking interface efficiency increased application processing time. Enhancements of the current platform were a challenge due to the lack of proper documentation and process, making a new and unified application to support relief services for disaster & military necessary.
To overcome the challenges of the existing implementation on Salesforce, we deployed a team who took ownership & responsibility for ensuring the application meets the client’s needs. We enhanced the payment processing flows through API integration ensuring zero lapses in the process. Along with this, we enhanced the same application to integrate and facilitate disaster and military relief services seamlessly.
Developed RC Care, a custom client relationship management system that integrates disaster and military services into one seamless platform.
Strengthened payment process flows through API integration with third parties to be more robust and stable.
Advanced My Actions, an interface for intake workers using LWC and Experience cloud to get notified and take actions for document conformations.
Used ProVar (a test automation solution) to automate regression test suite, reducing effort & improving efficiency.
Improved upon the existing documentation to standardize continuous enhancements and upgrades on the platform.
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