A large US Enterprise struggled with transitioning its legacy internal systems to Salesforce. They partnered with Exavalu for additional support to complete their entire transformation project within a given timeframe and budget.
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Business Advisory
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Technology Advisory
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Program Management
Their existing legacy system lacked both scalability and flexibility to support process updates and modernization. Their limited visibility into key KPIs hindered resource optimization across employees, volunteers, and logistics.
Disparate data sources and disconnected systems such as SharePoint, Excel spreadsheets, and hardcopy reports created further inefficiencies in the overall planning and execution. The absence of a centralized database prevented seamless consolidation of operational data, leading to fragmented insights and delays in real-time decision-making.
Additionally, the lack of modern capabilities restricted visibility into scheduling, PTO, and resource allocation. The absence of automation and the reliance on manual processes deepened our client’s challenges. It created communication gaps, impacting overall efficiency.
We implemented Salesforce Sales Cloud to streamline campaign management and enhance operational efficiency. This helped our client schedule campaign pipelines several months in advance. We brought in Skedulo – a Salesforce AppExchange product. It optimized scheduling based on site type, vehicle size, resource mix, and availability.
We also introduced Salesforce Automation to auto-populate schedules and allocate tasks using historical data trends, reducing manual effort. MuleSoft facilitated seamless, bi-directional data flow between Salesforce and external systems, ensuring real-time data synchronization.
We deployed our core solution in a single region before a rapid, phased rollout to ensure a smooth transition with minimal disruption.
