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Case Study

Downtown DC: Managed Services

Case Study

Modernize Salesforce implementation and streamline business processes

The use of an inflexible, unscalable application was replaced by a customized, intuitive system, resulting in massive improvements in efficiency and productivity.

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engagement type

Managed Services
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product

Sales Cloud
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industry

Business Improvement District
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DowntownDC is a private, non-profit that provides resources that keep the district clean and secure.

Overview
    • Key Challenges: Use of an inflexible, unscalable application
    • Key Solutions: Created a customized, intuitive system
    • Key Impact: Massively improved efficiency and productivity
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challenges
    • Used a 10-year-old, non-flexible, unscalable, non-user friendly, custom-built application
    • Building a new custom system would be cost prohibitive; optimize Salesforce configuration and improve database management
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Solutions
    • Created an intuitive case management system that leveraged the pre-existing Salesforce instance
    • Imported and restructured the old database
    • Built a unique reporting system and dashboards for efficient handling of requests
    • Custom arrangement of all actionable data to enable a complete overview at a glance
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Impact
    • Improved efficiency and productivity via optimized workflows
    • Ease in onboarding and training of new members: User-friendly system, non-requirement of technical expertise
    • 360° leadership overview: informed business decision-making by management through detailed, customized dashboards and reports

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