Impact & Innovation
Automated Process Transformation
Our client sought to achieve strategic priorities by expanding an existing technical framework with new and advanced systems. The client needed support with integrating a cloud-based platform with a record management solution. By leveraging new technologies, the client desired to streamline operational processes and begin utilizing automated solutions.
Southpoint met their goals by delivering new capabilities that boosted automation efforts through the use of Salesforce and Conga Composer. Southpoint's development efforts enabled users to quickly create customized documents and reports directly from Salesforce data. Conga Composer significantly reduced manual data entry and errors, leading to time savings and improved accuracy. The seamless integration resulted in improved collaboration and simplified workflows. The clients new tools facilitated better resource allocation and targeted initiatives, allowing teams to focus on high-impact projects that aligned with organizational objectives.
Southpoint integrated Salesforce with Conga Composer and the agency’s record management system to automatically push completed deal monitoring actions to the records management system.
Valued Client
The Southpoint approach
State-of-the-art Technical Framework
Southpoint collaborated with business users to capture pain points in the current reporting process. As a result, Southpoint implemented solutions that improved user adoption and provided more accurate reporting, including a project clearance cycle time reporting feature that utilized out-of-the-box Salesforce features with minimal custom code. The upgraded cycle time reports and dashboards accurately reflected the durations of all stages of a policy clearance, allowing management to better allocate staff resources.
Reports & Dashboards
Created dynamic and comprehensive executive level reports and dashboards for back end data management.
Web Service Integration
Facilitated a comprehensive web service integration between Salesforce and the previous Oracle database.
Records Management
Performed a Salesforce integration with legacy record management systems for front and back end usage.
Data Management
Southpoint also coordinated with an Oracle administration team to integrate Salesforce with the Oracle and .Net web service layers to pull key financial data into Salesforce. Our updates allowed executives to have reliable reports based on accurate calculations and updated data.
Impact & Innovation
We've worked with a number of clients to improve their capabilities, building a proven track record of IT strategy and services implementation. Explore our other innovations to learn more about how we've helped our clients achieve their business goals.