Impact & Innovation
Accessible Cloud Modernization
Our client sought to modernize their existing case management system. Using the Service Cloud platform and Salesforce best practices, Southpoint was tasked with enhancing workflows, UI/UX, automation, data accumulation, and reporting.
Southpoint successfully modernized the clients system by enhancing flexibility, scalability, and collaboration. By fully leveraging a cloud-based infrastructure, the client can now easily integrate advanced technologies like artificial intelligence and machine learning, enabling more personalized and efficient solutions. This modernization allows for real-time updates and seamless access to data, empowering support teams to respond swiftly to customer issues.
While utilizing a phased approach, Southpoint conducted a detailed analysis and lead the design, development, testing, delivery, and training of the new system to the users.
Valued Client
The Southpoint Approach
Accessibility in Practice
Southpoint provided program/project management by successfully leveraging Agile development methodology to deliver the release to the customer. While utilizing a phased approach, Southpoint conducted a detailed analysis and lead the design, development, testing, delivery, and training of the new system to the users. This upgrade allowed the customer to take advantage of the improved features within the new interface as well as future enhancements that would be released with each Salesforce update.
Responsive Design
Developed user-friendly and accessible public pages that render easily on any device.
Identity and Access Management
Implemented systems that protected sensitive data and ensured only authorized individuals were granted the appropriate access.
Case Management
Enabled clients to efficiently track, manage, and resolve inquiries and issues through a centralized platform.
Streamlining Systems Migration
In addition to updating the legacy systems, Southpoint migrated all current users from the Salesforce Classic to the Lightning Experience user interface, allowing users to take advantage of new, innovative features available on the Salesforce platform. Southpoint also implemented single sign-on integration with Active Directory, further streamlining the user experience.
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.