Case Study
US Securities and Exchange Commission
The U.S. Securities and Exchange Commission (SEC) sought services to update and enhance their current Ombudsman Matter Management System (OMMS), which had been built on the Salesforce Service Cloud platform. Their systems were able to collect public inquiries as well as track and report related actions, but required regular systems updates to make the OMMS fully functional.
In response, Southpoint developed a responsive and 508 compliant web form, which was accessible and usable from numerous devices. After our systems development and implementation, the SEC OMMS submission form is now one of the most accessible forms on the SEC website (https://omms.sec.gov/).
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 SEC users.
The Southpoint Approach
Accessibility in Practice
Southpoint provided program/project management by successfully leveraging Agile development methodology to deliver OMMS Release 2.0 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 SEC 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
Single
Sign-on
Performed Salesforce integration with SEC Active Directory, allowing for a single sign-on across Systems
Lightning Migration
Migrated Users from Salesforce Classic onto the updated systems with minimal complications
Streamlining Systems Migration
In addition to updating the legacy systems, Southpoint migrated all current OMMS users from the Salesforce Classic to the Lightning Experience user interface, allowing SEC to take advantage of new, innovative features available on the Salesforce platform. Southpoint also implemented single sign-on integration with SEC Active Directory, further streamlining the user experience.
Case Studies
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