Salesforce Transformation & CRM for Injury Prevention Consulting

Challenges

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  Project Rescue and Recovery: The project had already gone “off the rails” with a previous partner who lacked the necessary domain knowledge, requiring us to perform a complete project takeover, thorough analysis, and rebuild from the ground up.

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  Complex Legacy PHP System: The client's core operations were managed on an outdated PHP platform, which required us to replicate over 10 years of intricate business logic and workflows into Salesforce.

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  Comprehensive Data Migration: Safely and accurately migrating more than 10 years of sensitive injury and workplace data from a MySQL database to Salesforce was a critical and complex task.

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  Enhancing Analytics: The client needed to expand their dashboard and reporting capabilities, which were limited in their legacy system, to gain a deeper understanding of their data.

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  Ensuring Business Continuity: The migration had to be performed seamlessly to avoid operational downtime.

Tools & Technologies

Solution

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  Custom Salesforce Implementation: Designed and configured Salesforce to mirror the client's unique workflows, including custom objects for Activities like Early Intervention, Ergonomic Workstation Assessment, New Employee Orientation, site visits, and injury logs.

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  Feature Parity with Legacy System: Developed custom Lightning components and automated processes to match all critical business functionalities from the PHP platform, ensuring a seamless transition for the client's team.

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  Secure Data Migration: Extracted and transformed 10+ years of historical and operational data from the legacy system into Salesforce, ensuring data quality and accuracy using Salesforce Data Loader.

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  Comprehensive PDF Reports: Generated detailed PDF reports based on sites, dates, and employees to provide comprehensive insights and documentation for stakeholders.

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  Field Accessibility: Enabled users to capture and track injury reports directly in Salesforce on the field, fully replacing the legacy PHP system.

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  User Training & Reporting: Delivered tailored user training and developed custom dashboards, enabling the client's clinicians and managers to leverage real-time insights and analytics for operational decision-making.