Three businesses. Three systems outgrown.
Across different industries, but the problems still sound familiar.
REGIONAL PUBLISHER
A FileMaker database built for one department
Salesforce across the whole company
→
THE PROBLEM
One department's database had become the whole company's. Every other team worked around it, and no one had mapped how the business actually ran.
WHAT WE DID
- Ran a discovery workshop across departments
- Mapped the end-to-end workflow
- Compared vendors against the requirements; they chose Salesforce
- Designed it for how they work now and plan to grow
- Cleaned and migrated the data, trained each team, stayed on for support
THE RESULT
One department's database had become the whole company's. Every other team worked around it, and no one had mapped how the business actually ran.
REGIONAL PUBLISHER
A FileMaker database built for one department
→
Salesforce across the whole company
THE PROBLEM
One department's database had become the whole company's. Every other team worked around it, and no one had mapped how the business actually ran.
WHAT WE DID
- Ran a discovery workshop across departments
- Mapped the end-to-end workflow
- Compared vendors against the requirements; they chose Salesforce
- Designed it for how they work now and plan to grow
- Cleaned and migrated the data, trained each team, stayed on for support
THE RESULT
One department's database had become the whole company's. Every other team worked around it, and no one had mapped how the business actually ran.
EQUIPMENT & SERVICE MANUFACTURER
Builds, hand-offs, and commissions run on spreadsheets
→
One custom Salesforce app that runs all three
THE PROBLEM
Project builds, hand-offs, and commission payouts lived in spreadsheets and email. Nothing enforced the order of work.
WHAT WE DID
- Built one intake-to-closeout lifecycle for builds, change
orders, parts, and service
- Automated notifications at every hand-off
- Separated payment release from work status
- Calculated commissions against a tiered plan
THE RESULT
Hand-offs no longer depend on memory, and commissions are calculated, not reconstructed.
TWO-LOCATION HOME SERVICES
A field-service platform neither location could live with
→
A replacement evaluated against their own requirements
THE PROBLEM
Two locations ran the same work two ways. The owner needed a replacement chosen on fit, not on whichever vendor gave the best demo.
WHAT WE DID
- Interviewed the roles doing the work at both sites
- Built one lifecycle, from estimate to annual service
- Separated must-haves from nice-to-haves
- Screened vendors before any demo
- Scored finalists and compared three-year costs
THE RESULT
Hand-offs no longer depend on memory, and commissions are calculated, not reconstructed.