Real engagements. Real problems, measured outcomes.
No logos-for-logos'-sake, no vanity metrics. Each case covers what the client was actually facing, what we built, and what changed — with hard numbers wherever the client let us publish them.
Standardizing opportunity qualification with a scalable review framework
An enterprise sales organisation had no standardized way to qualify opportunities. Every team ran its own version of the process, decisions were slow and inconsistent, and manual reviews created compliance risk with almost no visibility for leadership.
What we built
A custom qualification framework built around a centralized Qualification Review object
Workflow automation for review tasks, approvals, and notifications — no more chasing over email
An intuitive review UI designed for the people doing the reviews, not for the org chart
A scalable, compliant data model with security and auditability configured in from day one
Why it worked
Qualification became a property of the system, not of individual judgment
Approvals routed automatically, so speed and control stopped being a trade-off
Audit readiness was designed into the data model rather than reconstructed later
Faster decisions
consistent opportunity calls across every team
Audit-ready
compliance and traceability built into the framework
Adopted
a review experience users chose over the old workaround
Sales teams were quoting complex infrastructure and shoring services by hand — manual errors were routine, and mobilization for large-scale worksites was routinely delayed. Disconnected CRM and ERP systems meant nobody had global visibility into industrial access assets, stalling the quote-to-order lifecycle across project locations.
What we built
Rule-driven pricing configuration that automated the most complex parts of the catalog
Flexible price book management with dynamic pricing and controlled discount structures
Discount governance and approval workflows that enforce pricing compliance without slowing deals
A guided selling experience that simplifies quote creation for reps
Salesforce–ERP integration unifying sales and back-office systems end to end
Why it worked
Pricing logic moved out of spreadsheets and rep memory into governed configuration
Approvals became a control point, not a bottleneck — routed and tracked automatically
Connecting CRM to ERP closed the visibility gap that was stalling the order lifecycle
50% faster
quote generation on complex industrial deals
40% fewer
pricing errors after rule-driven configuration
Higher velocity
sales productivity and deal speed both improved
Agentforce · Data CloudB2B Sales & Distribution
From data to decisions: 360° insights for revenue growth
Sales ran on fragmented, inconsistent data and personal judgment rather than real-time insight — cross-sell and upsell opportunities went unseen, and product and customer information was scattered across systems. Every customer conversation started with manual lookups, which slowed engagement and kept decisions anecdotal.
What we built
Next-best-product insights: a custom AI/ML model on Snowflake generating recommendations across the customer base
Conversational sales assistance on Agentforce — top product recommendations and purchase history on demand
Real-time customer overviews: historical data, open opportunities, and active cases in one summary
Data Cloud as the grounding layer, enabling Einstein Copilot and Agentforce to drive the insights
Why it worked
The AI was pointed at a named revenue motion — cross-sell and upsell — not at "insights" in general
Account managers got marketing and product collateral in the same flow, so acting on a recommendation took seconds
Buying patterns from purchase history replaced gut feel without asking reps to change tools
~50% less
time spent on non-selling activities
100% shift
off Excel sheets and into the platform
~85% adoption
across the sales organisation
Commerce Cloud · B2CRetail / Direct-to-Consumer
Unified customer & account sync with B2C Commerce Cloud
Customer, account, and order data lived in silos across B2C Commerce Cloud, Salesforce, and Account Manager — inconsistencies were constant and reconciliation was manual. The standard B2C_CRM_SYNC configuration and its predefined classes couldn't handle the business's rules for user evaluation and data alignment.
What we built
Prepared customer, account, and master data in B2C Commerce Cloud and Account Manager for CRM sync
Implemented B2C_CRM_SYNC for secure, reliable Salesforce synchronization
Resolved the data-ownership and field-mapping issues that were corrupting records
Extended the B2C_CRM_SYNC logic with custom user evaluation for business-specific rules
Hardened error handling and sync reliability for day-two operations
Why it worked
We treated the sync as an architecture problem, not a configuration checkbox
Customizing the sync logic — instead of bending the business to the default — removed the recurring mismatches
Stability work was scoped in, so reliability survived past go-live
Fragmented B2B sales, support, and order systems had created data silos, manual work, and poor visibility across the business. With no centralized self-service and no ERP integration, scalability, efficiency, and revenue control were all capped.
What we built
Sales, Service, and Experience Cloud deployed as one unified operations platform
Standardized sales, support, and order workflows across every team
Role-based access and authenticated user journeys for secure self-service ordering
Payment gateways integrated with automated invoicing — EFT, credit card, and invoice supported
A unified Salesforce–ERP customer view replacing swivel-chair lookups
Why it worked
Self-service was designed around how B2B buyers actually order and reorder
Payments and billing were automated inside the same platform, not bolted on beside it
One customer record across Salesforce and ERP ended the reconciliation debates
Unified ops
B2B sales and support on one platform
Multi-mode pay
secure EFT, card, and invoice processing
Faster resolution
automation cut issue turnaround, with real-time insight
Accelerating healthcare sales and enrollment on one org
A healthcare organisation was running on fragmented data, overgrown triggers, and undocumented workflows — technical debt that made every enrollment slow and every expansion risky. This was as much an architecture rescue as an implementation.
What we built
Custom objects providing secure, PHI-compliant storage with version-controlled audit trails
Standardised enrollment workflows with manual override where clinical judgment requires it
Optimised quoting for proposal management, with dynamic tracking for insurance workflows
Consolidated account records and opportunity splits for precise revenue attribution
Why it worked
Compliance was designed into the data model, not bolted onto the process
Trigger sprawl was replaced with documented, maintainable automation
The architecture was built for the org they were becoming, not the one they had
Centralised
one scalable architecture replacing fragmented systems
PHI-compliant
secure health data management with full audit trail
Faster cycles
sales and enrollment accelerated without performance debt
Conga · Document AutomationLegal Operations
Digitizing the legal agreement lifecycle with intelligent automation
Manual contract creation was causing delays, errors, and mounting legal operational risk — NDAs and MSAs assembled by hand, approvals chased over email, and no standardization to support compliance, traceability, or collaboration across teams.
What we built
Automated generation of NDAs and MSAs from standardized Conga templates, driven by CRM data
Copado's ecosystem had no centralized marketplace where customers and partners could discover, share, and distribute DevOps solutions — and no structured process to submit, review, and publish platform-compatible ones. Sharing happened ad hoc, and good solutions stayed invisible.
What we built
Designed and built the Copado DevOps Exchange marketplace end to end
Secure, authenticated product submission workflows for users and partners
A review and approval process combining automated checks with manual peer review
A searchable product discovery portal with advanced filters, covering free and paid solutions
Why it worked
Submission, review, and publishing became one governed pipeline instead of an email thread
Discovery was treated as a product surface — search and filters designed for how developers browse
Security and authentication were foundations, not features added before launch
Centralized
one marketplace for the Copado DevOps ecosystem
Engaged
community sharing and adoption measurably up
Streamlined
product submission and publishing in one governed flow
AWS · Cloud & DevOps · ObservabilityGlobal Home Automation
Enabling scalable cloud operations for a global home automation leader
Disparate systems and microservices had grown without unified operational visibility. SLAs weren't tracked, support was reactive, and both downtime and operating costs kept climbing as the platform scaled.
What we built
A cloud operations assessment that mapped the gaps across infrastructure and process
A dedicated DevOps enablement team of trained cloud engineers
Proactive monitoring and alerting across infrastructure and applications
SLA and KPI governance — defined, tracked, and reported operational metrics
Cost optimization initiatives identified and implemented across the estate
Why it worked
Assessment came before staffing — the gaps defined the team, not the other way around
Monitoring shifted the posture from reacting to incidents to preventing them
SLAs became governed commitments with visible metrics, not aspirations
70% faster
incident response time after proactive monitoring
Minimal downtime
issues caught and resolved before users felt them
Lower run costs
infrastructure and operational spend both reduced
Your situation is probably on this page somewhere.
Tell us which one it rhymes with — or bring us the one that's messier. Thirty minutes with a solution architect, no pitch deck.
