School System Reduces Processing 50%, Enhances Student Experience



Virginia-based school districts working with highly mobile populations are fast growing and have a diverse array of needs. This dynamic landscape creates a demand for services that frequently change, sometimes even on a weekly basis. The school implemented Salesforce hoping it would help manage workflow, improve data collection, and streamline the reporting process. However, the school’s Salesforce architecture needed to be heavily adapted, requiring technical skills that fell outside of their capacity.

The school partnered with CCI to provide the technical and strategic expertise needed to customize Salesforce. The task was to keep the university up-to-date with clients’ evolving service requirements. Since the school dis not have any developers on staff, the solution also needed to be simple enough to maintain on their own with minimal coding.

We take every challenge as our very own

  • Interviewed key stakeholders to gain an in-depth understanding of their organizational needs.
  • Conducted a thorough assessment of the workflow needs and provided critical guidance for refining their internal business processes for maximum productivity.
  • Created a product development roadmap that established priorities for new development projects.
  • Modified their Salesforce architecture to align with workflow and support Conga document output.
  • Trained their Salesforce administrators and end users on how to use and modify the Lightning interface to suit their individual needs.
  • Created custom internal dashboards that provided with filterable views and high-level rollups of the services provided to their clients.
  • Created templated documents using Salesforce Conga to streamline the reporting process. The customized reports matched school’s existing branding and reporting formats, creating a seamless experience.

Net Impact

Overall process time reduction by 50% and improved student experience with access to a required data.