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CASE STUDY

Salesforce System Audit: Maintain Lean system by reducing Technical Debt for Century Global

Description

Century Global, a financial services and debt consolidation company in the US, sought to optimize its Salesforce CRM through a comprehensive audit. The audit covered several key areas, including system performance, code quality, security, and user roles. The findings and recommendations helped Century Global eliminate technical debt, streamline processes, and enhance customer operations for improved business outcomes.

Work Details

Conducted a thorough code audit to identify inefficiencies and areas of improvement.

Performed a security audit to ensure data protection and compliance with industry standards.

Analyzed system utilization and user roles to optimize resource allocation and access controls.

Evaluated application utilization, identifying underused features and recommending improvements.

Benefits

Reduced technical debt, resulting in a 30% improvement in system performance and scalability.

Streamlined processes, making operations leaner and more efficient by automating redundant tasks.

Strengthened data security, minimizing potential risks and ensuring compliance with regulations.

Improved customer operations by optimizing Salesforce utilization, leading to faster response times and better service delivery.

*Partnered with Coresolute LLC.

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