Synebo’s client is a nonprofit organization focused on developing and maintaining marketing programs as well as offering local tips, advice on family vacations, etc. The company aims to develop tourism in their target location further.
The main challenge presented by the client was to address several aspects of their Salesforce system:
1. Refactoring of Existing Features:
The client had existing features and functionalities within their Salesforce system that required refactoring. This has been due to outdated code, inefficient processes, and the need to optimize and improve the performance of these features.
2. Implementing New Features:
In addition to improving existing features, the client wanted to add new features and capabilities to their Salesforce system. This involved enhancing their CRM capabilities, introducing automation, and incorporating new modules to meet evolving business needs.
3. Improving Community Portal:
The client expressed a specific desire to enhance their Community Portal within Salesforce. This involved improving user experience, adding new functionality for community members, or making the portal more efficient and user-friendly.
In summary, the client’s primary challenge was related to their Salesforce system’s optimization and expansion, encompassing both refactoring existing features and implementing new ones, with a specific focus on improving their Community Portal.
The solutions by Synebo were focused on addressing the client’s challenges. We utilized a multi-faceted approach that included the following interventions:
1. Documentation of Existing Code:
We recognized the importance of understanding the client’s current Salesforce setup thoroughly. To achieve this, the team began by meticulously documenting the existing codebase. This step was crucial for gaining insights into the existing features, their functionality, and any areas that required improvement.
2. Collaboration with the Product Owner (PO):
Close collaboration with the company’s Product Owner (PO) was established as a cornerstone of the solution. This involved regular meetings and discussions to gain a deep understanding of the client’s requirements and priorities. Our team actively worked with the PO to identify pain points, desired improvements, and new feature requests.
3. Implementing New Features:
The team worked closely with the in-house team of the client to define the specifications for new features. This included gathering user stories, creating wireframes, and conducting feasibility assessments. Once the requirements were clear, our team executed the development and testing of these features, ensuring they seamlessly integrated with the existing system.
4. Fixing Existing Features:
To address the need for fixing existing features, we carried out a comprehensive analysis of the identified issues. This involved debugging, code refactoring, and performance optimization as necessary. The goal was to enhance the functionality and reliability of the existing features.
In summary, our solution was centered around a thorough understanding of the client’s Salesforce environment through code documentation. We have been engaged in close collaboration with the Product Owner to prioritize new feature implementation and the resolution of existing issues, all while ensuring that the client’s Salesforce system meets their evolving needs effectively and efficiently.