Client Challenge
Client, a midsized agricultural financial services firm, needed to migrate a business-critical application and workflow from their existing Salesforce environment to an updated Lightning implementation. This presented an opportunity to not just replicate but enhance their existing capabilities within their Salesforce org.
Our Approach
Captios Partners implemented an agile development approach with weekly client check-ins to ensure alignment throughout the build process. Through comprehensive discovery sessions, we identified opportunities to enhance the original application’s functionality. The development process included thorough User Acceptance Testing before migration to production, ensuring a seamless transition with improved features.
Client Outcome
The successful delivery of the enhanced Lightning application, both ahead of schedule and below budget, has led to discussions about future Salesforce development engagements with the client. The new implementation not only ensures business continuity but provides improved functionality compared to the original application, positioning the client for more efficient operations within their Salesforce environment.