At BugendaiTech we had the privilege of working with a client who wanted to create a responsive portal allowing their users to access articles update their accounts and create and manage cases and claims The client already used Salesforce pre-built solutions but wanted something unique that would align with their business objectives
The client was facing a significant challenge in creating a more interactive and engaging portal for its users to increase onsite engagement and provide personalized experiences However the task was not without its difficulties and they faced several obstacles along the way These included integrating data from various sources such as Salesforce third-party systems and legacy systems Additionally designing for multiple devices and streamlining the process of creating and managing cases and claims added to the projects complexity Despite these challenges the client was determined to overcome them and deliver a more responsive and engaging portal for its users
We collaborated with our client to develop a tailored solution that effectively addresses their challenges and aligns with their business objectives.
Our approach involved pulling data from various sources, including Salesforce, third-party, and legacy systems, and linking it to Experience Cloud functions. By doing so, we created a personalized experience for each user type, enhancing engagement and improving the overall user experience. Additionally, we built customized experiences for each user type using CRM data to define audiences and target users. To ensure accessibility, we designed the portal to be accessible on any device, thereby improving engagement. Finally, we streamlined the process of creating and managing cases and claims by creating feeds and publisher actions, resulting in a more efficient and user-friendly experience for our client.
We delivered results that maximized flexibility and customization resulting in increased revenue growth for the client
Our solution proved beneficial for our client in achieving their objectives and enhancing their business outcomes By tracking community actions and analytics we were able to streamline event creation making the process more efficient Our solution also reduced the clients investment in tech support and administration lowering costs Additionally our solution completely transformed the marketing experience and improved inbound lead generation, resulting in an overall increase in revenue for the client These results demonstrate the effectiveness of our solution in helping our clients achieve their business goals
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