Portfolio

Client Story Philadelphia Bar Foundation Organizing Donations and Fundraiser Event Management with Salesforce Customization The Philadelphia Bar Foundation serves as a philanthropic hub for engaging organizations that represent and provide access to justice to thousands of underserved community members. The organization had outgrown their legacy constituent management system and knew it could do more if […]

Client Story Salesforce-WordPress Integration Consulting Firm Increases Engagement with Salesforce-WordPress Integration An innovative consulting firm offers audience-targeting for businesses by building engagement around a cause or initiative through online contests and challenges. Until recently, this client utilized WordPress as its primary system. The front-end capabilities allowed contest entrants to easily interact with its clients in

Client Story V.I.P. Mortgage V.I.P. Mortgage Reduces Costs and Expands Its Network with Strategic Salesforce Architecture As a full-service digital mortgage lender, V.I.P. Mortgage depends on Salesforce to differentiate itself in the marketplace, expand its network of loan officers, and grow its revenue. To deliver on that promise, the organization found itself needing an enhanced

Client Story Symantec Symantec Takes Control of Rebates with Soliant’s Cloud-Based System Symantec, a global leader in providing security, storage and systems management solutions, faced a challenge in its consumer products unit. The consumer products group handles rebate offers for Symantec’s market-leading desktop products. Managing hundreds of rebate offers across multiple product lines such as

Client Story Wharton Public Technology Wharton Public Technology Increases Productivity by Transitioning from Salesforce Classic to Lightning Wharton Public Technology at University of Pennsylvania serves more than 14,000 annual students and a global network of 92,000 graduates, keeping its staff quite busy. To increase productivity through automation, the organization started a long-term partnership with Soliant

Client Story Center for Sustainable Energy An electronic document submission application built upon the rock-solid Salesforce platform. A thoughtfully designed application changed CSE’s viewpoint on how technology can simplify its business and improve the impact on the environment – all while making the lives of Californians easier. In designing an electronic document submission platform for

Client Story Aquatic Control: Lake & Pond Management Shifting infrastructure to Amazon Web Services with a trusted, long-term partner. Our team had partnered with Aquatic Control, an environmental services firm, for more than five years, helping them expand with various technology solutions. This growth created new infrastructure needs as they added multiple satellite offices. With

Client Story Amazon Web Services for Art is Love Enhancing Capabilities with AWS-specific Functionality Art is Love (formerly Kalisher) creates and commissions original art for spaces all over the world and is a long-time client of ours. As their customer base has expanded, their team approached us with unique hosting and functionality needs for their

Client Story Patrick Henry Creative Promotions (PHCP) Increase Go-to-Market Speed with AWS CloudFormation As a leading beverage industry professional services firm, PHCP offers a bevy of strategic and creative services. These include promotions, beverage program consulting, strategy development, mixology, graphic design, training, event execution, and management. They help clients like Starbucks and Buffalo Wild Wings serve their customers with innovative menu options

Citizen Law Helps More Houston Residents with an Accessible Traffic Violations Database As a traffic violations defense law services provider, Citizen Law spent a great deal of time and resources on finding and speaking with Houston residents in need of their services. Their marketing efforts depended on mass mailings and resulted in time-intensive phone calls