Alt Digital Technologies

BACKGROUND

Introduce your business and what you do there.

I’m a systems architect at Sculptor Capital Management, Inc., a global alternative asset manager specializing in opportunistic investing across credit, real estate, and multi-strategy platforms, aiming for consistent outperformance while minimizing risk.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Alt Digital Technologies to accomplish for your company?

We engaged Alt Digital Technologies to support and enhance our Salesforce ecosystem with a focus on improving operational efficiency, data quality, and user adoption across our investment management teams.The primary objectives included:Overall, the engagement was intended to strengthen our Salesforce platform, improve operational visibility, reduce manual effort, and provide a foundation for more efficient fundraising, investor relations, and business development activities.

SOLUTION

What was the scope of their involvement?

Alt Digital Technologies provides end-to-end Salesforce consulting, development, and support services across multiple business functions. Their work includes both strategic advisory and hands-on implementation activities aimed at improving our CRM capabilities and operational processes.Key deliverables include:The engagement has evolved beyond individual development tasks and become an ongoing partnership focused on continuously improving the Salesforce ecosystem, addressing new business requirements, and ensuring the platform can scale with the organization's growth.Alt Digital Technologies works most extensively on the core Salesforce CRM processes that support fundraising, investor relations, business development, and management reporting. Their team has become deeply involved in understanding our workflows and tailoring the platform to align with our operational needs.The primary areas of focus include:Among these areas, pipeline management, investor relationship management, workflow automation, and reporting/analytics represent the most significant portions of the engagement and deliver the greatest operational impact.

What is the team composition?

We worked with 2-5 teammates.

How did you come to work with Alt Digital Technologies?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working with them in August 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The engagement has delivered several measurable improvements across Salesforce usage, operational efficiency, and data quality, particularly in how business teams manage pipeline and investor relationships.Key outcomes include:Overall, the platform has become more reliable, scalable, and aligned with business needs, resulting in faster operations and better visibility across the organization.We’ve observed several meaningful improvements after implementing enhancements delivered by Alt Digital Technologies, particularly in efficiency, data quality, and user adoption.We’ve seen a ~30–50% reduction in manual effort for key CRM workflows such as approvals, task creation, and pipeline updates due to automation and streamlined processes. We’ve also seen a ~25–40% faster reporting turnaround time, as dashboards and standardized Salesforce reports have replaced manual spreadsheet-based reporting.Additionally, we’ve seen a ~20–30% improvement in data completeness and consistency, driven by validation rules, deduplication efforts, and improved data entry controls. We’ve also seen a ~15–25% increase in user adoption across business teams, as workflows have been simplified and the platform has become more aligned with day-to-day operations.Finally, we’ve seen a significant reduction in reliance on offline tracking tools, with most pipeline and relationship management activity now fully centralized within Salesforce.Overall, while exact figures vary by team and process, the most noticeable improvement has been the shift from manual, fragmented workflows to a more automated and system-driven operating model, which has improved both speed and reliability of business processes.There have also been several business-level improvements that can be attributed to the enhanced Salesforce processes and automation introduced by Alt Digital Technologies, particularly around pipeline execution, operational speed, and visibility.With better pipeline structure and reporting, teams can identify stalled opportunities earlier and take corrective actions more consistently, which has helped improve overall deal flow discipline. Additionally, automated workflows have significantly reduced delays in approvals and internal handoffs, enabling faster movement of opportunities through the pipeline stages.Moreover, standardized processes, cleaner data models, and improved dashboards have reduced the learning curve for new joiners and helped them become productive more quickly. With centralized tracking of communications and relationship data, teams can maintain more consistent engagement cycles and reduce missed follow-ups.Finally, leadership has gained more reliable access to real-time metrics such as pipeline health, conversion trends, and activity levels, which has improved decision-making speed and accuracy.While the improvements aren’t always tied to a single isolated KPI change, the combined impact of automation, better data quality, and improved reporting has contributed to a more structured and efficient deal lifecycle and stronger operational control across teams.

How did Alt Digital Technologies perform from a project management standpoint?

Alt Digital Technologies has demonstrated a strong and structured approach to project management throughout the engagement. Overall, they’re reliable, responsive, and consistent in delivery, with a good balance between agility and governance.Most deliverables have been completed on schedule, and in cases where timelines have shifted, it’s generally been due to evolving business requirements rather than execution delays. They’re proactive in communicating impacts and adjusting plans accordingly.They maintain regular check-ins, clear status reporting, and consistent stakeholder communication. This has helped ensure alignment across technical and business teams.Moreover, they’re effective in translating business requirements into Salesforce solutions and are also flexible in handling changes and new priorities without disrupting ongoing workstreams.Technical issues and enhancement requests are handled promptly, with a practical approach to troubleshooting and minimal turnaround time for critical fixes.The team shows strong ownership of deliverables, often proactively identifying improvements beyond the initial scope and suggesting better design or process alternatives.They work well with internal stakeholders, functioning more like an extension of the team rather than an external vendor.Overall, project delivery is dependable, with timelines generally met and any deviations managed transparently. The engagement feels well-governed and stable, particularly for a multi-phase Salesforce implementation and enhancement program.

What did you find most impressive about them?

What stands out most about working with Alt Digital Technologies is their combination of strong Salesforce technical depth with a genuinely business-first mindset.A few aspects are particularly impressive:Overall, what makes them stand out isn’t just technical execution, but their ability to act as a thoughtful extension of the internal team, contributing ideas that improve both system design and business outcomes.

Are there any areas they could improve?

Overall, the engagement is quite strong, and most expectations around delivery and collaboration are met consistently. That said, there are a few areas where things could be even better with hindsight:These are relatively minor observations rather than major gaps. Overall, Alt Digital Technologies has delivered reliably and operated as a strong implementation partner, with most improvements being incremental and refinement-oriented rather than corrective.

BACKGROUND

Introduce your business and what you do there.

I’m a technical architect at Kohler, an American manufacturing company. We’re best known for our plumbing products, but we also manufacture furniture, cabinetry, tile, engines, and generators.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Alt Digital Technologies to accomplish for Kohler?

We engaged Alt Digital Technologies to support and enhance several strategic Salesforce initiatives across our business operations. The primary objective was to improve process efficiency, strengthen system scalability, and provide better visibility for sales, service, and operational teams through customized Salesforce solutions.

SOLUTION

What was the scope of their involvement?

Alt Digital Technologies handles a broad range of Salesforce-related activities for us, covering both enhancement initiatives and ongoing platform support. Their scope of work includes Salesforce configuration, Apex and Lightning development, workflow and approval automation, integrations, reporting, and user support across multiple business functions.
Key deliverables include custom Salesforce enhancements to support sales, service, and operational processes; development of Lightning components, Apex classes, flows, validation logic, and automation to reduce manual work and improve efficiency; optimization of approval workflows and business process automation; integration support between Salesforce and external/internal systems; creation and enhancement of dashboards and reports; ongoing issue resolution, user support, and system maintenance; and collaboration with business stakeholders to gather requirements and translate them into scalable technical solutions.

What is the team composition?

We work with 10–15 teammates from Alt Digital Technologies.

How did you come to work with Alt Digital Technologies?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they were a great culture fit, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We’ve spent around $1 million.

What is the status of this engagement?

We started working with them in January 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our engagement with Alt Digital Technologies has delivered several measurable improvements across our Salesforce environment and operational processes. 
Some of the key outcomes include a 40% reduction in manual effort through automation of approvals, notifications, and workflow-driven processes, which has helped improve overall operational efficiency; 30%–50% faster turnaround times for business processes such as approvals and case/order handling due to streamlined workflows and improved system logic; 25%–35% improved data accuracy and consistency by implementing stronger validations, automation, and standardized processes within Salesforce; better reporting visibility for business and leadership teams through enhanced dashboards and custom reporting capabilities; increased user adoption and user satisfaction as a result of UI improvements, quicker issue resolution, and more intuitive system behavior; and reduced dependency on manual follow-ups and offline tracking because several operational activities were brought directly into Salesforce.
Overall, the project has helped create a more scalable and efficient Salesforce ecosystem that better supports day-to-day business operations and internal teams.

How did Alt Digital Technologies perform from a project management standpoint?

Like most long-term enterprise projects, there have been a few areas where timelines or outcomes have taken longer than originally anticipated, although the overall engagement with Alt Digital Technologies has been positive. 
Some initiatives involving complex business processes, integrations, or evolving stakeholder requirements have required multiple iterations before reaching the desired outcome. In certain cases, changing business priorities and dependency on internal teams have also impacted timelines and delayed the full realization of the expected benefits.
There have also been situations where additional refinements have been needed after deployment to better align the solution with end-user expectations or operational realities. However, the Alt Digital Technologies team has been generally responsive in addressing feedback and working collaboratively to stabilize and improve the solutions.

What did you find most impressive about them?

What stands out most about working with Alt Digital Technologies is their responsiveness, technical expertise, and willingness to truly understand the business context behind each requirement rather than simply executing development tasks. Their team is highly collaborative and adaptable, especially in situations where requirements evolve or urgent business priorities emerge. 
They’re able to quickly analyze issues, propose practical solutions, and deliver enhancements with a good balance of speed and quality.
Another impressive aspect is their strong ownership mindset. They consistently stay engaged through the full lifecycle of requirements — from discussions and design through testing, deployment, and post-production support. The team is proactive in identifying potential improvements and optimization opportunities instead of waiting only for direct instructions.
From a technical standpoint, their Salesforce knowledge across automation, Apex, Lightning components, approvals, and process optimization is very solid. At the same time, they communicate effectively with both technical and business stakeholders, which makes collaboration much smoother. Overall, they feel more like an extension of our internal team rather than an external vendor, and that partnership-oriented approach adds significant value throughout the engagement.

Are there any areas they could improve?

In some cases, more proactive communication around timeline impacts, dependencies, or implementation risks would have helped improve planning and stakeholder alignment. Certain complex enhancements have also required multiple refinement cycles before fully matching business expectations, so additional upfront requirement validation or user walkthroughs could have reduced rework.There have also been opportunities to improve documentation and knowledge transfer for some custom implementations to make long-term maintenance easier for internal teams. As the project has evolved and business requirements have changed frequently, having more structured release planning and prioritization discussions at times could have improved overall coordination.

Do you have any advice for potential customers?

Alt Digital Technologies is receptive to feedback, responsive in addressing concerns, and continuously works toward improving delivery quality and collaboration throughout the engagement.