Lean IT Inc.

BACKGROUND

Please describe your company and position.

I am the Project Manager of Everest Global

Describe what your company does in a single sentence.

Our company specializes in providing comprehensive IT services tailored specifically to Salesforce, empowering businesses to maximize their efficiency, productivity, and growth through innovative solutions and expert consultation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lean IT Inc. to accomplish?
As a company using Salesforce products, we engaged Lean IT Inc. to enhance our IT infrastructure and streamline our processes, aiming to optimize our use of Salesforce platforms, improve operational efficiency, and deliver exceptional customer experiences.

SOLUTION

How did you find Lean IT Inc.?

Referral

Why did you select Lean IT Inc. over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from Lean IT Inc. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work with Lean IT Inc. encompasses several key areas aimed at maximizing the efficiency and effectiveness of our Salesforce implementation: 

• System Audit and Assessment: Lean IT Inc. will conduct a comprehensive audit of our existing Salesforce setup, identifying areas for improvement, potential bottlenecks, and opportunities for optimization. 
• Process Optimization: They will work closely with our team to streamline and optimize our business processes within Salesforce, ensuring that workflows are efficient, automated where possible, and aligned with best practices. 
• Customization and Development: Lean IT Inc. will provide customization and development services to tailor Salesforce to our specific business needs. This may include custom application development, integration with third-party systems, and the implementation of advanced features and functionality. 
• Data Management and Migration: They will assist with data management tasks such as data cleansing, deduplication, and migration, ensuring that our Salesforce instance contains accurate, up-to-date information. 
• Training and Support: Lean IT Inc. will provide training sessions for our staff to ensure they are proficient in using Salesforce and taking advantage of its full capabilities. They will also offer ongoing support to address any issues or questions that arise post-implementation. 

Key Deliverables: 

• Comprehensive audit report outlining findings and recommendations for improvement. 
• Customized process documentation detailing optimized workflows and automation strategies. 
• Custom applications, integrations, and enhancements developed and deployed as per requirements. 
• Cleaned and migrated data sets with documented processes for ongoing data management. 
• Training materials and sessions tailored to our specific Salesforce instance and business processes. 
• Ongoing support services to address any issues or questions, ensuring smooth operation and continued optimization of our Salesforce environment.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased Efficiency Improved User Adoption Enhanced Data Quality Cost Savings Customer Satisfaction

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Lean IT Inc. showcased exemplary project management throughout our collaboration. They consistently delivered items on time, adhering to deadlines with precision and professionalism. Their proactive approach to addressing our needs was particularly commendable, as they were always responsive and attentive to any concerns or requests we had. 
Their ability to effectively communicate and adapt to changing requirements ensured that the project progressed smoothly and efficiently. Overall, Lean IT Inc. demonstrated a high level of competence and dedication in managing our project, earning our trust and satisfaction with their exceptional performance.

What was your primary form of communication with Lean IT Inc.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about Lean IT Inc. was their unwavering commitment to understanding our business needs and tailoring solutions accordingly. They didn't just provide cookie-cutter approaches but instead took the time to comprehensively assess our requirements and develop customized strategies to address them. Their depth of expertise in Salesforce and their innovative problem-solving approach were also impressive, consistently delivering solutions that exceeded our expectations. 
Additionally, their emphasis on collaboration and transparency fostered a strong partnership dynamic, making the entire project feel like a true collaboration rather than a vendor-client relationship. Overall, Lean IT Inc.'s dedication to understanding our unique challenges and delivering tailored solutions made them a standout partner in our journey toward optimizing our Salesforce implementation.

Are there any areas for improvement or something Lean IT Inc. could have done differently?

While our collaboration with Lean IT Inc. was largely successful, as with any project, there are always areas for growth. Although their responsiveness was commendable, increasing the frequency of progress updates could further strengthen our alignment and ensure that we're always on the same page. Overall, Lean IT Inc. has demonstrated exceptional capabilities, and by embracing these slight adjustments, I'm confident they'll continue to excel in exceeding our expectations.

BACKGROUND

Please describe your company and position.

I am the Salesforce Developer of Emsar

Describe what your company does in a single sentence.

EMSAR is a nationwide leader in medical device services, specializing in asset management, preventative maintenance, corrective action, installations, and biomedical services. Our mission is to ensure every healthcare device functions optimally to provide the best patient outcomes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lean IT Inc. to accomplish?

• To integrate and optimize our existing Salesforce platforms, enhancing overall efficiency and productivity
• To develop custom code and lightning web components (LWC) and address specific business challenges and improve funtionality
• To implement CI/CD-based deployment processes ensuring quick reliable updates and better performance

SOLUTION

How did you find Lean IT Inc.?

Referral

Why did you select Lean IT Inc. over others?

• Pricing fit our budget
• Referred to me

How many teammates from Lean IT Inc. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of work

1. Salesforce IntegrationLean IT Inc was tasked with seamlessly integrating various system within Emsar's Salesforce environment. The integration was aimed to connect disparate systems ensuring smooth data flow and enhancing overall operational efficiency.
2. Custom Code DevelopmentLean IT Inc was tasked with developing custome code to address Emsar's unique business needs. This included creating specific funtionalities and solving complex challenges to improve workflow efficiency.
3. Lightining Web ComponentsLean IT Inc was tasked with developing user-friendly and efficient LWCs to enhance the funtionality and usability of Emsar's Salesforce platform. These components aimed to provide a modern and intutive user experience.
4. CI/CD-Based DevelopmentImplementing a CI/CD based deployment processes to ensure that Emsar could roll out updates quickly anf reliably maintaining high system performance and reducing down time.
5. Optimization of Sales Cloud and Experience Cloud Lean IT Inc was tasked on optimizing and streamlining Emsar's existing sales cloud and experience cloud processes. This included enhancing the efficiency of sales operations and improving customer engagement strategies.

Key Deliverables

• Seemless system integrations
• Custom Funtionalities
• Enhanced User Experience
• Reliable Deployment Processes
• Optimized Cloud Processes

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Opertaional efficiency saw a sustainable boost with a 30% reduction in time spent on manual data entry due to seamless integration and workflow automation. This enhancement led to 25% improvement in sales team productivity and 15% increase in conversion rates after optimizing sales cloud processes. Contract management also benefited with contract processing time decreasing by 40% thanks to the integration of Conga CLM resulting in faster deal closure and improved compliance. User experience was markedly enhanced reflecting in a 20% increase in user satisfaction scores following the development of intutive LWCs and custom visualforce pages. 
The implementation of CI/CD processes enabled more reliable and frequent updates achieving a 50% increase in deployment frequency and a 95% success rate in updates which minimized downtime and boosted system performance. Customer engagement metrics improved by 30% due to streamlined experience cloud processes leading to higher customer satisfaction and retention. Additionally operational and IT cost saving were realized with 20% reduction in cost through efficient process automation and optimized resource utilization. These outcome collectively highlight the transformative impact of Lean IT Inc services on Emsar's operations demonstrating significant enhancements in efficiency performance and overall business success.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Lean IT Inc demonstrated exceptional project management delivering all items on time and responding promptly to our needs. Their proactive problem solving clear communication and effective collaboration ensured the project's success meeting all objectives and significantly enhancing our operations.

What was your primary form of communication with Lean IT Inc.?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Lean IT Inc was their exceptional responsiveness and proactive problem solving. They consistently delivered on time, communicated clearly, and adapted swiftly to our needs ensuring seamless integration and optimazation of our salesforce system

Are there any areas for improvement or something Lean IT Inc. could have done differently?

While Lean IT Inc's performance was exceptional they could enhance future projets by providing more comprehensive documentaion offering more extensive user traning and extending post implementation support. These improvement would help ensure smoother transition and better system understanding for internal teams further enhancing their already outstanding service