Portfolio & Case Studies

Real projects, real results. Here's a look at some of the Salesforce challenges we've solved — and the measurable impact delivered.

Financial Services~200 employees

Automating Loan Processing for a Growing FinTech

70%
Reduction in manual data entry
5 → 1.5 days
Application processing time
£180K/year
Estimated labour cost savings
99.8%
Data sync accuracy

!The Challenge

A fast-growing lending company was drowning in manual processes. Their sales team spent 40% of their time on data entry, copy-pasting between Salesforce and their underwriting system. Approval workflows were handled via email chains, leading to bottlenecks, lost requests, and an average processing time of 5 business days per application.

✓Our Solution

We built a custom Lightning application that automated the entire loan pipeline. Record-triggered flows handled status transitions and notifications, while a custom Apex integration synced application data with the underwriting API in real-time. A purpose-built LWC dashboard gave managers visibility into every application without running reports manually.

ApexLightning Web ComponentsREST API IntegrationFlow AutomationPlatform Events
Logistics & Supply Chain~500 employees

Connecting a Fragmented Tech Stack for a National Logistics Firm

85%
Reduction in invoicing errors
3min → 30sec
Average customer query resolution
£95K/year
Recovered from billing discrepancies
4 → 1
Systems reps need to check

!The Challenge

This logistics company had Salesforce, a warehouse management system, a custom fleet tracking tool, and an accounting package — none of which talked to each other. Customer service reps had to check four different systems to answer a single delivery query. Data discrepancies between systems caused invoicing errors that were costing the company thousands monthly.

✓Our Solution

We designed and built a middleware integration layer using MuleSoft, connecting all four systems with Salesforce as the single source of truth. Platform Events handled real-time updates from the fleet tracking system, while scheduled batch jobs reconciled data nightly. A custom Service Cloud console gave reps a unified view of every customer interaction, order, and delivery status.

MuleSoftPlatform EventsBatch ApexService Cloud ConsoleChange Data Capture
SaaS / Technology~80 employees

Classic to Lightning Migration for a High-Growth SaaS Company

200 → 45
Automation rules (retired 155)
60%
Faster new-hire onboarding
3x
Report generation speed improvement
100%
Lightning adoption within 4 weeks

!The Challenge

A SaaS company had been on Salesforce Classic for 7 years. Tribal knowledge had replaced documentation, there were 200+ workflow rules (many conflicting), and the org had accumulated significant technical debt. New hires took months to become productive, and the sales team had developed workarounds that bypassed standard Salesforce features entirely.

✓Our Solution

We ran a full org audit, identified and retired redundant automation, migrated critical workflows to Flow, rebuilt key pages as Lightning record pages with custom LWC components, and established a proper DevOps pipeline. We also ran training sessions to bring the team up to speed on the new setup.

Lightning App BuilderLightning Web ComponentsFlowSFDXGitHub Actions CI/CD

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