Client
A US-based total waste management provider connecting businesses that collect waste with recycling partners, managing transport and billing. The client operates nationwide and relies on rapid, data-driven matching of customers and suppliers. They chose DataArt to build a robust, scalable solution on Salesforce after several successful web-portal projects, to support growth.
Challenge
When DataArt started the project in October 2024, the client’s Salesforce instance was functional but underperforming and challenging to scale. Some notable challenges were:
- Duplicate Accounts and Contacts hindered Sales team productivity
- Overnight, one-way data transfers from the legacy ERP left teams relying on outdated information for decision-making
- Security was managed through User Profiles, with every change deployed manually via Change Sets
- Key Salesforce features like Leads, Campaigns, and Products were significantly underutilized
Solution
DataArt launched the engagement with a four‑person team. As the Salesforce Architect and Developer completed a deep review of the system’s architecture, security model, and data landscape, the Business Analyst refined the backlog and converted user requests into detailed specifications, while the QA engineer defined the testing strategy.
Their combined output became a clear improvement roadmap covering security, DevOps, data quality, and performance. With the roadmap approved, the team opened the first sprint and began delivering enhancements alongside new business features.
The DataArt team delivered four key improvements that enhanced performance and positioned the client’s Salesforce org for scalable growth:
Technical Impact / Benefits
- The refactored security model reduced permission checks and page‑load overhead, cutting average UI response time noticeably.
- Streamlined validation logic by removing redundant formula evaluations, resulting in improved system performance.
- Automated deployments reduced release prep time from days to hours and enabled confident branching for parallel workstreams.
- A simplified data model reduced complexity, enabling faster and more accurate reporting.
Business Outcomes
After delivering the improvements, DataArt ran several hands‑on training sessions for Sales, Operations and Support users. That enablement drove:
- Faster deal execution – Sales teams now see real-time supplier data within Opportunity records rather than waiting for the next day’s synchronization or chasing program managers, shaving hours off supplier selection and quote cycles.
- Reliable Data – Duplicate clean-up and clear Lead‑to‑Opportunity flow now give management a reliable pipeline view.
- Employee efficiency – Role‑based page layouts surface only relevant fields, and streamlined validation prevents “false‑error” re‑keying. Users report fewer clicks and less time hunting for data.
- Scalable foundation – Now, new Salesforce Clouds and add‑ons can be introduced without re‑architecting security or integrations, positioning the client to expand digital engagement at pace.
- Future‑ready analytics – The new Supplier Engagement object stores response times, pricing accuracy and location coverage, setting the stage for an AI‑driven supplier‑rating engine in the next phase.
- A new Supplier Engagement data structure in Salesforce now enables tracking the Supplier's engagement history, pricing, and location coverage. A custom LWC component lets users filter and pick suppliers by location and service type. In the next development phase, the LWC component will automatically recommend the best supplier based on location, type of service, customer preferences, transportation cost, and supplier rating.
