Transforming Business Efficiency: Successful Migration to Lightning Experience

Improvements in usability, access information, and better performance

Successful Rollout with Minimal Disruption

The phased rollout plans minimized disruption to current users, ensuring a smooth transition to the new lightning application.
Improved User Adoption and Engagement

Training key users as change management champions facilitated prominent levels of user adoption and engagement with the new lightning application.
Enhanced System Functionality and Efficiency

Migrating classic components to lightning and creating new components improved system functionality and efficiency, leading to increased productivity and effectiveness.

Our customer specializes in providing small business loans, merchant cash advances, and other financial solutions to help businesses grow.

In the Financial sector, the client faced critical challenges:

Legacy Salesforce Classic Usage: Customer was using the application in Salesforce Classic version.
Inability to Leverage New Features: Was unable to leverage the new features in web and mobile version.
Extended Time: Extensive time for feature development.
Critical Migration: Classic version was nearing end of life, and no new features were released by salesforce on Classic version.

CONCLO Technologies took charge and provided a comprehensive solution:

Initial Discovery and Analysis: Initial discovery was conducted to evaluate the current classic solution.
Roadmap creation: Based on the analysis, roadmap for lightning rollout was prepared.
Phased Rollout Plan: Rollout plan was designed in such a way that rollouts happen in a phased manner to minimize the impact on current users.
Change Management Strategy: The solution was rolled out to key users who acted a change management champions to drive adoption among business.
Component Migration and Creation: The classic components which were supported in lighting were migrated and new components were created where there was no support available.
User training: the training program will ensure that key users are well-equipped to leverage the new lightning application effectively, leading to improved productivity and smoother adoption across the organization.

Sales Cloud, Service Cloud and Salesforce Platform.

This collaboration provided incredible results:

Improved Application Usability: It was observed that after successful migration and training of the users, business users reported considerable improvement in usability of the application and easy access of information for decision making.
Shortened Development Lifecycle: Shorter application development and deployment lifecycle.
Improved performance: The application operates faster, reducing the time it takes to process tasks and execute commands.
Intuitive Business Processes: The application features a more intuitive and easy-to-navigate interface, making it easier for users to complete tasks without extensive training.
Enhanced Tracking and Reporting: The application gathers detailed data on various activities and processes, providing a robust foundation for analysis and reporting.

Conclo Technologies