Digital Transformation Solution for a Leading Planning and Development Agency in USA

Digital Transformation Solution for a Leading Planning and Development Agency in USA

Introduction

A US-based Metro Area Planning & Development Agency aimed to achieve digital transformation for its core operations including management of grants, inventory tracking, community engagement, and attendee management.

Objective

Development and deployment of a sustainable Salesforce-based lightning experience application for seamless grant management, inventory tracking, community engagement, and attendee management.
  • Strategy
  • Real Madrid C.F
  • 24/11/2017
  • www.giorf.esp

Challenges

The following challenges were faced during the completion of all the processes involved in the successful development and deployment of the Salesforce-based Lightning Experience application.

Program Oversight: Inadequate monitoring and tracking mechanisms for the Power Initiative Program
Reporting Complexity: Difficulties in consolidating and streamlining essential reporting procedures for meaningful progress tracking.
Team Collaboration: Restricted inter-departmental communication, leading to siloed operations.
Limited Resources for Data Management: Incapability to manage and record data associated with community and engagement events.
Diffficulties in Inventory Tracking: Lack of communication between the internal staff, making it a challenge to keep track of the inventory.
Metro Area Planning & Development Agency challenges

Solution

Grant Management

Efficient tracking with key attributes for success. The grant management solution allows ease of record management to stay organized and on top of grants.
1

Inventory Tracking

The solution automates the processes involved in inventory tracking, thus eliminating the risk of human error in critical inventory-related processes and projections.
3

Community Engagement

Improved coordination and connection between the team members, participants and other stakeholders to provide a seamless experience of grant management.
5

Workforce Development

The workforce development solution offers seamless tracking of participant progress and helps with the management of workforce data and records.
2

Participant Tracking

Weekly & monthly reports generation to keep track of participant progress and to derive accurate inferences for future planning.
4

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Technology Stack

Metro Area Planning & Development Agency technology stack

Business Outcome

Metro Area Planning & Development Agency outcomes

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