Access Advance faced significant inefficiencies due to reliance on disparate systems, including Excel, for their Legal and Finance departments. This fragmented data management led to complications in accessing a single source of truth. The absence of a unified system created hurdles in organizing and tracking legal cases and financial operations. 

The issues in centralized data handling not only affected internal processes but also complicated the overall data management and reporting capabilities of the organization. The dependency on multiple systems made it difficult to manage budget allocations and expenses effectively. That's why Access Advance needed a comprehensive solution to integrate their operations, improve data integrity, and enhance collaboration.

Redtag approached the challenge with a comprehensive solution to address the needs of Access Advance's Legal and Financial departments. We started with a discovery phase, gathering detailed requirements from stakeholders and analyzing current processes to determine how Salesforce could resolve their business issues. The solution comprised several key components:

• Centralized Data Model: Development of a custom data model that integrated standard and new custom objects to unify data handling across departments;

• Partner Experience Portal: Launch of a portal for external partners, improving data interaction and security;‍
• Advanced Security and Access Controls: Revision of the security model to delineate access rights between departments and external partners, enhancing data integrity and access;

• Automation and Templates: Implementation of automations for numbering systems, budget and activity planning templates, and approval processes to streamline operations;

• Enhanced Reporting and Training: Configuration of detailed reports and dashboards for real-time insights and providing comprehensive training materials to facilitate user adoption.

This complex approach ensured that Access Advance could streamline their operations, improve data integrity, and pursue seamless collaboration with external participants.