Major features that were implemented included:
- Full evaluation of tech suites.
AVID’s tech suite relied heavily on custom technology builds. Our evaluation not only included assessing what might be missing from their current tech suite, but also which pieces might be replaced by best of breed technology that could offer better performance and integration for an improved overall experience.
- Deep dive into Salesforce instance.
To fully understand where improvements can be made in the current Salesforce instance, the team needed to deep dive into how AVID uses Salesforce, which components aren’t working for them or have been underutilized, and what’s missing from their implementation. Our thorough analysis allowed the fusionSpan team to offer a list of potential changes that could improve functionality and experience within AVID’s Salesforce implementation.
- Long term plans for data governance and integration.
Before consolidating systems and implementing new technology, it was important that the existing data be cleaned up, organized, and shared across systems. For long term, healthy data governance, fusionSpan recommended outlining exactly where each piece of data is used, what each field represents, and who is able to access and update information to help data remain organized in the future. We also provided a list of recommended integration engines that would serve their organization well, improve current user experience, and make it easier to bring in new technologies in the future.
- Analysis and recommendations related to the user-experience.
A thorough evaluation of the current MyAVID portal and feedback sourced during the user research phase of the project enabled fusionSpan to provide suggestions and recommendations for making the MyAVID portal a modern, user-friendly, experience tailored to different audiences’ individual needs.
- Recommendations, planning, and roadmapping for Salesforce improvements.
While the original system was able to create reports, they were difficult to manipulate and did not optimize the available data. Focusing on the page layout and limiting the number of fields, the team created easy-to-use reports that APA could generate and use more productively, making the data accessible for the business to see, interpret, and then use to make positive changes for the business.
- Enhanced User Experience.
With the new system, each APA member now has access to their personal information, so they can see exactly what’s already in the system. If changes are needed — for instance, to a mailing address — the customer now receives prompts to change any other impacted fields. To continue the streamlining process, the team improved the information architecture, and consolidated input fields into a single page for demographics with orderly and easy-to-use type and search fields instead.
- Lightning Community Portal Implementation.
Large scale projects can be daunting, and implementing quick wins can provide immediate progress for projects that take time to complete. We identified areas where manageable, self contained efforts could be implemented within Salesforce and Hubspot, discussed dependencies, and recommended time frames to ensure consistent progress towards organizational goals.