Case studies

How we structure real-world engagements.

Representative patterns from the consulting and staffing engagements we deliver.

These are representative engagement patterns that show how we typically approach this work. Contact us to discuss experience relevant to your organization.

Government & Public Sector

Modernizing constituent case management

Service CloudExperience CloudAgentforce

The situation

A program office handles requests across email, spreadsheets and a legacy case system nearing end of support. Staff can't see a request's full history, and leadership lacks reliable reporting.

Our approach

Discovery with caseworkers, a configurable case model on Service Cloud, a self-service portal, phased data migration, and a constituent service agent for the most common questions.

What we deliver

Case intake and routing, SLA tracking, an accessible Experience Cloud portal, an AI agent with human handoff, program dashboards and ongoing managed support.

Healthcare & Life Sciences

Scaling a Salesforce team for a Health Cloud rollout

Health CloudData 360MuleSoft

The situation

A small internal Salesforce team is responsible for a Health Cloud rollout and a Data 360 initiative at the same time, with open requisitions that have been hard to fill.

Our approach

A Ratna-led dedicated team for the Health Cloud rollout, Data 360 and MuleSoft specialists embedded in the client team, and contract-to-hire administrators to build long-term capacity.

What we deliver

Care coordination on Health Cloud, integration with clinical scheduling, unified patient profiles in Data 360, and an internal team ready to own the platform after launch.

Manufacturing

Connecting dealers, ERP and service

Manufacturing CloudMuleSoftExperience Cloud

The situation

Dealers email and call for order status, pricing and warranty answers held in ERP, and sales and operations plan from separate spreadsheets.

Our approach

API-led ERP integration with MuleSoft, a partner portal on Experience Cloud, account-based forecasting, and a dealer service agent governed through Agent Fabric.

What we deliver

Sales agreements and forecasts, dealer order and warranty visibility, warranty triage with human approval above thresholds, and executive analytics.

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