A leading US bank

A leading US bank

Predictable ROI with Custom Salesforce Integration for a Major US Financial Institution
CLIENT

ABC Capital

INDUSTRY

Financial Services

SERVICES

Salesforce Development, Legacy System Integration

TECHNOLOGIES

Salesforce Service Cloud, Custom API/MuleSoft, Legacy Core Banking System

The

Challenge

The bank’s ability to scale was hampered by a deeply entrenched, bespoke core banking system. When they introduced Salesforce for client relationship management, the legacy system created an immediate integration crisis:
  1. Slow Client Onboarding: Critical client documents, identity verification (KYC), and compliance checks lived in the legacy system. This required Loan Officers and Relationship Managers to manually cross-reference data, stretching the client onboarding process from days into weeks. 
  1. Compliance Risk: Fragmented data silos made generating unified audit trails impossible, drastically increasing regulatory risk and vulnerability to non-compliance fines. 
  1. Wasted Time & Cost: The IT department spent over 60 hours per week running manual batch scripts to synchronize client and transaction data, drastically increasing the custom Salesforce development cost through reactive maintenance. 

This operational friction threatened scalability and compliance. The bank urgently needed a reliable Salesforce implementation partner in US that could seamlessly integrate their core systems to mitigate risk. 

Codeplateau's

Strategic Solution

We engaged as their dedicated remote Salesforce integration partner US, utilizing Financial Services Cloud (FSC) best practices and following a disciplined, four-phase approach focused on security, data integrity, and compliance efficiency: 

Phase 1: Data Health Audit and Strategy (Targeting: Legacy System Integration) 

We performed a deep audit of the core banking system’s data schema and identified its API limitations. This phase established a compliant technical roadmap and produced a tailored Salesforce legacy system integration checklist US to ensure all regulatory requirements were met and project risk was minimized. 

Phase 2: Secure Custom Middleware Development 

Recognizing the sensitivity and complexity of financial data, we engineered a scalable, secure, and custom middleware solution. This layer facilitated guaranteed, bi-directional, real-time data sync between the core banking system and Salesforce Financial Services Cloud (FSC), ensuring a unified 360-degree client view. 

Phase 3: FSC and Loan Origination Workflow Automation 

We customized the FSC instance to align precisely with their lending and servicing workflows. We automated complex steps within loan origination and implemented automated compliance check triggers. This Salesforce solution for financial workflows was critical to ensuring high data integrity and quick user adoption. 

Phase 4: Compliance-Focused Change Management and Training 

Success depends on trust. We created focused training for Relationship Managers and Compliance Officers, teaching them how the integrated platform actively reduces risk and shortens loan cycle times, dramatically improving internal adoption rates. 

III. Quantifiable Results

By solving the mission-critical integration puzzle and providing expert Salesforce consulting and development services, Codeplateau delivered rapid, measurable value: 

Metric Before Integration After Integration (6 Months) Improvement
Relationship Manager Efficiency (Time Saved per Week) 8 hours (on data validation/manual entry) 0 hours 100%
Average Client Onboarding Time 3.5 weeks 4 days 77% Reduction
Data Integrity Rate (Compliance Score) 80% 99.8% 19.8% Increase
Total Cost of IT/Compliance Audits High (due to manual scripting) Reduced to Standard Monitoring 30% Annual Savings
Code Plateau has been a key to our success. They have been a great extension of our team. If you are looking for a dependable company that works hard to meet your Web Design and Development needs, Code Plateau is the company for you.
Jonathan Giles
Jonathan GilesCEO
Code Plateau has been a key to our success. They have been a great extension of our team. If you are looking for a dependable company that works hard to meet your Web Design and Development needs, Code Plateau is the company for you.
John Doe
John DoeCEO

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Anand Group

Anand Group

Achieving Operational Excellence in manufacturing through Power Platform development
CLIENT

Anand Group

INDUSTRY

Automotive Manufacturing

SERVICES

Power Platform development

TECHNOLOGIES

Power BI desktop, Power Apps

Anand Group is a leading group of automotive manufacturing companies with a country-wide presence and several business verticals. It has a significant market presence in the aftermarket and international markets and provides automotive systems and parts to over fifty businesses.

  • Android App
  • iOS App

The

Challenge

Each company and the manufacturing unit at Anand Group generate a large amount of data that is reported to management daily. The team manually entered the data on Excel sheets and created on-paper reports to measure criteria like production quality, safety, incident reports, productivity analysis, and other key performance indicators. Preparing reports using this method was tedious and prone to human errors. Furthermore, the management team received the reports the next day, which resulted in lost time in making crucial production decisions. The company recognized this gap and searched for a way to improve operational efficiency. They decided to go paperless in their reporting process and store their data on a consolidated system. All levels of the organization, including floor supervisors and senior management, needed access to the data. 

The

Solution

The management team of the Anand group of companies met our team at Codeplateau, and we were pleased to provide our Power BI development services to enhance operational efficiency for the manufacturing company. Power BI is a business analytics tool developed by Microsoft that lets users visualize and share insights from their data. Our expert Power BI developers created interactive and visually attractive dashboards that analyzed the data generated to produce meaningful insights. These dashboards were user-friendly, straightforward, and could be shared and accessed effortlessly on an LED screen.

ACTION

Steps

To develop Power BI dashboards for the client, our team at Codeplateau
A. Gathered and understood the client’s requirements: The client company had data for 102 key performance indicators, which needed to be analyzed and represented visually. To achieve these objectives, data needed to be visualized and presented on an LED screen to be viewed by everyone in the organization.
B. Designed Power BI dashboards: The developers used Microsoft Forms to digitize the data from Excel reports. To save the data on the centralized system, they used Microsoft SharePoint. For the customer, our team developed individual dashboards for each performance metric. The dashboards included interactive visuals like colour-coded graphs, bar charts, and pictures instead of cold numerical data. The developers designed the dashboards in a lucid format. All the employees at Anand Group could now view the visual reports from Power BI on a TV screen. They made this possible through the Power BI robot, a system that retrieves visuals from Power BI software and displays them on the screen with periodic data updates in real-time.
C. LED Installation at the Shopfloor by the customer: As a result, the workforce at the manufacturing units can not only view but also easily understand the meaning of data in terms of any undesired outcomes or production/ delivery delays and decide an appropriate course of action. Moreover, this level of transparency increases personal accountability among employees, resulting in better productivity outcomes.
Some of the Key Performance matrices visible in the reports were:
  • Safety Indicator
  • Safety and quality control
  • Delivery Indicator
  • Productivity Analysis
  • Shopfloor Analysis
  • Sustainability Roadmap

The

Result

Thanks to the sleek and efficient Power BI system, all individual companies and units at Anand Group can now access their exclusive dashboard displaying statistics to reflect production efficiency, machine downtime, and resource utilization. Decision-making for the management is now hassle-free, as they can pinpoint any lags or discrepancies in any of the indicators and take prompt action. The employees on the production floor can also view important data related to production, delivery, and safety, be informed of any incidents, and take appropriate actions. Consequently, with this new system implemented, Anand Group experienced increased productivity, improved efficiency, and lower chances of downtime. Due to the client’s growing need for additional dashboards, our original engagement with them has continued, and our data analysts are still providing support. The ongoing collaboration has led to a more streamlined and proactive approach to monitoring and managing operations, ultimately resulting in further improvements in overall performance. The client’s continued satisfaction and success are a testament to the value our data analytics services bring to their organization. If you’d like to know more about our services, let’s get in touch – we’d be happy to hear from you.
Code Plateau has been a key to our success. They have been a great extension of our team. If you are looking for a dependable company that works hard to meet your Web Design and Development needs, Code Plateau is the company for you.
Jonathan Giles
Jonathan GilesCEO
Code Plateau has been a key to our success. They have been a great extension of our team. If you are looking for a dependable company that works hard to meet your Web Design and Development needs, Code Plateau is the company for you.
John Doe
John DoeCEO

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Coca Cola India

Coca Cola India

Transforming workflow with Power BI consulting
CLIENT

Coca-Cola

INDUSTRY

Food & Beverage

SERVICES

Power BI Consulting

TECHNOLOGIES

Power BI Desktop

Coca Cola India a leading FMCG company, previously relied on time-consuming manual processes to gather and analyse data from multiple sources, including SAP-generated Excel reports. This process was tedious and often required hours of effort to compile and interpret information regarding various departments like Sales Analysis, production and transportation, Safety Health, Complaint Matrix, Water & Electricity Consumption, Warehouse Capacity Utilization, forecast vs. actual sales inventory status and Quality Control.

  • Android App
  • iOS App

The

Challenge

Coca Cola India experienced issues such as a strong reliance on SAP Excel reports for daily meetings, time-consuming data compilation that slowed decision-making, and inefficiencies in understanding crucial business KPIs. These issues highlighted the significance of simplifying operations to improve productivity and decision-making. Developing smart dashboards for each of the departments giving insights of what is happening in each of the department.

The

Solution

We developed comprehensive Power BI dashboards that provided real-time insights for each of the department which are now used in their high level meeting which happens every morning consisting heads of various departments. The implementation approach begins with extensive requirement collecting sessions with the Coca Cola India team to determine their unique reporting pain points and desired objectives. Following that, data from multiple sources was compiled in Excel into Power BI to create an integrated data model that will serve as the basis for reporting. Next, appealing dashboard designs are created, displaying essential metrics in visually attractive ways that are appropriate for user demands. To facilitate a smooth transition, user training sessions are held to familiarise client’s team with the new Power BI dashboards and functionalities. Throughout the process, client’s feedback is actively asked for, and progressive modifications are made to improve usability and relevance, assuring the reporting solution’s efficiency and user-friendliness.

The

Result

Ultimately, the implementation of Power BI at Coca Cola India transformed their data management and reporting procedures. Coca Cola India improved operational efficiency and agility by integrating real-time data and simple visualization, opening the path for better, quicker decision-making.
Code Plateau has been a key to our success. They have been a great extension of our team. If you are looking for a dependable company that works hard to meet your Web Design and Development needs, Code Plateau is the company for you.
Jonathan Giles
Jonathan GilesCEO
Code Plateau has been a key to our success. They have been a great extension of our team. If you are looking for a dependable company that works hard to meet your Web Design and Development needs, Code Plateau is the company for you.
John Doe
John DoeCEO

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