Introduction

A manufacturing company faced significant delays in generating reports and analyzing data, causing inefficiencies in decision-making processes. They were operating on Salesforce Classic, which hindered their ability to access and utilize real-time insights. To solve this, they turned to AiSynapTech for a solution that could streamline reporting and enhance analytics for faster, more accurate decisions. 

The Problem

The client was struggling with slow reporting and analytics in Salesforce Classic, which impacted their ability to make timely, data-driven decisions. 

Reporting took longer than expected, often delaying operational decisions.

Lack of real-time analytics meant that managers couldn't act on the most current data.

Users faced frustration with the Classic interface, resulting in productivity loss.

Manual reporting processes created unnecessary complexity and errors.

Outdated technology prevented the company from scaling and growing its operations effectively.

Resulting in inefficient workflows and missed opportunities for improvement.

Our Approach

AiSynapTech adopted a comprehensive approach to resolve these issues by upgrading the client’s Salesforce instance from Classic to Lightning, which offers enhanced reporting features and real-time analytics. 

We performed a thorough assessment of the existing Salesforce Classic setup.

We rebuilt existing dashboards with Salesforce Lightning components for a more intuitive interface.

We rebuilt existing dashboards with Salesforce Lightning components for a more intuitive interface.

Integrated real-time data streams to ensure immediate access to actionable insights.

Utilized Lightning’s advanced visualization tools to make analytics more user-friendly.

We offered training sessions for staff to adapt to the new interface and features.

This transition empowered the client to leverage the full potential of Salesforce Lightning for improved performance and productivity.

The Solution

The final solution involved migrating the client to Salesforce Lightning and rebuilding their reporting infrastructure using the latest features and components. 

Dashboards were redesigned to use Lightning components, optimizing them for performance.

Real-time analytics were implemented, enabling users to access data instantly.

The client’s reporting process was automated, reducing manual data handling.

Interactive and customizable dashboards were deployed, improving user engagement.

A continuous feedback loop was established to ensure ongoing optimization.

This transformation not only streamlined reporting but also enhanced data-driven decision-making across departments.

The Results

KPI

Before AiSynapTech 

After AiSynapTech 

Improvement 

Reporting Speed 

100% (slow reporting) 

38% faster 

38% improvement 

Data-Driven Decisions 

Basic decision-making 

20% better decisions 

20% improvement 

User Productivity 

Slow adoption of reports 

Faster decision-making 

25% increase in productivity 

System Downtime 

Frequent delays 

Minimal downtime 

90% reduction 

The results indicate significant improvements in operational speed and decision-making efficiency after the upgrade to Salesforce Lightning. 

Client Feedback

“Working with AiSynapTech completely transformed how we operate. Reporting is now significantly faster, and our team is making better decisions, thanks to real-time data insights. The transition was seamless, and the support was outstanding.” 

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