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Casestudy Category: Salesforce

NIC Salesforce Communities Development

National Investment Center for Senior Housing & Care

Salesforce Communities Development

About the National Investment Center for Seniors Housing & Care (NIC)

The National Investment Center for Seniors Housing & Care (NIC) is a nonprofit whose mission is to support access and choice for America’s seniors by providing data, analytics, and connections that bring together investors and providers. NIC’s events provide networking opportunities between capital seekers and capital providers, as well as other personnel within the senior housing and care ecosystem, allowing attendees to get a pulse on the industry, facilitate networking, and enable industry collaboration.

Executive Summary

Pumex engaged NIC as a Salesforce partner to provide them with additional functionality for their members within their Salesforce.com Communities instance. This would enhance the user experience of their members and provide NIC with a single source of data to analyze its member behavior on Salesforce Communities.

Pumex’s affiliate company, Absyz has been a Salesforce Consulting Partner since 2011. We rapidly emerged as a key strategic partner for digital transformation projects in the Salesforce ecosystem.

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Typically, NIC hosts events that provide an efficient platform for connections and the sharing of ideas. Due to the COVID-19 pandemic where in person events are discouraged, NIC switched to Salesforce Communities to deliver virtual connections and networking experience.

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Our solution centers around our agile SDLC approach. We have prioritized the new features that will be implemented into four phases. Phase 1: attendee list, subscriber badges, and personalized subscriber list. Phase 2: collaboration and payment processing. Phase 3: profile and directory management. Phase 4: access management, help/support portal, and UI/UX design.

Current and Future Results

Phase 1 is complete

Badges will become a motivation for the subscriber to use the site. The subscriber list allows the user to network in a personalized fashion.

Future Phase 2 completion

Collaboration is extremely critical for digital version of networking and communication. This combined with payment processing will help to provide a more seamless user experience and help increase revenue for NIC.

Future Phase 3 completion

Profile management will enable users to modify or update their details and give them the control to manage their identity on the portal. The directory will enable users to select, view, and compare subscribers and the opportunity to create important lists and categories of the community members.

Future Phase 4 completion

This will create ease-of-access, support for user issues, and an elegant website design.

Future Goals

Phase 1 is now in production meeting deliver, budget, and quality metrics, and we are moving on to phase 2. The future goal is to make this a paid solution for sharing ideas and communicating amongst members.

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IAIW Salesforce CMS Website Development

Internation Association of Ironworkers

Salesforce CMS Website Development

About the International Association of Ironworkers

The International Association of Ironworkers (IAI) union assists in securing stronger benefits, better pay, safer working conditions, and a higher level of job security for its 120,000 members across North America. Their members have been involved in major construction projects such as the Golden Gate Bridge, the World Trade Center, and the Freedom Tower.

Executive Summary

IAI engaged PUMEX for the redevelopment, integration, and modernization of their information system’s architecture, applications, and databases. These applications run most of IAI’s business processes and workflows, making the nature of our work on these systems critical to their operations.

Since 2008, IAI’s legacy software applications had been under costly development, following a haphazard process and lack of task prioritization. Pumex was able to create upgraded versions of these applications.

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IAI was using legacy, custom software that ran critical internal business processes in a disconnected environment. Applications included their IWITS, IWATS, and WCP platforms. They relied on manual export/import processes, lived in silos, lacked functionality to properly record information, and were complex and costly to manage. It was determined that all applications would need to be re-built, due to inequities in code and database schema.

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Pumex implemented an agile SDLC with two-week sprints. This approach followed a System Design Document that detailed system architecture, DB design, application design, security and controls. We leveraged DevOps processes including CI/CD, test automation, and Git to manage code tracking and merge. Our solution contained a database schema redesign, consolidating four separate databases, rewriting the code base with industry best practices, redesigning the UI/UX for improved user efficiencies, implementing OWASP and Cybersecurity best practices, automating workflows, and migrating to a Gold Source Database.

Immediate Results

Self-Service Member Portal

Pumex implement this portal as a user-friendly dashboard that enables IAI to gain efficiency and save costs by significantly reducing the time needed to support members.

New System Design

Our solution included a modern design and development in parallel with the redesign, re-build, and integration of the legacy applications.

Improved Features and Functionality

Pumex integrated and improved the applications, modernized the platform/environment through code reengineering and re-development, and implemented new code

In the Cloud

Pumex implemented a cloud-based solution in Microsoft Azure along with its IaaS (Infrastructure as a Services) and PaaS solutions.

Future Goals

Pumex recommended a phased roll out of the consolidated legacy systems to allow decommissioning over time while the systems continued to run in parallel through the development process. This will ensure easier organizational onboarding and help to relieve training burdens by reducing productivity issues and employee downtime.

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IAIW Data ETL Development and Salesforce Integration

Internation Association of Ironworkers

Data ETL Development and Ongoing Synch Process

About the International Association of Ironworkers

The International Association of Ironworkers (IAI) is a union helping to secure stronger benefits, better pay, safer working conditions, and a higher level of job security for its 120,000 members across North America. Their members have been involved in major construction projects such as the Golden Gate Bridge, the World Trade Center, and the Freedom Tower.

Executive Summary

IAI needed the data on their legacy systems database (DB) to be synchronized with their partnership forum: IMPACT and their Salesforce instance. This data contained an initial 2.5 million records with about 10,000 weekly updates, and the data sync is needed to maintain all relationships within the Salesforce objects.

After an unsuccessful implementation of Heroku due to capability gaps and high costs, IAI reached out to Pumex to develop a custom solution.

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IAI’s Heroku implementation was not able to handle the initial data sync of 2.5M records and the ongoing update of 10K records per week. Source member data was incorrect and didn’t have unique identifiers, there was Unicode within text, incorrect country/state values, and invalid date ranges within the data. Important member data was spread across multiple legacy databases and did not utilize a common primary key. The sync to the IMPACT Salesforce forum required that member certifications and course relationships be maintained, members correctly map to the appropriate Union locations, and members are located under the correct District Councils.

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Pumex implemented a client side ETL layer to extract, load, and store the data into an MSSQL Server 2016 intermediary DB prior to synchronizing with Salesforce. To manage the business rules, we used a .NET Core application. This DB updates every 10 minutes to ensure all data is properly synchronized on an ongoing basis. We used Salesforce’s Streaming API to associate IDs with the correct record, and Salesforce’s API to synchronize all 2.5M records into Salesforce.

Immediate Results

Data sync with refresh

An initial sync of 2.5M records from IAI’s legacy systems and refreshed any changes in the data every 10 minutes.

Data records integrity

All updates and deletes to any records were professionally managed and correctly synchronized with Salesforce.

Low sync error rate

We achieved a sync error rate of .0008% (~2,000/2.5M records)

Future Goals

Pumex developed an additional “Gold Source DB” for IAI. All data will be migrated here once IAI decommissions all their legacy systems. Over a 3-year period, IAI has projected that our Unity Data Sync work will reduce their ongoing data management operational costs by 40%.

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