An early intervention therapy company had outgrown their existing proprietary software system. The system was rigid, lacked scalability, and provided limited reporting and payroll capabilities. As the business rapidly expanded, the CEO, who had acquired the company and inherited the software, felt increasingly uncomfortable relying on a system he did not fully control or understand. As the business rapidly expanded, it needed a more flexible, reliable, and customizable solution to support their growing operations.
The company engaged our team to rebuild their core business software from the ground up, leveraging the Salesforce platform as the foundation. Through a collaborative discovery process, we gained a deep understanding of their unique workflows, pain points, and requirements.
Key features of the custom Salesforce-based solution include:
By implementing the new Salesforce-based system, the company was able to achieve significant operational improvements:
The success of the project has led to their ability to attract new clients and secure contracts with insurance providers who prioritize the company's efficient and reliable service delivery. The custom Salesforce solution has become a strategic asset, enabling them to focus on their core mission of providing exceptional therapy services.
