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Batch Upload solution for NP organization

Industry: Financial Services

Batch upload Solution for Non-Profit organization

The client who is a US-based service provider helps non-profit organizations with products and services were looking for a solution to process the accounts, payments, contacts, givings etc. in bulk. Previously they were managing the data by processing it one by one which was a highly time-oriented process. Technology Mindz after analyzing the complete problem by using the Salesforce lightning system created a batch upload solution framework to process the data in bulk.

Challenge

Bulk process of accounts, contacts Payment Management extra manpower to clear the settle the data.

Solution

Salesforce batch upload solution framework to manage the data in bulk Provided a framework that supports the reuse of mapping.

Results

Increased organization’s performance by 40% Reduction in Operation cost Reusability of code Significant reduction in time to process the data.

The Objective

Client was facing challenges in processing bulk data (accounts, payments, contacts, addresses, opportunities, givings etc.) Their current data upload solution was having complications and it is not possible to process bulk data with that. Client was able to process only a single record at one time.

The Challenges

  • Bulk process of accounts, contacts, and givings in one go
  • The centralized solution to clear the payments in bulk
  • Time oriented process with a single record one time
  • Use of extra manpower to clear the settle the data one by one
  • Complexity in logic and sequencing of data

The Solutions

  • Created a Salesforce batch upload solution framework to manage the data in bulk which includes payments, accounts, addresses, opportunities, opportunity line items, givings etc.
  • Designed the framework by using Publisher Subscriber and Event notification pattern to help and run separate operations in parallel.
  • Provided a framework that supports the reuse of mapping.
  • Created a system that supports Commit Services for the Batch purposes to reduce the development efforts for each Batch process.

The Benefits

  • Reusable Framework to run processes in parallel
  • Improved the performance of the upload process
  • Upload word can be done in bulk
  • Less use of manpower
  • Efficient and effective work process

The Results

  • Increased organization’s performance by 40%
  • Reduction in Operation cost
  • Reusability of code
  • Significant reduction in time to process the data