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Case Studies

Selected Work

Real engagements. Measurable outcomes. See how Engineering Square has helped organizations across industries transform their operations with technology.

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01

Insurance

Cutting Resolution Time by 62% with AI-Powered Knowledge Intelligence

Enterprise Insurance Company

A national insurance provider with over 2,000 service agents was losing critical institutional knowledge as senior staff retired. New agents averaged 14 minutes...

Service Wisdom AI+Salesforce Service CloudRAGLLM Integration+3 more
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02

Technology

Reducing Time-to-Fill by 71% with AI-Powered Talent Intelligence

Mid-Market SaaS Company

A fast-growing mid-market SaaS company needed to scale its engineering team from 40 to 120 developers within 9 months to meet product roadmap commitments. Their...

PythonScikit-learnGreenhouse ATS APILinkedIn Recruiter API+4 more
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03

Human Resources SaaS

Drive and Deliver Innovation with Salesforce Cloud Solutions

HR-SaaS Startup

The startup needed to streamline lead generation and conversion processes while managing customer onboarding and licensing operations across multiple touchpoint...

Salesforce Marketing CloudSalesforce Sales CloudClearbitZoom for Salesforce+3 more
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04

Enterprise Data Management

De-Dupe Data Analysis and Cleansing

Enterprise Client

The organization's Salesforce instance suffered from widespread duplicate records, degrading data quality and reliability. Duplicate accounts and contacts creat...

SalesforceD-U-N-S Number MatchingDuplicate ManagementBatch Processing+1 more
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05

Healthcare IT

Sales Cloud Customization for an IT Product Company

IT Product Company

The organization's Salesforce Sales Cloud implementation had three critical issues: automated Opportunity field updates weren't working at particular Opportunit...

Salesforce Sales CloudProcess BuilderSalesforce ReportsProfiles & Permission Sets
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06

Information Technology

Azure Active Directory Integration for Single Sign-On

IT Services Company

The end customer used Office 365 for corporate email, credential storage, and device management alongside Salesforce Sales Cloud for sales operations. Users had...

Azure Active DirectorySalesforce Sales CloudPowerShellOffice 365+1 more
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07

Consumer Products

Support of a Salesforce Portal for a Consumer Products Company

Global Consumer Products Company

The client's Salesforce B2B portal suffered from poor user experience due to poorly structured portal pages and numerous disorganized tabs containing product in...

SalesforceHTMLCSSSalesforce 1 Mobile App
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08

Healthcare / Specialty Pharmacy

Personalizing Patient Care and Enabling Collaboration

Curexa

Curexa, a specialty pharmacy, faced difficulty managing large patient data volumes needed for reports to insurers and healthcare providers. They were unable to...

Salesforce Health Cloud
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09

Dental Technology

Replacing Siloed Systems with a Unified Platform

Convergent Dental

Convergent Dental, makers of the Solea CO2 laser, faced critical operational constraints during rapid growth. Their existing Service Cloud couldn't handle antic...

Salesforce Sales CloudSalesforce Service CloudField Service LightningFSL Mobile App
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10

Medical Devices

Centralizing Disparate Marketing Data with Salesforce Datorama

Orthopedic Implant Manufacturer

A premier orthopedic implant manufacturer, grown from a small family business over 30 years, struggled with scattered marketing data across multiple platforms....

Salesforce DatoramaGoogle AnalyticsSalesforce Marketing CloudCMS Integration
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11

Healthcare

Digitally Transforming a Paper-Based Certification Process

Children's Community Hospital

A children's community hospital operated a paper-based certification program designed to keep local schools heart-safe. Paper forms caused delays and required i...

FormstackSalesforceE-SignaturesAutomated Workflows
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12

Pharmaceutical

Delivering Compassionate Care for Life-Saving Drug Trials

Rare Disease Pharmaceutical Company

A patient-focused pharmaceutical company developing life-saving therapies for patients with rare diseases had patient information scattered across disparate sys...

Salesforce Health CloudClaims System IntegrationAutomated Communications
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13

B2B SaaS

Development of an Application for Salesforce-Website Integration

Sales Enablement Startup

A US-based startup serving mid-market and enterprise companies needed to integrate their website platform with Salesforce Sales Cloud. Their sales teams needed...

Salesforce Lightning Component FrameworkREST APIsOAuth 2.0Salesforce Sales Cloud
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14

Telecommunications

Custom App Development for Salesforce-SharePoint Integration

Nationwide Telecom Provider

A nationwide telecommunications service provider used Salesforce Sales Cloud for sales activities and SharePoint Online for document management — contracts, ord...

Salesforce Sales CloudSharePoint OnlineLightning Component FrameworkREST API+3 more
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