Success Stories

Jobs Ohio

Jobs Ohio Lightning Migration and Code Remediation​

Meet The Client

About Jobs Ohio

A midwest state economic development organization that uses Salesforce in their efforts to attract new businesses to the region.

Jobs Ohio Logo

The Challenge

Client had been using Salesforce since 2008 and had employed a number of outside consultants and inside resources to customize the org. The resulting code base and antiquated apps were not ready for Lightning and the client's decentralized workforce did not feel ready for a new user interface, particularly if it meant functionality would be lost.

  • Org had extensive technological debt

  • Out of date Apex code

  • Hardcoded URLs and record IDs

  • Unsupported third-party BPM app

  • Custom fields with in-line styles in the labels

The Solution

Summit performed a thorough Health Check on the org using Lightning Readiness, Optimizer, Field Trip and other free apps downloaded from the App Exchange to quickly assess situation. Summit Developers cataloged all Apex and Visualforce classes and analyzed each for API version, hardcoded URLs or record IDs, and poorly optimized code.

Similarly, Summit consultants analyzed Workflow Rules and Automations, Process Builders, Objects and Fields to determine if previous work had been done to best practices, and found many instances where it had not been. Installed packages were reviewed to determine what is in use and what as not. The Summit Team cataloged all of this information in a shared workbook and put together and executed a project plan to get the client up and running in Lightning in 12 weeks. Plan included:

  • Additional discovery and stakeholder interviews around an out-of-date business process management solution used to initiate new projects in Salesforce

  • Set up Full sandbox for remediation and testing

  • Remediation of all Apex and VF code to bring it up to current API version and resolve any other tech debt issues

  • Created custom interview flows to replace obsolete business process management (BPM) app

  • Optimize Lightning Page Layouts based on client needs and requirements

  • Built new dashboards and embedded them in the Home Pages by user Profile

  • Enabled duplicate management functionality

  • Cleared out unused or redundant fields, reports and dashboards

  • Coordinated User Acceptance Testing (UAT) to ensure that the solution launched seamlessly

  • Worked with client Salesforce Admin to empower them to administer the Lightning user interface

  • Created a user training program and trained a trainer

  • Provided support both during and after roll-out

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Results for Our Client

​Success! The project was completed without any major obstacles on time.

  • Client's Apex code is up to date and to best practices, reducing risk of errors or unexpected behavior

  • Custom interview flows created by Summit enabled business users to quickly and accurately perform their duties while eliminating unsupported and obsolete third party solution

  • Business users have custom dashboards tailored to their job role embedded in their home pages

  • Business users have greater trust in the data due to duplicate management and lack of redundant fields

  • No unexpected down time and a smooth deployment

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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