Articles

A leading provider of modular building solutions was at a turning point. With decades of industry experience serving clients across government, education, healthcare, and commercial sectors, the company had grown exponentially. But that growth brought complexity – particularly in their Salesforce environment – which had become an obstacle, rather than an enabler.

Their Salesforce org was riddled with technical debt, lacked visibility into asset availability, and offered a subpar user experience that frustrated sales reps and hampered customer engagement. Enter Cloud113’s Project Insight to orchestrate a transformation that would not only stabilize the client’s Salesforce instance but also unleash its full potential for revenue generation and operational excellence.

The Challenge: A Fractured System Hindering Growth

By early 2025, the client’s Salesforce platform was no longer aligned with its business ambitions:

• Over $1 billion in pipeline leakage, with 63% of opportunities lost
  
• 16,000+ tracked assets, but only 22% actively used
  
• $10M+ in unpaid invoices due to aged accounts receivable
  
• Technical debt, including 17 legacy Process Builders and 51 Workflow Rules
  
• Manual, slow quote generation that lacked automation
  

Salesforce had become a “platform of friction” instead of enablement. Without a roadmap and with no dedicated Salesforce Systems Administrator, the client needed a partner that could deliver insight, structure, and execution.

The Partnership: Enter Cloud113’s Project Insight

The client engaged Cloud113, who brought along the power of Project Insight to perform a comprehensive metadata and process analysis. Leveraging a proprietary stack of visualization tools, Project Insight provided deep visibility into the Salesforce architecture by clarifying dependencies, pinpointing automation risks, and identifying key customizations.

Execution: Turning Chaos to Clarity

With Project Insight providing the lens and Cloud113 driving execution, the client adopted a structured four-phase transformation roadmap:

Phase 0 – Stabilize

• Addressed failing tests affecting invoice and asset automation
  
• Refactored quote lifecycle automation
  
• Built a backup and recovery strategy
  

Phase 1 – Optimize Sales Processes

• Implemented DocGen tools
  
• Launched real-time asset visibility in CPQ
  
• Introduced commission estimators and deal templates
  

Phase 2 – Enhance the Experience

• Overhauled Lightning pages
  
• Deployed mobile-optimized KPIs and dashboards
  
• Created AR dashboards linked to accounts
  

Phase 3 – Expand Strategically

• Planned migration to Salesforce Field Service
  
• Laid groundwork for Einstein Analytics
  
• Kicked off Experience Cloud portal design

Business Value Delivered, and Why Project Insight Made the Difference

In just a few months, the collaboration delivered tangible results:

• Improved Quote Velocity: Quote generation time reduced by 50%
  
• Revenue Impact: 10–15% improvement in pipeline conversion rates
  
• Asset Utilization Gains: Enabled quoting only on in-stock inventory
  
• Technical Resilience: Test pass rate >99%, automation migrated
  
• User Experience Transformation: Improved UI/UX and mobile access
  
• Strategic Readiness: Positioned for AI, self-service, and smarter service delivery

While Cloud113 provided technical leadership, Cloud113 Project Insight was the enabler that brought structure, traceability, and confidence to the transformation effort. Its metadata insights allowed Cloud113 to quickly identify technical debt hotspots, prioritize automation upgrades, and enable living documentation.

With a rejuvenated Salesforce org, a clear roadmap, and a trusted partner ecosystem, the client is now poised for the next phase of growth. When Salesforce is paired with the right tools and strategic guidance (like Cloud113 Project Insight), even the most complex challenges can become building blocks for transformation.

Have you been looking for a tool like Project Insight? Contact sales@cloud113.com for a quote!

What is Project Insight?

Cloud113 Project Insight is a proprietary Artificial Intelligence (AI) based solution designed to bring clarity and control to complex Salesforce environments. It acts as a “lens” into an org, uncovering technical debt, dependencies, and automation risks that often hinder business performance. By providing deep visibility into metadata and processes, Project Insight enables Salesforce teams to prioritize what matters most: stabilizing critical functions, refactoring legacy automations, and creating living documentation that keeps pace with growth. This foundation turns Salesforce from a “platform of friction” into a true enabler of operational excellence and revenue impact.