Success Stories

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Our Success Stories

Successfully implemented a business-critical Customer Profiling solution for a large enterprise client, enabling personalized and secure experiences across their eCommerce platform.

Challenge

The organization faced significant security vulnerabilities, compliance gaps, and operational inefficiencies due to the absence of a robust Customer Identity and Access Management (CIAM) framework.


Solution

Implemented an advanced Customer Identity and Access Management (CIAM) solution to provide strong security, privacy, and regulatory compliance for customer logins, profiles, and digital service data.

Given the business criticality, the client chose to implement the solution within a very short timeframe.


Approach

Despite the challenges of new technology adoption and limited documentation, the QA team successfully gained a deep understanding of the requirements by closely aligning with Business Users, Product Owners, and Technical Teams.

Through this alignment, the QA team defined a well-structured and Risk-Based Test Strategy that ensured:

  • Coverage of security, privacy, and compliance requirements
  • Validation of integration points across digital channels
  • Early identification and mitigation of high-risk defects
  • End-to-end validation of authentication, authorization, and identity flows

This approach enabled high-quality delivery within aggressive timelines, minimized production risks, and ensured a secure and seamless customer experience across all digital services.


Benefits

This transformation accelerated business growth for an already profitable organization by enabling increased customer acquisition, balancing security and user experience, and strengthening the client’s competitive position in the market.

Our Success Stories

Designed and implemented a robust and scalable Test Automation Framework for one of the largest non-profit organizations in the USA.


Challenge

The release cycle for a large-scale Customer Enrollment and Schedule Management solution required the execution of more than 2,000 manual test cases for each build within a compressed 4-week timeline, highlighting the scale and business criticality of the testing effort.


Solution

Implemented End-to-End Test Automation by converting manual test cases into CI/CD-enabled automated scripts, ensuring consistent validation and improved test coverage across all builds.


Approach

Developed highly resilient automated test scripts capable of dynamically adapting to changing data, environments, and application runtime variations. This significantly reduced maintenance efforts and minimized test failures caused by application changes.

These scripts were especially effective in scenarios where:

  • Test data changes frequently, such as User IDs, Timestamps, or API responses
  • UI elements contain dynamic locators, including auto-generated or runtime-generated IDs
  • Test environments vary across development, staging, and production

This approach enabled high-quality delivery within aggressive timelines, minimized production risks, and ensured a secure and seamless customer experience across all digital services.


Benefits

  • High Reliability & Stability
  • Reduced Maintenance Effort
  • Improved Reusability
  • Better CI/CD Compatibility
  • Faster Execution & Scalability
  • Higher Test Coverage
  • Improved ROI on Automation

Our Success Stories

Designed, developed, and executed a comprehensive Test Suite for an SAP RISE Migration, covering data migration, integrations, security, and business-critical processes.


Challenge

A large-scale SAP migration required comprehensive testing across multiple SAP standard and customized applications, including third-party integrations spanning several business verticals within a short timeframe.

This necessitated the execution of hundreds of SIT and UAT test scenarios to ensure business continuity and operational stability.


Solution

Implemented a structured, risk-based testing approach covering end-to-end business processes and integrations, enabling efficient execution of SIT and UAT scenarios within aggressive timelines.


Approach

With close collaboration among Business Users, Product Owners, and IT Leadership, the testing team implemented a comprehensive SAP Migration Test Suite by defining high-level end-to-end scenarios covering:

  • Data integrity validation
  • Stable business process execution
  • Seamless integration with front-end systems and third-party applications

These scenarios were further converted into granular-level test cases to enable deep validation and early mitigation of:

  • Integration risks
  • Security vulnerabilities
  • Financial and operational risks before go-live

As a result, the migration was delivered smoothly with minimal production issues and strong business confidence.


Benefits

  • Ensured data integrity, stable business processes, and seamless integrations across SAP, front-end systems, and third-party applications
  • Enabled early identification and mitigation of business-critical issues, reducing go-live uncertainty
  • Delivered a smooth migration with minimal production issues, driving strong business confidence and user adoption

Our Success Stories

Successfully implemented a comprehensive OneTrust Consent & Preference Management solution for a large enterprise client, enabling centralized management of customer consents, marketing preferences, and cookie preferences across multiple digital channels while ensuring privacy compliance and seamless integration with enterprise applications.


Challenge

The organization required a unified platform to manage customer consent and preference data across multiple applications, including eCommerce, CRM, Marketing Automation, and Customer Engagement platforms.

Key challenges included:

  • Managing customer consent and preference updates across multiple channels and systems
  • Ensuring compliance with global privacy regulations and cookie consent requirements
  • Synchronizing consent data between OneTrust, SAP, Salesforce, SFMC, and SFCC in near real time
  • Providing customers with a consistent and transparent preference management experience
  • Delivering the implementation within aggressive project timelines while maintaining business continuity

Solution

Implemented an enterprise-wide OneTrust Consent & Preference Management solution to centralize the management of customer consent and communication preferences across multiple business applications.

The solution provided centralized management for:

  • Marketing Email Consent
  • SMS Consent
  • Cookie Consent
  • Communication Preferences
  • Customer Preference Center Management

The platform was seamlessly integrated with SAP, Salesforce, Salesforce Marketing Cloud (SFMC), Salesforce Commerce Cloud (SFCC), and Azure Integration Services (APIM & Logic Apps) to ensure consent and preference updates were consistently synchronized across the enterprise ecosystem.

This implementation established a single source of truth for customer consent while strengthening privacy compliance and customer trust.


Approach

Despite the complexity of multiple system integrations and evolving business requirements, the implementation team collaborated closely with Business Users, Product Owners, Privacy Teams, and Technical Architects to design and validate an end-to-end consent management framework.

A structured and risk-based implementation strategy was adopted, focusing on:

  • End-to-end validation of customer consent and preference management flows
  • Cookie consent banner and preference center validation
  • Integration testing across OneTrust, SAP, Salesforce, SFMC, and SFCC
  • Validation of Collection Points, Purpose IDs, Preference IDs, and Consent Synchronization
  • Testing account creation, guest checkout, notification subscriptions, and marketing preference updates
  • Comprehensive API validation through APIM and Azure Logic Apps
  • Early identification and mitigation of integration, privacy, and compliance risks

This collaborative approach enabled successful delivery within aggressive timelines while ensuring secure, compliant, and reliable consent management across the enterprise ecosystem.


Benefits

  • Centralized and Scalable Consent & Preference Management Platform
  • Consistent Synchronization Across OneTrust, SAP, Salesforce, SFMC, and SFCC
  • Enhanced Compliance with Global Privacy Regulations
  • Improved Customer Transparency and Preference Management Experience
  • Automated Consent Synchronization Through Azure Integration Services
  • Reduced Operational Complexity and Manual Effort
  • Early Detection and Resolution of Privacy and Data Consistency Issues
  • Improved Customer Trust, Regulatory Compliance, and Digital Experience

Our Success Stories

Designed and delivered the Client customer engagement platform for Client Canada, enabling increased product registrations, enhanced customer experiences, and personalized services through a centralized digital dashboard.


Challenge

Client Canada experienced a significant gap between the number of products sold and the number of products registered by customers. While multiple opportunities existed for customers to opt in and share their information, there were limited incentives encouraging them to complete the registration process or consent to sharing IoT data.

This reduced Client's ability to build stronger customer relationships, deliver personalized experiences, and leverage valuable device usage insights for future engagement initiatives.


Opportunity

The opportunity was to create a compelling value proposition that would encourage customers to register their devices and participate in data-sharing programs. By offering meaningful benefits, Client could increase registration rates while gaining access to valuable IoT data.

This would enable Client to provide personalized offers, recommendations, and services based on customer printing behavior while improving overall customer engagement and retention.


Solution

Implemented Client+, a customer engagement program that rewards customers for registering their products and granting access to device IoT data. The platform provides exclusive benefits while creating a stronger connection between customers and Client's digital ecosystem.

Client+ delivers several customer-focused benefits, including:

  • Extended warranty coverage
  • Enhanced customer support services
  • Personalized offers and recommendations
  • Access to a centralized customer dashboard
  • Improved visibility into device information and services

Approach

Developed a modern customer portal that serves as the primary entry point into the Client+ ecosystem. The dashboard was designed to provide a seamless user experience by consolidating product, account, subscription, and service information into a single location.

The initial MVP release focused on delivering core dashboard capabilities while establishing a scalable foundation for future enhancements and planned upgrades.

Key dashboard capabilities included:

  • Client+ account creation and management
  • Product registration and enrollment workflows
  • Device information and usage visibility
  • Integration with Refresh EZ Print Subscription services
  • Integration with EZ Auto Reorder functionality
  • Personalized customer recommendations and offers
  • Centralized access to Client services and support resources

The dashboard design was aligned with Client's broader customer experience strategy and followed the user portal concepts being developed by the customer experience team to ensure consistency across digital experiences.


Benefits

  • Increased Product Registration Adoption
  • Higher Customer Engagement and Retention
  • Improved Access to IoT-Driven Customer Insights
  • Personalized Marketing and Recommendation Capabilities
  • Enhanced Customer Support Experience
  • Centralized Access to Products and Services
  • Scalable Foundation for Future Dashboard Enhancements
  • Improved Customer Satisfaction and Loyalty

Project Outcome

The Client+ platform established a strategic foundation for strengthening customer relationships through value-driven engagement. By combining product registration, IoT data sharing, personalized experiences, and integrated services within a unified dashboard, Client Canada created a scalable ecosystem designed to support future business growth and customer success.

The planned release date for the project was June 24, marking a significant milestone in Client Canada's digital transformation and customer engagement journey.

Our Success Stories

Designed and implemented the Client+ customer engagement platform to increase product registrations, enhance customer retention, and deliver personalized experiences through IoT-driven insights.


Challenge

Client faced a challenge where the number of product registrations was significantly lower than the number of units sold. Although customers had opportunities to register their devices and share data, there were limited incentives encouraging them to complete the registration process or opt in to share their IoT data.

This limited Client's ability to engage customers with personalized offers, recommendations, and value-added services based on their device usage and printing behavior.


Opportunity

To improve registration rates and customer engagement, Client identified the need for a value-driven program that would encourage customers to register their devices and share IoT data in exchange for meaningful benefits.

By gaining access to customer usage insights, Client would be able to provide targeted marketing campaigns, personalized product recommendations, and proactive service offerings tailored to each customer's printing behavior.


Solution

Developed Client+, a customer engagement platform designed to provide users with exclusive benefits in exchange for creating a Client+ account and granting access to device IoT data.

The Client+ program offers:

  • Extended product warranty benefits
  • Enhanced customer support services
  • Personalized offers and recommendations
  • Centralized access to Client products and services
  • Data-driven customer engagement experiences

Approach

Implemented a user-friendly dashboard experience that serves as the primary entry point for Client customers. The platform was designed to provide a unified view of customer accounts, product information, subscriptions, and service offerings.

The MVP dashboard focused on delivering core functionalities while establishing a scalable foundation for future enhancements.

Key capabilities included:

  • Client+ account management and registration workflows
  • Access to device information and usage insights
  • Integration with Refresh EZ Print Subscription services
  • Integration with EZ Auto Reorder capabilities
  • Personalized dashboard experiences based on customer behavior
  • Scalable architecture supporting future dashboard enhancements

The dashboard design aligned with the broader customer experience strategy and leveraged a modern, intuitive user interface to maximize engagement and adoption.


Benefits

  • Increased Product Registration Rates
  • Enhanced Customer Engagement
  • Improved Customer Retention
  • Personalized Marketing Opportunities
  • Centralized Customer Experience
  • Data-Driven Business Insights
  • Expanded Cross-Sell and Upsell Opportunities
  • Scalable Platform for Future Growth

Our Success Stories

Successfully designed and implemented a scalable Salesforce Marketing Cloud and POTOS integration framework, enabling seamless push notification delivery, centralized analytics, and advanced customer engagement capabilities without requiring Salesforce Mobile SDK implementation.


Challenge

A leading retail organization wanted to leverage Salesforce Marketing Cloud's campaign management and customer engagement capabilities while continuing to use its existing POTOS notification infrastructure.

Salesforce Marketing Cloud (MCE) provides standard functionality for sending push notifications through Salesforce-delivered mobile SDKs. However, the client chose not to implement the Salesforce SDK across its mobile and desktop applications and instead decided to continue using the existing POTOS platform for notification delivery.

As a result, a custom integration solution was required to enable Salesforce Marketing Cloud campaigns to trigger push notifications through POTOS while also providing end-to-end notification tracking, delivery visibility, and customer engagement analytics.

Additionally, notification logs needed to be centralized and made available for future audience targeting and analytics initiatives within Salesforce Data Cloud.


Solution

Designed and implemented a scalable integration framework connecting Salesforce Marketing Cloud with POTOS, enabling marketing campaigns to deliver push notifications through the client’s existing notification infrastructure without requiring Salesforce SDK implementation.

The solution included:

  • Custom integrations between Salesforce Marketing Cloud and POTOS for push notification delivery
  • Automated extraction of notification logs from the client’s logging database
  • Centralized storage and management of notification data within Microsoft Fabric
  • Seamless integration between Microsoft Fabric and Salesforce Data Cloud
  • Support for customer analytics, segmentation, and personalization initiatives

Approach

Working collaboratively with Business Stakeholders, Marketing Teams, Salesforce Teams, Microsoft Fabric Teams, and Integration Teams, an end-to-end notification and analytics ecosystem was implemented.

Push Notification Integration

  • Developed secure APIs and services enabling Salesforce Marketing Cloud campaigns to trigger push notifications through POTOS
  • Established reliable and scalable message delivery processes while maintaining the client’s existing notification ecosystem

Notification Tracking and Data Collection

  • Implemented automated extraction of notification delivery and engagement logs from operational databases
  • Enabled comprehensive tracking and reporting of notification activity

Centralized Analytics Platform

  • Built automated data pipelines to ingest and store notification logs in Microsoft Fabric
  • Established a centralized repository providing a single source of truth for notification data

Customer Data Enablement

  • Made notification data available to Salesforce Data Cloud for advanced customer analytics
  • Enabled future customer segmentation, personalization, and targeted marketing initiatives

Results

The implementation successfully enabled the client to modernize its customer engagement capabilities while leveraging its existing POTOS notification infrastructure.

Within the first two months of deployment:

  • Successfully delivered more than 23,000 push notifications
  • Enabled marketing teams to execute Salesforce Marketing Cloud campaigns without Salesforce SDK dependencies
  • Achieved centralized visibility into notification delivery and engagement metrics
  • Established a robust data foundation for customer analytics and audience targeting
  • Created a scalable architecture supporting future personalization and customer engagement initiatives

Benefits

  • Enabled Salesforce Marketing Cloud Campaign Execution Through POTOS
  • Eliminated Salesforce Mobile SDK Dependency
  • Centralized Notification Monitoring, Tracking, and Reporting
  • Improved Campaign Performance Visibility
  • Enhanced Customer Engagement Analytics
  • Established Microsoft Fabric as a Central Analytics Repository
  • Enabled Salesforce Data Cloud Integration for Advanced Segmentation
  • Successfully Delivered Over 23,000 Notifications Within Two Months
  • Created a Scalable and Future-Ready Customer Engagement Platform