The Challenge
NV5 Geospatial Solutions, Inc. (NV5GS), a division of NV5 specializing in off-the-shelf geospatial software and consulting services, faced a critical challenge after being acquired. Their website and CRM infrastructure, which had previously been seamlessly integrated, now required a rebuild. The existing connection between their website and Salesforce CRM needed to be revamped for the new technology integration and proper user authentication. However, NV5GS did not have the internal engineering resources or expertise to manage this transition, leading them to seek external assistance. They needed a solution to effectively handle website migration and CRM integration to maintain their business continuity.
Because of this, NV5GS turned to ConcertIDC to transition their CRM and website integration smoothly. A core issue that NV5GS faced was rebuilding and streamlining their website's integration with the Salesforce customer database. They needed to ensure that their internal business services to support customer interaction with their website continued functioning effectively during this transition period. By outsourcing the necessary website and CRM integration work to a specialized provider, like ConcertIDC, NV5GS could enhance its business by maintaining seamless processes, ensuring secure user authentication, and integrating more effectively with Salesforce. This allowed them to focus on their core software offerings and services, improving overall efficiency and user experience.
.jpeg?width=2000&height=1120&name=Geospatial%20Software%20Image%20(1).jpeg "Geospatial Software Image (1)")
The Solution
NV5GS engaged ConcertIDC to rebuild their download pages, integrate user login authentication, and ensure seamless connection with Salesforce CRM. The project was set on a 3.5-month timeline and included continuous enhancements, including integrating a primary payment gateway and developing a robust admin console for their customer Technical Support team.
Process:
Initial Project Setup: The initial scope focused on transitioning the NV5GS website and CRM integration, ensuring secure access to their software downloads. With a solid timeline in place, ConcertIDC used an Agile, scrum-based approach for flexibility, maintaining steady progress while allowing for the inclusion of new features after the initial launch. The method allowed for continuous feedback and real-time adjustments, ensuring the project aligned with the evolving needs of NV5GS.
Collaboration and Agile Execution: Weekly meetings kept everyone on track, while occasional additional meetings ensured that all stakeholders could provide input as the project progressed. This structure allowed for iterative development, meaning that after the initial launch, NV5GS could request further features, such as payment gateway integration and creating an admin console for their customer Technical Support team.
Key Deliverables: The results included a secure, user-friendly platform for software downloads with seamless Salesforce integration. Plus, enhanced features like credit card payment processing and an admin interface, which improved both the user and internal admin experience.
How We Fulfilled Their Needs: ConcertIDC’s Agile approach ensured that the needs of NV5GS were met at every stage, from rebuilding essential infrastructure to adding scalability and ease of use features. By breaking the project into manageable phases, NV5 could continue to operate smoothly while benefiting from new enhancements.
Technology Used (Desktop):
|
Tech stack |
Project tools |
|
Programming languages: React JS, Node JS Backend: Serverless Cloud: AWS Integration: Salesforce Database: MYSQL |
|
Product Description
Key features of the solution we built for NV5 include:
User Authentication and CRM Integration: The platform ensures secure user access through authentication while integrating with Salesforce CRM to streamline data management. This connection supports the efficient management of user activity and ensures seamless updates between the website and CRM system, enabling the overall user experience.
Admin Console for Customer Service: The solution includes a comprehensive admin console to support customer service teams. This feature enables their Technical Support representatives to access detailed user license data, and assist users more effectively, improving the overall support experience.
Rebuilt Download Pages: The download pages, a critical part of the user experience, underwent a complete overhaul to address the limitations of the previous system. The outdated architecture was replaced with a more modern, secure, and user-friendly design, ensuring smooth access to software downloads for users.
By integrating these key features, the solution improves the user experience and streamlines administrative capabilities, providing a cohesive, efficient platform for both external users and internal staff.
The Results
With the website and CRM integration completed, NV5GS could transition from its outdated system to a more secure, efficient platform before the old system was shut down.
The project's success was driven by the collaborative effort with ConcertIDC, where the Agile process played a crucial role in ensuring smooth execution, continuous feedback, and timely adjustments. By focusing on iterative development, we stayed aligned with NV5's evolving needs throughout the project.
Outsourcing the website and CRM integration work to ConcertIDC allowed NV5GS to meet their tight timeline, a task they likely wouldn't have been able to handle internally due to resource constraints. With the initial project now complete, NV5GS is well-positioned to deliver a more robust and user-friendly experience for both internal teams and external users. The successful completion of the first phase has also led to continued partnerships working on further enhancements and features.
“What was key to us, is that ConcertIDC was familiar with the Agile process, had the ability to plan out and define the sprint, and then execute on that and review any results.”
Bill Okubo
Lead Product Manager, NV5 Geospatial Software
Background
Client: NV5
Industry: Geospatial technology and software
Let us help you win!
Other Case Studies
