All work
Professional Services
Professional Services Automation & CRM Configuration
Ongoing configuration and business-logic development on a large, production CRM implementation for a professional-services delivery organization, integrating with PSA and expense-management tools and encoding a detailed internal service-offering taxonomy.
Salesforce (Apex)Lightning Web ComponentsSalesforce DXJest
What we built
- Batch jobs for recurring usage and revenue calculations
- Automated expense-approver and PSA data sync integrations
- Custom business-capability taxonomy spanning hundreds of fields and objects
- Thousands of configuration items kept consistent via automated pre-commit checks
Outcome
Gave a professional-services organization a single, well-tested system of record for delivery, expense, and revenue tracking.
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