Life Insurance Corporation
Optimize IT integrated three instances of Salesforce.com to streamline processes while maintaining the unique business needs of each division. To do this, we created custom views for different users within these various divisions while allowing visibility and the required format. We customized the visual pages (visual force) by creating new pages and modified existing pages. This required the development of custom controllers and the modification of standard controllers. The success of the project was attributed to a thorough assessment of the functionalities that sales and service employees needed to be successful; as well as, working closely with business analysts throughout each stage of the project. The project was successfully completed within a few months with minimal disruption to employees. Client now has quick access to customer information, allowing them to handle more customers in less time.

Financial Company
A financial company wanted to integrate their existing legacy and workflow systems (FileNet) with their new implementation of SalesForce. Before the project, the client had to switch between four different systems to complete a task. To ensure a successful implementation of SalesForce, Optimize IT developed multiple work flow rules and a comprehensive business process design developed with sales, service and marketing in mind. To facilitate the integration, which included the conversion of data from the legacy systems, we customized SalesForce by developing visual pages and workflow components. This also included multiple visual pages to capture the information from end users. The successful integration of SalesForce now allows users to efficiently access information to quickly service customers while projecting their needs for other products without having to switch between multiple systems.

Our Core Values

We are different from other
companies in the market

Clarity

Clarity is about a clear understanding of your business situation and how technology can be utilized to support your strategy, people and processes to achieve your organization’s goals. Clarity is also about knowing “why’s” before  “how’s” of “what” people do. IT better serves business  by understanding the business objectives-and business management better understands what IT does and what it can deliver what business is asking of IT. We work to establish clarity

Transparency

Transparency is an essential element for building trust. We believe in transparency is through a culture that encourages the open sharing of information and accountability. We practice by being who we are as individuals not what we want others to think. This provides authenticity of culture and people who practice the culture. Otherwise it just being a vague, empty saying or catchphrase.

Integrity

Integrity means telling the truth even if the truth is ugly. We believe transparency and integrity are essential for success of business. Better to be honest than to delude others, because then you are probably deluding yourself, too. We as a company live by this principle as a compass. You can be assured that we tell you as we see it.

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TESTIMONIALS

Our happy clients feedback

“Client has to use multiple systems to service a customer and it is time consuming as well as unsatisfactory for the customer. Client requested us to design the solution to have an integrated system. As a result of our engagement with client we designed the solution by partnering with client to meet the needs of client.”

James GeorgeIT Solutions Canada

“Client has to use multiple systems to service a customer and it is time consuming as well as unsatisfactory for the customer. Client requested us to design the solution to have an integrated system. As a result of our engagement with client we designed the solution by partnering with client to meet the needs of client.”

Tahir MushtaqIT Solutions Canada