Success stories

Success Stories

Take a closer look at the real-world impact we’ve created by helping businesses grow, innovate, and succeed in competitive markets.

The Oakleaf Group

Client Overview:
The Oakleaf Group is a premier consulting and advisory firm serving the mortgage and structured finance industries. Since 2007, they have delivered end-to-end solutions across the mortgage lifecycle, with deep expertise in regulatory compliance, financial modeling, data analytics, and litigation support. Oakleaf is known for helping clients navigate complex challenges with precision and strategic insight.

Challenge:

As part of their commitment to operational excellence, Oakleaf sought a robust, scalable digital platform to streamline and automate their Mortgage Services operations. Their internal processes required sophisticated auditing, review workflows, and backend financial calculations — none of which were supported by off-the-shelf solutions. The Oakleaf team needed a highly customized system that aligned closely with their proprietary methodologies and compliance needs.

Our Solution:

We partnered with Oakleaf to design, develop, and implement a fully customized Salesforce application tailored to their Mortgage Services processes. The solution included:

Custom Salesforce Pages and Components: Built dynamic, user-friendly layouts to support data entry and audit workflows.
Automated Backend Calculations: Implemented logic-driven calculations based on user inputs to support financial auditing and loan assessments.
Workflow Optimization: Streamlined business processes through automation, validation rules, and user-specific logic.
Full Software Development Lifecycle (SDLC): Managed the project end-to-end — from requirements gathering and prototyping to development, testing, deployment, and post-launch support.

Results & Impact:

Enabled faster and more accurate loan reviews with automated validations and business rule enforcement.
Enhanced data integrity and compliance readiness.
Increased team productivity by reducing manual processes and standardizing workflows.
Delivered a tailored, scalable solution that continues to evolve with Oakleaf’s business needs.

A Trusted Partnership

Oakleaf has been our client since the early days — one of our longest-standing and most valued partners. Their continued trust and satisfaction reflect our shared commitment to excellence and innovation. We are proud to support Oakleaf’s mission with technology that enables their team to perform at the highest level.

Marriott International

Client Overview
Marriott International is one of the world’s leading hospitality companies, known for its global portfolio of hotel brands and its commitment to excellence in service and sustainability. As part of its Environmental, Social, and Governance (ESG) initiatives, Marriott aimed to build a robust, collaborative ESG data ecosystem that could integrate across departments and third-party platforms to drive transparency, accountability, and strategic decision-making

Challenge:

To enhance its ESG reporting capabilities, Marriott needed a comprehensive and automated system that could:

Aggregate data from various internal departments and third-party systems (including PwC, Schneider, and others)
Ensure accuracy, timeliness, and consistency in data updates.
Visualize ESG performance metrics through real-time dashboards and analytics.
Provide scalability for future compliance and reporting needs.

Our Solution

We partnered with Marriott and their consulting teams to design and implement a collaborative ESG data integration framework in Salesforce. Our contributions included:

System Architecture & Design: Worked closely with PwC, Schneider, and other stakeholders to define the overall ESG system structure and layout.
Custom Development & Integrations: Enabled scheduled and on-demand updates from various source systems into Salesforce through middleware and custom APIs.
Process Automation: Streamlined the flow of ESG data across departments, ensuring seamless transitions and updates via workflows and Python scripts run from dedicated servers.
Configuration & Analytics: Set up the administrative architecture, including custom objects, permissions, reports, dashboards, and analytics tailored to ESG metrics following the Salesforce Net Zero Cloud architecture.

Results & Impact

Enabled centralized ESG data tracking and performance reporting.
Enhanced cross-functional collaboration by integrating third-party data and middleware services.
Improved data visibility and decision-making through real-time Salesforce dashboards and analytics.
Built a future-ready platform to support Marriott’s evolving ESG goals and compliance requirements.

A Strategic Collaboration

Our work with Marriott reflects the power of cross-industry collaboration and agile technology implementation. By integrating data from multiple external and internal systems into a unified Salesforce platform, we helped Marriott lay the foundation for a scalable, insight-driven ESG program. We are proud to support Marriott’s journey toward sustainability and corporate responsibility through innovative technology.

The Regular App

Client Overview

The Regular App is an innovative lifestyle platform redefining how people discover, reserve, and enjoy local experiences. With a mission to simplify everyday life through automation and personalization, The Regular App connects users with premium services — from dining to grooming to wellness — offering seamless scheduling, payment, and loyalty integrations. The company is known for its sleek user experience and commitment to making consistency effortless for its users.

Challenge

As user adoption grew, The Regular App team needed to modernize and scale its backend operations and partner onboarding workflows. Key challenges included:

Inefficient manual processes for onboarding new vendors and managing availability.
A need for real-time scheduling sync between partners, users, and the app.
Limited visibility into customer usage data and vendor performance.
Fragmented systems and tools that hampered internal productivity and partner experience.

To support its growing user base and geographic expansion plans, The Regular App sought a centralized digital platform to unify operations, drive automation, and deliver actionable insights.

Our Solution

We partnered with The Regular App to design and implement a customized Salesforce platform tailored to their unique service ecosystem. Our solution included:

Partner Onboarding Automation: Built a guided onboarding process within Salesforce for new vendors, integrating digital agreements, KYC checks, and scheduling preferences.
Service Scheduling Engine: Developed custom Apex logic to manage availability, rescheduling, and real-time syncing across users, vendors, and third-party calendar tools.
Analytics and Insights Dashboards: Created real-time dashboards to monitor customer usage patterns, vendor engagement, and service delivery metrics.
Integration with Mobile App & Web Services: Exposed key Salesforce APIs to the mobile and web platforms for seamless user and vendor interactions.

Results & Impact

Reduced Partner Onboarding Time by 60% through guided workflows and automation.
Improved Booking Accuracy and Availability Management with real-time scheduling integrations.
Enhanced Operational Efficiency by replacing spreadsheets and siloed systems with a single source of truth.
Increased Customer Retention via deeper usage insights and personalized engagement strategies.

A Growing Partnership

Our collaboration with The Regular App exemplifies how intelligent technology can power smart, intuitive experiences. As The Regular App continues to expand into new verticals and cities, we remain a trusted partner, helping scale their operations, optimize engagement, and deliver on their mission: to make being a Regular the easiest part of your day.