CloudMasonry

Need: The JPMorgan Chase (JPMC) Corporate Responsibility team has 10 different business units that cover initiatives such as global philanthropy, sustainability, research and policy, government relations, etc. The vast majority of the Corporate Responsibility team have never used Salesforce or were leveraging it in a very minimal and unscalable capacity.

Approach: CloudMasonry embarked on a Salesforce digital transformation journey to allow the organization to answer questions such as:

• How much of JPMC’s 2021 corporate grants were directed toward businesses / organizations that focus on affordable housing in low-income neighborhoods?
• How are we tracking our firmwide commitments on the amount of investment towards organizations that align with our ESG initiatives?
• Can our Grants Managers collaborate with our Grantee partners in quantifying metrics/outcomes that help us understand where our funds are most impactful.

Outcome: CloudMasonry led JP Morgan through a multi-year digital transformation journey focusing on enabling a Centralized Data Management strategy that will have impacts across the larger JPMC organization and enable cross collaboration between the Corporate Responsibility Team with the rest of the bank.

Duration: 20+ Months

Need: Direct Energy, a leading energy solutions provider, sought a solution that could efficiently manage outbound selling opportunities and enhance client interactions across diverse geographies, products, and teams. The challenge was clear: to improve lead generation, sales call conversions, product selection, and overall operational efficiency. This is where CloudMasonry stepped in to offer a holistic approach to address Direct Energy's needs.

Approach: Leveraging the Vlocity Data Model Integration, our team ensured that Vlocity-generated orders seamlessly flowed through Salesforce. We integrated Vlocity into the existing Salesforce data model, enhancing the user experience and ensuring no disruption to existing processes. In configuring Vlocity & Salesforce, we provided sales reps with an intuitive system for product selection and order creation, making their tasks simpler and more efficient. Additionally, we developed inbound and outbound sales call scripts that could adapt to different geographies, products, and teams. With the continued development of Salesforce/Vlocity, we delved into OmniScript and CPQ development. In the aspect of Online Lead Discovery/Integration, we implemented a solution to capture the details of potential customers who didn't complete online orders. These warm leads were directed to the appropriate selling teams, facilitating their selling processes. Vlocity selling was enabled for the USN team, and we provided a file extract for the Texas sales team, enhancing their productivity.

Outcome: In summary, CloudMasonry's collaboration with Direct Energy has not only streamlined their sales processes but has also opened up new revenue streams and provided a solid foundation for future growth. By integrating Salesforce and Vlocity, we've empowered Direct Energy to optimize lead generation, improve sales conversions, and provide an unparalleled user experience.

Duration: 12 Months

Need: Millennium Trust, a privately owned provider of custodian solutions for alternative assets, investment accounts, and retirement funds needed development support on their external facing customer solutions. Most of these were built leveraging the Salesforce Experience Cloud platform or a custom application built on top of PaaS tools such as AWS or Heroku, integrated with Salesforce.

Approach: As part of CloudMasonry’s engagement with Millennium Trust, we were tasked with developing and providing ongoing iterative support on three customer-facing portal products. Due to the financial and client-facing nature of these solutions, CloudMasonry needed to deliver a seamless external-facing UX that also integrated tightly from a back-end processing perspective with outside financial institutions and systems. We collaborated with Millennium Trust on a governance structure and leveraged their existing Jira environment to track the entire DevOps process to accomplish this development effort.

Outcome: CloudMasonry had regularly cadenced program-level discussions with Millennium Trust, ensuring no overlap or misalignment on code was being developed across the organization and remained apprised on all other Salesforce development initiatives running concurrently. Through this process, Millennium Trust developed significant trust in CloudMasonry’s ability and asked us to support a strategic initiative during Q4 of 2021 to migrate their DevOps process off of Jira and into ADO.

Duration: 24+ Months