Trantor sets up a CoE for a leading Franchise Financing Company
“The team is integral to the company's success in the market and to help us live up to our FinTech moniker.”
Business problem
Aggressive and agile customer business needs.
Coach & perform agile transformation across product teams.
Research & Development related to tech stacks.
Scaling fast at short notice to support customer business growth.
Establish cultural connections in geographically distributed teams.
Solution delivered
Trantor customized the client’s existing Platform implementation using multiple features and APIs on the Force.com platform, bundled on Lightning Interface. Highlights of the solution include:
The existing salesforce solution was migrated to ROR for better usability, features and efficiency.
Reorganized the leads and sales process setup by defining the sales stages, naming conventions and workflow. This also enabled the automated flow of information.
Designed a custom dashboard that included metrics.
The duplicate management feature was customized to identify, manage and merge duplicate records based on rules defined by the sales team.
UI was redesigned to make it user-friendly, which increased user rates significantly
Web-based training is given to sales teams for quick adoption.
Ongoing evaluation and optimization of sales and reporting workflows for further enhancements and automation.
Results
12 Products / Platforms
60+ Sprints Executed
70,000+ Hours of Effort
$2.36bn Loans Serviced
Technologies
Ruby on Rails, HTML 5, Angular JS, MySQL, AWS, Force.com platform, Lightning