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Salesforce & Formstack Integration for Finexio

Services Covered:

Cloud Consulting and Services • CRM Solutions • API Development • Data Integration • Software QA and Testing
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Industry
Industry

Financial Services

Duration
Duration

4 months

Budget
Budget

Confidential

Start Date
Start Date

1 October 2020

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
73/100
Good

Project Capability Score (PCS) estimates how capable Algoworks is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Finexio

mapToronto, Canada

Project Summary

Algoworks implemented Salesforce and Formstack solutions for a B2B payments company (Finexio), delivering dashboards, features, and multiple third-party API integrations to cleanse and refurbish data. The vendor met timelines, resolved provider disruptions, produced solid QA and documentation, and delivered results that exceeded the partner's expectations.

Key Challenges

  • Needed dashboards, features, and API calls to sort and refurbish Salesforce data
  • Required integrations with third-party providers for validation and cleansing
  • Needed a vendor experienced in Salesforce to handle multiple simultaneous integrations and data-cleaning tasks

Project Deliverables

  • Salesforce implementations
  • Formstack implementations
  • Third-party API integrations (Mastercard, probablepeople, SmartyStreets)
  • Dashboards, features, and API calls for data sorting and refurbishment
  • Documentation

Project Solution

Algoworks delivered several Salesforce and Formstack implementations and led multiple third-party API integrations (including Mastercard, probablepeople, and SmartyStreets) to validate and cleanse address and other data. They staffed two sprint teams during peak work, managed QA, investigated and resolved API-provider disruptions by communicating directly with the provider, and produced project documentation while tracking work in Asana and Google Drive.

Project Outcome

  • Delivered on schedule with strong accuracy and QA
  • Resolved API-provider disruptions by investigating and communicating directly with the provider
  • Provided detailed documentation and reliable project communication

Platforms

  • CRMCRM
  • API/Integration PlatformAPI/Integration Platform

Tech Stack

  • AsanaAsana

Client Endorsement

Overall Review Rating

4.88star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The deliverables and services exceeded the partner's expectations. Algoworks resolved any disruptions and provided detailed documentation. They were well-prepared and followed the project timeline. Dedication and flexibility are hallmarks of their high-quality work.”

Seungho Ha

Product Manager

Note: This endorsement is based on publicly available client feedback from external review sources.

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