Challenges

The customer faces the following challenges wih the existing system.

Handling Multiple Committees – Each committee had unique rules, nomination processes, and onboarding workflows. A flexible, configurable system was essential to accommodate this diversity

Legal and Contractual Compliance – Committee participation involved formal agreements. The system needed to support legally binding workflows, including notifications, acceptance of terms, and secure storage of signed documents.

Diverse User Base – The platform had to serve both internal staff and external participants, requiring an user friendly and accessible interface for all users.

Large-Scale Migration – With over 200 existing committees and historical data, the migration had to be seamless, ensuring no disruption to ongoing operations.

End-to-End Lifecycle Support – The client needed a single solution to manage the full committee lifecycle—from creation and nomination to onboarding, communication, and roster management.

Solutions

To address these challenges, we implemented a hybrid solution using Salesforce CRM and supporting technologies:

Salesforce CRM for Internal Operations – We leveraged Salesforce CRM to manage the full lifecycle of committees. It enabled administrative users with the following:

• Enabled staff to create and manage various committee types.
• Configured rule-based workflows for nominations, evaluations, and approvals.
• Managed dynamic rosters with real-time updates.
• Automated alerts and notifications throughout the committee lifecycle.

.NET Application for External Users – We developed a intuitive user interface for external participants to engage in nominations and evaluations.

DocuSign Integration – We integrated DocuSign to manage formal notifications and contractual acceptances ensuring legal compliance through secure document handling.

Salesforce Notifications & Mass Communication – To facilitate timely communication, we leveraged Salesforce’s built-in email and notification features to:

• Send alerts about nomination deadlines, approvals
• Conduct bulk mailing campaigns to committee members
• Ensure all communication was tracked and logged

Data Migration & Seamless Transition – We executed a robust migration strategy to transfer all existing committee data into Salesforce ensuring seamless transition.

Benefits

Centralised Committee Management – A unified platform replaced disparate systems, streamlining operations.

Enhanced User Experience – Both internal staff and external members benefited from user friendly interfaces and workflows.

Configurable & Scalable Architecture – The solution supported diverse committee types under one platform.

Successful Data Migration – All 200+ committees and associated data were migrated without disruption, preserving operational continuity.

Improved Communication & Compliance – Automated notifications and integrated legal workflows ensured timely engagement and compliance.

About Us

NEC Software Solutions India is a Salesforce Consulting Partner, with comprehensive expertise in implementing Salesforce products, customizing them, and integrating them with other applications and products. We offer a range of services that cater to our clients’ Salesforce Cloud requirements, making us a one-stop-shop for all Salesforce-related needs.

Find out more about our Salesforce services

Email us at india.marketing@necsws.com.