The Opportunity
The Ministry was running a case and grant management program on an aging Salesforce Service Cloud implementation. Grant intake was manual (handled through PDFs, email, and spreadsheets), and case management capabilities were limited. The platform simply couldn't scale to support the program's expanding mandate, which now includes complex investigative casework.
Our Solution
We delivered a migration from Service Cloud to Salesforce Public Sector Solutions in two phases: a Discovery and proof-of-concept phase followed by full implementation. The new platform introduced a digital grant portal, automated adjudication workflows, and 10 core workflows. We converted 13 document templates to OmniStudio document generation and integrated the BC Registries API to bring authoritative data directly into the case process.
The Results
- 200+ objects successfully migrated to the PSS data model
- 400,000+ records migrated across referrals, cases, assets, and contacts
- 13 document templates converted to OmniStudio
- 10 core workflows automated and optimized
- ~50 users supported across multiple user types
- Streamlined grant management from digital intake through reporting
- Enhanced case management for complex investigative cases
- A foundation ready for the program's expanding mandate