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Online counseling made simpler and more efficient

Opportunity/Problem Statement:

  • Client was growing at a good scale and in turn, they were dealing with a lot of data and increased users in their Salesforce org.
  • Data involves schedules, notes, surveys, and other compliance items. Because of old codes, the client was facing several issues while operating day-to-day operations. There were multiple failures in their automation during the regular tasks.
  • With the increased users and work, they wanted to make daily operations smoother and faster.
  • In addition to that, the Client wanted customized dashboards and report to make their employee more efficient.

Solution Highlights:

  • Mirketa analyzed the existing system and identified the gaps obstructing the efficient use of the system.
  • Mirketa has performed a tech debt audit for the client.
  • Complete code refactoring of the objects was carried out to avoid failures in regular daily tasks.


  • Error rate on day-to-day operations was reduced drastically from 5-10 instances to zero.
  • Dashboard has helped users with the overall view of their work with highlights of overdue work. This has helped clear their pending work faster.

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