Oktana partnered with a leading technology team to address inefficiencies in their demo creation process, focusing on scalability, automation, and predictive risk forecasting. Our goal was to build a more efficient and flexible system to test potential failure points and ensure demos could be quickly adapted to show real-world use cases across different environments.
Our customer, a key player in the tech space, faced significant challenges managing their demo creation process. The existing system was fragmented and relied heavily on manual workflows, which led to frequent delays, errors, and inefficiencies. The team struggled with:
- Incompatibilities across different Salesforce demo environments, causing frequent delays and errors.
- Frequent adjustments after Salesforce updates, which added operational costs and complexity.
- The absence of a modular system, leading to redundant work and inefficiency as demos had to be recreated from scratch for every new scenario.
- A growing demand for scalable demo solutions that could accommodate different teams and business needs.
Solution
Oktana developed a modular framework named QBrix using advanced Salesforce tools and our proprietary systems to tackle these challenges.
The solution combined flexibility, automation, and predictive capabilities to not only improve demo creation but also forecast and mitigate potential risks before they could impact the system’s performance.
Key Actions Included:
- Modular Demo Creation: We broke down existing demos into reusable components, or “QBrixes,” allowing the team to create custom demos up to 60% faster. Each component could be reused across various use cases, cutting down on time spent rebuilding demos from scratch.
- Predictive Risk Forecasting: The framework incorporated automated tools to forecast potential performance issues, such as scalability risks or environment incompatibilities, reducing system errors by 45%. This allowed teams to address potential problems proactively and avoid last-minute fixes.
- Automated Process Management: We implemented automation to handle backend dependencies and front-end updates. This ensured that the system could easily adjust to Salesforce updates without manual intervention, reducing time spent on updates by 40%.
- Internal Certification: To ensure consistent quality, we created an internal certification program that trained the customer’s team on the new modular demo development process. This improved consistency across demo creation and helped reduce errors in deployment, cutting error rates by 30%.
Results
- 2,510 QBrix Installations in 1 year: Modular components were deployed across multiple projects, streamlining the development process.
- 6,300 Hours Saved: The time spent on manual processes and updates was significantly reduced, freeing up the customer’s teams to focus on more critical tasks.
- $680,400 Saved: Operational costs were reduced by eliminating redundant work and minimizing errors, saving significant resources on development and issue resolution.
Increased - Predictability: The predictive risk management tools allowed for more reliable demos, reducing system failures and compatibility issues by 45%.
- Improved Scalability: The new system enabled the customer to quickly scale their demo creation process, responding to new business requirements without delays or rework.
Oktana’s solution transformed the demo creation process for the customer, delivering a more efficient, scalable, and cost-effective system. By moving to a modular, reusable approach, the team could create tailored demos 60% faster, forecast risks more accurately, and ensure the demos could handle future updates seamlessly.
This overhaul not only reduced operational costs by USD$680K but also empowered the customer’s team to focus on high-value activities like product innovation and strategic planning, while trusting that their demos would perform consistently across environments.
With the new system in place, they were better equipped to meet the growing demand for flexible, scalable demo solutions—future-proofing their operations for years to come.
