Results Speak Louder than Promises

We partner with ambitious organizations to turn complex data challenges into measurable business outcomes. From strategy to execution, our work is defined by outcomes — improving member/client/user experiences, increasing operational efficiency, strengthening risk & compliance posture, and accelerating revenue opportunities. 

Explore some real examples of the impact we’ve delivered.

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Modernized Member Engagement for Regional Credit Union

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A member-owned financial institution sought to modernize member engagement while improving operational efficiency and compliance. By implementing Salesforce best practices, expanding data capabilities, and integrating core systems, the credit union enhanced personalization, automation, and data-driven decision-making across member services.

Outcomes:

Expanded Salesforce footprint to include Data Cloud, MCP, MCI, and Agentforce

3

Implemented cases, flex cards, and householding using best practices

Delivered project on time and on budget

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4

Integrated MuleSoft with SQL Server and prepared data infrastructure for Snowflake

5

Improved personalization, automation, and cross-sell capabilities

Unified Student Lifecycle Management for National Education Nonprofit

A national nonprofit delivering experiential outdoor education programs faced fragmented enrollment systems, complex medical data collection, and inconsistent regional reporting. By implementing a unified Salesforce data model and automating the participant journey, they streamlined operations, centralized student records, and created a cohesive digital experience across the organization.

Outcomes:

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Centralized student records through a unified Salesforce data model

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Reduced manual data entry and eliminated fragmented systems

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Integrated health and medical forms directly into the application process

4

Automated communications and workflows using Experience Cloud and Flow

5

Improved cross-regional visibility and reporting consistency

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Reduced Technical Debt and Security Risk for National Mortgage Lender

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A top nationwide mortgage lender faced growing technical debt, security concerns, and adoption challenges following an initial Salesforce implementation. Through a comprehensive system assessment, clear remediation roadmap, and process optimization strategy, PRMI strengthened security, improved efficiency, and aligned technology with business operations.

Outcomes:

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Uncovered opportunity to save 51 hours annually by migrating to Flow

4

Delivered a prioritized roadmap for long-term platform optimization

5

Improved alignment between business processes and technology

Identified 13 high-severity security risks with clear mitigation plans

Highlighted key contributors to technical debt with update and decommission recommendations

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Secured 4x Data Modernization Budget for Global Nonprofit Network

A global nonprofit supporting affiliates across nearly 50 countries faced enterprise data silos that limited fundraising and marketing effectiveness. After multiple unsuccessful budget requests, strategic advisory services defined clear ROI and a modernization roadmap, enabling leadership alignment, securing significant investment, and driving enterprise-wide data transformation.

Outcomes:

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Developed a multi-phase enterprise data architecture modernization roadmap

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Secured 4x previous budget requests for Sales Cloud and Data Cloud initiatives

3

Implemented automated end-to-end campaign performance reporting

Delivered dynamic lead funnel visibility and cross-functional optimization between Marketing and Fundraising

Eliminated key data silos impacting fundraising and marketing performance

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5

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Scalable Subscriber Acquisition Platform for Faith-Based Streaming Service

A new entertainment platform required a scalable foundation to support subscriber growth ahead of launch. With budget constraints and complex integration needs, a unified Salesforce-driven marketing architecture was implemented to power personalized acquisition, conversion, and retention across the subscriber lifecycle.

Outcomes:

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Implemented integrated stack across Sales Cloud, Marketing Cloud Engagement, and Marketing Cloud Personalization

Connected Salesforce ecosystem with Evergent payment platform for end-to-end lifecycle management

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Delivered multi-touch attribution and campaign performance visibility to optimize growth

Enabled real-time customer journey tracking from paid media through subscription conversion

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5

Built automated subscriber acquisition flows with UTM tracking and transactional email workflows

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