Digital Transformation Experts

Serving Australian Business

Case Studies

Over may years, we have built up a portfolio of successful projects with a wide range of clients from across Australia. Our digital transformation experts have navigated many challenges, and you can see the diversity of our work in the case studies below. Contact our team to learn more about what we offer today and we will be here to assist you.

Aquila Super

Centralise and streamline internal process and documentation through automation. Increasing operational efficiency without increasing internal headcount. Aquila Super is a leading SMSF audit and administration specialist that supports accounting practices’ compliance and SMSF sector growth.

LOANS 123

Automated onboarding and assessment of leads. Consumer finance company Loans 123 sought to automate their lead qualification process via Salesforce integrated with Equifax.

Jaguar Land Rover

The global automobile brand required a solution to enable their dealerships nationwide, generating a 360 view of customers with a multitude of data sources.

HYGAIN

HYGAIN Custom built web application on Heroku Bridging the gap between customers and business with a custom made web application.

BOSTON MARKETING

Creating Industry leading experience for clients and agents on the Heroku app development platform.Boston’s most recent project will generate 7000+ dwellings in inner Sydney.

SLATER & GORDON LAWYERS

evolutionise customer experience with the power of Lightning. Australia’s leading consumer law firm, Slater and Gordon (ASX: SGH) sought to challenge the industry’s status quo by offering clients an entirely new experience for booking an appointment with a lawyer.

CurrenC

End to end FX trading platform built entirely within Salesforce. Foreign exchange provider CurrenC turned their technology go live from months to weeks with a solution that leveraged the power and rapid development speed offered by Salesforce and Customer Communities.

Marshall Investments

Marshall Investments transformed their operations and client experience with Salesforce and Financial Service Cloud.

Interactive Accounting

The global automobile brand required a solution to enable their dealerships nationwide, generating a 360 view of customers with a multitude of data sources.

Interactive Accounting – Built for Scale

CHALLENGE

Interactive Accounting required a solution to support them through their growth and simplify operations throughout the organisation.

SOLUTION

Interactive Accounting engaged Argo Logic to implement a solution, which included replacing five systems with Salesforce. This consolidation has simplified the company’s IT environment, leading to fewer breakdowns of systems and processes and enabling greater automation. It has also unified teams around one source of truth for practice management.
Onboarding workflows powered by Sales Cloud include automated task creation and prompting for internal users, identity checks are faciliated through CAS 360 which is integrated with Salesforce to streamline compliance. Monthly task management is automated and managed through Salesforce, allowing Interactive to ensure customer service is front and centre as they continue to grow and scale.
You can read more about the Interactive Accounting story in depth at Salesforce.com

Marshall Investments transformed their operations and client experience with Salesforce and Financial Service Cloud.

CHALLENGE

Marshall Investments required a solution to replace traditional spreadsheets and email and take their business into the future.

SOLUTION

The custom-built Salesforce solution encompasses their entire client journey. From acquisition and opportunity pipeline through to client investment and fund management. Dashboards provide internal management insights into current and past funds allowing for deeper analysis of investments and individual investors.
A digital investor application complete with e-signature allows for a frictionless onboarding process which has greatly reduced back office process and delivery time, while providing a personalised professional client experience.
The entire fund accounting process is managed within the solution, allowing for return automation, early redemption of investments and annual tax returns. While regular client Statements are generated and emailed with the press of a button.
Argo Logic’s solution for Marshall is a compelling example of some of the benefits available to fund and investment managers and the breadth of power of the Salesforce platform.

End to end FX trading platform built entirely within Salesforce.
Foreign exchange provider CurrenC turned their technology go live from months to weeks with a solution that leveraged the power and rapid development speed offered by Salesforce and Customer Communities.

CHALLENGE

CurrenC required a solution to cater for the internal operational & sales functions of their business, combined with a custom designed client facing platform for FX trade execution and integrated live pricing.

SOLUTION

Utilising Salesforce and Customer Communities, Argo Logic created an entire trading platform from the ground up. Complete with real time integration with a foreign exchange price feed, the client facing portal delivers an exceptional customer experience, while back office administration has been simplified with purpose-built functions for compliance and reporting.

SLATER & GORDON LAWYERS

Revolutionise customer experience with the power of Lightning.

Australia’s leading consumer law firm, Slater and Gordon (ASX: SGH) sought to challenge the industry’s status quo by offering clients an entirely new experience for booking an appointment with a lawyer.

CHALLENGE

Slater and Gordon wanted to create a brand new experience for clients, allowing them to book appointments directly with a Lawyer via their website.
The challenge was to create a seamless experience between their existing website and internal Salesforce org.

SOLUTION

Utilising custom Lightning components Argo Logic created a customer Triage tool inside Salesforce that is surfaced on the Slater & Gordon website. Users answer a set of questions to qualify their claim. Successful clients are matched with lawyers based on needs and location and can book directly with a lawyer of their choice in real-time. Lawyers are matched according to claim requirements with their availability displayed in real-time.

BOSTON MARKETING

Creating Industry leading experience for clients and agents on the Heroku app development platform.

Boston’s most recent project will generate 7000+ dwellings in inner Sydney.

CHALLENGE

To deliver projects at that scale required a tool that could grow and adapt with the business. Boston engaged Argo Logic to re-imagine how their client and partner portal experience could be revolutionised.

SOLUTION

The bespoke solution is built from the ground up with Heroku. Argo helped Boston successfully leverage the power of their existing Salesforce, extending it through the Heroku app development platform. The result is a solution for staff, clients and partners that is unmatched in the industry.
Carefully considered UX results in quicker transactions and interactions, and brand new functionality such as live pricing and availability on floor plates empowers Boston’s network by delivering insights and information on projects and sales in an entirely new light.

HYGAIN

Custom built web application on Heroku

Bridging the gap between customers and business with a custom made web application.

CHALLENGE

Hygain wanted to bring their equine nutrition analysis and advice program into the 21st century. The vision was to design and build a completely new version of their equine nutrition platform “Nutrikey” and integrate it with Salesforce for closed loop marketing and automation.

SOLUTION

A complete customised web application designed and built from the ground up.
The application guides horse owners through a comprehensive series of questions to determine any deficiencies, while complex feed algorithms determine base line feed requirements.
Hygain nutrition experts have their own area of the application to further customise feed programs before publishing results to the horse owner’s portal, where the report can be downloaded.
The owner’s portal gives owners an area to submit and review past nutrition programs and check the progress of any pending nutrition reports. This digital home for Hygain customers serves a critical functional for Hygain, playing a crucial role in its strategy of outreach and marketing automation.
Customer and horse information is integrated real time into Hygain’s core Salesforce via Heroku Connect, where they can leverage up to date information into their Marketing and Customer segmentation activities.

Jaguar Land Rover

Enabling a nationwide network of dealerships by creating a complete view of customers across data sources.

The global automobile brand required a solution to enable their dealerships nationwide, generating a 360 view of customers with a multitude of data sources.

CHALLENGE

Argo Logic was engaged to implement a solution to cater for Jaguar Land Rover’s (JLR) Australian operations including dealerships nationwide. This multi faceted implementation touches on the dealership experience alongside complex data integration to surface information from a multitude of sources.

SOLUTION

Utilising best practice development principles customised partner portals service the entire dealer network, while integration via Mulesoft created the centrepiece between Salesforce and 20+ vendors to generate a truly 360 view of JLR customers.

LOANS 123

Automated onboarding and assessment of leads.

Consumer finance company Loans 123 sought to automate their lead qualification process via Salesforce integrated with Equifax.

CHALLENGE

Traditional onboarding of leads involved many manual processes. Loans 123 wanted to position themselves for scale with a solution that could automate the collection, assessment and management of inbound leads.

SOLUTION

Integrated with Equifax Salesforce creates an onboarding experience that is as seamless for customers as it is for Loans 123 staff. Website leads are saved directly into Salesforce while integration with the Equifax DP3 platform generates instant credit assessments on inbound leads cutting qualification from days to minutes.

Aquila Super

Centralise and streamline internal process and documentation through automation. Increasing operational efficiency without increasing internal headcount.
Aquila Super is a leading SMSF audit and administration specialist that supports accounting practices’ compliance and SMSF sector growth.

CHALLENGE

Aquila wanted to streamline their user experience for managing document requests and queries during the audit process. Aquila also had a need to improve their internal audit workflow management, reduce manual administrative work, all without increasing headcount.

SOLUTION

Utilising Sales Cloud workflow to automate the full audit process and leveraging community portals to redesign the audit workflow process allowed for a seamless document exchange and management throughout the audit process. The portal project allowed clients to see all audits currently in progress with their status, and easily be able to upload missing documents and answering queries. Xero and Formstack were deployed to allow full access to their invoices and audit documents, improving the end-to-end audit process.

Contact our digital transformation experts today on [email protected].