The VRP Consulting team began by running a deep analysis of the current project infrastructure and settings as well as workshops to identify customer and user needs and wishes. With an accurate picture of HappyOrNot's current platform and envisioned future, the VRP team presented a new solution built on D&B Optimizer and Salesforce Billing package with customization matching the client's requirements. Once approved, VRP configured both new solutions including a set of order automations and enabling previously unavailable recurring billing management including the ability to see firmographic data, such as turnover of a company, from prospect and parent accounts.
This new infrastructure allowed the VRP team to create a new custom account administration tool that runs asynchronously, pulling data of the full company hierarchy. This replaced the previous solution which required laborious manual data refresh. After user acceptance testing, the consulting team completed production data migration ensuring full compatibility with the new data enrichment tool.