Brimit

The customer
MunchFit is a UK-based provider of restaurant-quality meals designed to meet specific fitness goals. Partnering with Brimit, MunchFit aimed to digitize the sales process by developing a new website and connecting it to essential systems. The company also needed a software suite—for customer journey management; email, mobile, and web personalization; and advertising—connected to its CRM. 

Digitizing sales

Brimit implemented a website that provided the right choice of meal plans based on customers’ fitness goals, with an easy way to subscribe. The website was integrated with Sales Cloud. This enabled MunchFit to:

• Manage meal plan subscriptions and customer profiles
• Receive and process orders
• Send orders to kitchen management software
• Schedule and manage deliveries
• Exchange data with Xero, MunchFit’s accounting and invoicing system

Establishing a way to develop and nurture customer relationships

Brimit implemented the initial setup of the Marketing Cloud account and connected the Cloud with Salesforce CRM to use its customer data for future campaigns. After that, we created the first campaigns from scratch to interact with MunchFit’s clients at different stages of their customer journey.

With the help of Journey Builder and AMPscript, we created an abandoned cart flow and improved transactional emails for purchases so that the emails contain everything the customer needs to remember—order days, types of meals, and allergens.

The results

Using Sales Cloud and Marketing Cloud together provided additional opportunities for MunchFit:

• The sales department sharing prospects with the marketing department for nurturing
• Automated customer onboarding after sales reps close a deal
• Implementing upselling and cross-selling instead of bombarding customers with sales and marketing offers
• Personalizing marketing communications with the help of a complete history of touchpoints with customers, including initial needs logged in their profiles

A US-based private college provides educational programs in health care, business, information technology, and other domains. The college has an open admission policy and also hosts international students.

Marketing Cloud Implementation

We implemented the initial Marketing Cloud setup, which included rolling out MC Connect, Sender Authentication Package (SAP), Reply Mail Management, Sender Profiles, Standard Subscription Center, and Brand Builder. 

While doing the initial setup, it was crucial to pay attention to several things to ensure that Marketing Cloud works properly.

Configuring SAP to Reach Customers’ Inboxes

If you don’t want your emails to get flagged as spam, you need to set up Sender Authentication Package. When activating the package, it’s important to follow a specific sequence of actions:

1. Set up a private domain

2. Create a dedicated IP address

3. Get all your links branded

4. Enable Reply Mail Management to automate unsubscriptions and more

IP Warming to Avoid Looking Suspicious

When an IP address is new, the mail coming from it can look suspicious to email service providers and may not get past spam filters. To establish a trustworthy reputation and increase email campaign deliverability, we recommend taking measures to warm the IP:

• Define email sending limits per domain according to the standards of a particular email service provider
• Properly segment target audiences so that the emails they receive are relevant
• Move gradually from low to moderate volume of recipients

Following Legal Requirements

Marketing Cloud requires that all messages comply with the CAN-SPAM Act. According to this law, emails can be either transactional—previously approved by the recipient to facilitate commercial transactions—or commercial—to encourage sales. Every email must be legit and comply with the standards set forth by the act. For example, commercial emails must include an option to unsubscribe and the physical mailing address of the sender. You should also create corresponding send classifications in the cloud. If you aren’t sure what type of email you’re sending, it’s best to define it as a commercial one.

How to Get the Most Out of Marketing Cloud

When the initial setup was finished, we were asked to explain how to use Marketing Cloud correctly and maximize the benefit from it. We carried out a series of live video training sessions with the college’s marketing coordinator. We explained what tools to use to personalize emails to help them reach the right audience—to achieve high open rates and run successful advertising campaigns.

Customizing Email Templates

To create email templates with personalized attributes, dynamic content, and custom fonts, you should be familiar with HTML, CSS, and AMP Script. These technologies also come into play when working with CloudPages—in particular, when creating capture forms.

Building Correct Audiences

Marketing Cloud provides an option for filtering contacts with the help of UI tools. However, sometimes you need to combine lists of audiences compiled according to different criteria—for example, a list of students and a list of purchased courses—into a new list. In such cases, you can use Automation Studio to write an extraction script and Data Extensions to keep records for creating audiences with certain attributes.

Synchronizing Contacts

For those already using Salesforce CRM, it would be beneficial to synchronize the data from the CRM with Marketing Cloud to get more complete customer profiles and enrich contact lists. To connect Salesforce CRM with Marketing Cloud, you will need to install Marketing Cloud Connect.

The customer

The customer, a leading car manufacturer, was trying to enter the European market. The company needed a full-fledged system for online sales to enable their clients to buy a car with just a few clicks—from selecting features and scheduling a test drive, to submitting a loan application, signing a contract, paying for the car, etc.

Implementing a System for the Sales Team

To create the necessary infrastructure, the customer hired several teams, each of which was responsible for developing a separate system. Brimit’s job was to create the system for the sales team in Salesforce Sales Cloud and integrate it with the rest of the company’s key software.

Brimit’s work included tasks in several areas:

Consolidating customer data

Brimit configured Sales Cloud to create an environment where the customer could store information on their orders, clients, and contracts. This system provided the sales team with quick and timely access to records and updates.

Integrating Sales Cloud with software from the corporate suite

We integrated Sales Cloud with the company’s website, the ERP system, the customer service system, and the marketing system, which had been created by the other teams. It gave the customer all the data they needed data to prepare relevant sales and marketing offers for their clients.

Integrating Sales Cloud with banking systems

Our team integrated Sales Cloud with the systems of several European banks, allowing clients to apply for a loan and then check the application status on their website.

Automating contract drafting in several languages

Brimit’s engineers made it possible for the customer to generate contract templates in several European languages so that the templates comply with legislation in the corresponding countries. 

In the end, the customer got an automated system for sales that is based on Salesforce and allows them to provide a full range of services for individuals and legal entities in Europe. 

The customer

The customer is a US-based Nonprofit organization providing housing and financial education programs for single parents. The customer sought to update their toolset for managing donations and members’ requests using Salesforce Nonprofit Success Pack (NPSP). Data migration from the existed organization’s system to Salesforce, which we performed, was a part of that update process.

Salesforce supports Nonprofits and provides a special product for them—Salesforce Nonprofit Cloud. The core of the Cloud is called Nonprofit Success Pack. It is a collection of preconfigured components to manage fundraising, engage donors, connect with volunteers and clients in one place. NPSP is free and open-source. Nonprofits can download it from Salesforce AppExchange.

What we did to accomplish our customer’s goal

To accomplish data migration, we completed the following tasks:

• installed the Nonprofit Success Pack;
• made changes in data models including the setup of custom fields, statuses, support process, record types, page layouts;
• reviewed, cleaned, and transformed data into NPSP’s format;
• mapped additional fields for supported data objects;
• imported data;
• configured the security for community members through the use of profiles, permission sets, field-level security settings;
• integrated Formstack, workplace productivity software for implementing custom lead forms, working with online documents

The results

When all the works were completed, the organization got a more structured and organized storage of various types of data enabling the community managers to get a single view of a member. Implementation of custom web forms simplified the donation process and allowed the organization to work more effectively with leads and communication.

The single parents community got an opportunity to manage their Nonprofit business processes in a more advanced way.

The customer
The customer is a Nonprofit organization providing loans for US veterans. The organization was using Salesforce as a CRM and a website where loan applicants could upload their documents. The signed documents were saved in a separate location and then passed to a loan expert who made decisions on providing a loan. 

To simplify the daily routine, the customer needed a single system where administrators could manage all the steps of providing a loan and where all the documents could be stored.

Brimit built a Salesforce-based community with a document storage
We decided to create a new system based on Salesforce since the organization had already been using the platform. In particular, we decided to deploy a community on Community Cloud, which has a secure environment for data sharing, collaboration, and provides external users with access to Salesforce data. Thus, it would be more convenient for loan experts to use the community.

To create such a system, our team completed several steps:

• configured the community;
• configured Visualforce to display, access, and update data in the community;
• configured Apex to provide control over the flows and transactions, as well as Triggers for initiating the flows;
• created file storage within Salesforce;
• integrated custom-built .NET app with Community Cloud using Salesforce’s REST API.

The results
Upon completion of the project, the organization got a system to store documents and organize paperwork. The software solution, based on Salesforce Community Cloud, provided loan experts with improved UI, saved dozens of hours and allowed for processing more applicants over a week.

The customer

The customer is a US-based Nonprofit Jewish community serving interfaith couples and families. They sought to adopt Salesforce Nonprofit Success Pack (NPSP) and update their toolset for managing donations and various members’ requests. 

Salesforce provides a specialized set of tools, features, apps, services, and technologies for Nonprofits called Nonprofit Cloud. The core of Salesforce Nonprofit Cloud is called Nonprofit Success Pack. It incorporates a set of preconfigured components to manage contacts, donations, grants, and donor engagement. 

What we did to accomplish our customer’s goal

Our team analyzed organization-specific requirements and gathered existing data from disparate data sources. Then we completed the following tasks:

• Installed NPSP, made changes in data models including the setup of custom fields, statuses, record types, and page layouts;
• Prepared the data—deduplicated, cleaned, transformed it into NPSP’s format;
• Imported the data;
• Configured the security for internal users through the use of profiles, permission sets, field-level security settings;
• Implemented custom web forms for capturing leads, gathering feedback, and receiving donations through the use of Formstack Integration;
• Configured automated informational email messages for internal and external users via cloud flow designer and custom email templates;
• Created automated promotional emails for external users by integrating an external marketing service, Autopilot.

The results

The new Salesforce-based community management tool lets the organization digitally transform their operations by equipping their members with a seamless and omnichannel online experience. This significantly improved the customer footprint and experience it provided to its members which eventually positively influenced the brand’s value. The integrations with the financial systems provided a complete view of the customer from within Salesforce.

The customer

Altum Analytics—an Irish startup—provides a lead scoring tool for salespeople. Altum Analytics's product applies machine learning algorithms to customer relationship management and makes it a data-driven process.

The need

Recognizing Salesforce’s popularity for sales and customer relations, the startup wanted to provide account-based intelligence that would work natively on the platform. To score accounts, the tool needed to be integrated with Salesforce and displayed in the Salesforce UI. The final product was to be published on AppExchange.

The solution

Brimit’s team developed an add-on based on Altum’s external REST web service. The add-on is Salesforce-native and can be installed on Sales Cloud. For current accounts and prospective clients, we added record scoring and activity timeline components that show a combined view of Salesforce activities and custom events from Altum’s external system. Our team also provided executive summary and analytics dashboard components to predict the total revenue generated by a business from the active contacts in a given month.

The results

Brimit helped Altum Analytics make their AI-based lead scoring product available in Sales Cloud. The integration helps Salesforce users understand how close each lead is to an ideal customer profile, prioritize the work of sales representatives, and increase revenue by concentrating efforts on the most valuable leads.

The customer

Based in Switzerland, Picturepark has a 20-year history of delivering content management solutions that include perks such as master data, product information, and digital asset management (DAM). Picturepark prides itself on continuously implementing cutting-edge technologies to live up to the standard of quality that the Swiss are famous for. Operating globally, the company also has offices in the USA, India, and Austria.

The need

Picturepark’s main offering is a DAM platform designed to automate content creation. The product enables corporate teams to store digital assets—pictures, documents, video/audio, etc.—in an organized manner, search through Picturepark’s vast collection of files, and share them with just a few clicks.

Recognizing the platform’s convenience, multiple companies onboard the tool to facilitate internal workflows for content creation teams. Many of them rely on products from the Microsoft 365 ecosystem in their daily routine. To enhance the versatility of their platform, Picturepark collaborated with Brimit to deliver a connector that integrates the DAM platform into SharePoint, ensuring a one-tab experience without the need to switch between the systems.

Then, Microsoft Teams emerged as the new standard for collaboration and communication within and across organizations—enjoying 115 million daily users as of October 2020. A research study by the Association for Intelligent Information Management states that 40% of Microsoft Teams users rely on the platform for collaborating on content creation, while 54% use it as their preferred tool for storing, accessing, and sharing files. Satisfied with the success of the connector for SharePoint, Picturepark again turned to Brimit to integrate their platform with Microsoft Teams.

The solution

Microsoft Teams’ functionality can be extended with the help of various tools:

• Messaging extensions enable users to amplify the capabilities of a chat. For instance, a user can utilize a third-party tool to search for and share files from within a messaging app.

• Tab extensions enable users to create a separate tab and add an existing Teams or external service/app to it.

• Bot extensions enable users to create a bot that will execute simple commands, automating and facilitating routine tasks.

• Apps for Teams meetings improve user experience during video calls, enabling them to, for example, create notes and action items, transcribe meeting minutes, etc.

To integrate Microsoft Teams with the DAM platform, Brimit developed a connector that’s a bit like a messaging extension. The connector streamlines collaboration across multiple parties, allowing users to share digital assets right from Microsoft Teams. Thanks to the new features, it is now possible to:

• search for digital assets available in Picturepark right from the Microsoft Teams chat
• insert content directly into a message, with previews and descriptions
• download files into SharePoint (when inserting into a chat) and grant access rights to relevant parties
• share files in a chat, either downloaded to Microsoft Teams or as a link to a Picturepark collection

When inserting a digital asset as a file, it is also possible to indicate a subject. The insert option supports multiple file formats—from low-quality preview to HD—depending on your needs. You can also indicate a subject if you’re sharing the file as a link, as well as submit a comment. All the uploaded files shared in the chat can be accessed later via the File tab.

The results

Partnering with Brimit, Picturepark integrated its flagship digital asset management system with Microsoft Teams, simplifying collaboration on content for 150 million daily users. Now, Microsoft Teams users have direct access to contextualized content provided by Picturepark’s search engine, employing adaptive metadata management, semantic relationships, and business rule automation.

The connector delivers a one-button experience, enabling employees to enjoy all the perks of a DAM platform right from a familiar tool, without having to switch between the systems. Finally, organizations using products from the Microsoft Office 365 ecosystem are also spared the hassle of integrating additional third-party DAM solutions.

The customer

Based in Sharjah, United Arab Bank provides corporate and retail banking, trade finance, SME banking, and treasury services. The bank was established in 1975 as a joint venture between UAE investors and a French financial conglomerate. Now, the financial institution operates 11 branches across the United Arab Emirates.

Digitizing banking services

A leading provider in the country, United Arab Bank was committed to implementing industry best practices for the sake of superior customer experience. As part of its digital strategy and ambition to expand, the organization wanted to develop a full-fledged online banking solution that would meet global banking standards.

The bank’s top priorities for the project were smooth integration into the existing business workflows and technology ecosystem, security, and an easy learning curve for its employees.

Brimit was brought to this project through a partnership with Sixth Frame, a consulting firm that provides UX/UI services. Brimit was responsible for website development, while Sixth Frame delivered the system’s graphic design.

Business-critical integrations

Brimit’s team built a website based on Sitecore as this technology offered all the necessary instruments for addressing the firm’s online banking needs: from marketing automation and content personalization to centralized data management and refined security. Then, Brimit integrated the new website with several of United Arab Bank system’s that are responsible for the following essential workflows:

1. Business process management. This helped to facilitate customer onboarding and track service requests efficiently.
2. ATM monitoring. The website featured a locator section that provided updates on whether ATMs were up and running. In addition, it became possible to search for a local branch and find out its hours of operation and available services.
3. Lead and complaint management. This allowed the customer’s sales team to aggregate leads from the website and assign them to the appropriate team members.
4. Customer support. Via the new website, it became possible to chat with an idle customer or offer to call him/her back. If a customer failed to get results during a search for content, the system would identify the incident and report it.
5. Loyalty program. Now, the bank's employees could set up parameters for factoring reward points into the prices of its services.
6. Customer communication management. By identifying the preferred way of communication (SMS, e-mail, in-app, etc.), the system would use an omni-channel approach to notifications. 

Behavior analysis and personalized content

Brimit also made it possible to analyze user behavior on the website, thus contributing to user profiling. Based on such profiling, the system would deliver personalized campaigns (e.g., if a user accumulated a certain amount of bonus points) and trigger pop-up messages to inactive users. Our team also enabled predictive search on the website.

Aspiring to help the customer use the new system efficiently, Brimit delivered an on-site training that focused on content management and fine-tuning Sitecore. 

A full-fledged online banking solution

In partnership with Brimit, United Arab Bank developed a cutting-edge online banking platform that smoothly integrates with the organization’s business processes. Now, the customer can analyze user behavior and personalize marketing campaigns, tailoring its digital experience to the needs and expectations of the target audience. Thanks to the hands-on training Brimit provided, the bank was able to both ease the learning curve for its employees and get the most out of the new system.

The customer

Based in Abu Dhabi, Eagle Hills is a real estate investment and development company that sees its mission as revitalizing cities and communities through innovative lifestyle solutions that meet the demands of modern living. Since its founding in 2014, the developer has built 28 hotels and 14 waterfronts and helped modernize 11 cities in Europe, Africa, and the Middle East. The company’s portfolio features grand-scale projects in the UAE, Serbia, Bahrain, Oman, Morocco, Jordan, and Ethiopia.

Looking for a centralized content management across multiple regions

Eagle Hills was actively planning to expand and enter new markets. To execute its marketing strategy efficiently, the company needed a digital platform for multilingual content management and lead generation in multiple regions. 

Eagle Hills wanted to build a system that would enable potential customers to get exhaustive information about real estate development offerings, as well as supply its in-house marketing and sales teams with meaningful insights to generate leads and build a customer base. Brimit got involved in the project through a partnership with SixthFrame, an agency providing UX/UI services. 

Targeted campaigns and GDPR compliance

Eagle Hills operates in different regions worldwide, whose unique cultures, lifestyles, climates, and other factors shape the expectations and requirements for real estate development. To launch relevant marketing campaigns, it was crucial for the platform to identify which project is gaining traction in a particular region.

Furthermore, to deliver its services in the European Union, the system had to comply with the General Data Protection Regulation (GDPR).

A Sitecore-based website integrated with Dynamics CRM

As the customer was seeking centralized management of multilanguage content across multiple regions, Sitecore was the optimal choice for building a website with an analytics-based lead generation pipeline and rich functionality for personalization and customization. Through the website, users could find real estate options to meet their needs across numerous parameters, such as location, number of bedrooms, floor space, available amenities, and price range. The web portal is available in English, French, Arabic, and Serbian.

At the core of lead generation lies integration with Dynamics CRM. When a user chooses an apartment according to his or her preferences in a particular region, the information is saved to the CRM. To launch targeted campaigns based on this data, Brimit enabled and fine-tuned the Email Experience Manager available in Sitecore.

As part of the measures taken to comply with the GDPR, Brimit deployed Dynamics CRM as a multitenant service. This way, data gathered about users from the European Union is stored and aggregated on servers located in the region—as required by the regulation.

Analytics-driven lead generation

Collaborating with Brimit helped Eagle Hills to build analytics-driven lead generation and deliver personalized campaigns across multiple regions. Now, the real estate developer has an advanced platform with an efficient sales channel to expand its influence to new markets beyond the Middle East. The new system also complies with the GDPR, which will allow Eagle Hills to operate legally in the European Union.

The customer

Ranking 12th in the world, HLB International is a global network of independent accounting and advisory firms. The organization has 795 offices with almost 30,000 employees in 158 countries. In 2020, HLB was recognized as the Network of the Year at the Digital Accountancy Awards. The organization’s ultimate goal is to support clients as they scale to national, regional, or global markets.

The need

In a global business network like HLB, member companies actively recommend each other to their end customers. If a customer hires a member company through such a reference, both the company that brought the lead and the global office benefit from it. Such a referral system helps member companies grow the client network, and HLB benefits from it by gaining international clients that need services in multiple countries.

Since member companies serve thousands of clients and many of the references are spread by word of mouth, keeping track of and managing leads becomes extremely difficult and time-consuming. In daily practice, it may also result in miscommunication and lost opportunities.

With this in mind, HLB collaborated with Brimit to develop a software product for tracking referrals. They needed a solution that would provide transparency and be easy for network participants to manage.

The solution

Brimit delivered a system based on Microsoft Office 365 that simplifies sending, receiving, and tracking referrals across a business network. The solution is integrated into HLB’s intranet and catalogue of companies. The referral system features the following functionalities:

• It is now possible to create referrals right from the network catalogue.
• The solution features a dashboard that provides a unified view of sent and received referrals.
• Any member company can send a referral to a fellow partner in the HLB network, specifying the client details or any other important information about a sales lead. 
• It is now possible to track and manage the status of referrals and create a collaboration space for sharing data and communicating on leads.
• The solution helps to manage, verify, and approve invoices in a transparent manner for all the network participants involved in the process. 
• The system allows for generating reports and gaining insights on the revenue brought in by referrals.

Thanks to all the new functionalities, member companies and global offices can be sure that no opportunities are lost.

The result

In partnership with Brimit, HLB developed a system that simplifies and automates referral management. Now, member companies can create, send, and track referrals in a unified dashboard in a matter of minutes. The system provides a transparent view on invoicing and features report generation across the referral ecosystem.

Based in the USA, Withum is a provider of advisory, accounting, and IT services. The company is included in the Top 25 firms that empower their customers with innovative solutions to address advisory, tax, and accounting needs. The organization is also an independent member of HLB, a global advisory and accounting network.

Highlights:

- Accelerated time to market

- Modernized a technology stack

- Facilitated maintenance, development, and upgrading

The problem: Migration to a new technology stack

The company built OneWindow Workplace as a hosted solution that brings together the components of the powerful Microsoft 365 platform—such as SharePoint, Yammer, Skype, OneDrive, Groups, Videos, Office Graph, and Planner—in a single digital window. The system allows users to tailor a standard Microsoft 365 deployment to any organization's needs while reducing the cost and complexity of adopting it. However, due to the maturation of SharePoint’s intranet capabilities the decision was made to migrate OneWindow to the

“modern” embedded SharePoint Framework (SPFx). This was designed to further simplify maintenance and extend functionality, making OneWindow Workplace more integrated with Microsoft's platform.

Partnering with Brimit, Withum sought assistance in migrating the OneWindow Workplace to SPFx, React and Azure delivering a set of turn-key web components.

How Brimit helped

In the course of the project, Brimit’s team applied its extensive experience in customizing Microsoft 365. In close cooperation with Withum, we aligned the existing solution’s architecture with a new technology stack and SharePoint’s Modern UI capabilities. Brimit helped to improve the overall quality of the product and optimize the delivery process.

Addressing a variety of needs, Brimit delivered а number of components that allowed for: 

• improving news creation, distribution, and targeting

• navigating a customer’s website

• searching for employees across the organization

• discovering content, policies, and forms

• tracking and monitoring intranet usage

Finally, Brimit developed a module that helped OneWindow Workplace’s users to optimize website governance. This module enables a company employee to create a microsite on the intranet by choosing from a variety of templates for particular departments (e.g., finance, marketing, HR, etc.). Unlike the default functionality available in Microsoft 365, these templates allow a department to automatically create a website structure with all the necessary documentation specific to the department. The layout of the newly created website will also comply with the corporate style.

Founded in 1988, Stratasys is one of the pioneering manufacturers of 3D printers. Based in the USA, the customer serves the automotive, retail, healthcare, dental, and aerospace industries, among others. Apart from manufacturing, the company also offers prototyping services with advanced 3D printing technologies and tooling.

Highlights of the solution for Stratasys 

- Performance boost by 400%

- Migration without downtime

- Automation of critical workflows

- Uninterrupted user experience

The need

The customer had a legacy corporate website built on an outdated version of Sitecore. A software upgrade was not an option as the architectural solution behind the implementation prevented the customer from taking full advantage of the available functionality. Furthermore, minor changes introduced to the content by editors required specific technical knowledge and manual manipulations or assistance from developers. So, the customer wanted to deliver a system that would allow them to enjoy all the capabilities offered by Sitecore, as well as automate workflows for editors.
 

The solution

When developing the website, Brimit designed an architecture that allowed them to employ out-of-the-box features in Sitecore’s latest version 8.2 to the maximum. Through customizing Sitecore’s default functionality, our developers automated the creation/modification of particular content blocks for editors, who no longer needed specific technical expertise.

By means of proxying, Brimit’s experts achieved seamless migration to the new website without downtime.

Our team also delivered a few services for end users. For instance, it became possible to send used printer cartridges to the customer’s regional centers for recycling. To achieve this, Brimit delivered a module that generated a sticker with the necessary postal information to attach to the parcel. Brimit’s engineers provided integration with FedEx and UPS delivery services as well.

Using Clay Tablet, our experts also ensured the availability of the new website in 11 foreign languages, as well as automated content translation for editors.

Founded in 1988, Stratasys is one of the pioneering manufacturers of 3D printers. Based in the USA, the customer serves the automotive, retail, healthcare, dental, and aerospace industries, among others. Apart from manufacturing, the company also offers prototyping services with advanced 3D printing technologies and tooling.

Highlights of the solution for Stratasys 

- The system is used by 5,000 in-house sales professionals, resellers, partners, and service engineers around the globe.

- The solution enables access control for improved security of sensitive corporate information.

- The functionality allows users to automatically generate customized sales presentations, download and showcase demo 3D objects, calculate ROI, etc.

The need

The customer wanted to develop a web portal, which would provide its sales team and an extensive network of resellers around the globe with all the necessary materials and tooling to boost sales activities. The system would provide access to a variety of marketing materials, such as extensive documentation for different 3D printer models, instructions on how to use them, case studies, etc.

The solution

The new web portal had two major sections: Sales and Marketing and Customer Advocacy. The Sales and Marketing section provided both in-house sales professionals and partnering resellers with access to marketing materials.

To deliver access isolation, our engineers customized Sitecore’s default module for managing role access to achieve the desired level of security. As a result, users were able to perform certain actions—view, download, or share materials—according to the assigned role per region, industry, and 3D printers associated with each of the user roles.

As part of the Sales and Marketing section, Brimit developed a number of tools. For instance, a presentation builder was designed to automatically generate a sales presentation tailored to a particular customer.

Then, our developers made it possible to download a demo 3D object from a library and showcase it to a potential customer.

The Customer Advocacy section is available exclusively for support personnel who provide maintenance for 3D printers. Our team delivered a catalog of spare parts, which includes 3,000+ examples with high-resolution pictures for better identification and maintenance of printer parts.

The customer is a public governmental institution with a mission to promote and popularize tourism in its home country.

Highlights of the solution 

- Improved scalability, extensibility, and maintenance

- Facilitated content creation and management for a team of 40 international authors

- Integrated with 30+ data sources of partnering organizations

The need

The customer had a legacy web portal written in Java. The purpose behind the system was to accumulate useful tourist information—destinations of interest, sightseeing, recreation and entertainment, accommodation, etc.—gathered from multiple sources. In addition, the solution served as a content management system for the contributing content creators worldwide.

In the course of the project, Brimit had to resolve the following issues:
- massive arrays of unstructured data and sophisticated interrelation between data objects (e.g., a hotel and related information about its location, booking options, navigation, etc.) had to be migrated to the new system with no data loss, duplicates, or downtime
- the system was to gather and process data from 30+ sources, each having different data formats

The solution
The team implemented Sitecore as the technology of choice to underlie the new website. The technology made possible:
- ease of functionality development, buildup, and customization
- streamlined operations
- automated content management and delivery.

By elaborating a migration strategy, the engineers enabled an associated process to move 15+ types of unstructured data, containing a content archive and fresh deliverables by content creators, on a daily basis. This process was also responsible for classifying 20,000 touristic objects, checking for duplicates, and ensuring no data loss during migration.

Employing Apache Camel, our developers delivered integration with 30+ data sources, which provided touristic information from partnering organizations (hotels, restaurants, cultural institutions, etc.).

Supported in 15 languages, the solution utilizes content delivery networks (CDNs) — geographically distributed networks of proxy servers and data centers.

Based in Germany, Apetito is a leading provider of catering services in Europe. The customer produces ready-made and frozen meals, both regular and low-calorie. Founded as a family business in 1958, the company now operates in Austria, Germany, the Netherlands, France, Spain, the United Kingdom, and Canada.

Highlights of the solution for Apetito 

- Validating customer solvency

- Daily product synchronization with no data loss or duplication

- Improved performance with content loaded in less than a second

The problem: Outdated stack and poor performance

Apetito had a legacy website developed with SharePoint. The outdated technology stack made it difficult to maintain the system and hindered the implementation of new e-commerce modules. The company wanted to be able to easily extend functionality as well as improve performance by migrating to Sitecore Commerce 9. The requirement was that the time it takes for content to be displayed on a screen should not exceed one second, 500 milliseconds for a cached page, and one second for a dynamic page.

(Brimit became involved in the project through its partnership with Lukkien Media Production, a provider of content production services. Brimit was responsible for delivering a new Sitecore-based website to comply with the customer’s business requirements and needs.)

The results

Collaborating with Brimit, the customer built a robust e-commerce solution on a modern technology stack, which promotes ease of functionality extension and maintenance. The system is capable of validating users’ solvency before authorizing a credit card payment. The new website meets the customer’s requirements for performance—loading content on a page in less than a second, on a cached page in less than 500 milliseconds, and on a dynamic page in a second.

Hearth & Home Technologies is the world's leading producer and installer of hearth products. Together, the Hearth & Home Technologies family of brands offers a product line unsurpassed in its breadth, including a full array of gas, electric, and wood-burning fireplaces, inserts, stoves, grills, mantels and more.

Highlights of the solution for Hearth & Home Technologies

- 30% increase in conversion rate

- 10% increase in traffic to set pages with marketing automation

- Access to the widest breadth of marketing experiments

Based in the Netherlands, RAI Amsterdam operates as a provider of exhibition venues. Hosting dozens of events, both local and international, the organization also assists its customers in delivering marketing campaigns around exhibitions.

Highlights of the solution for RAI Amsterdam

- Enabled lead generation pipeline

- Automated lead processing

- Acquired a six-figure revenue in just a few months

The problem: Inefficient processes

Annually, the customer hosted around 20 regular exhibitions of a different scale. For each event, the company would create an individual website—as part of the marketing strategy worked out by Brimit—targeted at attendees, but primarily, at exhibitors.

When RAI Amsterdam turned to Brimit, the existing websites lacked any lead-generation pipelines, which dramatically impaired its ability to acquire new exhibitors. With Brimit, the company sought assistance in building an efficient lead-generation strategy and automating the underlying pipelines via Sitecore implementation.

(Brimit became involved in the project through its partnership with Lukkien Media Production, a provider of content production services, and which was responsible for UI design and project management for RAI Amsterdam.)

The results

Thanks to Brimit’s expertise in Sitecore-based development, RAI Amsterdam built a lead-generation pipeline and automated lead processing. With a solution that made it possible to identify leads in real time, the company was able to acquire partnerships with new exhibitors worth around a hundred thousand euros—and in the course of just a few months.

Chapin Industries partnered with Brimit to create a crowdfunding platform for CMG Financial to generate financial support for mortgage down payments.

The new website and mobile apps enable pre-approved home buyers to crowdfund their down payment on a home purchase without fees. The product allows users to set the amount they want to raise so that family, friends, and even total strangers can contribute. Home buyers are able to use the power of storytelling to start a crowdfunding campaign where they receive 100% of the proceeds. Throughout the process, users receive support from a community of professionals, including a fundraising coach, a loan officer, a realtor, and a housing counselor.

The Customer

CMG is a well-capitalized, privately held mortgage-banking firm founded in 1993. The company is widely known for responsible lending practices, industry and consumer advocacy, product innovation, and operational efficiency.

Chapin Industries is a technology company that is focused on partnering with clients to deliver exceptional solutions. With many years of experience in the technology industry, the company specializes in designing, implementing, and maintaining critical systems as well as providing on-site engagement.

The Need

• To be effective, HomeFundIt needed to be integrated seamlessly into CMG’s range of services for home buyers. It had to stand on its own as a convenient, viable option for financing mortgages, and it also had to be a robust, fully functional crowdfunding platform.

• Crowdfunding is all about the power of storytelling; therefore, it was necessary to integrate the product with as many social networks as possible so that users could spread the word about their crowdfunding campaigns. The data from the home buyers’ social profiles—e.g., friend lists—was needed to broaden the audience that could potentially crowdfund a project. As such, interaction with social networks had to be two-way.

• The options for sending funds to the home buyers had to require almost no effort so that the campaigns could be funded by as many people as possible. HomeFundIt also had to be integrated with the most popular payment gateways as well as a reliable tool to sign documents electronically.

The Solution

Chapin Industries and Brimit created the HomeFundIt site using the Sitecore Helix pattern and also developed a HomeFundIt app for iOS and Android. As a mortgage solution, HomeFundIt easily connects with CMG’s loan management system. As a crowdfunding platform, HomeFundIt users can link their campaigns to their social media accounts, including Facebook, Twitter, and LinkedIn.

The cross-platform HomeFundMe app was developed using the Xamarin framework and is compatible with both iOS and Android. Xamarin—the ideal choice for a framework—provides an efficient set of tools for cross-platform mobile development.

The Outcome                     

CMG expanded their client base by helping customers raise money for mortgage down payments and become qualified for a mortgage. For some of the home buyers, HomeFundMe helped raise larger down payments in order to enjoy a better selection of options—which, for CMG, means larger mortgages. The solution developed by Chapin Industries and Brimit has helped homeowners across America to realize their dreams.

Founded in 1976, United Arab Shipping Company (UASC) is a global provider of shipping services. In 2017, the company merged with Hapag-Lloyd.

Highlights of the solution for UASC

- A single, yet geographically distributed channel of collaboration for 185 regional offices

- Enforced control over documentation flows

The problem: Inefficient workflows

With 185 offices across the globe, the customer was experiencing miscommunication issues through the lack of a unified, yet distributed channel of collaboration. Furthermore, all the organization’s documentation was stored in a third-party shared file system with no tracking functionality, versioning history, or role-based access, which gave them no control over sensitive information. In addition, it was impossible to access or download a required document using a mobile phone.

The solution

Using SharePoint as the core technology, the team at Brimit delivered a web portal that serves as a single channel of communication for 185 global offices and encourages distributed collaboration across regions. With improved business processes, the company gained control of documentation flows and achieved efficient communication across 21 departments. Finally, the organization moved 5 TB of data from a third-party file system into secure SharePoint-based storage that promoted role-based maintenance over documentation.

Based in Belgium, Van Havermaet provides consulting, audits, and other professional services in the areas of accounting, taxation, mergers and acquisitions, and labor legislation.

Highlights of the solution for Van Havermaet

- Improved the KYC (Know Your Customer) procedure

- Facilitated document management via a unified dashboard

- Ensured control over the entire documentation life cycle

The need

Van Havermaet aspired to provide its employees and customers with a collaborative workspace for exchanging information as well as sharing and managing documents. Partnering with Brimit, the customer wanted to enable employees and clients to manage documents in a manner that was collaborative, transparent, and secure. In addition, Van Havermaet needed a document processing system that would digitize and optimize the KYC procedure.

The solution

Microsoft 365 was chosen as the core of the new system. This platform can easily provide business owners with a bundle of essential tools for its employees and customers to use daily in a unified environment.
 

Improved the KYC procedure

Brimit’s team delivered a sophisticated customer acceptance module that enables Van Havermaet’s employees to conduct KYC by assessing a client’s credibility and estimating risks of engagement with a particular client.
 

A unified dashboard and a calendar 

Brimit enabled both Van Havermaet and its customers’ employees to see active tasks and the number of documents to process, as well as collaborate on documentation, in a single dashboard.
 

An efficient, collaborative workspace for employees and customers 

Now, Van Havermaet's clients have a collaborative space for sharing information with their employees in a transparent yet secure manner. The system is capable of handling documents and communication for 50,000 customer accounts. The clients get a unified view of all the accounting documentation, as well as any other related information, in a single dashboard.

24SevenOffice was the first European firm to provide 100% cloud-based enterprise resource planning (ERP). Established in 1997, the company serves 42,000 organizations worldwide. At the core of 24SevenOffice’s flagship ERP platform lies an advanced accounting system integrated with 200+ third-party services.

Highlights of the solution for 24SevenOffice

- Saving time by eliminating the need for logging e-mails manually

- Achieving traceability and transparency

- Eliminating the burden of switching between an ERP account and an e-mail service

The problem: Manual e-mail logging

As part of their daily routine, managers communicated with clients via e-mail and then had to log the necessary customer information into the ERP system. Constantly switching between an ERP account and an e-mail service during a busy working day was inconvenient, tiresome, and unproductive.

Aspiring to automate logging, as well as achieve traceability and transparency of communication, 24SevenOffice wanted to integrate its ERP system with Outlook 365.

The solution

Making use of Outlook add-ins, Brimit developed a custom integration solution that allows for logging e-mails and events. This new add-in extends the default functionality of Outlook and enables managers to log an e-mail or an event into the ERP system. The solution offers users several other options in addition to its main functionality. For instance, it is possible to log an e-mail into various projects or accounts, as well as view a list of all the unlogged e-mails. The add-in also enables users to search for ERP accounts and projects directly from Outlook and switch to them immediately.

The result

In partnership with Brimit, 24SevenOffice automated standard e-mail logging by developing a custom integration add-in for Outlook 365. This enabled traceability and transparency of communication, and did away with the inconvenience of logging information manually.

Based in Switzerland, Picturepark has a 20-year history of delivering content management solutions that include perks such as master data, product information, and digital asset management. Picturepark prides itself on continuously implementing cutting-edge technologies to live up to the standard of quality that the Swiss are famous for. Operating globally, the company also has offices in the USA, India, and Austria.

Highlights of the solution for Picturepark 

- One-tab content management experience right from SharePoint

- Automated content updates in synchronized folders

- Zero knowledge of Picturepark needed

The need

Picturepark’s flagship product is a platform for digital asset management. The platform can store and organize a variety of digital assets—pictures, video/audio, documents etc.
Many of Picturepark’s customers use SharePoint for sharing and delivering information across the organization. The company wanted to provide a native, one-tab experience to allow users to perform all the routine actions right from SharePoint, without the need to switch between the systems.

The result

In a close partnership, Picturepark and Brimit delivered a connector that integrates Picturepark’s platform into SharePoint and delivers a one-tab content management experience. Now, users can search and upload content right from SharePoint without switching between the systems and without any knowledge of Picturepark at all.

MunchFit is a UK-based provider of restaurant-quality meals designed to meet specific fitness goals. The service delivers hundreds of thousands of meals annually, employs a team of over 30 people, and operates out of its own bespoke production kitchen in London.

Highlights of the solution for MunchFit 

- A new sales channel that is transparent and predictable

- A single digital platform for managing business processes

- A breakthrough in customer service and brand value

The need
The sales process at MunchFit was primarily offline. Customers subscribed to meal plans, and delivery was organized through a network of fitness centers.

Partnering with Brimit, MunchFit aimed to digitize the sales process by developing a new website and connecting it to the essential systems for processing orders, synching them with food production, organizing delivery, and managing customer service and accounting.

The solution
Brimit implemented a website that provided the right choice of meal plans based on customers’ fitness goals, with an easy way to subscribe. The website featured an integration with Salesforce Sales Cloud that made it possible for MunchFit to manage most of its business processes on a single platform using the Salesforce Lightning Experience.

The results
Brimit helped MunchFit to digitally transform its business by creating a seamless customer journey—from subscribing to a meal plan to its delivery. This significantly improved customer experience and positively influenced the company’s brand value.

For MunchFit’s employees, the new website and platform resulted in a new transparent sales channel and an efficient tool for managing company processes. Integrations with a number of systems provided a single view of customer profiles from within Salesforce, truly transforming MunchFit’s relationship with its clients.

Clear Law Institute provides more than 75 live webinars per month and more than 1,000 previously recorded on-demand webinars. The organization carefully selects presenters who are both experts and engaging speakers providing high-quality, engaging, continuing education webinars backed by outstanding customer support.
 

Highlights of the solution for Clear Law Institute

- More webinars per month

- A better occupancy rate

- Higher marketing efficiency

The need
Partnering with Brimit, the customer wanted to improve the overall quality of their webinars as well as their occupancy rate. Clear Law Institute lacked a system where upcoming webinars could be carefully planned, with a single overview of the webinar schedule, speakers, readiness stage, the number of booked seats, and other parameters.

The solution

The organization was already using Salesforce Sales Cloud. Brimit developed several visual components and integrated Clear Law Institute's existing Salesforce platform with a number of other systems.

The new digital platform for managing Clear Law Institute’s webinars featured:

• A single view of scheduled webinars and attendees, including including the option of sending automated notifications
• An improved means of communicating with webinar speakers, outlining clear steps to accomplish before a webinar
• Valuable data displayed in enhanced reports and dashboards highlighting the number of unsold seats for upcoming webinars

The results
Brimit helped Clear Law Institute to increase the number of webinars it can organize each month and, therefore, to increase revenue. Improved customer management and communication increased the number of webinar attendees. Targeted marketing communication resulted in efficient spending on marketing.

Frontier Law Center is a law firm based out of Calabasas, California, wanted to build out a platform to be able to communicate and interact with some of the other law firms the company works with, as well as provide access to certain data. The goal was to accommodate up to 50 users in the community. It was decided to develop a partner community in Salesforce, which is the system the customer uses as their CRM.

The solution

Brimit created a community through Frontier Law Center’s Salesforce account. The customer provided general guidelines, and the Brimit team implemented all of the functionalities and customization they requested.

The outcome

The platform Brimit developed performs exactly as the customer anticipated. Frontier law center highlights that internally, everyone is very impressed by Brimit’s final deliverable, noting the high-quality UI. Brimit’s Salesforce team was excellent in terms of listening to the customer feedback and implementing changes and tweaks along the way.

A Canadian software company provides a SaaS product for managing customer information, preferences, and customer communication. The product helps global retail brands use one-on-one relationships to modernize the in-store experience. This became possible by equipping employees of brick-and-mortar stores with an app that displays customer information and order history, enables communication in popular messengers, tracks birthdays and anniversaries, schedules post-purchase follow-ups, etc.

Highlights of the solution 

- Improved in-store experience thanks to up-to-date information about customers and products

- Eliminated time and effort spent on mundane tasks
 

The need

The platform lacked an integration with Salesforce Sales Cloud and B2C Commerce Cloud, the systems where a great deal of product users manage customer information and store inventory. Adding data from Salesforce to the platform was partly a manual process, which was not cost-efficient.

Partnering with Brimit, the customer aimed to create a reliable two-way integration with Salesforce. The integration would provide store associates with up-to-date information about customers and products, which would improve the overall in-store experience.

The result

Brimit developed an add-on for Salesforce B2C Commerce Cloud and Sales Cloud that synchronizes the data between the platform and Salesforce. The platform and, consequently, the mobile app have access to the latest data, which improves the accuracy of customer profiles and the information that store associates provide to customers. The add-on easily connects the platform with Salesforce without coding.

The company has helped brick-and-mortar retailers revolutionize the customer experience by blending the retail intimacy of the past with today’s world of digital retail. The seamless integration with Salesforce adds more value to a great product and eliminates the time and effort spent on mundane tasks.

Brimit’s Sitecore team developed a virtual try-on for headwear and similar accessories which is based on Sitecore and uses AI-powered computer vision technology.
 

Highlights of the solution 

- A smooth transition from offline to online

- A high-precision computer vision framework for augmented reality

- Multiple scenarios for customer engagement and marketing automation: retargeting, upselling, sending traffic to brick-and-mortar shops

- Integration with Salesforce, Dynamics 365, Outlook
 

The solution features a smooth transition from offline to online user behavior, which helps to automate marketing and increase the sales of both online and brick-and-mortar shops. Keep reading to learn about how to implement this product, as well as the technology behind it.

Read details and watch video here https://www.brimit.com/blog/sitecore-augmented-reality-virtual-try-on

The demo product presented by Brimit at Sitecore Symposium 2018 featured a smooth transition of user experience from an e-commerce website to an offline store.

Brimit used a device called HyperVSN, which offers customers innovative holographic imaging as an alternative to traditional LED screens.

Find the concept of the demo, some technical details, and a video here https://www.brimit.com/blog/sitecore-online-offline-retargeting