Enterprise engagements delivered to production.

The Challenge

A regional healthcare provider needed a single clinical workspace to replace fragmented spreadsheets and a legacy EHR view. Care teams were double-entering patient data across systems, HIPAA controls were inconsistent, and patients had no self-service access to their records or appointments.

The Solution

Caspian delivered an end-to-end Health Cloud rollout centered on a unified Patient 360, care coordination workflows, and a HIPAA-compliant case and document framework — integrated bidirectionally with the incumbent EHR over FHIR, with an Experience Cloud portal for patients.

What We Built

• Unified Patient 360 with demographics, care team, and conditions
• Care plans and care-team coordination workflows
• Intake and triage console for clinical staff
• HIPAA-compliant document framework
• FHIR-based bidirectional integration with legacy EHR
• Experience Cloud patient portal
• Clinical reporting dashboards
• Role-based access control and audit logging

Technology Stack

The Challenge

A mid-market lender was losing applicants to paper-based friction and manual credit checks. Underwriters had no pipeline visibility, SLA breaches were routine, and disbursement required duplicate data entry into the core banking system — extending cycle times to 10+ business days.

The Solution

We built a multi-stage digital origination platform that carries a loan from guided application through disbursement — with automated KYC, credit-bureau decisioning, a tiered underwriting console, e-signature, and live SLA telemetry for loan officers and managers.

What We Built

• Guided application intake via screen flows
• Document upload and verification pipeline
• Automated KYC and AML checks
• Credit-bureau pulls with rules-based decisioning
• Underwriting queue with tiered approval matrix
• E-signature and disbursement integration to core banking
• Experience Cloud borrower portal
• Pipeline and SLA dashboards for loan officers

Technology Stack

The Challenge

Quote turnaround was measured in days because pricing lived across three systems and every configuration required engineer sign-off. Margins were being lost to keystroke errors, and the sales team had no visibility into inventory or fulfillment lead time when quoting.

The Solution

We stood up Salesforce CPQ with guided product configuration, approval matrices, and a real-time SAP feed for pricing and inventory — cutting average quote time from 3 days to under 40 minutes and eliminating pricing errors.

What We Built

• Product catalogue and configuration rules for 12,000+ SKUs
• Guided selling flows with compatibility validation
• Tiered discount and margin-based approval routing
• Real-time SAP S/4HANA integration for pricing and inventory
• Branded quote document generator with conditional terms
• Renewals and asset-based ordering workflows
• Sales manager dashboards with margin visibility

Technology Stack

The Challenge

The support organization was handling 40,000+ tickets per month across email, WhatsApp, and voice — with no unified queue, high average handle time, and agents toggling between six tools. Customer satisfaction scores were sliding and agent attrition was rising.

The Solution

We consolidated every channel into Service Cloud with skills-based Omni-Channel routing, deployed an Einstein Bot handling tier-1 intents with CRM lookup, and built a softphone CTI adapter for the incumbent voice stack — cutting average handle time by 38%.

What We Built

• Unified case model across voice, email, WhatsApp, and web chat
• Skills-based Omni-Channel routing with capacity rules
• Einstein Bot with 32 intents and CRM lookup handoff
• Custom CTI adapter for the incumbent voice stack
• Knowledge base with AI-suggested articles
• Real-time agent supervisor console
• Customer satisfaction survey automation

Technology Stack

The Challenge

Three brands, four e-commerce platforms, and a loyalty program — but no single view of a customer. Marketing was blind to purchase history and cross-brand behavior, and campaign attribution was guesswork. Segment activation took weeks and depended on spreadsheet exports.

The Solution

We ingested order, web, POS, and loyalty streams into Data Cloud, resolved identities into unified profiles, and activated segments directly into Marketing Cloud journeys and paid media platforms — with attribution dashboards in CRM Analytics.

What We Built

• Ingestion pipelines from Shopify, POS, loyalty, and web analytics
• Identity resolution ruleset across email, phone, and device
• Unified customer profile with calculated insights
• Segment activation into Marketing Cloud and Meta Ads
• Journey Builder flows for winback and cross-sell
• Attribution dashboards in CRM Analytics
• GDPR and CCPA consent management

Technology Stack