Oxford Summer Courses: Migration to Flow

Industry

Education

Products

Sales Cloud

Service

Administration

Customer

Oxford Summer Courses was set up in 2010 by two Oxford University graduates.

The company provides award-winning Oxford summer programmes to 9-24 years old students in Oxford, Cambridge or London.

Challenge

For several years Oxford Summer Courses has used the Salesforce Workflow Rules tool to automate sales and hiring processes.

Eventually, the company faced a challenge with Workflow’s complex functionality. There were difficulties with management and editing of workflow rules. Due to the many rules, the Salesforce platform was slowing down. Also, the Workflow tool didn’t have email logging functionality. All that negatively affected customization and growth possibility.

In addition, Salesforce has been rapidly enhancing another automation tool, Flow. As a result, Oxford Summer Courses approached Enway to help them with the processes migration from Workflow to Flow.

Solution

The Enway team has successfully migrated customer’s processes from Workflow to the Flow platform. Steps we did while working on the project:

Reviewed existing Workflow rules and eliminated outdated rules
Documented processes
Reduced the number of processes by combining similar ones
Built multi-level flows in Flow Builder according to processes documentation
Implemented email logging functionality

“During several years we have approached ENWAY, asking them to provide different services of Salesforce customisation for our business needs, and we have always been highly satisfied with their work. In this particular case the migration to Flow was done in due time, with clear understanding of the requirements from the beginning and support during the whole development process; the few bugs that arose after deployment were solved promptly and from that moment the system has been workly perfectly and with the expected results. Many thanks as always.”

Guillermo Tirelli

Senior Technology Manager at Oxford Summer Courses

Results

Migration to Flow enables Oxford Summer Courses to manage and customize flows efficiently. The optimized number of processes saves time, and the point-and-click interface allows editing flows without code. Also, sales managers can track sent emails and gather statistics to nurture leads.

With Enway’s solution Oxford Summer Courses can fully concentrate on its clients’ needs.