Industry
Financial Services
Customer
A Cyprus-based investment firm focused on prime brokerage and wealth management. The company serves financial institutions, corporate businesses, and private clients.
The Customer had been using Salesforce CRM for several years and wanted an independent health check of the existing solution.
ENWAY’s goal was to conduct a full review of the Salesforce environment to ensure the system supports current operations, follows best practices, and stays scalable for future growth.
During the health check, the ENWAY team completed the following steps:
- Evaluated Salesforce configuration and internal processes to spot inefficiencies, redundancies, and optimization potential.
- Assessed workflows, approval processes, and automations (Flows) used in eKYC and client onboarding.
- Reviewed reported bugs and improvement requests, validated business relevance, and provided actionable recommendations with estimated implementation efforts.
- Analyzed installed apps to identify unused or orphaned solutions that could be removed or consolidated to improve performance and maintainability.
- Identified additional concerns and opportunities, including technical debt, process gaps, and data integrity risks beyond the initial scope.
- Delivered a structured report summarizing findings, process diagrams, and prioritized recommendations.
Our methodology toolset included:
Stakeholder interviews, sandbox setup, configuration review (Salesforce objects, fields, validation rules, Flows, approval processes, and integrations), onboarding workflow testing, and DocuSign integration and template review.
After the health check finalization, ENWAY equipped the company with a clear roadmap for Salesforce enhancement and long-term maintenance.
Some report highlights:
- We discovered that the Salesforce environment may soon approach data storage limits, especially in objects storing large volumes of files and attachments. The team provided recommendations on suitable external document storage solutions.
- We found that internal users manually collect and upload onboarding and eKYC documents. This approach increases workload, causes delays, and limits self-service. Instead, we proposed a secure upload feature in the Experience Cloud portal to allow clients to submit documents directly (ID files, agreements, supporting docs).
- We highlighted the risks of relying primarily on Salesforce Flows to automate an increasingly complex onboarding process. ENWAY recommended transitioning core onboarding logic to a custom Lightning Web Component (LWC) to improve flexibility, performance, and maintainability.
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