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AQBEE Innovations
Case Studies

Real Results, Real Impact

Explore how we've helped organizations across industries transform with AI-driven Salesforce solutions.

Building a Patient 360 Platform for a Multi-Hospital Network
31%
Readmission Rate Reduction
Healthcare

Building a Patient 360 Platform for a Multi-Hospital Network

CareVista Health Systems

CareVista operated 12 hospitals and 80+ outpatient clinics with patient data siloed across three separate EHR systems, a legacy CRM, and dozens of departmental spreadsheets. Care teams lacked a unified view of patient interactions, leading to duplicated tests, missed follow-ups, and a 14% readmission rate that was well above the national benchmark.

Health CloudData CloudMuleSoftEinstein AI+3 more
AI-Powered Field Engagement Platform for Pharmaceutical Sales
40%
Selling Time Increase
Pharmaceutical

AI-Powered Field Engagement Platform for Pharmaceutical Sales

Meridian Therapeutics

Meridian's 450-person field sales team was operating on disconnected systems — a legacy CRM for HCP data, separate tools for sample management and call planning, and manual spreadsheets for territory alignment. Reps spent 35% of their time on administrative tasks rather than engaging with healthcare providers, and the company had no visibility into which interactions were driving prescription lift.

Sales CloudEinstein AISalesforce Mobile SDKMuleSoft+3 more
Digital Wealth Advisory Platform for Private Banking
72% reduction
Client Onboarding Time
Financial Services

Digital Wealth Advisory Platform for Private Banking

Pinnacle Wealth Partners

Pinnacle managed $14B in AUM across 200 relationship managers but relied on a 12-year-old CRM supplemented by Excel-based portfolio reviews and manual compliance workflows. Client onboarding took 11 days on average, advisors lacked real-time portfolio visibility, and the firm was losing high-net-worth clients to digitally native competitors offering superior client experiences.

Financial Services CloudData CloudEinstein DiscoveryExperience Cloud+4 more
Intelligent Claims Automation for Property & Casualty Insurance
62% reduction
Claims Cycle Time
Insurance

Intelligent Claims Automation for Property & Casualty Insurance

Guardian Shield Insurance

Guardian Shield processed 180,000 property and casualty claims annually with an average cycle time of 23 days. The claims workflow was heavily manual — adjusters spent significant time on data entry, document review, and status updates. Customer satisfaction scores were declining as policyholders expected real-time transparency, and the company was losing market share to insurtechs offering faster, digital-first claims experiences.

Service CloudFlow OrchestratorEinstein AIAgentforce+4 more
Omnichannel Commerce Transformation for a National Retailer
67%
Online Revenue Growth
Retail

Omnichannel Commerce Transformation for a National Retailer

Luxford & Gray

Luxford & Gray, a premium home furnishings retailer with 85 stores and a growing e-commerce presence, was struggling with disconnected customer experiences. Online and in-store purchase histories were separate, inventory visibility was fragmented, and marketing campaigns were batch-and-blast rather than personalised. The retailer was losing ground to competitors who offered seamless omnichannel experiences including buy-online-pickup-in-store (BOPIS) and unified loyalty programmes.

Commerce Cloud (B2C)Marketing CloudData CloudMuleSoft+3 more
Scaling a D2C Brand from $5M to $50M with Commerce Cloud
10x in 18 months
Revenue Growth
E-commerce

Scaling a D2C Brand from $5M to $50M with Commerce Cloud

Verve Active

Verve Active, a direct-to-consumer performance apparel brand, had outgrown its Shopify-based infrastructure at $5M in annual revenue. The platform could not handle international expansion, lacked sophisticated personalisation, and offered limited integration with their growing wholesale channel. Fulfilment was managed through spreadsheets, returns were a manual nightmare, and the marketing team was unable to segment customers beyond basic demographics.

Commerce Cloud (B2C + B2B)MuleSoftData CloudTableau+3 more
Predictive Field Service for Industrial Equipment Manufacturing
67% reduction
Unplanned Downtime
Manufacturing

Predictive Field Service for Industrial Equipment Manufacturing

Hamill Industrial Technologies

Hamill manufactured and serviced industrial compressors and HVAC systems across 3,000+ commercial sites. Their field service operation relied on reactive maintenance — technicians were dispatched only after equipment failures, resulting in 40+ hours of average customer downtime per incident. Scheduling was manual, parts inventory was managed in standalone systems, and technicians lacked mobile access to service history, manuals, and parts availability.

Service CloudField Service LightningData CloudEinstein Discovery+4 more
Enterprise ESG & Net Zero Reporting Platform for Energy
85% reduction
Reporting Time
Energy

Enterprise ESG & Net Zero Reporting Platform for Energy

Solara Energy Group

Solara, a diversified energy company with operations spanning renewables, natural gas, and grid services, faced mounting pressure from investors, regulators, and customers to provide transparent ESG reporting. Emissions data was scattered across facility-level spreadsheets, supplier surveys, and engineering calculations. Producing the annual sustainability report required four months of manual data collection and was error-prone. The company needed to comply with upcoming CSRD and SEC climate disclosure requirements and lacked the infrastructure for auditable, real-time emissions tracking.

Net Zero CloudMuleSoftTableauExperience Cloud+3 more
Student Lifecycle Management for a Research University
+9 points
Enrolment Yield
Education

Student Lifecycle Management for a Research University

Westfield University

Westfield, a mid-size research university with 18,000 students, operated separate systems for admissions, student services, advising, and alumni relations. Prospective students received inconsistent communications across departments, academic advisors had no visibility into students' engagement or risk indicators, and alumni relations relied on a 15-year-old donor database. The university's enrolment yield had declined three consecutive years, and first-year retention was below peer benchmarks.

Education CloudExperience CloudEinstein AIEinstein Discovery+3 more
AI-Powered Donor Engagement Platform for a National Nonprofit
+23 points
Donor Retention
Nonprofit

AI-Powered Donor Engagement Platform for a National Nonprofit

Horizon Foundation for Children

Horizon Foundation, a national children's welfare nonprofit with $45M in annual revenue, was struggling with donor retention — losing 55% of first-time donors and lacking visibility into which engagement strategies were driving lasting relationships. The organisation operated on a basic Salesforce Nonprofit Success Pack (NPSP) implementation with minimal customisation, no automated stewardship workflows, and disconnected systems for events, email marketing, and volunteer management.

Nonprofit CloudEinstein AIEinstein DiscoveryMarketing Cloud+3 more
Autonomous Customer Support with Agentforce for a SaaS Platform
58%
Autonomous Resolution
Technology

Autonomous Customer Support with Agentforce for a SaaS Platform

NovaBridge Software

NovaBridge, a B2B SaaS company with 4,500 customers and 85,000 end users, was scaling rapidly but its support operation was not keeping pace. The 35-person support team handled 12,000+ tickets per month with an average first response time of 6 hours and resolution time of 3.2 days. Hiring was not solving the problem — the complexity of the product required months of agent training, and customer satisfaction was declining as the company scaled. The leadership team needed a way to handle routine support autonomously while ensuring complex issues still received expert human attention.

AgentforceService CloudEinstein AISlack Integration+4 more
Multi-Cloud Digital Transformation for a Global Enterprise
$18M annually
Technology Cost Savings
Enterprise

Multi-Cloud Digital Transformation for a Global Enterprise

Ascendant Holdings Group

Ascendant, a diversified industrial conglomerate with $8B in revenue across manufacturing, logistics, and professional services divisions, operated 7 different CRM systems, 12 ERP instances, and hundreds of departmental point solutions. Customer data was fragmented across divisions, cross-selling was nearly impossible, and the company was spending $40M annually on technology maintenance with minimal innovation. The board mandated a three-year digital transformation to unify the technology landscape, enable data-driven decision-making, and build a foundation for AI-powered operations.

Sales CloudService CloudMarketing CloudData Cloud+9 more
Serverless Data Pipeline & Real-Time Analytics on AWS
8 hours → 30 seconds
Data Latency
Technology

Serverless Data Pipeline & Real-Time Analytics on AWS

Velocity Analytics Inc.

Velocity, a B2B analytics platform processing 500M+ events daily, was running a fragile on-premise ETL pipeline that took 8 hours to produce daily reports. Data latency meant customers were making decisions on stale information. Infrastructure costs were escalating with every new client onboarding, and the engineering team spent 40% of their time on pipeline maintenance rather than product development. The company needed a scalable, real-time data architecture that could grow with their client base while integrating processed insights back into Salesforce for their customer success team.

AWS LambdaAmazon KinesisAmazon RedshiftAmazon S3+5 more
AI-Powered Sales Intelligence with Google Cloud & Salesforce
75% reduction
Meeting Prep Time
Financial Services

AI-Powered Sales Intelligence with Google Cloud & Salesforce

Atlas Capital Group

Atlas, a mid-market investment advisory firm with 300+ relationship managers, had rich but fragmented data across Salesforce, market feeds, custodian platforms, and internal research documents. RMs spent hours manually preparing for client meetings by searching through disconnected systems. The firm had no predictive capabilities for identifying cross-sell opportunities or anticipating client needs, and leadership lacked a unified view of revenue drivers across the business.

Google BigQueryVertex AIGoogle Cloud NLPLooker+5 more
End-to-End Contract-to-Payment Automation with DocuSign, PandaDoc & Stripe
28 → 4 days
Deal Close Cycle
Professional Services

End-to-End Contract-to-Payment Automation with DocuSign, PandaDoc & Stripe

Meridian Consulting Group

Meridian, a $120M management consulting firm, had a fragmented deal-close process spanning five disconnected tools and three manual handoffs. Proposals were built in Word and emailed as PDFs, contracts were tracked in spreadsheets, e-signatures required separate login workflows, and invoicing was done in a standalone accounting system. The average time from verbal agreement to first payment was 28 days, with 15% of deals stalling due to administrative friction. Finance had no visibility into pending contracts, and consultants were spending 6+ hours per week on administrative deal management instead of client work.

Salesforce Sales CloudPandaDocDocuSignConga+4 more
Cloud Contact Centre with Amazon Connect & Service Cloud Voice
9.2 → 5.8 min
Average Handle Time
Insurance

Cloud Contact Centre with Amazon Connect & Service Cloud Voice

TrueNorth Insurance Group

TrueNorth, a multi-line insurance carrier handling 45,000 inbound calls per month, was running a 10-year-old on-premise PBX system that required dedicated hardware, costly maintenance contracts, and a team of three full-time telecom engineers. The system had no integration with Salesforce — agents manually looked up callers, re-entered data, and toggled between five screens per call. Average handle time was 9.2 minutes, first-call resolution was 61%, and the company was paying $380K annually for PBX maintenance alone. Remote work was impossible, limiting hiring to agents near the single office location.

Amazon ConnectService Cloud VoiceSalesforce Service CloudAmazon Transcribe+5 more
Unified Integration Hub: Zendesk, Marketo, Mailchimp & Twilio with Salesforce
44% reduction
Customer Complaints
E-commerce

Unified Integration Hub: Zendesk, Marketo, Mailchimp & Twilio with Salesforce

BrightLoop Commerce

BrightLoop, a fast-growing e-commerce platform with 200,000+ customers, was running Zendesk for support, Marketo for demand generation, Mailchimp for transactional emails, and Twilio for SMS notifications — none of which talked to each other or to Salesforce. Customer support agents could not see marketing engagement history, marketing had no visibility into support issues, and SMS campaigns were manually triggered from spreadsheets. A customer who just filed a complaint might receive a promotional email an hour later, creating a terrible experience. The company had attempted two integration projects with freelancers that both failed, leaving behind orphaned middleware and sync conflicts.

MuleSoft AnypointZendeskMarketoMailchimp+6 more
Building an AI-Powered Knowledge Base with RAG for Enterprise Support
94%
Answer Accuracy
Enterprise Software

Building an AI-Powered Knowledge Base with RAG for Enterprise Support

NovaBridge Software

NovaBridge had accumulated over 50,000 support articles, API docs, and troubleshooting guides across Confluence, Zendesk, and internal wikis. Support agents spent an average of 8 minutes searching for answers per ticket, and customers frequently received inconsistent or outdated guidance. The knowledge was there — finding it was the problem.

Google Cloud Vertex AIGemini ProClaudeCloud Run+4 more
Native Mobile App for Field Service Technicians with Offline-First Architecture
89% → 96%
First-Time Fix Rate
Utilities

Native Mobile App for Field Service Technicians with Offline-First Architecture

GridPoint Energy Services

GridPoint's 800+ field technicians relied on a legacy mobile app that required constant connectivity — a critical flaw when working inside substations, underground vaults, and rural locations with poor signal. Work orders were frequently lost, photos failed to upload, and technicians often had to drive back to an office to sync their data. First-time fix rates suffered because technicians lacked access to equipment history and troubleshooting guides in the field.

React NativeAWS AppSyncSQLiteSalesforce Field Service+4 more
Headless Commerce Platform with Next.js and Salesforce Commerce Cloud
6.2s → 1.1s
Page Load Speed
Fashion & Apparel

Headless Commerce Platform with Next.js and Salesforce Commerce Cloud

Maison Laurent

Maison Laurent's legacy e-commerce site was built on a monolithic platform with 6+ second load times, a 71% mobile bounce rate, and zero personalisation capabilities. The brand's luxury positioning demanded a best-in-class digital experience, but the existing platform could not deliver the speed, design flexibility, or AI-driven recommendations needed to compete with digital-first luxury brands. International expansion to 12 new markets was stalled by the platform's inability to handle multi-currency, multi-language, and regional tax requirements.

Next.jsVercelSalesforce Commerce Cloud B2CEinstein AI+4 more
DevOps Transformation: From Monthly Releases to Continuous Deployment
Monthly → 12x/day
Deployment Frequency
FinTech

DevOps Transformation: From Monthly Releases to Continuous Deployment

PayStream Financial

PayStream's engineering team of 45 developers was shipping code once a month through a manual, error-prone release process. Deployments required a 6-hour maintenance window, a 12-person war room, and frequently resulted in rollbacks. The lack of automated testing meant bugs were caught in production, and the absence of infrastructure-as-code created configuration drift across environments. Developer velocity was declining as the team spent more time on operational firefighting than building features.

AWS ECS FargateTerraformGitHub ActionsDocker+5 more
Legacy Data Warehouse to BigQuery: Real-Time Analytics for 200M+ Records
24 hrs → Real-time
Data Freshness
Logistics & Supply Chain

Legacy Data Warehouse to BigQuery: Real-Time Analytics for 200M+ Records

TransGlobal Logistics

TransGlobal's legacy on-premise data warehouse was hitting capacity limits with 200M+ shipment records, overnight ETL jobs running 14 hours, and analysts waiting until noon for yesterday's data. The BI team maintained 400+ reports in an ageing Cognos installation, with no self-service capability. Real-time visibility into shipment status, fleet utilisation, and supply chain disruptions was impossible, leaving operations teams reactive instead of proactive.

Google BigQueryDataflowLooker StudioVertex AI+4 more