9 1 - Enhanced Data Management



Real estate expediting firm


A multi-phase construction project involves the management of diverse activities, such as reviewing architectural drawings, preparing municipal documents, filing permit applications, which also require multiple communication and approvals in between. The client’s customer management system lacked the functionality, flexibility and scalability to track all activities in one place.

To make project management more time- and cost-effective, the client needed to migrate and transform their legacy system.


CoreValue delivered a complex web-based Salesforce solution to ensure flawless data management. The process includes all project management phases from inception to go-live. The project/task management system enables Project Managers to easily model, execute and keep track of each task, as well as be notified of change order requests and monitor overall project workflow. The form generation tool enabled users to fill and print hundreds of approval forms of various types. The integration and customization of FinancialForce facilitates quick invoice preparation as well as one-click payments.