The initial project brief had three key aspects:

1. Review the existing business processes and IT systems and provide recommendations for modernisation.

2. Evaluate and recommend a solution for a new e-commerce platform.

3. Create a specification for a system to manage a large number of students, with the intent of implementing it in the future.

Analysis: After conducting a thorough analysis and evaluating various options, we decided to migrate their existing CRM from SharpSpring to Salesforce. In addition to its marketing capabilities, Salesforce offered the ability to digitize most of their business processes. For e-commerce, I conducted a separate analysis, and we selected Shopify for their new website to enable seamless integration with Salesforce for managing product offerings.

Implementation: To integrate effectively with Salesforce, many built-in objects were utilized, including products, orders, and assets. Custom objects were created where necessary to support functionality for courses and enrollments. I developed custom integrations for Shopify and Canvas LMS, incorporating queues and scheduled tasks to ensure functionality within rate limits. Additionally, I created Visualforce pages to allow manual triggering of specific interactions with the integrations. I also built two Lightning Web Component (LWC) applications to enable end users to manage their course enrollments: one for small groups and another for enterprise customers. To facilitate seamless data flow between various Salesforce objects, I implemented numerous triggers, adding additional validation where standard validation rules were insufficient.

The Salesforce implementation successfully digitised a wide range of operational processes that had previously relied on manual workflows. This provided the team with a single source of truth for customer, course, and enrolment data, improving both accuracy and visibility across the business.

The Shopify integration enabled Wray Castle to move to a modern e-commerce model, streamlining the process of purchasing and managing training bookings while ensuring orders flowed cleanly into Salesforce for fulfilment and financial reporting.

Operational teams were able to manage course delivery, enrolments, and student records more efficiently, with significantly less manual administration and duplication of effort.

The project was delivered on time and within budget, providing a robust and future-ready platform for the business to continue evolving its training offering.