Executive Summary
The project was aimed at building an efficient, secure, and scalable student transportation onboarding platform for Business, a leading provider of specialized school transportation solutions. By leveraging Salesforce Sales Cloud, Experience Cloud, Einstein OCR, and Azure cloud integration, we enabled an end-to-end digital solution for driver onboarding and document management, significantly improving operational speed and regulatory compliance.
Project Overview
Design and implement a partner onboarding experience that digitizes document submission, captures key data using OCR technology, ensures secure document storage off-platform (Azure), and streamlines the driver onboarding and submission approval process.
- Salesforce Sales and Experience Cloud Setup
- Einstein OCR Integration for Document Scanning
- Secure Document Storage with Azure
- Record-triggered and screen-based automations
- Custom API development for onboarding operations
- Build custom objects and fields according to business requirements.
Scope:
Key Highlights
A. Salesforce Sales and Experience Cloud Implementation
- Sales Cloud: Utilized Salesforce’s Data Model to model new objects (e.g., Assigned Resources, Submissions) for driver management workflows.
- Experience Cloud: Built a Partner Community portal for resource management, allowing drivers to upload necessary documents and track their onboarding status.
B. Einstein OCR Integration
- Einstein OCR Integration: Integrated Salesforce Einstein OCR to scan uploaded driver documents (like driver’s licenses).
- Automated Data Capture: Captured critical data fields automatically and stored them into Salesforce custom objects for processing.
C. Secure Azure Integration
- Einstein OCR Integration: Integrated Salesforce Einstein OCR to scan uploaded driver documents (like driver’s licenses).
- Automated Data Capture: Captured critical data fields automatically and stored them into Salesforce custom objects for processing.
Business Challenges and Solutions
| Challenge | Solution |
|---|---|
| Manual, error-prone onboarding process | Built a digital portal with guided flows and automated record creation. |
| High risk with sensitive document storage | Integrated Azure storage to avoid storing sensitive files in Salesforce. |
| Delays in document validation and data entry | Used Einstein OCR for instant document scanning and data capture. |
Results & Business Impact
| Metric | Before Implementation | After Implementation | Impact |
|---|---|---|---|
| Driver Onboarding Speed | Manual, 7-10 days | Automated, 2-3 days | ⬇ Reduced Time |
| Document Storage Compliance | Internal-only storage, security risk | External secure Azure integration | ✅ Improved Compliance |
| Data Entry for Licenses | Manual keying | Automated OCR-based capture | ⬆ Faster Processing |
| Submission Approval Efficiency | Manual review bottlenecks | Streamlined automated workflows | ✅ Higher Throughput |
Conclusion and Next Steps
The project successfully modernized Business’s onboarding platform for driver partners, ensuring faster onboarding times, better compliance with document security standards, and seamless integration of Salesforce and Azure technologies.
Next Steps:
- Expand Einstein OCR models to additional document types.
- Integrate real-time document verification services.
- Build automated reminders and escalations for pending document approvals.