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Category: Case Studies

Modernizing Legal Document Review for a US Government Agency

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Modernizing Legal Document Review for a US Government Agency

Streamlining Accuracy, Efficiency, and Compliance Through Intelligent Automation

Overview

Our client is a government agency that manages thousands of filings each year, ranging from motions and appeals to administrative documents. Each submission must be carefully reviewed to confirm required details – such as case numbers, filing dates, and signatures.

To make this process faster and more consistent, CloudWave developed an AI document digitizer assistant that integrates directly with the client’s existing data system.

Using AI-powered prompt-based workflows, the new tool digitizes, organizes, and validates filings, helping staff reduce manual review time while ensuring every document meets established procedural standards. It also allows federal employees to look up information from within the system instantly, using AI to search through all internal documents and return answers to common questions.

Project

Our objective was to enhance the accuracy and speed of document review without altering existing workflows or compromising data security. To accomplish this, CloudWave built an AI tool that integrated directly into the client’s existing Microsoft Dynamics system.

CloudWave’s development team designed this add-on around three guiding priorities:

  • Streamlined Processing: Our tool automatically reads and extracts information from a wide range of documents and organizes it within the client’s data systems. It can also generate concise summaries of lengthy filings and scan across pages of supporting material to answer user-driven questions.
  • Human-Guided Verification: Every step of the process keeps staff in control. Once documents are digitized, reviewers can verify extracted information, make corrections, and approve final entries before they are saved in the client’s database. This “human-in-the-loop” approach ensures accuracy while significantly reducing repetitive manual tasks.
  • Secure Integration: All data extraction and validation processes occur within the client’s infrastructure, ensuring full compliance with federal data protection requirements. No document information leaves the system, and CloudWave does not retain or access any client data.

How It Works

  • Document Setup – The add-on is configured to recognize the layout and data fields of the client’s standard filing templates.
  • Digitization – Staff can upload or route filings into the system, where they are instantly converted into structured digital records.
  • Assisted Review – The tool checks for required fields, such as case numbers or filing dates, and highlights potential deficiencies for staff to review.
  • Intelligent Search & Summaries – Staff can ask natural-language questions or request summaries, and the system scans across pages of the uploaded documents to surface answers or provide concise overviews. This reduces the need to manually read through lengthy filings to locate specific information.

By automating repetitive checks, data entry and info searching, the add-on allows staff to focus on higher-level review and decision-making tasks.

Implementation:

CloudWave worked closely with the client’s administrators to ensure seamless integration, accurate configuration, and sustainable long-term performance. This collaborative rollout ensures that the new functionality enhances daily workflows rather than replacing them, a key consideration for judicial and administrative teams.

Results

  • Reduced manual review time by automating repetitive checks.
  • Improved data consistency and accuracy across filings.
  • Maintained the highest standards of security and confidentiality.
  • Enabled staff to quickly surface key information or document insights without manually reading through lengthy filings.

By embedding automation directly within its document management system, the client can process filings more efficiently and consistently while maintaining full oversight and control.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.

FinDisclose: Modernizing Federal Financial Disclosure with AI

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FinDisclose: Modernizing Federal Financial Disclosure with AI

From Paper Burden to Secure Digital Compliance

For years, federal agencies have relied on paper-based workflows to manage the OGE Form 450 Confidential Financial Disclosure Report. While essential for maintaining federal ethics standards, the process is slow, manual, and prone to errors. Employees face complicated forms and limited guidance, reviewers are overwhelmed by paperwork, and administrators lack visibility into agency-wide compliance.

To overcome these challenges, CloudWave designed FinDisclose a secure, web-based disclosure management system built on the Creatio platform. The result is a modern, user-friendly application that replaces paper with digital workflows, streamlines review and approval, and delivers real-time compliance oversight.

The Challenge

Federal agencies face mounting challenges in managing the OGE Form 450 through outdated, paper-based workflows. Employees struggle with complex instructions and time-consuming manual processes, while reviewers have to juggle stacks of forms, route documents by hand, and chase down corrections. Administrators, meanwhile, lack the visibility and oversight needed to track deadlines, monitor compliance, and balance reviewer workloads across the agency.

These inefficiencies aren’t just frustrating—they introduce compliance risks. With limited transparency into submissions and no centralized reporting, agencies have lower confidence that they are meeting federal ethics standards consistently and on time.

The Solution

FinDisclosure was developed using Creatio’s no-code/low-code Freedom UI, enabling rapid configuration of workflows, forms, and reporting dashboards. The solution replaced outdated paper submissions with a role-based, digital system accessible to filers, reviewers, and administrators.

This application serves as the official channel for designated employees, including both annual filers and new entrants, to report their financial interests and outside affiliations in accordance with federal ethics regulations. It provides a guided, step-by-step form interface that reflects the structure of the original OGE Form 450, while enhancing the process with built-in validations, conditional logic, and real-time feedback. The system automates the routing of forms, supports efficient review and approval workflows, and ensures full compliance with the standards required by federal ethics programs.

Key Features:

For Filers

  • Guided digital form with dynamic sections that appear only when relevant.
  • Built-in validations, deadline reminders, and status tracking. (Draft, Submitted, Returned, Approved)
  • AI-driven pre-population of annual filings based on prior submissions for faster, more accurate reporting.

For Reviewers

  • Automated routing of reports to designated reviewers.
  • In-app approval tools and feedback loops for efficient corrections and resubmission.
  • Digital sign-off for audit-ready records.

For Administrators

  • Real-time dashboards to track submissions, overdue reports, and reviewer workload.
  • Role-based access ensuring secure data handling.
  • Bulk onboarding and communication tools to notify employees of filing requirements.

The Impact

With FinDisclose, the agencies can transform a burdensome paper process into a streamlined, modern compliance program. Employees can complete their forms faster and with fewer errors thanks to guided digital workflows and AI-driven pre-population. Reviewers can save time with automated routing, built-in feedback loops, and audit-ready digital approvals, ensuring accuracy without the administrative overhead.

For administrators, the new compliance dashboards and analytics provide something they never had before: real-time visibility into filing progress across the agency. Missed deadlines and incomplete submissions are no longer hidden until it’s too late—leaders can monitor compliance at a glance, reassign workload as needed, and act proactively to keep the program on track.

The result is a program that is more efficient, more transparent, and more reliable. By replacing paper with a secure, digital-first solution, agencies can reduced risk and create a smoother, more user-friendly experience for every stakeholder involved.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.

EduSuccess: Driving Student Retention with AI-Powered Tools

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EduSuccess: Driving Student Retention with AI-Powered Tools

Student retention is always a top priority in higher education, and institutions face growing pressure to identify and support students at risk of leaving before completing their degrees. Academic challenges, financial stress, and lack of timely outreach often contribute to dropout rates, making it critical for schools to take a proactive approach.

CloudWave’s EduSuccess is designed to help colleges and universities do just that. Built on the Creatio platform as a flexible, institution-agnostic solution, this app consolidates academic and financial data into a single system, empowering staff to identify at-risk students early and intervene with personalized support.

Centralized Support for At-Risk Students

At its core, EduSuccess provides advisors and support staff with a comprehensive view of student risk factors.

  • Unified student profiles bring together GPA, academic standing, attendance, tuition balance, financial aid status, and outreach history.
  • A color-coded risk scale classifies students as Low, Moderate, or High risk, helping staff prioritize outreach.
  • Dashboards and charts visualize student risk distribution by academic performance, advisor assignments, or financial standing.
  • Notifications and alerts keep advisors informed when students are flagged at risk, miss deadlines, or require follow-up.

This centralized design ensures that staff members can act quickly and focus their attention on students who need it most.

Risk Scoring Mechanism

The platform uses a dynamic risk scoring model to continuously assess student performance and financial stability. A weighted formula evaluates academic and financial risk based on configurable thresholds (e.g., GPA, attendance, missed assignments, tuition balance). Scores are automatically recalculated in real time as new data is entered or updated. The system ensures that advisors always work with the most accurate, up-to-date information when engaging with students.

By turning raw academic and financial records into actionable insights, institutions can move from reactive support to proactive intervention.

Seamless Data Synchronization

A major strength of EduSuccess lies in its integration with existing Learning Management Systems (LMS) and Student Information Systems (SIS). Scheduled synchronization jobs pull academic data (GPA, attendance, assignment history) and financial data (aid status, tuition balances) directly into the platform. REST APIs ensure secure, real-time data flow between systems. Automated error handling logs any synchronization issues and alerts administrators to address them quickly.

This automation eliminates manual data entry, reduces errors, and guarantees that student profiles reflect the latest academic and financial information.

AI-Driven Outreach and Engagement

What sets EduSuccess apart is its AI-powered communication capabilities.

  • Personalized outreach messages are generated based on a student’s unique academic and financial circumstances.
  • Advisors can review, edit, or auto-send messages via email, SMS, or WhatsApp.
  • Outreach is timely and relevant, offering resources such as tutoring services, academic counseling, or financial aid guidance.

For example, if a student falls below a GPA threshold or misses multiple assignments, the system can automatically draft a supportive message connecting them to tutoring resources. Similarly, if tuition or financial aid status signals risk, AI can generate a message encouraging the student to meet with a financial counselor before it becomes a barrier to enrollment.

By tailoring communication at scale, institutions can ensure students feel seen, supported, and encouraged to persist in their education.

Impact: Retention Through Proactive Support

EduSuccess empowers higher education institutions to:

  • Identify students at risk of dropping out earlier and more accurately.
  • Provide timely, personalized outreach to address both academic and financial challenges.
  • Centralize data from LMS and SIS platforms for a complete student view.
  • Increase advisor efficiency and ensure no student falls through the cracks.

By blending automation, AI-driven communication, and intuitive design, the platform helps schools build stronger connections with their students and improve overall retention outcomes.

Improving student retention requires more than monitoring grades or balancing tuition accounts—it demands integrated data, proactive outreach, and personalized support. EduSuccess delivers on all three, equipping higher education institutions with a modern, adaptable solution to support students when and where they need it most.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.

Accelerating IT Case Resolutions with AI-Enhanced Salesforce Integration

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Accelerating IT Case Resolutions with AI-Enhanced Salesforce Integration

Solving Manual IT Ticket Troubleshooting

IT support teams often face lengthy, repetitive processes when diagnosing and resolving case tickets. Capturing the context, searching across knowledge bases, and crafting resolution steps can be time-consuming and prone to inconsistency. To address these pain points, CloudWave developed an AI-powered case management solution that integrates seamlessly into Salesforce via two deployment paths—Agentforce and Einstein—based on customer license preferences.

Solution Overview

Our tool empowers support agents by enabling a simple click-and-prompt experience:

Agentforce Version

Users click on the Agentforce icon in the Salesforce UI. A new AI window pops up, where they can send prompts about the open case record to receive suggested resolutions instantly.

Einstein Version

If customers use Einstein licenses, a custom field labeled “AI Suggested Resolution” appears on the case record. Clicking this field’s AI icon opens the Einstein interface, allowing agents to enter prompts and receive comparable AI-powered resolution suggestions.

Both versions streamline the workflow and users gain AI-assisted insights to drive faster, more accurate case handling. The AI analyzes internal documentation, product manuals, and procedural guides, along with historical case data stored in Salesforce. By drawing on past resolutions, it identifies patterns and suggests proven approaches to similar issues. This combination of institutional knowledge and data-driven insights allows the system to move beyond generic AI outputs, offering targeted suggestions rooted in real-world organizational experience.

Key Features

Quick access via familiar Salesforce UI:

The AI functionality is layered naturally into the Agentforce or Einstein environments, so agents don’t have to switch platforms or navigate unfamiliar tools.

Prompt-driven resolution recommendations:

Users initiate the AI process with simple, intuitive requests. Using prompts like “What could resolve this network outage?” or “Summarize this case for me,” the system generates relevant guidance dynamically.

Flexible deployment to align with licensing:

Whether customers have Agentforce or Einstein, the experience remains consistent, enabling broader adoption across varying Salesforce customer environments.

Human-in-the-Loop Confidence

While AI provides fast suggestions, the human case management employees stay in control. Users review, refine, and apply recommendations with the benefit of accelerated insight and reduced cognitive load.

Value Delivered

  • Faster case resolution times: AI suggestions reduce the time spent researching and drafting responses.

  • Consistency and quality: Users benefit from standardized suggestions, reducing variability in support.

  • Seamless Salesforce experience: Built into both Agentforce and Einstein, the tool requires minimal change to agent workflows.

  • Scalable across license types: Supporting both Agentforce and Einstein means broader compatibility and ease of rollout.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.

DocuAI: Creating an AI Document Processing Solution in Salesforce

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DocuAI: Creating an AI Document Processing Solution in Salesforce

Solving Manual Data Entry

Many organizations still rely on paper-based forms and scanned documents to capture critical customer or operational data. Translating that information into digital systems — especially into CRMs like Salesforce — is often a slow, error-prone process.

To eliminate manual data entry and streamline operations, CloudWave developed an AI-powered document processing solution using Salesforce Agentforce. This intelligent tool reads scanned or uploaded documents and automatically converts them into structured Salesforce data — dramatically accelerating workflows and increasing data accuracy across the organization.

DocuAI Features

In order to make this tool powerful enough to handle any document input and user-friendly enough for teams with an existing Salesforce database, our team utilized the latest Agentforce technology combined with multiple external LLMs.

DocuAI instantly reads and extracts data from any scanned or uploaded document without any prior training required. Users can upload a form, driver’s license, insurance card, invoice, or any other type of paper record and digitize it for Salesforce Data Cloud. While DocuAI generates an exact match of the fields and input information on the document, it also provides a short summary of the document’s contents so that users can review the most relevant information at a glance.

Once the document information has been generated, DocuAI proceeds to the essential human-in-the-loop verification step. This opportunity for human review ensures that any discrepancies between the original document and the new digital information is adjusted or eliminated before it is stored in the database. Both the fields pulled from the document and the information within them can be edited.

When a user is satisfied with the data’s accuracy, they can generate a report with AI-searchable text. This means that users can ask DocuAI specific questions about the document info, like “What is the group number?” on a health insurance card or “How many units of men’s size medium t-shirts were sold?” on an invoice and it will search through the digitized information to provide a response immediately.

For documents with multiple pages and hundreds of different fields, this saves crucial time for users who need to quickly find and reference specific information. The report, including any custom summarized info, can be downloaded as a PDF directly from the DocuAI app in Salesforce to the user’s computer.

When DocuAI is integrated into a Salesforce org, a window to the application will appear under each existing standard or custom object, like account or contact records. Users can find documents related to that account or contact in a dropdown field and reference any information digitized into a report by DocuAI, making it easy to locate specific data from organizations or personnel.

Results for End Users

  • Automated document scanning and data extraction using Salesforce Agentforce — no prior document training required.

  • Seamless conversion of scanned files into editable Salesforce data.

  • Multi-page document handling with support for complex forms and high-volume data fields.

  • AI-generated document summaries for quick, at-a-glance understanding.

  • Human-in-the-loop verification to review and edit extracted data before final submission.

  • AI-powered search within digitized reports, enabling users to ask questions about the document and receive instant answers.

  • Downloadable PDF reports with custom summaries.

  • Native Salesforce integration, with DocuAI accessible directly from account and contact records.

  • Improved data accuracy, faster workflows, and reduced manual workload for any team managing document-heavy processes.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.

Merging Government Leasing Apps in Salesforce

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Merging Government Leasing Apps in Salesforce

Overview

Our client, a government agency that manages federal real estate, offers leasing contracts with the United States Government to private property owners.

Historically, they used two different digital applications to handle single award lease procurement (contracts with specifications for a particular space) and multiple award lease procurement (which allows the market to compete for multiple federal leases via a single offer). It wasn’t possible to share information about available properties between the two apps, which meant that property owners had to register login info on two different websites and complete the process for submitting their building specs twice for every property.

In an effort to improve customer experience on their website and streamline the submission process for property owners, the agency hired CloudWave to combine these two different applications into one central framework in Salesforce. Here’s how our team tackled the challenge.

Project

In order to build a road map to a better future state, CloudWave Salesforce Architects needed to carefully review the current state and establish how the most important elements from each app could be combined into one seamless process for users.

They ultimately decided to merge the two apps into one home page with a singular login and workflow for all properties, only branching off as needed for single award or multiple award lease procurement submissions. This would simplify the process both for property owners as they input building data, and for government employees as they reviewed the information and matched up available properties to leasing contracts.

The 8-month project was broken into 3-week sprints with specific goals for the CloudWave Salesforce Developers to tackle, like updates to the overall workflow for users, menu changes, and UI improvements. The dev team used Salesforce Lightning Web Components to combine the existing property objects in each old application into new objects in the new application – ensuring that historical data would not be lost.

The CloudWave team periodically hosted demos for the government agency to assess progress and ensure the solution was aligned with the end goals for users. As development continued, Quality Assurance teams tested and confirmed functionality for the new app and ensured there were no other disturbances to the Salesforce org.

Results

  • Only one site login for property owners.
  • Integrated the functionality of each app into one singular site.
  • Data and workflows from each app successfully combined to reduce manual effort inputting building specs.
  • Site smart enough to determine the pages and workflow style the user needs to fill out for single award lease procurement vs. multiple award lease procurement and populate accordingly.
  • Ability to replicate building information across multiple offers, whether they are single or multiple lease procurement.
  • Old Salesforce components transitioned to new Lightning Web Components.
  • Updated branding to reflect the new application.
  • Updated URLs, contact details, menu options, and UI formatting to improve overall user experience.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.

Improving Document Management with Salesforce

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Improving Document Management with Salesforce

Overview

Our client, a government agency that manages federal real estate, offers leasing contracts with the United States Government to private property owners. These contracts naturally require many different types of documentation and paperwork.

With disparate filing systems for different types of documents, there was plenty of room for human error and decreased efficiency when federal agents needed to access and reference records for the leasing contracts.

In an effort to improve document management for everyone, the agency hired CloudWave to update the website and accompanying Salesforce org used for real estate taxes to include other key documents and offer an easier submission process for property owners. Here’s how our team tackled the challenge.

Project

In order to make the right improvements to the real estate taxes site and transform it into an overall lease management site, CloudWave Salesforce Architects needed to carefully review the current state and understand how it was functioning.

One of the key pain points stemmed from a record-sharing process that required users to request access from admins before any document submission could take place. The system was also only set up for tax document submissions, so there would need to be workflow changes with different options users could select based on the type of document they needed to submit. And finally, the document submissions from this system would ultimately integrate with another external real estate exchange team. The architects and developers needed to ensure the other team’s system was set up to receive new types of documents.

The 8-month project was broken into 3-week sprints with specific goals for the CloudWave Salesforce Developers to tackle, like granting access to submissions without record-sharing and enhancements to the submission process to capture contact info and comments automatically. The team also leveraged Lightning Web Components, Aura Components, Apex Classes to facilitate the functionality for users to search for a lease, save a lease, submit a wider variety of documents related to a lease, and view attachments they have previously submitted.

The CloudWave team periodically hosted demos for the government agency to assess progress and ensure the solution was aligned with the end goals for users. As development continued, Quality Assurance teams tested and confirmed functionality for the new app and ensured there were no other disturbances to the Salesforce org.

Results

  • Users can not only upload real estate tax documents, but also change of ownership, novation, lab test documents, small business subcontracting, and more into one comprehensive site. 
  • The lease management site works in tandem with the real estate exchange team without any errors or disruptions.
  • There is no longer the need for record sharing before uploading documents on appropriate leases. 
  • Users can instantly search for their records and save frequently-used documents to a list.
  • UI improvements to the lease management system: an updated navigation menu, a new resources page, and updated workflows.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.

XCavate: Creating a Searchable Backup of Salesforce Records

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XCavate: Creating a Searchable Backup of Salesforce Records

Overview

Salesforce admins and developers are all too familiar with the limitations of traditional Salesforce backups. When Salesforce records are deleted, they stay in the recycle bin for 15 days. After that time period elapses, they are gone permanently.

There are so many scenarios where data can be accidentally deleted or compromised: an HR professional accidentally deletes an employee’s record, the integration of a new accounting app overwrites critical data about last year’s earnings, or someone in the IT department delpoys untested code and it breaks something in the org.

Our team at CloudWave developed a solution called XCavate so that one of our long-term Salesforce clients could always recover lost records and easily search for the specific information they needed. Then, we made this technology available to other Salesforce users in AppExchange.

Project

First and foremost, we wanted to solve the problem of losing access to crucial Salesforce data after the 15-day window in the recycle bin elapses.

Our team built a system that backs up records as frequently as necessary and stores them for as long as you need them. Users can customize backups in XCavate to only include specific objects and categories so that the storage is allocated to the most important and relevant records. You can choose a specific time to back up your data daily or run an immediate backup on demand. You can also determine how many days each backup will be stored and adjust according to your business needs and cloud storage availability.

XCavate can also back up event log files: the records for actions people took within Salesforce, interacting with objects and features. Since this data is normally only accessible to Salesforce users on an external website for a very limited time, this addition was crucial for improving data security for our client. Within XCavate, you can easily discern which users clicked on objects, shared files, edited text fields, posted or deleted messages in chatter, and more. XCavate can make your logs accessible and auditable at a moment’s notice.

XCavate uses the client’s own elastic backend storage so that each client can manage their data needs accordingly. Using this framework, our team included advanced elastic search capabilities that help users narrow down results and recover the exact records they need more quickly. We call this “digging your data.”

Results

XCavate is available now in the Salesforce AppExchange.

Key Features Include:

  • Scheduled and On-demand Backups: Customize the objects or event log types you need to back up and schedule for any day or time.
  • Backups Available 24/7: Access your data instantly without any complicated requests!
  • Backups Without Limits: No time or data size limits.
  • Permanent Retention of All Logs: Find out who did what within your Salesforce event logs, dating back as far as you need.
  • Advanced Search Capabilities: Search by object or event type, file name, time period, and more to help you recover your records faster.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.

Creating a Grant Management System with AI in Salesforce

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Creating a Grant Management System with AI in Salesforce

Overview

The client, a government agency with a high volume of incoming grant funding requests, needed a solution that would help them stay organized, maintain their data, and manage grant applications efficiently. Our team used Salesforce to develop a custom system for vetting grant applications and managing contacts and documents throughout the whole lifecycle of the grants, incorporating cutting-edge AI technology.

Project

The biggest pain points for admins involved in grant applications were centered around saving time, improving efficiency, and maintaining important records. Our team of experienced developers at CloudWave chose to solve these problems by building a fully custom system in Salesforce. Salesforce has versatility for a wide variety of different use cases and can be integrated with hundreds of different external applications as-needed.

In addition to building a straightforward data management system in Salesforce, our team prioritized the latest AI technology to emphasize efficiency. Tools for automation and artificial intelligence built directly into the platform are an essential solution to saving admins time on tedious, repetitive tasks.

First, the CloudWave team designed the grant management system so that applicants can submit their documents and log in to check on the status of their applications, chat with admins, or upload additional documents upon request.

Driver’s License Verification

The first step in the application process to use AI is a driver’s license verification. When a user decides to apply for a grant, the system will prompt them to upload their driver’s license as an image file. From there, the AI technology will scan the license and determine whether or not the identity matches the user’s submitted info. The user can confirm that their identification is correct, or if there is a mismatch they will be prompted to address the discrepancy in their account before proceeding further.

1040 Tax Form Verification

After the driver’s license info has been verified, the system will prompt the user to upload their 1040 tax form to determine whether or not they are eligible for the grant. The system will only allow a user to continue with the application process if the info on their form meets income eligibility requirements.

Form Digitization

Once an applicant has uploaded their driver’s license and 1040 tax form, the AI component will scan the flat documents. The system will lift, transform, and store the information into digital data without the need for manual data entry by an admin. This info is easily accessible to admins under the corresponding applicant’s account with the click of a button, and it can be edited as needed.

5-Point Summary Builder

Each applicant is asked to write a long-form justification as to why they should receive grant funding to finish up the application process. The system AI scans this information and summarizes it into 5 key bullet points for admins to quickly scan and review when approving or denying the funding request.

Grant Management

Once an application has moved through the approval process with a combination of AI checkpoints and human verification, admins can easily access all of the details associated with that account within the Salesforce grant management system. They can see a snapshot of crucial data and reports in the dashboard, access key contact info, review funding programs, and track ongoing funding requests all within one comprehensive system.

Results

  • Custom Grant Management System built in Salesforce where administrators can instantly access reports, records, contact info, and more in organized, user friendly tabs.
  • AI verification tools for applicant driver’s licenses and tax forms that save administrators time and manual effort through automation.
  • AI form digitization that preserves the info from scanned paper records digitally without manual input from admins.
  • AI summary builder that intakes long-form written justifications and transforms them into five easily scannable bullet points for admins to review.
  • These features solve for the pain points, saving time, improving efficiency, and maintaining records while reducing manual effort for admins.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.

Eliminating Manual Data Entry with AI

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Eliminating Manual Data Entry with AI

Overview

Many different organizations still rely on paper documents to collect crucial information for their records. But today, those records are stored digitally as documents on servers or the cloud instead of as physical copies in a filing cabinet. That leaves administrative professionals with the thankless and tedious task of manually entering the written information on forms or documents.

CloudWave set out to solve this problem and save administrators time by developing an AI application that can scan the info on paper documents and instantly digitize them with the click of a button.

Project

Our team had several key priorities when developing this tool to ensure it would work smoothly and effectively for any business use case.

  • High Quality Generative AI – We wanted to ensure that the AI would scan documents as accurately as possible so that admins wouldn’t have to waste time on reformatting or fixing lots of errors.
  • Human-in-the-Loop Verification – While the idea is for the application to digitize the contents of each document perfectly, we wanted to make sure admins had the opportunity to check its work and make any adjustments as needed.
  • Enhanced Customer Security – We wanted to empower customers to feel confident using the application and storing the digital files within their own native systems rather than forcing them to rely on a repository hosted by CloudWave.

First, our team of innovative developers built optical character recognition (OCR) algorithms that are capable of reading both human handwriting and printed documents in any font or language. Then they trained the AI system to read and recognize specific documents to help further improve its accuracy. This step is crucial in honing the application to fit the specific needs of an organization so that the AI will format and report the document information correctly on its first try.

Once the AI system was ready, the team created a simple user interface where admins can submit scanned paper documents to developers and access the digitized results in a queue on their dashboard. From there, admins put the “human” in “human-in-the-loop” by reviewing the digitized documents for any minor errors. Admins always have the final sign-off on the documents before they are stored in the business database as records.

All of the OCR algorithms in the application are run within the business’ in-house system, so that CloudWave never has access to sensitive data. This unique feature is essential for businesses that deal with private healthcare or financial records in order to maintain data compliance regulations.

Results

  • Cutting edge AI technology that scans any paper document and instantly digitizes it. This saves admins time, improves business efficiency, and maintains important records.
  • Human-in-the-Loop Verification that ensures all records are approved by both the AI system and a human being. This reduces both human and machine error and cuts back on dirty data.
  • Enhanced security from housing the entire document digitizer AI application in the client’s own systems. All sensitive data and private information remains protected.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.