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.