Salesforce Service Cloud and MuleSoft Integration for Claims Management

A leading automotive claims management platform transformed its IT infrastructure with Salesforce Service Cloud and MuleSoft. Discover how this unified CRM accelerates the repair cycle and

What’s Inside?

  • Our teams designed a unified global platform architecture to streamline operations for thousands of users.
  • The project successfully integrated complex legacy systems and external services using MuleSoft.
  • The platform mutualization significantly optimized the organization’s global Total Cost of Ownership (TCO).

Context

A leading automotive claims management platform operates a network encompassing over 1,500 auto repairers across the country. Backed by a major global insurer, the organization initiated a comprehensive global business and IT transformation plan. The primary objective was to offer a centralized platform providing disruptive services to all associated stakeholders.

Challenges

The organization wanted to deploy a highly modular platform to guarantee the adoption of its partner garages and secure the best rates for insured individuals right from the initial claim declaration. The main project challenge was to deliver a comprehensive service offering by integrating new processes specifically designed to accelerate the vehicle repair cycle.

The Solution

The implemented solution relied on Salesforce Service Cloud and the broader Salesforce Platform. Additionally, MuleSoft was heavily utilized to manage integrations with existing back-office architectures and various external services.

Our Contribution

We were responsible for designing the unified architecture of the global platform. Our experts defined the target business processes and managed the mutualization of profiles, roles, groups, and sharing rules. We successfully managed the migration of existing repairer profiles onto the new system. Furthermore, our team redefined the configuration rules, which included classes, validation rules, sharing permissions, and sharing sets , while seamlessly handling the integration and evolution of external services.

Benefits

The project delivered highly efficient and mutualized processes across the board. The organization gained a harmonized vision for its reporting systems and successfully accounted for the complete service offering for both repairers and insured clients. Ultimately, these mutualizations led to a highly optimized global Total Cost of Ownership (TCO) for the client’s IT landscape.

Key Figures & Dates

  • Project duration: 06/2020 – 04/2021 
  • Workload: 1000 man-days 
  • Impact: 7000 users
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