United Pet Care

United Pet Care

Taking integrations to the next level

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Services

CRM Implementation

Platforms

Salesforce

United Pet Care

Project Overview

Goal: Built Front Facing API for all of their partners and Benefit Administration systems to post instead of manually uploading.

  • Built Front Facing API for all of their partners and Benefit Administration systems to post instead of manually
  • Built out their Security Infrastructure including providing a security document
  • Fix Operations of how Salesforce CRM system interacts with existing technology stack

Project Execution

In order to automate enrollment with members, Rule27 Design built a fully functional enrollment process.

  1. Data security was not compromised by providing authentication tokens to API Endpoints.
  2. The solution provided allowed for all users within the client's instance to stay in one system. This allowed for no system confusion or retraining with different software.
  3. All data coming in and out was then tracked with historical markers allowing the client to follow proper data trails for their customers.

Graphical user interface, text, application, emailDescription automatically generated

Results

Rule27 Design was able to push this new implementation with their current tech stacks while earning them discounts on the software they were using. This allowed for the Client to be able to update their budget allowing for us to build out a security document. This 173 page security document allowed for the Client to be able to pass more security reviews resulting in more Benefit Administration systems working with the Client.

Conclusion: Focusing on the correct technology will always allow for you to focus on what truly matters. This can then have a snowball effect that opens more doors allowing you to perform at your very best.

Don't just seize the day...RULE IT!

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