Case Studies

Set your people free to do their most strategic work.

Set the Vision

Craft the Plan

Align the Team

Achieve the Mission

We mean it when we say human-centered.

At Compass Strategy Design, we prioritize excellence when it comes to delivering the solution that most aligns with your mission and solves workflow issues holding your people, and ROI, back.

See examples of force-multiplication in action with the case studies below.

“Our CFO ran the numbers, and the impact could be in the hundreds of thousands...a year."

"You gave me 60 percent of my day back."

“You guys are amazing."

Streamlining Salesforce Governance to Reclaim Time

A major shipping company was losing valuable time due to inefficient processes for tracking Salesforce improvement requests and maintaining data hygiene.

With our implementation of a governance tool that automated these processes, they improved efficiency, optimized license usage, and positioned for greater Salesforce investment, with one employee commenting the solution gave her back 60% of her day.

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Optimizing Shipping Costs for Profitability

A company was losing hundreds of thousands annually by using an outdated shipping rate table that failed to account for current carrier rates and fees.

Our team identified this issue and built a carrier integration in Salesforce that ensured accurate pricing, eliminated unnecessary losses, and will likely drive millions in profitability by 2030 while boosting platform adoption.

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Unifying Reporting Across Subsidiaries with Data Migration

A large publicly traded company struggled with fragmented reporting due to siloed SAP CRM systems, limiting leadership’s ability to make strategic decisions.

By migrating data into Salesforce, we delivered unified, real‑time reporting that empowered better decision-making, optimized license usage, and drove greater Salesforce adoption and investment.

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Elevating Client Support with a Global Service Portal

A multi-billion dollar organization faced inefficiencies in managing client issues due to limited transparency and communication in their support processes.

By implementing a service portal in Salesforce that allowed customers to track support in real time, we helped streamline global support operations, improved customer satisfaction, and drove deeper platform adoption and investment.

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