From Change Set Chaos to Admin-Friendly Automation

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The Challenge

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Kenway’s client was ready to migrate their homegrown loan management system to the cloud. The FinServ firm wanted to onboard new brokers on Salesforce, automate manual processes and configure four orgs across the platform to serve their customers — all without breaking fair lending laws or other industry regulations. As Kenway’s developers scoped out the specs, they realized that they needed a smarter deployment solution than Salesforce Change Sets to meet their client’s goals.

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Searching For a Smarter Way to Deploy on The Cloud

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Without traceability or a single source of truth, it took ages for Kenway’s developers to confirm that deployments captured everything they needed. Business analysts spent as much as three hours determining which components changed between the User Acceptance Testing (UAT) stage and Production. Even worse, software bugs crept into the code and halted the release cycle — forcing the consultancy to troubleshoot for days after launch.

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Key Challenges

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The Solution

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Kenway started looking for a better DevOps solution to replace Change Sets. After taking a look at GearSet, the consulting firm chose Copado Essentials for two reasons: Cost and ease of use.

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With Copado, Kenway’s developers are able to phase out manual rebuilds by cloning and reusing inbound Change Sets. Copado acts as a single source of truth for the development and unlocks end-to-end pipeline traceability — making it easy to see what was changed, who changed it and when it was last modified. Copado also helps Kenway roll back changes for deployment and coordinate everything in real-time.

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The Future

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What’s next for Kenway Consulting? DevOps maturity and true CI/CD for their client portfolio. Kenway plans to leverage Copado Essentials for all their clients to support multi-threaded developers as they deploy to production. 

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“We’re seeing tons of ROI with Copado. We’re able to move faster on projects and our developers can focus on value-add activities instead of tediously tracking everything through deployment, ” says Lauren Stone, Client Account Executive at Kenway Consulting.