How Optima Tax Relief is Delivering more Business Value with Copado

‍

The Challenge

‍

As Optima’s tax resolution volume grew, they outgrew their previous CRM. In 2016, they migrated to Salesforce to improve their client onboarding process and leverage the platform's automation capabilities. Salesforce enabled Optima’s team to deliver essential changes faster, both keeping up with the continual government and tax law changes and enabling continuous innovation within their sales processes.

‍

The extensive customizations they’ve made enable more than 600 business users to streamline customer onboarding, service and more— helping more customers get better tax resolutions.

‍

‍

Manual Testing Slowed Down Optima’s Processes

‍

While Salesforce was critical in transforming Optima’s processes, deploying updates across 12 sandboxes and production orgs was causing major challenges. Each month, they spent at least 20 hours managing manual deployments with change sets.

‍

With only manual testing and manual merges, they ran into some big quality issues. After two years, their frustration grew. They were wasting a lot of time on deployments and change sets, and they weren’t even safe or easily rollbackable. That’s when they started looking for a native Salesforce DevOps solution.

‍

Key Challenges

‍

‍

The Solution

‍

With Copado’s native Salesforce UI and workflows, Optima has been able to achieve continuous delivery, reducing individual deployment time from 2-3 hours to less than 15 minutes — a 1,100% reduction in deployment time.

‍

They now automate Apex unit testing and enforce testing standards and coverage between environments. Through automation and quality gates, Optima reported that they’ve seen 75% fewer errors released upstream. And with the native Jira integration, they’re able to easily promote changes to QA for manual testing. The improvement in quality is having a major impact on the business.

‍

The Future

‍

With Copado, Optima got much more than version control. Since Salesforce development requires all changes be built within a sandbox or scratch org, there’s no true way to develop locally and enable continuous delivery with open-source tools like Jenkins.

‍

In addition to reducing deployment time, Optima also increased code quality. The improvement has a major impact on their business. Landingham explained, “We have 600 employees who work on Salesforce. If we prevent even a single one-hour outage, Copado pays for itself — and with improved quality, we’re preventing business downtime.”