AVID Property Group (AVID) is a renowned Australian property developer that prides itself on building exceptional residential communities in key growth precincts across the country. Their mission to deliver affordable and sustainable lifestyles for homebuyers and investors through a commitment to innovation and product diversity has driven them to continually seek improvements to aid efficient operations. AVID understands that to scale their organization quickly and efficiently, they need smart approaches to tackle inefficient processes and automate tedious manual tasks.

AVID’s sales team faced challenges in integrating multiple systems for data ingestion and processing, causing delays and inefficiencies. Specifically, they encountered difficulties obtaining accurate and up-to-date sales data for their GCP (Google Cloud Platform) database, which was crucial for reporting and analytics. Their current process for transferring Salesforce data mixed with Excel files into their database was inefficient, making things complicated for their teams. "We had a convoluted process that involved integrating databases, writing Python scripts, and capturing data multiple times across multiple systems. This was creating a lot of digital clutter," explains Carmen Glenister, IT Enterprise Architect at AVID.

Performance slumps caused by daily full object data set extractions from Salesforce, large data volumes increasing data usage costs, and inflexible, non-dynamic workflows requiring manual updates for any changes to Salesforce objects were just a few of the issues Carmen’s team sought to fix. Additionally, the data available for reporting was also a day out of date, impacting the accuracy and timeliness of business insights for their sales team. Carmen recognized the need to overhaul and optimize these processes.

AVID thoroughly evaluated six different iPaaS vendors to identify the most suitable solution for their specific needs. They sought a robust platform that could scale effectively, aligning with their plans for rapid growth, and a flexible platform capable of integrating various systems, automating processes, and efficiently moving large volumes of data.

Tray.ai distinguished itself from the competition with its exceptional auditing capabilities, letting AVID effortlessly identify and resolve issues within the workflow without leaving the platform. "Tray's user-friendly auditing capabilities made tracking and tracing issues a breeze," says Carmen. 

"Our goal with automation is to minimize errors and the time spent on unfulfilling tasks. We aim to eliminate legacy integrations that constrain our business due to their inflexibility. We're building a foundation for growth, and we chose Tray because it can scale with us."

Carmen and her team collaborated with their sales team to develop a scalable solution using Tray Universal Automation Cloud. Their objective was to increase sales reporting data frequency, decrease Salesforce load, and minimize data volumes passing through Tray. Carmen explains, "This collaborative effort allowed us to better understand and address our data integration challenges around sales reporting and create more dynamic and efficient workflows." Their process redesign aimed to build more dynamic workflows, accommodate new or deleted fields automatically, and reduce the process runtime.

Redesigning processes within Tray led to significant improvements for AVID. They now receive new data from Salesforce every 15 minutes, resulting in substantial benefits for their reporting and data accuracy. By performing small delta API calls, AVID has reduced the load on Salesforce, resulting in a more efficient data management process and a better business experience overall.

The data load across Tray was reduced by an impressive 73%. Additionally, the team can now easily handle the addition of new Salesforce objects by including the object's name in a table, saving them considerable time and effort in modifying and testing workflows. 

They can also automatically detect new and deleted fields, further reducing the time required to modify flows. Previously, the workflows took over an hour to run. But now, they run every 15 minutes, taking only a few seconds or minutes to complete. "Tray.ai has had a substantial impact on our efficiency, allowing us to enjoy significant time and cost savings," says Carmen.