Wilco Source assessed the situation and worked on streamlining the entire process by integrating
multiple platforms such as Avoka, Biztalk and DNA.
Real-time integration and nightly data feeds were key for quickly accessing the accounts in the database.
Unique identifiers were built to connect Salesforce with the external applications. Biztalk was used as the
integration platform to connect Salesforce to DNA and Avoka.
Unnecessary data retrieval was removed from the standard business process and an on-demand push
button service was implemented to allow branch representatives to access other less frequently needed