Case Study

Utah Auditor’s Office

We replaced a homegrown system at the auditor’s office with a streamlined system.

At a Glance

We collaborated with the auditor’s office to implement the best Sales Cloud and Community Cloud joint solution for complex compliance processes.

Services Provided

Implementation

The Challenge

The Utah Auditor’s Office needed to replace a legacy homegrown document management system with a custom, more user-friendly, and streamlined system. Authenticated users in the system needed to be able to seamlessly upload reports for any entity and year. The Auditor’s Office also needed the ability to update account and contact information. The Utah Auditor’s Office requires unique process integration that would allow certain documents to be searchable and downloadable from a public website without authentication. And over 20K current documents containing important statuses and approvals needed to migrate to create an ecosystem that was substantially more robust and yet also completely user-friendly.

Utah Auditor´s Office Case Study Challenge
Utah Auditor´s Office Case Study Challenge

The Utah Auditor’s Office needed to replace a legacy homegrown document management system with a custom, more user-friendly, and streamlined system. Authenticated users in the system needed to be able to seamlessly upload reports for any entity and year. The Auditor’s Office also needed the ability to update account and contact information. The Utah Auditor’s Office requires unique process integration that would allow certain documents to be searchable and downloadable from a public website without authentication. And over 20K current documents containing important statuses and approvals needed to migrate to create an ecosystem that was substantially more robust and yet also completely user-friendly.

About Utah Auditor’s Office

The Utah Auditor’s Office provides taxpayers and government officials with an independent assessment of financial operation, statutory compliance, and performance management for state and local government.

Headquarters: Salt Lake City, Utah
Industry: Government
Website: auditor.utah.gov

The Outcome

Utah Auditors Office Solution

Through an exhaustive discovery process with key stakeholders, Simplus worked collaboratively with the Utah Auditor’s Office to implement Salesforce Sales Cloud and Community Cloud. Simplus used VisualForce pages and Apex to create a custom UI to build a more pleasing and user-friendly community experience, including public report searching and download features. By creating Apex Schedule Classes, Simplus was able to accommodate complex compliance processes within the Salesforce instance.