Client Results

Real examples of how Go Full Automation has helped teams clarify requirements, improve business systems, reduce manual work, and build processes people actually use.

Results clients reported

1h → 10min

Cross-journal collection creation

Reported by Petia, CMA Head

~10h/week

Saved on that workflow

Reported by Petia, CMA Head

20%

Less time and effort

Reported for one part of the workflow by Cherry, Head of Collection team

55

Jira items scoped, developed, and tested in three months

Reported by Naveen, Salesforce Lead Architect

~780

Users affected by a workflow redesign

Reported by Tim, Head of Product & Systems Support

01 · Salesforce and business systems

Making Salesforce usable, visible, and easier to improve

Implementation, data model redesign, product ownership, requirements, backlog, reporting and adoption.

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↑

The situation

A live platform people didn’t trust

A Salesforce Publishing instance at Springer Nature had moved from project to business-as-usual. A large backlog remained, requirements were ambiguous, duplicate data caused constant firefighting, and users had lost confidence.

What we did

Owned the product, not just the tickets

•

Served as Salesforce Product Owner

•

Redesigned the data model with the Salesforce Lead Architect

•

Translated requirements into Jira stories and kept a prioritized backlog

•

Set up a single point of contact for user requests

•

Ran testing and led rollout

The result

Faster delivery, less rework

•

The development team scoped, developed and tested 55 Jira items in three months

•

A Collections workflow redesign affecting approximately 780 users

•

Ranked, visible ticket priorities for collection teams

As reported by the Salesforce Lead Architect, the Head of Product & Systems Support and a Team Lead.

What clients said

“Before Joddy came in, the project suffered from ambiguous requirements, duplicate data issues, and frequent firefighting. … Joddy translated intricate business processes into precise, concise requirements, making ticketing and sprint sequencing painless. With that level of clarity, our team successfully scoped, developed, and tested 55 JIRAs within just three months, drastically reducing rework and creating a much better reporting and user experience for the business.”

Naveen

Salesforce Lead Architect · Springer Nature

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+

“While the MVP had been delivered, there was still a substantial backlog of requirements and, just as importantly, a need to rebuild confidence and engagement with department heads and end users. … One of his most significant achievements was scoping and delivering a major redesign of our Collections workflow, removing technical constraints created by the original implementation and positively impacting approximately 780 users.”

Tim

Head of Product & Systems Support · Springer Nature

Read full testimonial

+

“Before Joddy joined, Salesforce's functions were incomplete and often caused inefficiencies. … Joddy carefully collected our cases, established the Salesforce SPOC group, and listened attentively to requests from Commissioning Editors and Managing Editors. Each submitted ticket was handled promptly and professionally.”

Diana Zhao

Senior Commissioning Editor · Springer Nature

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+

“Before Joddy joined, communications between us and the product team was erratic, and it was unclear the stage of our tickets, and how/if they would proceed. … Our tickets became ranked by priority, and were given a clear path forward, with new implementations planned successfully.”

Jorge Martin

CMA Team Lead (team of 8) · Springer Nature

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+

“His ability to translate strategic requirements into practical, scalable solutions significantly boosted our team's operational efficiency and positioned us for long-term success.”

Kun

Director of Content Management & Acquisition (team of ~150) · Springer Nature

Read full testimonial

+

01 · Salesforce and business systems

Making Salesforce usable, visible, and easier to improve

Implementation, data model redesign, product ownership, requirements, backlog, reporting and adoption.

Explore this example

↑

The situation

A live platform people didn’t trust

A Salesforce Publishing instance at Springer Nature had moved from project to business-as-usual. A large backlog remained, requirements were ambiguous, duplicate data caused constant firefighting, and users had lost confidence.

What we did

Owned the product, not just the tickets

•

Served as Salesforce Product Owner

•

Redesigned the data model with the Salesforce Lead Architect

•

Translated requirements into Jira stories and kept a prioritized backlog

•

Set up a single point of contact for user requests

•

Ran testing and led rollout

The result

Faster delivery, less rework

•

The development team scoped, developed and tested 55 Jira items in three months

•

A Collections workflow redesign affecting approximately 780 users

•

Ranked, visible ticket priorities for collection teams

As reported by the Salesforce Lead Architect, the Head of Product & Systems Support and a Team Lead.

What clients said

“Before Joddy came in, the project suffered from ambiguous requirements, duplicate data issues, and frequent firefighting. … Joddy translated intricate business processes into precise, concise requirements, making ticketing and sprint sequencing painless. With that level of clarity, our team successfully scoped, developed, and tested 55 JIRAs within just three months, drastically reducing rework and creating a much better reporting and user experience for the business.”

Naveen

Salesforce Lead Architect · Springer Nature

Read full testimonial

+

“While the MVP had been delivered, there was still a substantial backlog of requirements and, just as importantly, a need to rebuild confidence and engagement with department heads and end users. … One of his most significant achievements was scoping and delivering a major redesign of our Collections workflow, removing technical constraints created by the original implementation and positively impacting approximately 780 users.”

Tim

Head of Product & Systems Support · Springer Nature

Read full testimonial

+

“Before Joddy joined, Salesforce's functions were incomplete and often caused inefficiencies. … Joddy carefully collected our cases, established the Salesforce SPOC group, and listened attentively to requests from Commissioning Editors and Managing Editors. Each submitted ticket was handled promptly and professionally.”

Diana Zhao

Senior Commissioning Editor · Springer Nature

Read full testimonial

+

“Before Joddy joined, communications between us and the product team was erratic, and it was unclear the stage of our tickets, and how/if they would proceed. … Our tickets became ranked by priority, and were given a clear path forward, with new implementations planned successfully.”

Jorge Martin

CMA Team Lead (team of 8) · Springer Nature

Read full testimonial

+

“His ability to translate strategic requirements into practical, scalable solutions significantly boosted our team's operational efficiency and positioned us for long-term success.”

Kun

Director of Content Management & Acquisition (team of ~150) · Springer Nature

Read full testimonial

+

02 · Workflow and AI automation

Turning manual workflows into connected systems

Manual work reduction, Make.com and OpenAI integrations, automated workflows and operational reporting.

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↓

02 · Workflow and AI automation

Turning manual workflows into connected systems

Manual work reduction, Make.com and OpenAI integrations, automated workflows and operational reporting.

Explore this example

↓

03 · Process improvement and adoption

Removing workarounds. Building systems people actually use.

Workaround removal, time savings, testing, training, user adoption and cross-functional implementation.

Explore this example

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03 · Process improvement and adoption

Removing workarounds. Building systems people actually use.

Workaround removal, time savings, testing, training, user adoption and cross-functional implementation.

Explore this example

↓

04 · Small-business systems

Practical systems for growing businesses

Notion systems, small-business automation, Tally and Make, operational organization, and checkout and workflow fixes.

Explore this example

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04 · Small-business systems

Practical systems for growing businesses

Notion systems, small-business automation, Tally and Make, operational organization, and checkout and workflow fixes.

Explore this example

↓

Clients came back

A second project became a third

RosterPilot returned for a second and then a third project.

Clients rehired us for more

TPA Capital and Stride Your Passion each came back for a second project.

More work already planned

King Studio, Play Beauty Supply and Hustle with Ease each said they plan to work together again.

“This was my second project with Joddy and he crushed it! We are already working on our 3rd project together and can't wait for many more to come!”

Patrick Jones

Founder & CEO · RosterPilot · Second project

“This was my second project with Joddy and he crushed it! We are already working on our 3rd project together and can't wait for many more to come!”

Patrick Jones

Founder & CEO · RosterPilot · Second project

“Great working with Joddy again - automation works great! Saved me tons of hours”

TPA Capital

Private equity firm · Second project

“Great working with Joddy again - automation works great! Saved me tons of hours”

TPA Capital

Private equity firm · Second project

“Some people talk about leadership. Others show it. … Now, working with him again in my new role, I'm reminded of the same thing: his ability to bring clarity, drive meaningful delivery, and improve how work gets done for all of us.”

Petia

CMA Head · LinkedIn post

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+

“Some people talk about leadership. Others show it. … Now, working with him again in my new role, I'm reminded of the same thing: his ability to bring clarity, drive meaningful delivery, and improve how work gets done for all of us.”

Petia

CMA Head · LinkedIn post

Read full post

+

See what this could look like in your organization

A systems assessment starts with how your business actually operates today: the process, the data, the workarounds and what leaders need to see. You’ll leave with a clearer view of the core problem and the likely next step.

30-minute call. No commitment.

Back to the results

Quotes are reproduced as written by clients. Shortened excerpts are marked with an ellipsis (…); the full text is available under each excerpt. Edits are labelled.

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