Utah Auditor’s Office

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.

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.