dc nearshoring is a platform business with a presence across Germany, including locations in Hamburg, Nürnberg, Augsburg, and Munich. The company operates as a marketplace for IT resources, addressing customer demands for skilled personnel.

When a customer submits a request, dc nearshoring matches it with suitable partners from their extensive partner pool. The company has over 55 delivery partners registered on its portal, providing access to over 25,000 professionals. These partners are based in over 21 countries, enabling dc nearshoring to meet a diverse range of customer needs with highly qualified IT experts.

A significant challenge for dc nearshoring was managing its data effectively, which underscored the need for a data portal. Their old process relied heavily on email and Excel spreadsheets.

For instance, when a customer called requesting two skilled individuals, dc nearshoring recorded the request in Excel and then sent emails to their delivery partners. The evaluation process, partner information, and communications were all managed manually in Excel.

As responses came in, dc nearshoring struggled to promptly match candidates to the correct opportunities. Customers would request interviews, but the team often needed clarifications about which opportunity or company the request referred to and what the agreed price was. This disorganization became a major issue as dc nearshoring scaled up.

The Excel and email-based system simply couldn't handle the increased volume — the company searched for the means to digitalize the workflows.

Custom Salesforce development of a Partner Portal emerged as the solution to the challenge, enabling dc nearshoring to scale efficiently and seamlessly manage data.

Notably, dc nearshoring needed a solution that deviates from the traditional CRM setup commonly associated with Salesforce. A tailored approach was required to align more closely with the company's specific processes and requirements.

The custom Partner Portal provided dc nearshoring with the ability to scale up effortlessly.

Now when they receive an opportunity, it is posted into the Portal. Each delivery partner creates a profile based on their capabilities, location, and size. This enables dc nearshoring to easily select the appropriate partners. With a simple click, emails are automatically sent to the selected partners. If a partner has suitable candidates, they can upload their CVs directly into the Partner Portal.

This Partner Portal, developed by Twistellar, ensures a smooth flow from opportunity to job posting to candidate submission. The Portal automatically evaluates the CVs against the requirements, eliminating the need for manual checks. Qualified candidates can be quickly forwarded to the customer and the delivery partner with another simple click. The Partner Portal also provides a clear overview of all candidates, showing which delivery partner each candidate belongs to and for which opportunity.

The solution has helped dc nearshoring effectively connect customers looking to implement IT projects with IT service providers. The Portal addresses the need for tracking project opportunities, submitting and getting approvals for partners' offers, and booking financial parameters and metrics of engagements, complete with all necessary automations and notifications.

This streamlined process allows dc nearshoring to manage this part of the workflow almost independently, freeing up the rest of the team to focus on other tasks and significantly improving their operational efficiency.

Objective: digitizing a previously manual process and enhancing scalability; addressing the need for tracking project opportunities, facilitating the submission and approval of partners' offers, and managing financial parameters and engagement metrics through automation and notifications.

Deliverables: custom Salesforce development services that included building a custom Partner Portal, Customer 360 Platform integration, and process automation.

Here are the results achieved through the collaboration between dc nearshoring and Twistellar: