Client: Charles Aris
TECHNOLOGY
- Salesforce Service Cloud
- Salesforce Sales Cloud
- MuleSoft
ABOUT CLIENT
Charles Aris is an executive search firm that identifies and places qualified executive candidates for client organizations across a range of industries and functions.
NEED
By mid-2024, Charles Aris had outgrown its Salesforce Service Cloud architecture. As the firm expanded, accumulated data created clutter, slowed recruiters down, and drove up storage costs. Connecting the third-party systems the business relied on, including Bullhorn, HubSpot, and Microsoft Teams, had become critical. And before the firm could use AI to improve recruiter efficiency, it needed to clean the underlying data that any AI capability would depend on.
APPROACH
CloudMasonry’s engagement began with a system gap analysis and architecture review, then became a standing Managed Services partnership. Around that core, the team layered in targeted third-party integration work as each need surfaced.
- System gap analysis and architecture review to establish where the existing build no longer fit the business.
- HubSpot connected to Salesforce, automating marketing workflows across the two systems.
- A Microsoft Teams integration that captures meeting activity into Salesforce performance metrics.
- A MuleSoft integration reconciling Bullhorn and Salesforce data.
- A data optimization initiative that archived and deduplicated legacy records and brought storage costs down.
OUTCOME
What began as a single system assessment has grown into a multi-year, multi-workstream partnership. Charles Aris has renewed Managed Services three times and expanded CloudMasonry’s scope into HubSpot, Teams, and MuleSoft work along the way, with a modernized data foundation now underpinning the platform.
- A one-off system assessment that became a standing Managed Services partnership.
- Managed Services renewed three times, with scope expanding at each renewal.
- Bullhorn, HubSpot, and Microsoft Teams connected to Salesforce rather than run alongside it.
- Meeting activity captured automatically into performance metrics instead of logged by hand.
- Legacy data archived and deduplicated, with storage costs reduced.
