Modernising a governance platform for its next stage of growth

We modernised GEP's board governance platform, fixing its Salesforce sync, giving administrators proper tools and preparing it for new products and subscriptions.

A consistent, professional experience that builds client confidence

The business problem

As GEP grew, an inconsistent interface was confusing users and driving support requests. A half-working Salesforce integration forced manual data syncing, administrators lacked basic tools, and a rigid architecture stood in the way of new offerings such as subscriptions or a mobile app.

What we did

We provided strategic guidance as well as development. We rebuilt the interface for consistency, reworked the Salesforce integration so key data syncs automatically, built administration tools such as a permissions matrix and log-in-as-user support, and moved the platform to an API-driven architecture.

Two senior colleagues reviewing a diagram of connected systems on a wall screen

A 30-minute conversation with a director.

No sales script. Tell us what is getting in the way, and we will tell you plainly whether we can help.