The collaboration between Atrium’s Elevate managed services team and Wounded Warrior Project® (WWP) over the past nine months exemplifies how a strong collaboration, built on shared goals and a desire to drive the business forward, can drive truly impactful outcomes.
Together, we’ve transformed WWP’s Salesforce data and analytics capabilities, resulting in over 20 production-ready dashboards in CRM Analytics and a significant leap forward in its ability to leverage Salesforce data for informed decision-making. This success story is a testament to the dedication and collaborative spirit of both teams.
Key ingredients of our successful collaboration
1. Seamless team integration and mutual respect
From day one, Atrium’s Elevate team has prioritized seamless integration with WWP, functioning as a true extension of the team. We’ve embraced open communication, eliminating silos by immersing ourselves in WWP’s existing workflows and communication channels.
Whether it’s communicating over Slack, Microsoft Teams, or Google Chat, we work with our clients wherever they are. This approach fosters a collaborative environment built on mutual respect, where information flows freely, and everyone feels connected to the project’s goals. WWP’s openness to collaboration and proactive engagement have been instrumental in the success of our collaboration.
2. Shared accountability and empowerment
Another critical part of the project’s success lies in shared accountability and a commitment to empowering our clients. Working hand-in-hand with WWP, we transitioned some of its data analysis from manual Excel-based processes to automated solutions within Salesforce using CRM Analytics. This involved not just building dashboards, but also investing in the enablement of WWP’s team.
We provide training and comprehensive documentation to help the organization understand, maintain, and even enhance the solutions independently. WWP’s eagerness to learn and its active participation in the process have been key factors in achieving this level of empowerment.
3. A framework for accelerated innovation
To accelerate innovation and ensure efficient delivery, we co-created a robust framework with WWP that included:
- Comprehensive documentation: Detailed documentation for queries, data transformation, and dashboards ensures clarity, maintainability, and comprehensive knowledge transfer. This living documentation serves as a valuable resource for WWP, empowering the organization to confidently manage and evolve analytics solutions without remaining dependent on Atrium and allowing our team to direct our focus to innovative activities.
- Agreed-upon design standards: By collaborating on design preferences, we established consistent design elements for a cohesive and user-friendly experience across all dashboards and reports. This approach not only enhances usability but also reinforces WWP’s brand identity.
This framework, combined with a strong relationship built on trust and shared goals, has enabled us to deliver impactful solutions at an impressive pace.
The Atrium and WWP relationship showcases the power of collaboration and shared commitment. By prioritizing seamless integration, shared accountability, and a framework for accelerated innovation, we’ve helped WWP unlock the power of its data and empowered data-driven decision-making that positively impacts the lives of wounded warriors. We commend WWP for its dedication and collaborative spirit, and are honored to support its important mission.
Make an impact with Atrium’s Elevate managed services
With Atrium’s Elevate services, you get a dedicated team that brings expertise and a collaborative approach to your data and AI strategy, platforms, and use cases to empower your internal team members and help your organization meet critical business goals.
