In today’s fast-paced business environment, staying ahead of operational complexity is a must. DCA Outdoor—a powerhouse connecting industries from landscape production to retail and transportation—knew this better than most. With 12 distinct brands across 6 states and over 600 employees, they were juggling multiple ERP instances and a growing customer base. Their ERP system, SBI, worked for the daily account and order management, but it wasn’t integrated with Salesforce, their CRM platform.

This left DCA struggling to scale effectively and gain a unified view of its operations. That’s where Radical One stepped in, transforming their operations with seamless integration between Salesforce and SBI, empowering DCA to handle their unique challenges, enhance visibility, and fuel their continued growth.

The Challenge

DCA Outdoor had a vision of operating as a connected, data-driven enterprise, but three critical obstacles were holding them back:

1. Data Duplication: Accounts and orders were being duplicated between SBI and Salesforce, bogging down their systems and complicating processes across brands.
2. Inconsistent Data: An initial SFTP-based integration resulted in inaccurate and outdated data flows between systems, leading to unreliable insights and wasted time on manual corrections.
3. Managing Multiple Brands: Each of DCA’s 12 brands used its own instance of SBI, with separate customer and order identifiers, making it nearly impossible to manage shared accounts or gain a consolidated view of operations.

Without an integrated solution, their ability to streamline processes, track opportunities, and make data-driven decisions was severely limited. Radical One’s mission was clear: solve these challenges while making DCA’s systems scalable for future growth.

Radical One’s Solution

Our approach was methodical and adaptable, designed to transform DCA’s operations through a phased integration between Salesforce and SBI, while staying true to their goals of scalability and efficiency.

Phase 1: The Foundation – SFTP Integration

The first step was building an SFTP-based integration to pull customer and order data from SBI into Salesforce. This created a unified hub where data could be analyzed, and it helped DCA start to see where inefficiencies lay. However, data duplication and discrepancies still hindered operational efficiency, setting the stage for a more advanced solution.

Phase 2: The Game Changer – REST API Integration

Recognizing the need for real-time data accuracy, Radical One collaborated with SBI’s development team to implement a custom REST API. This real-time solution transformed how data flowed between systems.

The REST API allowed for:

• Near-instant synchronization of customers and orders between Salesforce and SBI, providing DCA with up-to-date information on accounts, opportunities, and sales.

• A streamlined process where users could create accounts directly in Salesforce and push them to SBI, eliminating double data entry and minimizing manual intervention.

• Orders matched to the correct accounts, drastically reducing duplication. By introducing smart duplication rules and enhancing processes, we cut account duplication by an impressive 80%, transforming DCA’s data reliability.

Phase 3: Powering Multi-Brand Integration

The final piece of the puzzle was the integration of DCA’s 12 distinct brands, each with its own SBI instance and unique customer identifiers. We ensured that Salesforce became the single source of truth for customer data across the board, while SBI handled order management. This multi-brand integration allowed DCA’s leadership to track operations and sales opportunities across all brands, providing a holistic view of their business.

Results That Matter

The impact of Radical One’s integration went beyond technology; it transformed how DCA Outdoor operated, giving them the tools and insights to scale effectively:

• Data Integrity: Salesforce now serves as the central, accurate source of customer information across all brands. DCA no longer has to deal with the headaches of duplicated or inconsistent data.

• Actionable Insights: With Salesforce’s powerful reporting and Tableau integration, DCA can visualize revenue streams, track order statuses in real-time, and make data-driven decisions at both the brand and executive levels.

• Operational Efficiency: Automated, real-time updates between Salesforce and SBI have replaced cumbersome manual processes. DCA’s teams are saving time, reducing errors, and focusing on delivering exceptional service to their customers.

• Scalability for Growth: The REST API architecture we built is designed to grow with DCA. Whether they expand into new brands or territories, the integration will scale right alongside them, ensuring smooth, seamless operations every step of the way.

Conclusion

DCA Outdoor’s journey from disconnected systems to fully integrated, data-driven operations is a testament to the power of strategic partnerships. Radical One didn’t just deliver a technical solution; we empowered DCA Outdoor to scale, connect their industries, and gain the operational clarity they needed to fuel their continued expansion.

At Radical One, we don’t just integrate systems—we transform businesses. DCA Outdoor’s success story is a prime example of how the right technology, applied in the right way, can unlock new levels of performance and growth.

Introduction

Reinvestment Partners (RP), a nonprofit in Durham, North Carolina, is dedicated to improving the lives of individuals through various programs, including their Eat Well Produce Prescription initiative. This program allows participants and care managers to register for fresh food programs through online portals, using Salesforce Experience Sites. However, behind the scenes, the nonprofit needed to grapple with significant technical challenges that were hindering its mission.

They needed help. That’s when Radical One stepped in.

The Client’s Problem:

RP’s team was passionate about their work, but they were fighting an uphill battle against outdated processes and inefficient systems. Each day, the team faced frustrations:

• Inconsistent Branding: Every Experience Site looked different. Without a unified, professional look, it was difficult to convey the trustworthiness and identity of their Programs.
• Management Struggles: Setting up new programs took far too long, and managing staff access became a headache, requiring constant oversight.
• Reliance on Manual Processes: Much of their work was done manually, eating up valuable time and leaving room for errors.
• Inefficient Case Management: Case files were often delayed, and without a streamlined system, case resolution times dragged out.
• Overwhelming Page Layouts: Some object layouts were cluttered, making it difficult for the staff to navigate the tools they needed.
• Lack of Scalability: As the organization grew, its technology couldn’t keep up. Adding new programs felt like starting from scratch every time.
• Limited Reporting and Visibility: They couldn’t easily see the full picture, which made it difficult to measure success and make informed decisions.

For RP, these problems weren’t just operational; they were impacting their ability to serve their community effectively. They knew they needed to act, and they needed a partner who understood their mission. That’s where Radical One came in.

The Radical One Solution:

When Radical One partnered with Reinvestment Partners, we knew the nonprofit needed more than just a quick fix—they needed a complete transformation. Our team began by diving deep into their challenges, understanding their goals, and envisioning a system that would grow with them.

First, we tackled the branding issue. RP’s Experience Sites were redesigned to create a unified, professional online presence. Now, whether users visited one site or several, they were met with a seamless, trustworthy brand experience.

Next, we turned our attention to the cluttered Experience Sites. Flows and processes were completely revamped, making the system intuitive and user-friendly. For RP’s staff and participants, this change was transformative. Data entry, once a frustrating process, became a breeze.

Manual processes? Not anymore. We automated key tasks using Salesforce Flows and custom code, freeing up the RP team to focus on what really mattered—helping people. With these new automations in place, tasks that once took hours could now be completed in minutes.

We also restructured the page layouts, removing unnecessary fields and simplifying the user interface. This made it easier for staff to access the tools they needed without wading through irrelevant information.

But that wasn’t all. RP’s outdated system architecture was completely overhauled. We built custom components for their Experience Sites, ensuring the system would not only meet their current needs but scale for the future.

Implementation Process:

We knew that making all these changes needed careful planning, so we followed a structured approach:

1. Discovery Phase: We worked closely with RP’s team to uncover pain points and define clear objectives. This helped us map out a solution that directly addressed their needs.
2. Customization: From restructuring the system’s architecture to simplifying the page layouts, we built everything with scalability and efficiency in mind. We automated manual processes and developed custom components tailored to RP’s operations.
3. Testing: Before anything went live, we conducted rigorous testing to ensure everything worked smoothly and aligned with RP’s goals.
4. Go-Live: When the new system launched, the RP team received full support and training to ensure they could take full advantage of the improvements.

The Results:

The transformation was immediate. The RP team no longer had to worry about piecing together fragmented processes or navigating a system that slowed them down.

• Improved Usability: Participants and staff alike found the new Experience Sites easy to use and navigate.
• Streamlined Operations: Automated workflows allowed staff to focus on the work that mattered, rather than getting bogged down in administrative tasks.
• Reduced Technical Debt: With a modernized, scalable system in place, RP’s technical issues were drastically reduced, paving the way for future growth.
• Faster Case Resolution: The streamlined case management system including case deflection allowed staff to resolve cases quickly, resulting in higher satisfaction for both participants and care managers.

By the time the dust settled, Reinvestment Partners had a system that not only worked for them but actively supported their mission. With a renewed focus on what they do best—helping their community—they were ready to scale, confident that their technology would grow alongside them.

Conclusion:

Radical One’s partnership with Reinvestment Partners didn’t just solve technical problems—it empowered them to operate more efficiently and serve their community more effectively. Together, we turned challenges into opportunities, ensuring RP could continue their vital work with the best tools at their disposal.