- Written by - Phil Cuming
Most businesses don’t overhaul their systems because something’s broken. They do it because things aren’t working well enough, and the cracks are starting to show.
For Orbian, a leader in payables solutions, slow internal workflows, scattered information, and limited visibility across regions were the biggest stumbling blocks on the path to growth.
It wasn’t total chaos. But it was inefficient. And in a fast-moving, service-driven environment, inefficiency compounds quickly.
The temptation is always to put off fixing these kinds of problems. There’s the assumption that change will be long, painful, and disruptive. But when Orbian partnered with Comnexa, what they got was a solution delivered at pace, with minimal disruption and maximum impact.
The project took just one month. In that time, Orbian transformed the way its teams worked together, streamlining operations, improving visibility, and setting the business up to scale with confidence.
The Problem: No Single View, No Clear Picture
Orbian’s operations span regions and teams, with complex relationships to manage on both the buyer and supplier sides. But their systems weren’t supporting that complexity.
Different departments were using different tools. Some were still on Salesforce Classic, while others had moved to Lightning. Documentation was stored in SharePoint, but not easily accessible from within Salesforce. Case tracking was manual and inconsistent.
They were spending more time figuring out what was happening than actually moving things forward.
Orbian’s teams needed better visibility. Leadership needed cleaner data and smarter reporting. And the business needed a way to unify operations, without slowing everything to a crawl in the process.
The Turning Point: Seeing the Opportunity in the Pain
Orbian didn’t go looking for a transformation project. But the day-to-day friction – missed context, slow case handling, fragmented systems – was starting to add up. So they made the call.
What made the difference was how quickly Comnexa moved from listening to delivery. From the earliest conversations, our team tuned into not just the stated objectives but the small frustrations voiced along the way. That attention to detail meant that even passing comments got translated into meaningful improvements.
What Comnexa Delivered: Fast, Focused, Effective Change
In just four weeks, we helped Orbian roll out a Salesforce solution that works the way their people work:
- A consistent Salesforce Lightning experience for all teams, no more split between Classic and Lightning.
- Real-time dashboards and reports that surface key metrics such as case volume, type, and age, making it easier to prioritise and act.
- Outlook and SharePoint integration, connecting communication and documentation directly into Salesforce records.
- Smarter workflows that reduced manual admin and freed up time for more valuable work.
Now, teams could see exactly what was happening. They knew which cases needed action, what documents were connected to which customers, and how their performance was tracking, without having to dig through emails or spreadsheets.
The Result: More Clarity, Better Service, and a Platform That Scales
With better visibility came faster decisions.
Teams could act more quickly and with greater confidence. Case resolution improved. And with key systems now talking to each other, the business gained a more joined-up way of working, without having to rip everything up and start again.
The feedback from Orbian’s teams says it all:
Why This Matters: It Doesn’t Have to Be a Long, Painful Project
Plenty of businesses live with systems that kind of work, because they assume change will be slow, risky, or expensive.
Orbian’s story shows the opposite. With the right partner, one that understands the financial services landscape, listens carefully, and knows Salesforce inside out, it’s possible to make a transformative impact in a short space of time.
If your teams are navigating disjointed tools, patchy reporting, or slow workflows, it might be time to stop working around them and start fixing them. Comnexa can help you do it quickly, intelligently, and with minimal disruption.
Get in touch with us to know how we can support you.
