When enterprises take on complex digital initiatives, success often hinges on more than just the technology. It’s about the planning, execution, and partnership behind it. That’s why many companies bring in a trusted system integrator (SI)—especially when deploying powerful, Salesforce-native solutions like Youreka.
These projects aren’t one-click installs. They span departments, require coordination across global teams, and demand flexibility when business needs to evolve mid-flight. The right SI helps navigate all of that. SIs provide the technical depth and business alignment needed to implement complex systems. McKinsey reinforces this, pointing out that over 70% of digital transformations fail—often because there’s a gap between business needs and the way technology gets implemented.
When that SI has a close, trusted relationship with the platform vendor, the results are even stronger.
The Challenge: A Global Manufacturer, Complex Needs
A global manufacturing company recently partnered with Youreka to transform how their teams collect and manage field data. The implementation included:
- Two major business units
- A need for offline smart forms on Pulsar
- Integration with Salesforce
- And long-term support for multilingual forms
They also wanted something business users could manage themselves—without relying heavily on IT or developers. It was clear from the start this would be a complex, multi-phase rollout requiring coordination between product, delivery, and the customer’s internal teams.
To pull it off, they needed a partner that could work across all those layers.
Why Synaptic? The History and the Trust
When you’re integrating a Salesforce-native solution, an SI with product-specific experience brings unmatched value. They understand how the app fits into the broader Salesforce environment, what the product roadmap looks like, and how to solve issues without getting stuck in red tape.
Synaptic isn’t just familiar with Youreka—they helped build it. Youreka grew out of Synaptic’s early smart form work on Salesforce, and even after Youreka became its own company, the relationship remained strong.
That connection matters. It means Synaptic understands the product on a foundational level. They also have ongoing relationships with the Youreka team—so when issues arise, they’re able to work through them quickly, with full transparency.
“If we were working with another SI, challenges that arose could’ve been completely blown out of proportion,” said Heidi Flannery, Customer Success Manager at Youreka.
“Our leadership teams trust each other. We’ve hit some roadblocks, but we work through them together—quickly. That kind of partnership saves time, money, and headaches.”
Real Expertise in Action: Why Complex Projects Demand a Trusted SI
From day one, this was a project that required careful planning. Together, Synaptic, Youreka, and the customer aligned on a phased rollout strategy—starting small to validate key use cases, then scaling up as internal teams gained confidence and new capabilities became available.
This wasn’t just about deploying forms. It was about solving for real business constraints across regions and workflows. The team had to manage translations, ensure offline usability, and coordinate between field operations, IT, and leadership—while also planning for future feature enhancements from Youreka.
Everyone had a role, and everyone had visibility.
Synaptic led the hands-on implementation and worked directly with Youreka’s product team to time new feature releases with the customer’s needs. Youreka provided support and roadmap insights to unblock the project at key points. The customer’s internal teams got hands-on training and took ownership of form building early on.
“This is a true enterprise-scale rollout,” said Synaptic consultant Ray Der. “You’ve got multiple departments, countries, and workflows involved. There’s no way you’d want to tackle this without a partner who understands both the technology and the reality on the ground.”
Why This Matters in the Bigger Picture
This story highlights a critical takeaway: the quality of your SI partner is just as important as the technology you choose.
When your implementation partner has a deep history with the product, and a strong relationship with the vendor, you get more than technical support. You get faster decisions. Fewer miscommunications. And a smoother path to long-term success.
Synaptic didn’t just help launch a tool. They helped build an internal capability the customer can now grow on their own. That’s what great SI partnerships do—they don’t just deliver projects. They build momentum.
