Customer Stories
10/18/23

How Optima Tax Relief is Delivering more Business Value with Copado

by the Numbers
2011
Established
390+
Employees
$108.4
Million in Revenue
#1
Financial Services Company (2021 Inc 5000)
About the company

Optima Tax Relief is a leading tax resolution company in the United States. Their team of experienced tax attorneys, enrolled agents, and certified public accountants help Americans nationwide deal with aggressive collection by the IRS and state tax agencies. Approved by the IRS, Optima Tax Relief assists millions of Americans in tax negotiations and settlements, IRS audit defense, levies and liens, wage garnishment and back taxes.

Table of contents

Results with Copado

Improved
10X Faster

Code Quality

Fast
9X Faster

Automated Deployments

1100%

Reduction in Deployment Time

75%

Fewer Errors Released Upstream

The Challenge

As Optima’s tax resolution volume grew, they outgrew their previous CRM. In 2016, they migrated to Salesforce to improve their client onboarding process and leverage the platform's automation capabilities. Salesforce enabled Optima’s team to deliver essential changes faster, both keeping up with the continual government and tax law changes and enabling continuous innovation within their sales processes.

The extensive customizations they’ve made enable more than 600 business users to streamline customer onboarding, service and more— helping more customers get better tax resolutions.

Manual Testing Slowed Down Optima’s Processes

While Salesforce was critical in transforming Optima’s processes, deploying updates across 12 sandboxes and production orgs was causing major challenges. Each month, they spent at least 20 hours managing manual deployments with change sets.

With only manual testing and manual merges, they ran into some big quality issues. After two years, their frustration grew. They were wasting a lot of time on deployments and change sets, and they weren’t even safe or easily rollbackable. That’s when they started looking for a native Salesforce DevOps solution.

Key Challenges

The Solution

With Copado’s native Salesforce UI and workflows, Optima has been able to achieve continuous delivery, reducing individual deployment time from 2-3 hours to less than 15 minutes — a 1,100% reduction in deployment time.

They now automate Apex unit testing and enforce testing standards and coverage between environments. Through automation and quality gates, Optima reported that they’ve seen 75% fewer errors released upstream. And with the native Jira integration, they’re able to easily promote changes to QA for manual testing. The improvement in quality is having a major impact on the business.

The Future

With Copado, Optima got much more than version control. Since Salesforce development requires all changes be built within a sandbox or scratch org, there’s no true way to develop locally and enable continuous delivery with open-source tools like Jenkins.

In addition to reducing deployment time, Optima also increased code quality. The improvement has a major impact on their business. Landingham explained, “We have 600 employees who work on Salesforce. If we prevent even a single one-hour outage, Copado pays for itself — and with improved quality, we’re preventing business downtime.”

3x Faster, Stress-Free Deployments After Quick & Easy Setup
Increasing Telecom Argentina’s Deployments From Yearly to Daily
TalkTalk Powers Up with 9X Faster Salesforce Deployments
Africa’s Largest Bank with 5x More Releases and 500 User Stories Monthly
3X More Frequent Releases & Fewer Bottlenecks for Germany’s Largest Vehicle Inspection Company
Teaming Up with Slalom to Deliver a Quick Implementation & Easy Deployments for Amica Insurance
Connecting T-Mobile to 4X Faster Salesforce Deployments
Guiding Genpact to 60% Fewer Deployment Failures
Helping Holcim EMEA Digital Center Deploy Salesforce Projects 2x Faster
Rapid-Fire Releases and Less Stress for Left Main REI
Steering Jaguar Land Rover to 16X Faster Releases & Happier Developers
800% Faster Salesforce Delivery for abrdn
Doubling Deployment Speed for Amica Insurance
Real-Time Releases & 50% Fewer Failures for Privia Health
Implementing Enterprise-Grade DevOps & Data Protection for a Leading US Retailer
10X Faster Regression Testing & Less Coding for a Titan of TV
5X Faster Salesforce Releases for SMA Solar
Cleaning Up Salesforce Development Across Hundreds of Countries for Kimberly-Clark Professional
Supercharging Salesforce Development & Testing for Unite Health Share Ministries
Transforming Financial Experiences with Salesforce-Native Automation for Q2
Saving Resources While Increasing Quality and Test Coverage
Bringing a Software Quality Mindset into the Organization
How Copado Helps Automate QA for the King of the Forest
Beverages Without Bugs: 3X Faster Releases for Pernod Ricard
How Optima Tax Relief is Delivering more Business Value with Copado
Ramping Up Digital Document Transformation for Conga
Copado Solves Every Deployment Challenge for Cybersecurity Leader F5
Test Automation in a Complex SAP Environment
Seamless User Story Deployments for Schneider Electric
Ramping Up DevOps Maturity & Pandemic Support for a NE U.S. State
Ramping Up Travel & Leisure's Salesforce Development with DevOps
Automating Taxation for the Finnish Tax Administration
Steering Vueling to 400% More Salesforce Releases
Weave - Unlocking 80% Faster Salesforce Releases
How Wiley Streamlines Developer Collaboration with Copado
Automating the Path to Higher Quality Systems
No limits to IT Efficiency
Bi-Weekly Salesforce Releases for MacMillan Learning
Unlocking Continuous Delivery + Daily Deployments for Linde
Helping KUKA Deploy Sprints in 2-6 Hours
Connecting T-Mobile to 75% Faster Deployments and Better Work-Life Balance
Engaging Consumers at the Speed of DevOps at Kimberly Clark
From Change Set Chaos to Admin-Friendly Automation
Spinning Up End-to-End SAP Testing for NXP in Just 20 Days
Helping Hologic Deploy Salesforce Changes in Just 15 Minutes
5X Faster Deployments & €250,000 EUR in Savings for a French Insurance Leader
139% ROI & 40X Faster Salesforce Releases for UK Property Firm
Cox Automotive Achieves 40 Releases Per Month to Accelerate Salesforce Delivery
Accelerating Salesforce Deployment Time from Weeks to Hours
Smooth Deployments + Refreshing Releases for Coca-Cola
150% Faster Salesforce Deployments for Fair Trade
360 Visibility and 300% More Salesforce Velocity for CDPHP
Unlocking 4x Deployments for AmerisourceBergen
Low-Code Test Automation for Propic, an AI-Powered Property Pioneer
How CaixaBank transforms customer experience with Salesforce
Boats and Bots: Brunswick’s OneASG + Copado Robotic Testing
Driving 2-Hour Sprint Deployments for BlueWave Solar
Helping Baptist Health Cut Release Time by 70%
Faster Development + Fewer Errors for Zen Internet
Saving 350 Hours for BMC Software in the First 2 Months After Implementation
Digitizing Public Health Across the District with Salesforce DevOps
6X More Frequent Deployments for Freshfields Bruckhaus Deringer
BCITO Achieves 16X Faster Salesforce Releases With Copado
Salesforce Innovation for a Pioneer of Pulp, Paper and Power
Powering Perfect Deployments at Enterprise Scale for Valmet
Unlocking 5x Faster Releases and 5x More Productivity for Standard Bank
Building a High-Voltage Salesforce DevOps Solution for Prysmian Group
F5’s Salesforce Deployments Go from Monthly to Minutes
Go back to resources
There is no previous posts
Go back to resources
There is no next posts

Activate AI — Accelerate DevOps

Release Faster, Eliminate Risk, and Enjoy Your Work.
Try Copado Devops.

Resources

Level up your Salesforce DevOps skills with our resource library.

Upcoming Events & Webinars

Explore Events

E-Books and Whitepapers

Read and Learn

Support and Documentation

Documentation Home

Demo Library

Watch Demos Now