Driving Operational Excellence and Collaboration at Scale
About RTI
RTI International is an independent, scientific research institute dedicated to improving the human condition. Its vision is to address the world’s most critical problems with technical and science-based solutions in pursuit of a better future. Clients rely on RTI to answer questions that demand an objective and multidisciplinary approach—one that integrates expertise across social, statistical, data, and laboratory sciences, engineering, and other technical disciplines to solve the world’s most challenging problems.
The Challenge
RTI International sought to migrate two legacy workflows to a comprehensive platform that would facilitate engagement with its stakeholders through more agile, transparent, and secure processes. The organization needed to ensure the accuracy and continuity of its critical workflows related to Financial Conflicts of Interest (FCOI) and At-Risk management, while also strengthening collaboration with external partners by enabling direct and reliable access to the FCOI process. In addition, RTI aimed to optimize operational efficiency, enabling its teams to dedicate more time to initiatives with greater strategic impact for the business.
The Solution
Strategic Migration of Critical Processes
We integrated into Salesforce all workflows, data, and documents related to Financial Conflicts of Interest (FCOI) and At-Risk management, ensuring operational continuity, data accuracy, and regulatory compliance.
Transparent and Secure Stakeholder Management
We optimized Agentforce Sales (formerly Sales Cloud) and implemented Experience Cloud to centralize processes and enable more agile and reliable collaboration with external partners, strengthening trust across stakeholders.
Efficiency-Driven Process Automation
We automated workflows using Salesforce’s standard functionality, incorporating custom developments only when necessary to address specific business requirements
Scalability for the Future
We built a flexible and scalable infrastructure that ensures operational efficiency today while providing the capacity for sustainable innovation in the long term.
Delivering exceptional results
50% reduction in process cycle time achieved
Automation driving operational excellence
By automating critical workflows, RTI drastically reduced manual effort and potential errors, accelerating processes that previously took days or weeks into tasks completed within hours.
Enhanced user experience
Internal teams now work with a more agile and intuitive interface that decreases administrative burden and allows them to focus on higher-value strategic activities.
Strengthened collaboration
External partners and investigators benefit from a secure and transparent portal to submit sensitive information, fostering trust and improving accountability across the organization.
Scalable foundation for growth
RTI now operates on a flexible digital infrastructure that ensures efficiency today while supporting innovation and long-term organizational growth.
Don't get stuck in technical debt.
“Great team and a truly successful, enjoyable engagement! We have reduced our cycle time on these processes by approximately 50%!”
“From the very first moment they gave us confidence and involved us in their business and planning of each project, allowing us to have a real consultative role.”
