The challenge
The North Atlantic States Regional Council of Carpenters (NASRCC) represents more than 30,000 carpenters, pile drivers, shop and mill men, millwrights and floor coverers across Massachusetts, New York, Connecticut, Rhode Island, New Hampshire, Maine and Vermont. Supporting a membership base of that scale requires a technology foundation the Council and its local unions can rely on every day.
NASRCC's initial Salesforce implementation, however, fell short of that goal. The organization wasn't set up in a way that matched how the Council actually worked, which limited adoption and left value on the table. NASRCC needed a partner who could look under the hood, understand what wasn't working and chart a realistic path forward — one that would help the Council and its members get meaningful return on their Salesforce investment.
The Council's long-term goals for the engagement included:
- Auditing the existing implementation
- Identifying strategic improvements to reduce technical debt and enable future scaling
- Establishing a single source of truth for Council data
- Building a roadmap toward reduced swivel-chairing between systems
- Driving change management to ensure staff adoption
The TELUS Digital solution
TELUS Digital began the engagement with a structured health check of NASRCC's Salesforce organization. The team ran discovery sessions with key stakeholders across the Council to understand existing processes, pain points and priorities firsthand.
From there, TELUS Digital performed a deep audit of the organization, evaluating the data model architecture, field usage, user adoption patterns and other factors to build a full picture of how the existing configuration aligned — or didn't — with NASRCC's actual business requirements.
That audit became the foundation for a set of actionable recommendations and a roadmap for strategic organization improvements, each scoped with its associated tasks and effort.
The results
The engagement gave NASRCC a clearer picture of its Salesforce organization's potential, a concrete roadmap for improvement and a long-term technology partner. The health check and roadmap set the Council up for a phased transformation rather than another one-off implementation.
The audit identified specific data model, field usage and adoption issues that had been limiting the organization's performance. TELUS Digital scoped each recommendation with its own tasks and expected value, giving NASRCC a business case for every step and building internal support for the changes ahead. That work also laid the foundation for a single source of truth across the Council's data, with future phases planned as the roadmap moves forward.
