Optimizing Workflows to Cut Execution Time by 88%
Apache Airflow and AWS helped modernize CRM workflows, improve scalability, and enable faster, more efficient campaign execution.
At a Glance
The client needed to modernize its CRM workflows to handle growing data volumes, improve performance, and reduce workflow execution time.
Industry
Healthcare
Function
DevOps
Solution
Workflow Optimization
Engagement
Product Development
The Client
The client is a Florida-based online insurance aggregator that helps insurance providers reach new markets while enabling buyers to compare and purchase health insurance policies online.
The Challenges
Modernizing Interdependent CRM Workflows
The existing vTiger CRM relied on closely connected workflows that struggled with increasing workloads, sequential processing, and limited execution flexibility.
Interdependent Workflows
Closely connected workflows created excessive dependencies, making it difficult to process multiple requests simultaneously without affecting system performance.
Limited Workflow Flexibility
The existing CRM could not selectively process records or execute workflows at predefined intervals, limiting control over workflow execution.
Sequential Processing
Records followed a strict sequential pattern, preventing multiple requests from running simultaneously and delaying customer-facing operations.
Slow SMS Campaigns
Daily marketing SMS campaigns for 25,000 users took seven to eight hours, delaying agent responses and further customer engagement.
Scalability Issues
The existing tool struggled with increasing workloads, straining the system and reducing overall operational efficiency.
Limited Configurability
The CRM lacked the flexibility needed to adapt workflow execution to changing business requirements and varying record-processing needs.
Modernize Your Workflows for Faster, More Scalable Operations
Replace rigid workflows with scalable automation that improves execution speed, supports parallel processing, and gives teams greater control over critical processes.
The Solution
Migrating CRM Workflows to Apache Airflow
Maruti Techlabs modernized the workflow architecture by migrating critical processes to Apache Airflow and integrating cloud services for scalability and monitoring.
Analyzed the existing CRM modules, workflows, dependencies, and business requirements to define a clear scope for workflow modernization and optimization.
Analyzed the existing CRM modules, workflows, dependencies, and business requirements to define a clear scope for workflow modernization and optimization.
The Journey
Manual to Automated Workflows
Business Outcomes
Faster Campaigns, Quicker CRM, More Responsive Operations
88% Faster SMS Execution
SMS campaign execution time was reduced by 87.5%, with campaigns moving from eight hours to one hour.
50% Faster Page Loads
CRM page load times dropped by almost 50%, and workflows could run in parallel.
Parallel Workflow Execution
Moving away from sequential processing allowed workflows to handle multiple requests more efficiently.
Faster Customer Engagement
Reduced campaign execution time enabled agents to receive responses sooner and continue customer engagement faster.
Better Data Access
Timely and accurate data helped the team make better-informed decisions for marketing campaigns and customer service.
Improved Scalability
Apache Airflow provided a more configurable and scalable environment for managing the client's growing workflow requirements.
Conclusion
The workflow modernization improved CRM performance, reduced execution time, and enabled more responsive customer operations.
Tech Stack
Improve Workflow Performance With Scalable Automation
Modernize complex workflows, automate repetitive processes, and improve execution speed with scalable DevOps and workflow automation solutions.
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Frequently Asked Questions
The existing vTiger workflows had multiple dependencies and sequential processing limitations, which affected performance, scalability, and execution speed as workloads increased.
Apache Airflow provided configurable workflow management with DAG-based orchestration, parallel task execution, scheduling, and monitoring capabilities.
The team integrated a Twilio provider into the workflow architecture, reducing SMS campaign execution time from eight hours to one hour.
vTiger webhooks were configured to send real-time notifications based on customer interactions and trigger specific Airflow DAGs when predefined conditions were met.
Parallel workflow execution let multiple requests run simultaneously, reducing CRM page load times by almost 50%.