CAM App
AECOM’s first custom Salesforce application
Overview
CAM App replaces old manual workflows with a smart Account Planning Tool in Salesforce. It helps AECOM’s Client Account Managers (CAMs) easily manage, track, and build stronger relationships with clients. Designed for efficiency, the CAM App makes setting up account plans easier, improves teamwork, and brings everything together in one platform for smoother client account management.
Scope
End-to-end product
Time
July 2024 - Jan 2025
Collaboration
Product Designers
Project Manager
Infosys Developers
Account Managers (CAM)
Background
CAM App was originally known as the West Growth Portal, a prototype built by AECOM West Digital team using Microsoft Dynamics 365. However, after early adoption, the prototype fell short in key areas due to the complexities of migrating and managing Salesforce data on an external platform—making account plan creation and management inefficient and difficult over time.
CAM team needs an innovative solution built directly within AECOM’s Salesforce platform—giving them direct access to their data, deeper insights, and a more efficient process for creating and managing account plans.
Our Approach
Introduction: understand project background and initial problems
Discovery phase: schedule weekly meeting with CAM to go over each workflow,get to know their pain points and expectation, what to keep and remove, dentify needs
Debrief and Rank Priorities: core functions, must-have, nice-to-have
Set up project timeline: phase 1 (3 sprints), phase 2 (continue from phase 1), smaller releases after that (users submit feedback and initiatives / devs to identify and troubleshoot bugs)
Ideation
First prototype testing
Continuous development
Iteration