Oktana B2B Case Studies & Customer Successes

Oktana logo

Oktana is an AI-first digital transformation consultancy helping U.S. companies turn data into intelligent, automated, and scalable business systems. We design and implement applied AI solutions that embed predictive insights, workflow automation, and intelligent decision-making directly into enterprise operations. Our expertise lies in architecting AI-powered ecosystems across CRM, cloud, and data platforms — transforming fragmented technology stacks into cohesive, high-performance environments built for growth. Rather than layering AI as an add-on, we engineer intelligence into the foundation of the system. As a Salesforce Summit Partner and multi-cloud engineering firm, we specialize in operationalizing AI within complex Salesforce architectures and modern cloud infrastructures. Our team of 200+ developers, solution architects, and UX specialists collaborates in real time with U.S.-based organizations through a nearshore model that ensures alignment, speed, and technical rigor. Core Capabilities Applied AI & Intelligent Automation AI-powered CRM transformation Predictive analytics and workflow automation AI agents and intelligent orchestration Architecture redesign for AI readiness Cloud & Data Ecosystem Engineering AWS, Azure, and Google Cloud MuleSoft integrations and API orchestration Snowflake data platforms and analytics Secure migration and middleware architecture Salesforce Multi-Cloud Implementation Sales, Service, Experience, and Marketing Cloud Technical debt reduction and platform optimization What Differentiates Oktana • AI-first architecture strategy • Proven AI agent integration in enterprise systems • Salesforce Summit Partner with multi-cloud depth • U.S.-aligned nearshore collaboration • Long-term client partnerships • Continuous AI capability development We don’t just implement platforms — we build intelligent systems that drive measurable business performance.

Case Studies

Showing 59 Oktana Customer Success Stories

search button

211 San Diego Salesforce Community Optimization

211 San-Diego logo

Akamai - Customer Case Study

Akamai logo

Bevy - Customer Case Study

Bevy logo

BrightPlan - Customer Case Study

BrightPlan logo

Jobscience Salesforce Lightning Migration Solution

Bullhorn Jobscience logo

CoverageIQ - Customer Case Study

CoverageIQ logo

Dave & Busters Salesforce Process Optimization

Dave & Buster's logo

Global Support Platform for Digital Entertainment Company

Global B2B Company - Customer Case Study

Enhanced Anti-Fraud Analytics with Salesforce Data Cloud

Complex Call Center Deployment With Global GSI Partner

Knowledge Hub Community Optimization

Global Search Engine Company - Customer Case Study

Virtual Events Platform Company CRM Migration to Salesforce

Our customer partnered with us to build a custom CRM that centralizes operations from over 30 countries on a single platform, enhancing wellness services for their 5 million subscribers

Salesforce Community Upgrade for Healthcare Software Provider

Custom Salesforce Org Solution for Training Purposes

High-Tech Solution Providing Company - Customer Case Study

ICIX - Customer Case Study

ICIX logo

Increase API Adoption with MuleSoft Anypoint API Community Manager

Kone - Customer Case Study

KONE logo

How we tackled the challenge and delivered a scalable, future-proof solution

Enhancing sales operations with a tailored salesforce solution

Transformative Salesforce Optimization for the #1 Latam University

Custom Community for Wine & Spirits Distributor

Offline Salesforce Mobile App for Energy Company

Leading Agtech Company - Customer Case Study

Community Portal Enhanced with Salesforce Technologies

Salesforce Optimization for High-Profile Data Analytics Company

Hubspot to Salesforce Data & Process Migration

Enhancing a top employment review platform’s experience

Leading Fintech Company - Customer Case Study

Leading Global Energy Company - Customer Case Study

Leading Global Entertainment and Gaming Platform Company - Customer Case Study

Leading Global Gaming Company - Customer Case Study

Leading Healthcare Clinic - Customer Case Study

Internal Partner Portal for High Tech Company

Leading Investment Firm - Customer Case Study

Leading Kitchen Technology Company - Customer Case Study

Leading Nonprofit Company - Customer Case Study

Custom Community for a Nonprofit Organization

Leading Technology Company - Customer Case Study

Leading Technology Company - Customer Case Study

Salesforce Lead Optimization for Leading Villa Rental Agency

MedZed - Customer Case Study

MedZed logo

Installing and Configuring MuleSoft’s API Community Manager

Custom App Development Staff Augmentation for Salesforce Partners

Okta - Customer Case Study

Okta logo

Parsable - Customer Case Study

Parsable logo

Propel - Customer Case Study

Propel logo

RealZips - Customer Case Study

RealZips logo

Salesforce Integration for Recruiting Data Analysis Firm

Royal Caribbean Salesforce Integrated Mobile App

Royal Caribbean logo

UCSF - Customer Case Study

UCSF logo

QA Test Automation for US Fintech Company

Investment Advisor Salesforce Integration Solution

Weight Watchers Custom Crm App Solution

WW logo

Zola - Customer Case Study

Zola logo

Customized Healthcare Zoom Application

Zoom logo

No matching case studies