Case Study: Trilogy Financial reduces data loss risk and restores records in under an hour with OwnBackup

Trilogy empowers internal teams with Own and reduces risk, project hours, and development hours

Trilogy Financial, a financial services firm, faced significant risks from data loss and human error within their Salesforce environment. Prior incidents had resulted in costly, time-consuming restorations and the constant fear of permanent data loss. This pressure also contributed to team stress and potential turnover. To address these challenges, they sought a data backup and recovery solution from Own Company.

By implementing OwnBackup, Trilogy Financial gained a powerful safety net. The Own Company solution enabled them to restore lost records in under an hour, saving thousands of dollars per incident, and export complex data in minutes instead of hundreds of hours. This significantly reduced risk and saved over $6,500 in outsourced project costs in the first year. Most importantly, OwnBackup provided the team with assurance, leading to a 100% increase in employee happiness by removing the pressure of potential mistakes.

Trilogy Financial

Johnny Lambert

Director of Information and Technology