Opportunity at a Glance
Prospa, a leading provider of business loans, faced a critical challenge with the scheduled retirement of Salesforce Classic. Their loan portfolio reporting process, which is responsible for delivering daily and monthly reports on contracts, loan investments and trust balances, was tightly integrated with Salesforce Classic and downstream platforms.
To maintain business continuity, Prospa partnered with Arinco to design and deliver an interim solution that decoupled the reporting process from Salesforce Classic while preserving accuracy, reliability and existing integrations. Through a phased approach leveraging Azure Databricks and a robust reconciliation framework, Arinco delivered a seamless cutover with zero disruption and a 100% reconciliation pass rate, giving Prospa a stable foundation ahead of a longer-term redesign.
About Prospa
Prospa is a leading fintech committed to unleashing the potential of every small business in Australia and New Zealand. We do this by developing fast, flexible, stress-free lending solutions and financial management tools that help businesses thrive. Since 2012, Prospa has helped over 45,000 small businesses access over $5 billion in business funding, working with over 20,000 partners, including brokers, accountants, and aggregator partners, to help unlock business funding for their small business clients.
Eliminating ongoing dependency on Salesforce Classic
The scheduled retirement of Salesforce Classic created a business-critical risk for Prospa’s loan portfolio reporting. These reports underpin treasury operations and investor confidence, making uninterrupted delivery essential.
With Salesforce Financial Services Cloud (FSC) set to replace Classic in September 2025, Prospa needed to eliminate dependencies on the legacy system while maintaining the accuracy and consistency of downstream reporting. Differences between how data was stored in Classic and FSC added further complexity, as did the need to ensure daily and monthly reporting outputs remained reliable throughout the transition.
The challenge was increased by Prospa’s large and dynamic Azure Databricks environment. The codebase was extensive and only partially documented, with intricate data models and gaps in mappings. At the same time, ongoing sync activities and frequent business-driven enhancements to reporting added additional risk and required careful coordination across multiple teams.
Given the criticality of this reporting and the risks involved, Prospa needed a trusted partner who could bring both technical expertise and a collaborative approach to ensure success.
Arinco’s approach
Arinco designed a structured and collaborative approach to ensure business continuity and reduce complexity. The first step was cloning the existing reporting process to create a safe environment for change, while keeping synchronisation with the live version to prevent disruption. Detailed data mapping followed, identifying impacted objects and columns and ensuring clarity across systems.
To validate outputs, the Arinco team implemented a reconciliation framework to confirm data accuracy and highlight mismatches for review. By isolating the impacted sections of the codebase, only the necessary components were replaced, minimising the scope of change. Arinco worked closely with Prospa’s business stakeholders to resolve data mismatches and gain sign-off prior to release.
Finally, the joint Arinco and Prospa team executed a carefully planned cutover which promoted the new process to primary production. This was supported by proactive collaboration and clear communication, ensuring the transition was smooth and business users experienced no disruption.
Outcomes and impact
The project ensured Prospa’s critical loan portfolio reporting remained accurate, reliable and uninterrupted throughout the transition. By addressing platform complexities and data dependencies head-on, Arinco delivered a stable interim solution that preserved existing outputs and integrations while eliminating reliance on Salesforce Classic.
Key outcomes include:
- Established a robust reconciliation framework.
- Achieved 100% pass rate on reconciliation logs.
- Ensured zero downstream impact and zero downtime.
- Delivered a smooth transition with no disruption to reporting.
- Secured business sign-off on the first attempt.
Prospa is now equipped with a reliable foundation for loan portfolio reporting, ensuring business-critical operations continue seamlessly today while providing the flexibility to evolve toward a longer-term redesign in the future.
