Technology Partners Articles / Blogs / Perficient https://blogs.perficient.com/category/partners/ Expert Digital Insights Wed, 05 Nov 2025 09:13:16 +0000 en-US hourly 1 https://blogs.perficient.com/files/favicon-194x194-1-150x150.png Technology Partners Articles / Blogs / Perficient https://blogs.perficient.com/category/partners/ 32 32 30508587 Trust Is the New Currency in Financial Services and Customers Are Setting the Terms https://blogs.perficient.com/2025/11/05/trust-is-the-new-currency-in-financial-services-and-customers-are-setting-the-terms/ https://blogs.perficient.com/2025/11/05/trust-is-the-new-currency-in-financial-services-and-customers-are-setting-the-terms/#respond Wed, 05 Nov 2025 11:16:09 +0000 https://blogs.perficient.com/?p=387890

In financial services, trust has always been foundational. But today, it’s being redefined, not by brand reputation or policy language, but by how customers experience speed, control, and transparency in real time. 

According to Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” 96% of financial services executives say customers value privacy and data protection, and 63% say they expect transparent pricing. These have become operational expectations, and they’re shaping how trust is built moment by moment.

Trust Is Built in the Details Customers Can See

A face-ID login. A real-time transaction alert. A personalized financial nudge. These micro-moments now carry more weight than any static privacy policy. Customers judge trustworthiness by how responsive and secure their digital experiences feel—especially when managing sensitive tasks like wire transfers, credit approvals, or investment decisions. 

In this new landscape, trust is engineered, not assumed. 

Designing for Trust Means Designing for the Customer

Customers today expect more than digital convenience. They want to feel in control of their money, identity, and digital footprint and engage with institutions that respect their time, values, and privacy. Trust is no longer built solely through face-to-face interactions or legacy brand reputation. Trust is earned through every digital touchpoint.

To meet these expectations, financial institutions must deliver on three critical fronts:

1. Mobile-First Journeys With Instant Authentication

Customers expect secure access anytime, anywhere. A mobile-first design can enable frictionless, secure interactions that reinforce a sense of control and safety. Biometric authentication, real-time alerts, and intuitive navigation all contribute to a trustworthy experience.

2. Personalized Recommendations That Reflect Their Financial Goals

Trust grows when customers feel understood. Using AI and data responsibly to deliver tailored insights, whether it’s budgeting tips, investment opportunities, or credit alerts, shows that the institution is aligned with the customer’s financial well-being. Transparency in how data is used is key to maintaining that trust.

3. Seamless, Omnichannel Experiences That Feel Consistent and Secure

Whether a customer is engaging via app, website, call center, or in-branch, the experience should feel unified and secure. Consistency in branding, messaging, and service quality reinforces reliability, while secure data handling across channels ensures peace of mind.

Institutions that fail to deliver these experiences risk losing not just attention but loyalty. In a competitive landscape where switching providers is easier than ever, trust becomes a differentiator and a strategic imperative.

Build Trust In Financial Services

From Compliance Output to Design Input

Trust has become a core design principle. Instead of treating it as the outcome of compliance, financial institutions are embedding it into the very fabric of the customer experience. This shift reflects a broader understanding: trust is emotional, experiential, and earned in moments, not just mandated in policies.

That means:

Aligning products, security, and experience teams.

Trustworthy experiences require collaboration across silos. When product managers, cybersecurity experts, and UX designers work together, they can create solutions that are not only secure but also intuitive and empathetic. This alignment ensures that security features enhance, not hinder, the user experience.

Ensuring Personalization respects boundaries and data use is clearly communicated.

Customers want tailored experiences, but also want to know their data is safe. Leading institutions are adopting privacy-by-design principles, making it easy for users to understand how their data is used and giving them control over personalization settings. Transparency builds confidence; ambiguity erodes it.

Embedding transparency and predictability into every screen and interaction.

From clear language in disclosures to consistent UI patterns, every detail matters. Predictable flows, upfront information, and visible security cues (like encryption badges or session timers) help users feel safe and informed. These micro-moments of clarity add up to a macro-impact on trust.

This evolution requires cross-functional collaboration and a deep understanding of customer expectations.

Ready to Build Trust Through Experience Design?

Download the full Adobe report to explore the top 10 insights shaping the future of financial services, and discover how your organization can lead with intelligence, responsibility, and trust.

Learn About Perficient and Adobe’s Partnership

Perficient and Adobe bring together deep industry expertise and powerful experience technologies to help financial services organizations unify data, orchestrate journeys, and deliver customer-centric experiences that build trust and drive growth.

Get in Touch With Our Experts

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Seamless Integration of DocuSign with Appian: A Step-by-Step Guide https://blogs.perficient.com/2025/11/05/seamless-integration-of-docusign-with-appian-a-step-by-step-guide/ https://blogs.perficient.com/2025/11/05/seamless-integration-of-docusign-with-appian-a-step-by-step-guide/#respond Wed, 05 Nov 2025 09:13:16 +0000 https://blogs.perficient.com/?p=388176

Introduction

In today’s digital-first business landscape, streamlining document workflows is essential for operational efficiency and compliance. DocuSign, a global leader in electronic signatures, offers secure and legally binding digital signing capabilities. When integrated with Appian, a powerful low-code automation platform, organizations can automate approval processes, reduce manual effort, and enhance document governance.

This guide walks you through the process of integrating DocuSign as a Connected System within Appian, enabling seamless eSignature workflows across your enterprise applications.

 

Why DocuSign?

DocuSign empowers organizations to manage agreements digitally with features that ensure security, compliance, and scalability.

Key Capabilities:

  • Legally Binding eSignatures compliant with ESIGN Act (U.S.), eIDAS (EU), and ISO 27001.
  • Workflow Automation for multi-step approval processes.
  • Audit Trails for full visibility into document activity.
  • Reusable Templates for standardized agreements.
  • Enterprise-Grade Security with encryption and access controls.
  • Pre-built Integrations with platforms like CRM, ERP, and BPM—including Appian.

Integration Overview

Appian’s native support for DocuSign as a Connected System simplifies integration, allowing developers to:

  • Send documents for signature
  • Track document status
  • Retrieve signed documents
  • Manage signers and templates

Prerequisites

Before starting, ensure you have:

  1. Appian Environment with admin access
  2. DocuSign Developer or Production Account
  3. API Credentials: Integration Key, Client Secret, and RSA Key

Step-by-Step Integration

Step 1: Register Your App in DocuSign

  1. Log in to the DocuSign Developer Portal
  2. Navigate to Apps and KeysAdd App
  3. Generate:
    • Integration Key
    • Secret Key
    • RSA Key
  1. Add your Appian environment’s Redirect URI:

https://<your-appian-environment>/suite/rest/authentication/callback

  1. Enable GET and POST methods and save changes.

Step 2: Configure OAuth in Appian

  1. In Appian’s Admin Console, go to Authentication → Web API Authentication
  2. Add DocuSign credentials under Appian OAuth 2.0 Clients
  3. Ensure all integration details match those from DocuSign

Step 3: Create DocuSign Connected System

  1. Open Appian DesignerConnected Systems
  2. Create a new system:
    • Type: DocuSign
    • Authentication: Authorization Code Grant
    • Client ID: DocuSign Integration Key
    • Client Secret: DocuSign Secret Key
    • Base URL:
      • Development: https://account-d.docusign.com
      • Production: https://account.docusign.com
  1. Click Test Connection to validate setup

Docusign Blog 1

Docusign Blog 2

Docusign Blog 3

Step 4: Build Integration Logic

  1. Go to IntegrationsNew Integration
  2. Select the DocuSign Connected System
  3. Configure actions:
    • Send envelope
    • Check envelope status
    • Retrieve signed documents
  4. Save and test the integration

Docusign Blog 4

Step 5: Embed Integration in Your Appian Application

  1. Add integration logic to Appian interfaces and process models
  2. Use forms to trigger DocuSign actions
  3. Monitor API usage and logs for performance and troubleshooting

Integration Opportunities

🔹 Legal Document Processing

Automate the signing of SLAs, MOUs, and compliance forms using DocuSign within Appian workflows. Ensure secure access, maintain version control, and simplify recurring agreements with reusable templates.

🔹 Finance Approvals

Digitize approvals for budgets, expenses, and disclosures. Route documents to multiple signers with conditional logic and securely store signed records for audit readiness.

🔹 Healthcare Consent Forms

Send consent forms electronically before appointments. Automatically link signed forms to patient records while ensuring HIPAA-compliant data handling.

Conclusion

Integrating DocuSign with Appian enables organizations to digitize and automate document workflows with minimal development effort. This powerful combination enhances compliance, accelerates approvals, and improves user experience across business processes.

For further details, refer to:

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Dreamforce 2025 Recap: The Agentic Enterprise Comes to Life https://blogs.perficient.com/2025/10/31/dreamforce-2025-recap-the-agentic-enterprise-comes-to-life/ https://blogs.perficient.com/2025/10/31/dreamforce-2025-recap-the-agentic-enterprise-comes-to-life/#respond Fri, 31 Oct 2025 18:52:52 +0000 https://blogs.perficient.com/?p=388134

At Dreamforce 2025, Salesforce introduced a new era of AI-powered work. The Agentic Enterprise is more than a concept; it’s a framework for how businesses operate. AI is becoming a trusted teammate, handling repetitive tasks so people can focus on creativity, relationships, and impact.

Agentforce 360

Agentforce 360 connects Salesforce apps like Sales, Service, Marketing, Commerce, Slack, and Tableau through a shared agentic layer. This means every experience is powered by consistent reasoning and unified data. Over 1.8 million conversations have already taken place, and more than 12,000 customers are using Agentforce to automate and scale their operations.

Data 360

Previously known as Data Cloud, Data 360 is the foundation for agentic intelligence. It transforms structured and unstructured data into usable context, enabling agents to understand and act with precision. With Intelligent Context and Tableau Semantics, AI can speak the language of your business.

Not sure if your data is ready for this level of intelligence? Start with our PrecisionIQ Assessment to uncover gaps, organize fragmented data, and build a roadmap for clean, connected, and actionable insights.

Slack

Slack is now the workspace where humans and agents collaborate. A redesigned Slackbot acts as a personal assistant, summarizing threads, drafting responses, and surfacing Salesforce insights. Thanks to the new Model Context Protocol, Slack connects with external AI tools like OpenAI and Anthropic, making it a true agentic operating system.

Agentforce Voice

Voice is becoming a natural interface for AI. Agentforce Voice allows real-time conversations with customers, pulling in Salesforce data and acting based on intent. It works with platforms like Amazon Connect, Five9, NiCE, and Vonage, making it easy to integrate into existing workflows.

Agentforce Builder

Agentforce Builder lets teams create agents using natural language. You can describe what you want, and the system generates logic, flows, and data connections. It supports multiple views, including doc-style, low-code, and script formats, making collaboration across roles easier.

Agentforce Vibes

For developers, Agentforce Vibes is a contextual coding assistant that turns natural language into working code. It understands your org’s metadata and builds solutions that follow best practices and reuse existing components.

TL:DR

Perficient is uniquely positioned to help you take advantage of this shift through our expanded partnership with Salesforce and the recent acquisition of Kelley Austin, strengthening our ability to deliver AI-first solutions at scale.

Want to see how this vision becomes reality for your business?

Explore our Agentic Enterprise resource center to keep learning. You’ll find practical use cases, proven frameworks, and solutions like Data 360 in a Box and Agentforce in a Box that turn AI strategy into measurable outcomes. Discover how Perficient and Salesforce partner to help organizations accelerate value, scale confidently, and lead in the era of agentic AI.

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Simplifying Redirect Management in Sitecore XM Cloud with Next.js and Vercel Edge Config https://blogs.perficient.com/2025/10/31/simplifying-redirects-in-sitecore-xm-cloud-using-vercel-edge-config/ https://blogs.perficient.com/2025/10/31/simplifying-redirects-in-sitecore-xm-cloud-using-vercel-edge-config/#respond Fri, 31 Oct 2025 18:19:55 +0000 https://blogs.perficient.com/?p=388136

As organizations continue their journey toward composable and headless architectures, the way we manage even simple things like redirects evolves too. Redirects are essential for SEO and user experience, but managing them within a CMS often introduces unnecessary complexity. In this blog, I will share how we streamlined redirect management for a Sitecore XM Cloud + Next.js implementation using Vercel Edge Config  – a modern, edge-based approach that improves performance, scalability, and ease of maintenance.

Why Move Redirects Out of Sitecore?

Traditionally, redirects were managed within Sitecore through redirect items stored in the Content Tree. While functional, this approach introduced challenges such as scattered items, and added routing overhead. With Sitecore XM Cloud and Next.js, we now have the opportunity to offload this logic to the frontend layer – closer to where routing happens. By using Vercel Edge Config, redirects are processed at the edge, improving site performance and allowing instant updates without redeployments.

By leveraging Vercel Edge Config and Next.js Middleware, redirects are evaluated before the request reaches the application’s routing or backend systems. This approach ensures:

  1. Redirects are processed before routing to Sitecore.
  2. Updates are instant and do not require deployments.
  3. Configuration is centralized and easily maintainable.

The New Approach: Redirects at the Edge

In the new setup:

  1. Redirect rules are stored in Vercel Edge Config in JSON format.
  2. Next.js middleware runs at the edge layer before routing.
  3. Middleware fetches redirect rules and checks for matches.
  4. Matching requests are redirected immediately – bypassing Sitecore.
  5. Non-matching requests continue to the standard rendering process.

Technical Details and Implementation

Edge Config Setup in Vercel

Redirect rules are stored in Vercel Edge Config, a globally distributed key-value store that allows real-time configuration access at the edge. In Vercel, each project can be linked to one or more Edge Config stores.

You can create edge config stores at project level as well as at account level. In this document, we will be creating the store at account level and this edge config store will be shared across all the projects within the account.

Steps:

  1.  Open the Vercel Dashboard.
  2. Go to Storage -> Edge Config.
  3. Create a new store (for example: redirects-store).
    Createedgeconfig
  4. Add a key named redirects with redirect data in JSON format.
    Example JSON structure:

    {
      "redirects": {
        "/old-page": {
          "destination": "/new-page",
          "permanent": true
        },
        "/old-page/item-1": {
          "destination": "/new-page./item-1",
          "permanent": false
        }
      }
    }
  1. To connect your store to a project, navigate to Projects tab and click on Connect Project button.

  2. Select the project from the dropdown and click Connect.
    Nextjs Dashboard Projects

  3. Vercel automatically generates a unique Edge Config Connection String for your project which is stored as an environment variable in your project. This connection string securely links your Next.js app to the Edge Config store. You can choose to edit the environment variable name and token name from the Advanced Options while connecting a project.

  4. Please note that EDGE_CONFIG environment that is added by default (if you do not update the name of the env. variable as mentioned in step #7). This environment variable is automatically available inside the Edge Runtime and used by the Edge Config SDK.

Implementing Redirect Logic in Next.js Middleware

  1. Install the Vercel Edge Config SDK to fetch data from the Edge Config store:
    npm install @vercel/edge-config

    The SDK provides low-latency, read-only access to configuration data replicated across Vercel’s global edge network. Import the SDK and use it within your middleware to fetch redirect data efficiently.

  2. Middleware Configuration: All redirect logic is handled in the middleware.ts file located at the root of the Next.js application. This setup ensures that every incoming request is intercepted, evaluated against the defined redirect rules, and redirected if necessary – before the request proceeds through the rest of the lifecycle.Code when using single store and the default env. variable EDGE_CONFIG
    import { NextResponse } from 'next/server';
    import type { NextFetchEvent, NextRequest } from 'next/server';
    import { get } from '@vercel/edge-config';
    
    export async function middleware(req: NextRequest, ev: NextFetchEvent) {
      try {
        const pathname = req.nextUrl.pathname;
    
        // Normalize the pathname to ensure consistent matching
        const normalizedPathname = pathname.replace(/\/$/, '').toLowerCase();
    
        // Fetch redirects from Vercel Edge Config using the EDGE_CONFIG connection
        const redirects = await get('redirects');
    
        const redirectEntries = typeof redirects === 'string' ? JSON.parse(redirects) : redirects;
    
        // Match redirect rule
        const redirect = redirectEntries[normalizedPathname];
    
        if (redirect) {
          const statusCode = redirect.permanent ? 308 : 307;
          let destinationUrl = redirect.destination;
          //avoid cyclic redirects
          if (normalizedPathname !== destinationUrl) {
            // Handle relative URLs
            if (!/^https?:\/\//.test(redirect.destination)) {
              const baseUrl = `${req.nextUrl.protocol}//${req.nextUrl.host}`;
              destinationUrl = new URL(redirect.destination, baseUrl).toString();
            }
            return NextResponse.redirect(destinationUrl, statusCode);
          }
        }
    
        return middleware(req, ev);
      } catch (error) {
        console.error('Error in middleware:', error);
        return middleware(req, ev);
      }
    }
    
    export const config = {
      /*
       * Match all paths except for:
       * 1. /api routes
       * 2. /_next (Next.js internals)
       * 3. /sitecore/api (Sitecore API routes)
       * 4. /- (Sitecore media)
       * 5. /healthz (Health check)
       * 6. all root files inside /public
       */
      matcher: ['/', '/((?!api/|_next/|healthz|sitecore/api/|-/|favicon.ico|sc_logo.svg|throw/).*)'],
    };

    Code when using multiple stores and custom environment variables. In this example, there are two Edge Config stores, each linked to its own environment variable: EDGE_CONFIG_CONSTANT_REDIRECTS and EDGE_CONFIG_AUTHORABLE_REDIRECTS. The code first checks for a redirect in the first store, and if not found, it checks the second. An Edge Config Client is required to retrieve values from each store.

    import { NextRequest, NextFetchEvent } from 'next/server';
    import { NextResponse } from 'next/server';
    import middleware from 'lib/middleware';
    import { createClient } from '@vercel/edge-config';
    
    export default async function (req: NextRequest, ev: NextFetchEvent) {
      try {
        const pathname = req.nextUrl.pathname;
    
        // Normalize the pathname to ensure consistent matching
        const normalizedPathname = pathname.replace(/\/$/, '').toLowerCase();
    
        // Fetch Redirects from Store1
        const store1RedirectsClient = createClient(process.env.EDGE_CONFIG_CONSTANT_REDIRECTS);
        const store1Redirects = await store1RedirectsClient .get('redirects');
    
        //Fetch Redirects from Store2
        const store2RedirectsClient = createClient(process.env.EDGE_CONFIG_AUTHORABLE_REDIRECTS);
        const store2Redirects = await store2RedirectsClient.get('redirects');
    
        let redirect;
    
        if (store1Redirects) {
          const redirectEntries =
            typeof store1Redirects === 'string'
              ? JSON.parse(store1Redirects)
              : store1Redirects;
    
          redirect = redirectEntries[normalizedPathname];
        }
    
        // If redirect is not present in permanent redirects, lookup in the authorable redirects store.
        if (!redirect) {
          if (store2Redirects) {
            const store2RedirectEntries =
              typeof store2Redirects === 'string'
                ? JSON.parse(store2Redirects)
                : store2Redirects;
    
            redirect = store2RedirectEntries[normalizedPathname];
          }
        }
    
        if (redirect) {
          const statusCode = redirect.permanent ? 308 : 307;
          let destinationUrl = redirect.destination;
    
          if (normalizedPathname !== destinationUrl) {
            // Handle relative URLs
            if (!/^https?:\/\//.test(redirect.destination)) {
              const baseUrl = `${req.nextUrl.protocol}//${req.nextUrl.host}`;
              destinationUrl = new URL(redirect.destination, baseUrl).toString();
            }
            return NextResponse.redirect(destinationUrl, statusCode);
          }
        }
    
        return middleware(req, ev);
      } catch (error) {
        console.error('Error in middleware:', error);
        return middleware(req, ev);
      }
    }
    
    export const config = {
      /*
       * Match all paths except for:
       * 1. /api routes
       * 2. /_next (Next.js internals)
       * 3. /sitecore/api (Sitecore API routes)
       * 4. /- (Sitecore media)
       * 5. /healthz (Health check)
       * 6. all root files inside /public
       */
      matcher: [
        '/',
        '/((?!api/|_next/|healthz|sitecore/api/|-/|favicon.ico|sc_logo.svg|throw/).*)',
      ],
    };

Summary

With this setup:

  • The Edge Config store is linked to your Vercel project via environment variables.
  • Redirect data is fetched instantly at the Edge Runtime through the SDK.
  • Each project can maintain its own independent redirect configuration.
  • All updates reflect immediately – no redeployment required.

Points to Remember:

  • Avoid overlapping or cyclic redirects.
  • Keep all redirects lowercase and consistent.
  • The Edge Config connection string acts as a secure token – it should never be exposed in the client or source control.
  • Always validate JSON structure before saving in Edge Config.
  • A backup is created on every write, maintaining a version history that can be accessed from the Backups tab of the Edge Config store.
  • Sitecore-managed redirects remain supported when necessary for business or content-driven use cases.

Managing redirects at the edge has made our Sitecore XM Cloud implementations cleaner, faster, and easier to maintain. By shifting this responsibility to Next.js Middleware and Vercel Edge Config, we have created a more composable and future-ready approach that aligns perfectly with modern digital architectures.

At Perficient, we continue to adopt and share solutions that simplify development while improving site performance and scalability. If you are working on XM Cloud or planning a headless migration, this edge-based redirect approach is a great way to start modernizing your stack.

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Shaping the Future of Data 360: Driving ROI Through Salesforce’s Partner Advisory Board https://blogs.perficient.com/2025/10/29/shaping-the-future-of-data-360-driving-roi-through-salesforces-partner-advisory-board/ https://blogs.perficient.com/2025/10/29/shaping-the-future-of-data-360-driving-roi-through-salesforces-partner-advisory-board/#respond Wed, 29 Oct 2025 15:49:50 +0000 https://blogs.perficient.com/?p=388099

Our organization has joined the Salesforce Data 360 Partner Advisory Board, a strategic forum that brings together top partners to influence the future of Salesforce’s data solutions. This collaboration ensures that innovations in Data 360 deliver measurable business outcomes for enterprises.

Why This Matters for Businesses

Announced during Dreamforce, Data 360 is the next evolution of Salesforce Data Cloud. It transforms fragmented enterprise data into a single, actionable view without requiring data movement. This capability powers real-time workflows, better decision-making, and more intelligent automation.

For business leaders, this means:

  • Faster Decisions: Unified data accelerates insights and operational responses.
  • Cost Efficiency: Zero-Copy integrations eliminate expensive ETL processes.
  • Revenue Growth: Personalized experiences powered by harmonized data improve engagement and loyalty.

What’s New with Data 360

Data 360 introduces advanced features designed to maximize ROI:

  • Clean Rooms: Secure collaboration with partners using shared data without exposing sensitive information.
  • Intelligent Context: AI-assisted prompts unlock insights from unstructured data like images and documents.
  • Agentic Setup and Management: Natural language accelerates every task, from connecting data to activating insights.
  • Zero-Copy Expansion: Real-time enterprise data flows into AI models without duplication, reducing costs and delays.

These innovations allow organizations to activate trusted data everywhere, powering smarter decisions and connected customer experiences across sales, service, marketing, and beyond.

Meet Our Advisory Board Representatives

We are proud to have Anu Pandey, Technical Director of AI & Data Cloud at Kelley Austin, and Chuck Tomanek, Salesforce Delivery Leader, representing our team on the Data 360 Partner Advisory Board.

Anu brings deep expertise in multi-cloud architecture and enterprise vision, while Chuck focuses on AI-first solutions that turn complexity into clarity. Their combined experience ensures client priorities remain central to Salesforce’s roadmap. Together, they will help shape innovations that deliver measurable ROI through data-driven strategies.

We are also excited to strengthen this work with the capabilities of Kelley Austin, recently acquired by our organization, expanding our leadership in AI and Data 360 solutions.

Why This Matters to You

Data 360 is a foundation for smarter business. By unifying fragmented data without costly duplication, Data 360 enables real-time workflows, predictive insights, and personalized experiences at scale.

For organizations, this means:

  • Greater Agility: Respond to market changes with confidence using live, trusted data.
  • Lower Costs: Eliminate expensive ETL processes with Zero-Copy integrations.
  • Stronger Outcomes: Drive growth through actionable insights and connected customer journeys.

Build Your Agentic Enterprise With Salesforce

AI is everywhere, but most businesses are not prepared to use it. Teams launch pilots that never scale, data remains fragmented, and legacy systems stall progress before it starts.

We take a different approach. Our expanded partnership with Salesforce accelerates business value through small, iterative use cases that deliver measurable outcomes. With solutions like Data 360 in a Box and Agentforce in a Box, we help organizations modernize CRM, unify data, and embed AI into everyday workflows.

If you are ready to move beyond proof of concept and into production, explore our workshops and solutions designed to activate AI securely and confidently. Learn more about building your Agentic Enterprise.

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Executing a Sitecore Migration: Development, Performance, and Beyond https://blogs.perficient.com/2025/10/28/executing-a-sitecore-migration-development/ https://blogs.perficient.com/2025/10/28/executing-a-sitecore-migration-development/#comments Tue, 28 Oct 2025 12:23:25 +0000 https://blogs.perficient.com/?p=388061

In previous blog, the strategic and architectural considerations that set the foundation for a successful Sitecore migration is explored. Once the groundwork is ready, it’s time to move from planning to execution, where the real complexity begins. The development phase of a Sitecore migration demands precision, speed, and scalability. From choosing the right development environment and branching strategy to optimizing templates, caching, and performance, every decision directly impacts the stability and maintainability of your new platform.

This blog dives into the practical side of migration, covering setup best practices, developer tooling (IDE and CI/CD), coding standards, content model alignment, and performance tuning techniques to help ensure that your transition to Sitecore’s modern architecture is both seamless and future-ready.Title (suggested): Executing a Successful Sitecore Migration: Development, Performance, and Beyond

 

1. Component and Code Standards Over Blind Reuse

  • In any Sitecore migration, one of the biggest mistakes teams make is lifting and shifting old components into the new environment. While this may feel faster in the short term, it creates long-term problems.
  • Missed product offerings: Old components were often built around constraints of an earlier Sitecore version. Reusing them as-is means you can’t take advantage of new product features like improved personalization, headless capabilities, SaaS integrations, and modern analytics.
  • Outdated standards: Legacy code usually does not meet current coding, security, and performance standards. This can introduce vulnerabilities and inefficiencies into your new platform.
    Accessibility gaps: Many older components don’t align with WCAG and ADA accessibility standards — missing ARIA roles, semantic HTML, or proper alt text. Reusing them will carry accessibility debt into your fresh build.
  • Maintainability issues: Old code often has tight coupling, minimal test coverage, and obsolete dependencies. Keeping it will slow down future upgrades and maintenance.

Best practice: Treat the migration as an opportunity to raise your standards. Audit old components for patterns and ideas, but don’t copy-paste them. Rebuild them using modern frameworks, Sitecore best practices, security guidelines, and accessibility compliance. This ensures the new solution is future-proof and aligned with the latest Sitecore roadmap.

 

2. Template Creation and Best Practices

  • Templates define the foundation of your content structure, so designing them carefully is critical.
  • Analyze before creating: Study existing data models, pages, and business requirements before building templates.
  • Use base templates: Group common fields (e.g., Meta, SEO, audit info) into base templates and reuse them across multiple content types.
  • Leverage branch templates: Standardize complex structures (like a landing page with modules) by creating branch templates for consistency and speed.
  • Follow naming and hierarchy conventions: Clear naming and logical organization make maintenance much easier.

 

3. Development Practices and Tools

A clean, standards-driven development process ensures the migration is efficient, maintainable, and future-proof. It’s not just about using the right IDEs but also about building code that is consistent, compliant, and friendly for content authors.

  • IDEs & Tools
    • Use Visual Studio or VS Code with Sitecore- and frontend-specific extensions for productivity.
    • Set up linting, code analysis, and formatting tools (ESLint, Prettier in case of JSS code, StyleCop) to enforce consistency.
    • Use AI assistance (GitHub Copilot, Codeium, etc.) to speed up development, but always review outputs for compliance and quality. There are many different AI tools available in market that can even change the design/prototypes into specified code language.
  • Coding Standards & Governance
    • Follow SOLID principles and keep components modular and reusable.
    • Ensure secure coding standards: sanitize inputs, validate data, avoid secrets in code.
    • Write accessible code: semantic HTML, proper ARIA roles, alt text, and keyboard navigation.
    • Document best practices and enforce them with pull request reviews and automated checks.
  • Package & Dependency Management
    • Select npm/.NET packages carefully: prefer well-maintained, community-backed, and security-reviewed ones.
    • Avoid large, unnecessary dependencies that bloat the project.
    • Run dependency scanning tools to catch vulnerabilities.
    •  Keep lockfiles for environment consistency.
  • Rendering Variants & Parameters
    • Leverage rendering variants (SXA/headless) to give flexibility without requiring code changes.
    • Add parameters so content authors can adjust layouts, backgrounds, or alignment safely.
    • Always provide sensible defaults to protect design consistency.
  • Content Author Experience

Build with the content author in mind:

    • Use clear, meaningful field names and help text.
    • Avoid unnecessary complexity: fewer, well-designed fields are better.
    • Create modular components that authors can configure and reuse.
    • Validate with content author UAT to ensure the system is intuitive for day-to-day content updates.

Strong development practices not only speed up migration but also set the stage for easier maintenance, happier authors, and a longer-lasting Sitecore solution.

 

4. Data Migration & Validation

Migrating data is not just about “moving items.” It’s about translating old content into a new structure that aligns with modern Sitecore best practices.

  • Migration tools
    Sitecore does provides migration tools to shift data like XM to XM Cloud. Leverage these tools for data that needs to be copied.
  • PowerShell for Migration
    • Use Sitecore PowerShell Extensions (SPE) to script the migration of data from the old system that does not need to be as is but in different places and field from old system.
    • Automate bulk operations like item creation, field population, media linking, and handling of multiple language versions.
    • PowerShell scripts can be run iteratively, making them ideal as content continues to change during development.
    • Always include logging and reporting so migrated items can be tracked, validated, and corrected if needed.
  • Migration Best Practices
    • Field Mapping First: Analyze old templates and decide what maps directly, what needs transformation, and what should be deprecated.
    • Iterative Migration: Run migration scripts in stages, validate results, and refine before final cutover.
    • Content Cleanup: Remove outdated, duplicate, or unused content instead of carrying it forward.
    • SEO Awareness: Ensure titles, descriptions, alt text, and canonical fields are migrated correctly.
    • Audit & Validation:
      • Use PowerShell reports to check item counts, empty fields, or broken links.
      • Crawl both old and new sites with tools like Screaming Frog to compare URLs, metadata, and page structures.

 

5. SEO Data Handling

SEO is one of the most critical success factors in any migration — if it’s missed, rankings and traffic can drop overnight.

  • Metadata: Preserve titles, descriptions, alt text, and Open Graph tags. Missing these leads to immediate SEO losses.
  • Redirects: Map old URLs with 301 redirects (avoid chains). Broken redirects = lost link equity.
  • Structured Data: Add/update schema (FAQ, Product, Article, VideoObject). This improves visibility in SERPs and AI-generated results.
  • Core Web Vitals: Ensure the new site is fast, stable, and mobile-first. Poor performance = lower rankings.
  • Emerging SEO: Optimize for AI/Answer Engine results, focus on E-E-A-T (author, trust, freshness), and create natural Q&A content for voice/conversational search.
  • Validation: Crawl the site before and after migration with tools like Screaming Frog or Siteimprove to confirm nothing is missed.

Strong SEO handling ensures the new Sitecore build doesn’t just look modern — it retains rankings, grows traffic, and is ready for AI-powered search.

 

6. Serialization & Item Deployment

Serialization is at the heart of a smooth migration and ongoing Sitecore development. Without the right approach, environments drift, unexpected items get deployed, or critical templates are missed.

  • ✅ Best Practices
    • Choose the Right Tool: Sitecore Content Serialization (SCS), Unicorn, or TDS — select based on your project needs.
    • Scope Carefully: Serialize only what is required (templates, renderings, branches, base content). Avoid unnecessary content items.
    • Organize by Modules: Structure serialization so items are grouped logically (feature, foundation, project layers). This keeps deployments clean and modular.
    • Version Control: Store serialization files in source control (Git/Azure devops) to track changes and allow safe rollbacks.
    • Environment Consistency: Automate deployment pipelines so serialized items are promoted consistently from dev → QA → UAT → Prod.
    • Validation: Always test deployments in lower environments first to ensure no accidental overwrites or missing dependencies.

Properly managed serialization ensures clean deployments, consistent environments, and fewer surprises during migration and beyond.

 

7. Forms & Submissions

In Sitecore XM Cloud, forms require careful planning to ensure smooth data capture and migration.

  •  XM Cloud Forms (Webhook-based): Submit form data via webhooks to CRM, backend, or marketing platforms. Configure payloads properly and ensure validation, spam protection, and compliance.
  • Third-Party Forms: HubSpot, Marketo, Salesforce, etc., can be integrated via APIs for advanced workflows, analytics, and CRM connectivity.
  • Create New Forms: Rebuild forms with modern UX, accessibility, and responsive design.
  • Migrate Old Submission Data: Extract and import previous form submissions into the new system or CRM, keeping field mapping and timestamps intact.
  • ✅ Best Practices: Track submissions in analytics, test end-to-end, and make forms configurable for content authors.

This approach ensures new forms work seamlessly while historical data is preserved.

 

8. Personalization & Experimentation

Migrating personalization and experimentation requires careful planning to preserve engagement and insights.

  • Export & Rebuild: Export existing rules, personas, and goals. Review them thoroughly and recreate only what aligns with current business requirements.
  • A/B Testing: Identify active experiments, migrate if relevant, and rerun them in the new environment to validate performance.
  • Sitecore Personalize Implementation:
    • Plan data flow into the CDP and configure event tracking.
    • Implement personalization via Sitecore Personalize Cloud or Engage SDK for xm cloud implementation, depending on requirements.

✅Best Practices:

  • Ensure content authors can manage personalization rules and experiments without developer intervention.
  • Test personalized experiences end-to-end and monitor KPIs post-migration.

A structured approach to personalization ensures targeted experiences, actionable insights, and a smooth transition to the new Sitecore environment.

 

9. Accessibility

Ensuring accessibility is essential for compliance, usability, and SEO.

  • Follow WCAG standards: proper color contrast, semantic HTML, ARIA roles, and keyboard navigation.
  • Validate content with accessibility tools and manual checks before migration cutover.
  • Accessible components improve user experience for all audiences and reduce legal risk.

 

10. Performance, Caching & Lazy Loading

Optimizing performance is critical during a migration to ensure fast page loads, better user experience, and improved SEO.

  • Caching Strategies:
    • Use Sitecore output caching and data caching for frequently accessed components.
    • Implement CDN caching for media assets to reduce server load and improve global performance.
    • Apply cache invalidation rules carefully to avoid stale content.
  • Lazy Loading:
    • Load images, videos, and heavy components only when they enter the viewport.
    • Improves perceived page speed and reduces initial payload.
  • Performance Best Practices:
    • Optimize images and media (WebP/AVIF).
    • Minimize JavaScript and CSS bundle size, and use tree-shaking where possible.
    • Monitor Core Web Vitals (LCP, CLS, FID) post-migration.
    • Test performance across devices and regions before go-live.
    • Content Author Consideration:
    • Ensure caching and lazy loading do not break dynamic components or personalization.
    • Provide guidance to authors on content that might impact performance (e.g., large images or embeds).

Proper caching and lazy loading ensure a fast, responsive, and scalable Sitecore experience, preserving SEO and user satisfaction after migration.

 

11. CI/CD, Monitoring & Automated Testing

A well-defined deployment and monitoring strategy ensures reliability, faster releases, and smooth migrations.

  • CI/CD Pipelines:
    • Set up automated builds and deployments according to your hosting platform: Azure, Vercel, Netlify, or on-premise.
    • Ensure deployments promote items consistently across Dev → QA → UAT → Prod.
    • Include code linting, static analysis, and unit/integration tests in the pipeline.
  • Monitoring & Alerts:
    • Track website uptime, server health, and performance metrics.
    • Configure timely alerts for downtime or abnormal behavior to prevent business impact.
  • Automated Testing:
    • Implement end-to-end, regression, and smoke tests for different environments.
    • Include automated validation for content, forms, personalization, and integrations.
    • Integrate testing into CI/CD pipelines to catch issues early.
  • ✅ Best Practices:
    • Ensure environment consistency to prevent drift.
    • Use logs and dashboards for real-time monitoring.
    • Align testing and deployment strategy with business-critical flows.

A robust CI/CD, monitoring, and automated testing strategy ensures reliable deployments, reduced downtime, and faster feedback cycles across all environments.

 

12. Governance, Licensing & Cutover

A successful migration is not just technical — it requires planning, training, and governance to ensure smooth adoption and compliance.

  • License Validation: Compare the current Sitecore license with what the new setup requires. Ensure coverage for all modules, environments. Validate and provide accurate rights to users and roles.
  • Content Author & Marketer Readiness:
    • Train teams on the new workflows, tools, and interface.
    • Provide documentation, demos, and sandbox environments to accelerate adoption.
  • Backup & Disaster Recovery:
    • Plan regular backups and ensure recovery procedures are tested.
    • Define RTO (Recovery Time Objective) and RPO (Recovery Point Objective) for critical data.
  • Workflow, Roles & Permissions:
    • Recreate workflows, roles, and permissions in the new environment.
    • Implement custom workflows if required.
    • Governance gaps can lead to compliance and security risks — audit thoroughly.
  • Cutover & Post-Go-Live Support:
    • Plan the migration cutover carefully to minimize downtime.
    • Prepare a support plan for immediate issue resolution after go-live.
    • Monitor KPIs, SEO, forms, personalization, and integrations to ensure smooth operation.

Proper governance, training, and cutover planning ensures the new Sitecore environment is compliant, adopted by users, and fully operational from day one.

 

13. Training & Documentation

Proper training ensures smooth adoption and reduces post-migration support issues.

  • Content Authors & Marketers: Train on new workflows, forms, personalization, and content editing.
  • Developers & IT Teams: Provide guidance on deployment processes, CI/CD, and monitoring.
  • Documentation: Maintain runbooks, SOPs, and troubleshooting guides for ongoing operations.
  • Encourage hands-on sessions and sandbox practice to accelerate adoption.

 

Summary:

Sitecore migrations are complex, and success often depends on the small decisions made throughout development, performance tuning, SEO handling, and governance. This blog brings together practical approaches and lessons learned from real-world implementations — aiming to help teams build scalable, accessible, and future-ready Sitecore solutions.

While every project is different, the hope is that these shared practices offer a useful starting point for others navigating similar journeys. The Sitecore ecosystem continues to evolve, and so do the ways we build within it.

 

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Perficient Wins 2025 Salesforce Partner Innovation Award for Financial Services https://blogs.perficient.com/2025/10/27/perficient-wins-2025-salesforce-partner-innovation-award-for-financial-services/ https://blogs.perficient.com/2025/10/27/perficient-wins-2025-salesforce-partner-innovation-award-for-financial-services/#respond Mon, 27 Oct 2025 15:50:26 +0000 https://blogs.perficient.com/?p=388064

We’re excited to announce that Perficient has been named a 2025 Salesforce Partner Innovation Award winner in Financial Services! This recognition highlights our commitment to helping financial institutions modernize with AI, data, and Salesforce-powered experiences.

“The Salesforce 2025 Partner Innovation Awards celebrate the achievements of partners who are redefining industries and delivering exceptional customer experiences with Salesforce.” – Jim Steele, President, Global Strategic Customers and Partners, Salesforce

Why This Award Matters

The Salesforce Partner Innovation Awards celebrate partners who deliver exceptional customer experiences and redefine industries through innovation. As technologies like AI evolve rapidly, partners play a critical role in helping businesses unlock their full potential.

According to IDC:

  • Salesforce and its ecosystem — fueled by AI — will create 11.6 million new jobs and more than $2 trillion in business revenues.
  • 9 out of 10 Salesforce customers rely on partner apps and expertise.
  • 100% of the Fortune 100 have installed a Salesforce partner solution.

Our Winning Story: Perficient + Nationwide

Nationwide wanted to unify siloed customer data without relying on complex, costly integration methods. Using Salesforce Data 360, Perficient helped Nationwide activate advanced segmentation capabilities at scale.

Solution Highlights:2025 Winnerbadges Partner Innovation Awards White (1)

  • Leveraged Data 360’s built-in data sharing capabilities
  • Ingested millions of rows of data from Databricks, Snowflake, and Marketing Cloud
  • Enabled identity resolution across millions of records

Key Benefits:
Marketing, sales, and service teams can now build and activate granular, cross-channel segments that enable more agile, targeted, and proactive customer engagement.

What’s Next?

We’re proud to partner with Salesforce to help financial institutions embrace AI-driven innovation. Ready to learn more? Visit our new Build Your Agentic Enterprise With Salesforce Resource Center to explore how Perficient can help you unlock the power of data and AI.

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See Perficient’s Amarender Peddamalku at the Microsoft 365, Power Platform & Copilot Conference https://blogs.perficient.com/2025/10/23/see-perficients-amarender-peddamalku-at-the-microsoft-365-power-platform-copilot-conference/ https://blogs.perficient.com/2025/10/23/see-perficients-amarender-peddamalku-at-the-microsoft-365-power-platform-copilot-conference/#respond Thu, 23 Oct 2025 17:35:19 +0000 https://blogs.perficient.com/?p=388040

As the year wraps up, so does an incredible run of conferences spotlighting the best in Microsoft 365, Power Platform, and Copilot innovation. We’re thrilled to share that Amarender Peddamalku, Microsoft MVP and Practice Lead for Microsoft Modern Work at Perficient, will be speaking at the Microsoft 365, Power Platform & Copilot Conference in Dallas, November 3–7.

Amarender has been a featured speaker at every TechCon365, DataCon, and PWRCon event this year—and Dallas marks the final stop on this year’s tour. If you’ve missed him before, now’s your chance to catch his insights live!

With over 15 years of experience in Microsoft technologies and a deep focus on Power Platform, SharePoint, and employee experience, Amarender brings practical, hands-on expertise to every session. Here’s where you can find him in Dallas:

Workshops & Sessions

  • Power Automate Bootcamp: From Basics to Brilliance
    Mon, Nov 3 | 9:00 AM – 5:00 PM | Room G6
    A full-day, hands-on workshop for Power Automate beginners.

 

  • Power Automate Multi-Stage Approval Workflows
    Tue, Nov 4 | 9:00 AM – 5:00 PM | Room G2
    Wed, Nov 5 | 3:50 PM – 5:00 PM | Room G6
    Learn how to build dynamic, enterprise-ready approval workflows.

 

  • Ask the Experts
    Wed, Nov 5 | 12:50 PM – 2:00 PM | Expo Hall
    Bring your questions and get real-time answers from Amarender and other experts.

 

  • Build External-Facing Websites Using Power Pages
    Thu, Nov 6 | 1:00 PM – 2:10 PM | Room D
    Discover how to create secure, low-code websites with Power Pages.

 

  • Automate Content Processing Using AI & SharePoint Premium
    Thu, Nov 6 | 4:20 PM – 5:30 PM | Room G6
    Explore how AI and SharePoint Premium (formerly Syntex) can transform content into knowledge.

 

Whether you’re just getting started with Power Platform or looking to scale your automation strategy, Amarender’s sessions will leave you inspired and equipped to take action.

Register now!

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Datadog Synthetic Monitoring Integration with Azure DevOps Pipeline for Sitecore https://blogs.perficient.com/2025/10/23/datadog-synthetic-monitoring-integration-with-azure-devops-pipeline-for-sitecore/ https://blogs.perficient.com/2025/10/23/datadog-synthetic-monitoring-integration-with-azure-devops-pipeline-for-sitecore/#respond Thu, 23 Oct 2025 15:35:10 +0000 https://blogs.perficient.com/?p=387828

Datadog Synthetic Monitoring provides automated, simulated user journeys to proactively confirm the health and performance of websites and APIs, helping detect issues before users experience them. Integrating this into our Azure DevOps pipeline ensures that only builds where core site functionality is verified get promoted, reducing the risk of regressions in production. This approach is especially valuable in Sitecore projects, where critical web journeys and API endpoints are essential to user experience.

Why Use This Approach?

  • Immediate feedback: Failing releases are blocked before merging, saving post-release firefighting.
  • Coverage: Synthetic tests simulate real browser actions and API calls over real user flows.
  • Reliability: Automated testing delivers consistent, repeatable validation without manual steps.
  • Visibility: Results are unified within both Datadog and Azure DevOps for full traceability.
  • Scalability: As Sitecore projects grow, synthetic tests can be expanded to cover new endpoints and user scenarios without significant pipeline changes.
  • Environment parity: Tests can be run against staging, UAT, or pre-production environments before the live rollouts for safer releases.

Prerequisites

  • Active Datadog account with Synthetic Monitoring enabled.
  • Datadog API and Application keys created with the appropriate access scope.
  • Azure DevOps project with a working YAML-based CI/CD pipeline.
  • Secure variable storage in Azure DevOps (e.g., Variable Groups, Secret Variables) for credentials.
  • Stable and accessible endpoint URLs for Sitecore environment(s) under test.

High-Level Integration Process

1. Datadog Synthetic Test Creation

  • Create Browser and/or HTTP Synthetic Tests in Datadog tailored for key Sitecore application flows, such as:
    • Homepage load and rendering
    • Login flow and user dashboard navigation
    • Core API calls (search, content retrieval)
    • Critical commerce or form submissions
  • Use relevant tags (e.g., premerge) for search/query filtering by the CI pipeline.
  • Configure assertions to confirm critical elements:
    • Content correctness
    • HTTP status codes
    • Redirect targets
    • Response time SLAs
  • Validate tests in Datadog’s UI with multiple runs before pipeline integration.

Datadogdashboard1

2. Azure DevOps Pipeline Configuration

The Azure DevOps YAML pipeline is set up to invoke Datadog CI, run all tests matching our tag criteria, and fail the pipeline if any test fails.

Key Pipeline Steps

  • Install Datadog CI binary: Downloads and installs the CLI in the build agent.
  • Run Synthetic Tests: Uses the environment variables and search tags to pick synthetic tests (e.g., all with type: browser tag: remerge) and runs them directly.
  • JUnit Reporting & Artifacts: The CLI output is saved, and a JUnit-formatted result file is generated for Azure DevOps’ Tests UI. All test outputs are attached as build artifacts.
  • Conditional Fast-forward Merge: The pipeline proceeds to a gated merge to release/production only if all synthetics pass.

How Results and Flow Work

When All Tests Pass

  • The pipeline completes the Premerge_Datadog_Synthetics stage successfully.
  • Test summaries (JUnit) and CLI outputs are attached to the pipeline run.
  • Approval-gated merge to the Release branch is unblocked; approvers can verify test results before promotion.

Build artifacts include full logs for further review.

     Pipelinepassed

When Any Test Fails

  • If any synthetic (browser/API) test fails, the CLI exits with a non-zero exit code.
  • The JUnit summary will contain failure info and a link to the log details.
  • The pipeline stage fails (Premerge_Datadog_Synthetics), halting the fast-forward merge.
  • Approvers can review the failure in test results and attached artifacts within Azure DevOps.

Only successful resolution and green reruns allow code promotion.

Pipelinefailed

Best Practices for Datadog Synthetic Monitoring

  • Run tests in parallel to reduce wait times.
  • Use separate synthetic tests per microservice or major Sitecore area to isolate failures.
  • Monitor test trends in Datadog to detect gradual performance regression over time.
  • Limit sensitive data in synthetic flows by avoiding the storage of actual credentials.
  • Schedule periodic synthetic runs outside CI/CD to catch environment fluctuations unrelated to code changes.

Security Considerations

  • Store Datadog keys as secret variables in Azure DevOps.
  • Restrict permission for synthetic management to trusted CICD admins.
  • Avoid embedding credentials or sensitive payloads in test scripts.

Conclusion

By integrating Datadog Synthetic Monitoring directly into our CI/CD pipeline with Azure DevOps. Sitecore teams gain a safety net that blocks faulty builds before they hit production, while keeping a detailed audit trail. Combined with careful test design, secure key management, and continuous expansion of coverage, this approach becomes a cornerstone of proactive web application quality assurance.

 

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Perficient at Microsoft Ignite 2025: Let’s Talk AI Strategy https://blogs.perficient.com/2025/10/21/perficient-at-microsoft-ignite-2025-lets-talk-ai-strategy/ https://blogs.perficient.com/2025/10/21/perficient-at-microsoft-ignite-2025-lets-talk-ai-strategy/#respond Tue, 21 Oct 2025 16:49:06 +0000 https://blogs.perficient.com/?p=387885

Microsoft Ignite 2025 is right around the corner—and Perficient is showing up with purpose and a plan to help you unlock real results with AI.

As a proud member of Microsoft’s Inner Circle for AI Business Solutions, we’re at the forefront of helping organizations accelerate their AI transformation. Whether you’re exploring custom copilots, modernizing your data estate, or building secure, responsible AI solutions, our team is ready to meet you where you are—and help you get where you want to go.

Here’s where you can connect with us during Ignite:

Join Us for Happy Hour
Unwind and connect with peers, Microsoft leaders, and the Perficient team at our exclusive happy hour just steps from the Moscone Center.
📍 Fogo de Chão | 🗓 November 17 | 🕔 6:00–9:00 PM
RSVP Now

 

Book a Strategy Session
Need a quiet space to talk AI strategy? We’ve secured a private meeting space across from the venue—perfect for 1:1 conversations about your AI roadmap.
📍 Ember Lounge — 201 3rd St, 8th floor, Suite 8016 | 🗓 November 18-20
Reserve Your Time

 

From copilots to cloud modernization, we’re helping clients across industries turn AI potential into measurable impact. Let’s connect at Ignite and explore what’s possible.

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The Personalization Gap Is Hurting Financial Services, Here’s How to Close It https://blogs.perficient.com/2025/10/15/the-personalization-gap-is-hurting-financial-services-heres-how-to-close-it/ https://blogs.perficient.com/2025/10/15/the-personalization-gap-is-hurting-financial-services-heres-how-to-close-it/#respond Wed, 15 Oct 2025 15:22:25 +0000 https://blogs.perficient.com/?p=387848

In today’s financial landscape, personalization is no longer a luxury; it’s a customer expectation. Yet, according to Adobe’s latest State of Customer Experience in Financial Services in an AI-Driven World report, only 36% of the customer journey is currently personalized, despite 74% of financial services executives acknowledging that their customers expect tailored interactions.

This gap isn’t just a missed opportunity; it’s a trust breaker.

Why Personalization Matters More Than Ever

Financial decisions are deeply personal. Whether a customer is exploring mortgage options, planning for retirement, or managing small business finances, they expect advice and experiences that reflect their unique goals and life stage. Generic nudges and one-size-fits-all messaging simply don’t cut it anymore.

Early-stage interactions—like product discovery or financial education—are especially critical. These are high-value moments where relevance builds trust and guides decision-making. Yet many institutions fall short, lacking the orchestration needed to deliver personalized engagement across these initial touchpoints.

What’s Holding Institutions Back?

The report highlights several barriers:

  • Fragmented data systems that prevent a unified view of the customer
  • Legacy operating models that prioritize product silos over customer journeys
  • Compliance concerns that limit personalization efforts, even when customers expect it

These challenges are compounded by the rise of AI-powered experiences, which demand real-time, context-aware personalization across channels.

Adobe State of CX In Fs in an AI-Driven World Report Stat 2025

The Path Forward: Adaptive, Lifecycle Personalization

To close the gap, financial institutions must evolve from episodic personalization to adaptive, full-lifecycle engagement. That means:

  • Investing in unified customer profiles and behavioral insights
  • Building real-time content engines that respond to customer signals
  • Designing personalization strategies that grow with the relationship and not just the transaction

Download the full Adobe report to explore the top 10 insights shaping the future of financial services, and discover how your organization can lead with intelligence, responsibility, and trust.

Learn About Perficient and Adobe’s Partnership

Are you looking for a partner to help you transform and modernize your technology strategy? Perficient and Adobe bring together deep industry expertise and powerful experience technologies to help financial services organizations unify data, orchestrate journeys, and deliver customer-centric experiences that build trust and drive growth.

Get in Touch With Our Experts

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When AI Becomes the Gatekeeper of Your Brand Message https://blogs.perficient.com/2025/10/14/when-ai-becomes-the-gatekeeper-of-your-brand-message/ https://blogs.perficient.com/2025/10/14/when-ai-becomes-the-gatekeeper-of-your-brand-message/#respond Tue, 14 Oct 2025 19:17:17 +0000 https://blogs.perficient.com/?p=387854

Search is no longer just about blue links and ten results per page. With the rapid adoption of Generative AI, consumers are increasingly turning to AI-written summaries to get quick, contextual answers without ever clicking through to a website. According to Bain & Company, 80% of consumers now rely on AI-generated summaries for at least 40% of their searches. This shift is fundamentally changing how people discover and interact with brands online.

However, the implications extend beyond search behavior alone. AI is now shaping the very pathways through which digital traffic flows, often bypassing traditional entry points, such as homepages and product pages. Instead, consumers engage with AI-generated content that summarizes, interprets, and even recommends on behalf of brands.

U.S. retail sites saw a 4,700% year-over-year increase in traffic from Generative AI sources in July 2025. Source: Adobe Analytics

The Zero-Click Challenge for Brands

This new behavior has given rise to what’s known as the “zero-click search” phenomenon, where users get the information they need directly from search results or an AI interface, without visiting the source site. For brands, this presents a major challenge: how do you measure engagement when the click never happens?

Traditional metrics like pageviews and bounce rates are losing relevance. Gartner projects a 50% decline in organic traffic by 2028, driven largely by the rise of AI-powered search and zero-click experiences. As a result, marketers are grappling with a visibility paradox: their content may be powering AI summaries and influencing decisions, but without direct engagement, it’s harder to attribute value or optimize the experience.

This leads to a critical concern…what happens when AI misrepresents your brand?

When AI Gets Your Brand Wrong

As large language models (LLMs) become the default interface for search and content discovery, brands are increasingly at the mercy of how these models interpret and summarize their content. And the truth is, LLMs don’t always get it right.

AI-generated summaries often strip away nuance, flatten brand voice, and even misrepresent key messages. This is especially risky for brands in regulated industries or those with complex value propositions. When your content is reduced to a few lines in a zero-click search result, you lose control over how your brand is perceived and whether your audience even visits your site.

These risks raise urgent questions for marketers:

  • How do you ensure your brand is accurately represented in AI-generated content?
  • How do you maintain differentiation when LLMs are trained on the same public data as your competitors?
  • And how do you optimize for visibility when traditional SEO signals are no longer enough?

To answer these questions, marketers need a new kind of toolkit that’s designed specifically for the AI era.

Adobe’s LLM Optimizer: A New Approach to Digital Experience

To help brands adapt to this new reality, Adobe has introduced the LLM Optimizer. This innovative solution is designed to ensure that brand content is not only discoverable by LLMs but also accurately represented in AI-generated summaries.

The LLM Optimizer works by analyzing how LLMs interpret and surface brand content, then providing actionable insights to improve visibility and accuracy. It helps marketers:

  • Optimize content structure and metadata for AI consumption
  • Ensure brand voice and messaging are preserved in AI summaries
  • Track AI-driven engagement across GenAI platforms
  • Identify content gaps where AI may be misrepresenting or omitting key brand information

In a world where AI is the new interface, Adobe’s LLM Optimizer empowers brands to take back control of their digital presence, even when the consumer never clicks.

Rethinking Digital Strategy for the AI Era

As AI continues to reshape how consumers search, discover, and decide, brands must evolve their digital strategies. It’s no longer enough to optimize for search engines alone; now, you must optimize for the AI models that interpret your content and deliver it to your audience.

Adobe’s LLM Optimizer offers a powerful way forward that helps brands stay visible, relevant, and measurable in a zero-click world. The digital front door may have moved, but with the right tools, brands can still welcome customers in.

Learn About Perficient and Adobe’s Partnership

Navigating the AI-driven digital landscape not only requires the right tools, but it also demands the right partner. Perficient and Adobe combine deep implementation and industry expertise with cutting-edge experience technology to help brands stay visible, relevant, and in control.

Let us help you rethink your digital front door and build experiences that connect, whether your customer clicks or not.

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