Impact Delivered
100%
Integration achieved
with all users and data
2x increase in
team efficiency
60%
Surge observed in
user experience
100%
Success in merging of
Salesforce and Financial Force
40+
Objects successfully covered
in the data migration
The Customer
The organization stands as a steadfast research and development collaborator for the international life sciences domain. From the genesis of an idea to its launch in the marketplace, they are committed to converting their clients’ aspirations into strategies that promote greater health and well-being.
The Challenge
The customer was looking for post-implementation support for its NetSuite ERP system, which would fall in line with their business model.
The Solution
- Configured distinct business processes for the US and India
- Reviewed and modified the system to reduce the number of custom objects and fields, while maximizing and simplifying the use of standard functionalities
- Migrated Financial Force to a new Org and made modifications to the current setup
- Managed data migration of Sales Cloud objects and Financial Force objects
- Introduced custom functionality in LWC (transitioned from legacy VF pages) to offer a predefined format for MoMs related to the events
Solution Components
Salesforce Sales Cloud, Financial Force
The Results
- Achieved a unified organizational structure by integrating all users and data.
- Successfully migrated data across multiple objects, streamlining information access.
- Standardized business processes for teams, enhancing overall efficiency.
- Elevated user experience and satisfaction.
- Seamlessly merged Salesforce and Financial Force platforms from both companies.
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