Avenga

Client

A leading global financial consultancy that offers financial products and services to individual investors, businesses, financial advisors, and institutional investors.

Challenge

Our Client ran into a situation where there were some gaps in their ability to transfer and share data between 2 business units as both were using separate Salesforce environments. A lack of interaction and a unified employees’ experience might result in losses because the processes took too long or they didn’t do right by customers through poor data entry and needless to’s and fro’s. So they needed a diligent technology partner and Salesforce expert to support their development efforts in merging 2 Salesforce environments. 

Avenga role and solution

Working closely with the client’s solution leads, the team conducted a meticulous business analysis and several design sessions. This helped the client define a strategy of migration from Salesforce Classic (with many missing features) to Salesforce Lightning along with a workflow and architecture design of the entire system and all their global organizations. That, in turn, made all the latest CRM capabilities available to the clients’ business. The solution was aimed at optimizing internal company processes and simplifying interactions between departments.

The Avenga development team continues to support the client’s team by taking part in the ongoing implementation of the solution, which includes:

• Redesign and enhancement of the existing Salesforce Classic system to meet the latest Salesforce Lightning design standards
• Data migration, as well as being engaged in a functionality migration, to consolidate 2 Salesforce environments into one
• As a further development, it is planned to merge all Salesforce environments accompanied by the onboarding of every one of the client’s team that’s involved (sales, marketing, customer engagement, etc).

Results

The Avenga team is helping the client to achieve some key milestones in re-energizing their internal business processes and workflows. Some key benefits include:

• Added visibility and access to unified information on sales, service, reporting, analysis and transparency of internal business processes, all thanks to unified data sharing across departments.
• Faster cross-organizational interactions and delivery of results due to the automation of business processes.