Improving Operations with a Salesforce Migration

Background

Keyrus engaged with an American media company that operates many well-known brands that focus on news, advice, and reviews. The client had undergone many mergers and acquisitions over the past few years and each of these brought new business processes into the client’s Salesforce ecosystem.

Challenge

Keyrus partnered with this client to implement a solution that ensured all business processes were captured and migrated properly while identifying opportunities to streamline and optimize based on SFDC capabilities. Prior to this initiative, the client experienced data quality issues and therefore needed a massive data cleaning exercise, as well as reconfiguration of integrations based on new business processes and mitigating downstream impacts of these changes. The goal of this project was to address these issues and to: - Migrate all Salesforce instances into one organization - Map all the fields and data migrations from the legacy org - Migrate current and new business processes - Migrate over 200 users

Approach

Keyrus began this engagement by taking inventory of all items to be considered – this includes data, metadata, reports, dashboards, users, and existing integrations. Keyrus worked with the client to review this inventory and make informed decisions on which content needed to be migrated and content to be changed or updated due to inefficiencies and inaccuracies caused by the multitude of business processes. This resulted in a clearly-defined overview of how the multiple business processes needed to be migrated and enhanced. The Keyrus team then translated this overview into a migration roadmap and began providing deliverables. Through the joint efforts of both parties, along with rigorous testing, Keyrus deployed the new org and instance in SFDC. Additionally, Keyrus provided support for admin configuration, development in Apex and Lightning web components, changes in managed packages/integrations, and changes in dashboards and reports.

Key results

Benefits

- Access content from anywhere on any device at any time, leveraging SSO via Okta to simplify the credentials process - Created initial architecture and supporting technical documentation - Improved user experience and data integrity requirements with updated business processes built natively in SFDC - Higher data integrity has led to increased reports usage and has reduced the time needed to infer information and evaluate pipeline health - Increased pipeline and forecasting abilities - Implemented SFDC best practices for Sales Cloud - Literature on how to maintain and build scalable third-party integrations - Put any other governance processes in place regarding the management, versioning, and enablement around SFDC enhancements - Enhanced employees’ digital experience by increasing knowledge and trust of data available, streamlining business processes, and transforming how employees engage and think of their technology platform.

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