Fueling Efficiency: Coforge’s Strategic Salesforce Merger for a Unified Manufacturing Giant
Overview.
Companies seek seamless integration to enhance operational efficiency and collaboration in the rapidly evolving business landscape. Salesforce's advanced data management and integration capabilities enable businesses to unify platforms, optimize licenses, and ensure data integrity. By leveraging automation, process harmonization, and a meticulous data migration strategy, organizations can drive growth, improve performance, and foster cross-departmental collaboration. Future projections indicate continued reliance on such technologies to streamline mergers and optimize business functions for sustained success.
While strategizing and implementing a successful Salesforce Merger for our client, we faced few significant challenges like:
Organizational Silos: Two separate Salesforce Orgs hindered cross-departmental visibility and collaboration.
Process Disparity: Divergent sales/service processes at both entities required careful mapping and potential consolidation.
Data Discrepancies: Inconsistent data structures and field definitions across the Orgs necessitated data cleansing and standardization.
License Optimization: Identifying opportunities to optimize licenses across the combined user base for cost savings.
Data Migration Strategy: Developing a robust data migration plan to ensure a smooth transition with minimal disruption
Solution.
Coforge’s framework acknowledged this strategic move and to address the above challenges, a multi-phased approach was taken. Coforge leveraged Salesforce’s powerful integration and data management capabilities for a unified platform that enhanced data visibility, streamlined operations, and helped in growing business.
Unified Access & Security: Sharing rules, public groups, and queues were established to provide secure, role-based access to data for both teams.
Performance Optimization: A comprehensive analysis identified potential limitations at object, field, record, and org levels, ensuring smooth system performance post-merger.
Process Harmonization: Triggers, workflows, flows, and process builders were meticulously modified to guarantee uninterrupted operations for both businesses during and after the merger.
Data Integrity & Governance: A data migration plan, adhering to industry best practices, was executed. This included data cleansing, deduplication, and remodeling activities to ensure data quality and consistency.
Release Management: Following industry best practices, a robust release management process was implemented. This included data and code backups, peer reviews, and a well-defined change management strategy.
The Impact.
95%
Process completion Rate
99.5%
Data accuracy post migration
30%
Reduction in license costs
Login rate of more than 80% within 3 months of migration
95% completion rate of the processes within the merged org
99.5% data accuracy post migration
30% reduction in licenses costs by finding the areas of license utilization.
The unified Org facilitated cross-selling opportunities between products of both entities, leading to significant revenue growth
