CASE STUDY

Working with a blended team of internal client side and M&S proper talent, we developed a plan to implement Salesforce.com, AppExchange managed packages, and web services, to seamlessly connect with existing applications.

One enterprise client experienced the same challenge when facing a new implementation of Salesforce that replaced a highly-customized, highly-integrated, mature CRM supporting sales, marketing, support teams of over 700 users, and a total user community of  over 1,000.

There were teams in place supporting many aspects of the marketing, sales, IT, service, support, and billing functions. While their previous CRM took many years of projects,  customizations, executive churn, and development to reach its current state, they only had a few months to make a complete transformation to Salesforce.

Working with a blended team of internal client side and M&S proper talent, we developed a plan to implement Salesforce, AppExchange managed packages, and web services, to seamlessly connect with existing applications.  

We developed a complete strategy that consisted not only of the hard work associated with standing up the new platform, but also team training, new team structure and roles,  implementation change plan, development and release planning, and integration gap analysis and planning. We used an Agile approach to requirements gathering, development, communication, release and support. It was a tough challenge, but we were up to owning the success of the client and implementation! 

M&S’s partnership, leadership, and commitment helped navigate the waters to a successful enterprise implementation of Salesforce.com, along with a few third party managed packages and several deeply connected integrations. M&S was there through the planning, analyzing, designing, development and support stages, providing key insight, direction, development, and strategy to the client. M&S worked with the client to support the existing applications through a business as usual (BAU) communication and development strategy, all while moving the various teams toward the new platform direction. 

“M&S was there  through the planning,  analyzing, designing,  development and  support stages,  

providing key  insight, direction,  development, and  strategy to the client.”

The biggest success of this project was the level of automation and standardization achieved. OCI is now fully managed as code, enabling a smooth, reliable, and scalable infrastructure with minimal manual intervention.

This level of automation has transformed operations, reducing cloud management time from hours or days to minutes.

Additionally, OCI’s security and networking framework is now fully standardized, making it easier to troubleshoot, secure, and scale infrastructure across AWS, Azure, and OCI. Lessons learned from this project are now being applied across multiple cloud environments, extending the benefits of this transformation.