Case study
High Tech
Enterprise Solutions, Salesforce
40%
Less Manual Analysis
The Challenge
Multiple Salesforce and CPQ environments fractured processes across business units, throttling collaboration and operational efficiency.
Disconnected customer data, legacy configurations, and tangled integrations made impact analysis, reporting, and decision-making painfully slow.
Manual metadata analysis, configuration reviews, and QA preparation stretched delivery timelines and multiplied rework and deployment risk.
Our Solution
Delivered a strategic Salesforce transformation roadmap consolidating CRM processes while optimising CPQ, integrations, and customer data management.
Deployed AI-powered metadata analysis to surface configuration overlaps, legacy components, integration dependencies, and business process impacts.
Accelerated testing with AI-generated validation scenarios while strengthening governance, migration planning, reporting, and deployment readiness.
Business Impact
Reduced manual analysis effort by approximately 30–40%, unlocking faster project execution and higher delivery quality.
Improved configuration accuracy by catching dependencies, integration risks, and obsolete components early, before they became rework.
Streamlined CRM operations with sharper reporting, standardised processes, stronger governance, and faster QA and deployment cycles.
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