Our client, a world-leading provider for an open platform IP video management system, implemented Salesforce many years ago. Over the years, new layers of functionalities were added by different providers. At some point, our client became aware that the direction they were following had to change and the set of tools used had to be modernized to support the agile business processes. That new approach required a new strategy on how to upgrade all the crucial business functionalities to the latest and greatest (Lightning) and declutter the whole application from unused elements and data.
There were multiple crucial and urgent challenges that needed to be confronted as soon as possible, e.g. GDPR and large data set close to the environment limit. The limitation we were facing was a limited budget. We decided to go for a flexible model where we switched a Salesforce specialist and a Business Analyst according to most important needs. This way, the client had an opportunity to secure its business continuity and resolve most of the hot topics. We helped our client to implement a strict data retentionand management policy compliant with the best standards and reduced storage cost by reducing data set size. As a part of the project, we performed a step by step Classic to Lighting migration based on the roles that used Salesforce most often Currently, we work closely with the client to build a roadmap for future improvements and still maintain the flexible cooperation model.