Case Study
Accelerating Merger and Acquisition with all the Major Salesforce Modules involved along with Financial Force implementation
Download Case StudyCase Study Overview:
Jade staged a technically complex data migration, delivering it into Gordian’s existing Salesforce CPQ environment. The Jade team established a lean ground game with aggressive execution milestones to manage the business expectations of the project, while servicing the technical expectations to support the acceleration of the client’s merger and acquisition initiatives
Client:Gordian
Industry: Hi-Tech- Construction
Tech Stack : Major Salesforce Modules Implementation Case Study
About the Client
Gordian, a leading provider of facility and construction cost data, software, and expertise, acquired VFA and KY Kloud solutions to expand its facilities planning portfolio, creating a more comprehensive capital planning suite of solutions for customers.
VFA and KY Kloud solutions were previously owned by Accruent, another sister company of Fortive operating company. The addition of these solutions enables Gordian to provide data, software and services across the facilities planning workflow, from detailed, technical assessments of asset conditions to strategic capital planning.
Products & Services
- Salesforce Sales Cloud
- Salesforce CPQ
- Salesforce Advance Approvals
- Salesforce Service Cloud
- Salesforce Experience Cloud
- Financial Force
Business Requirements
- Consolidate & streamline Sales & Service Cloud business processes acquired through M&A activity
- Configure CPQ & Billing process for newly acquired product lines
- Configure appropriate approval rules as per business requirements
- Configure and merge the complete Experience Cloud system of Accruent Org into the Gordian system
- Increase productivity by automating project creation & billing milestones using FinancialForce & integrating Service Cloud with Jira
Business Challenges
Accruent uses Sales Cloud, Service Cloud, CPQ & Communities that need to be migrated onto Gordian’s Salesforce Org
Gordian’s needed Advisory on Org Consolidation best practices to implement and perform the Merger of new product lines seamlessly
Critical need to consolidate Gordian & Accruent’s Salesforce Product Portfolio to reduce wasteful financial spend
Integrations were needed with Jira for case creation & Financial Force for milestone billing
The Solution
- Determined and configured necessary new custom objects, Fields and functionalities needed from the source org
- Removed conflicting gaps by Understanding Source org’s Data model, performing field mapping, PLV consolidation and restructuring of record types via active communication with the client
- Followed the best practices for Standardisation, Deduplication, Upsert and consolidation of data for migration
The Business Benefits
- Unified view of data across the consolidated org & elimination of maintenance of multiple Orgs
- Business users had the seamless transition from one org to other without observing any change or gap
- No interruption during business hours
- Uniform portfolio of Salesforce & Third-Party Applications due to Org & App Consolidation
- Increased cooperation between the two organizations due to better reporting, monitoring, and coordination by using a unified portfolio of products
"Jade partnered with us to perform a large data and business process migration from one Salesforce org into another. The business processes were quite complex and required technical expertise that Jade was well-equipped to handle to integrate those processes into our Salesforce CPQ environment. The project team was with us every step of the way in the process, attending regular daily stand-ups, implementing architectural and technical suggestions to support our business case, as well as delivering regular status updates to management."
Jeremy Yedesko, Senior Manager, Business Systems, Gordian
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