High-Tech Leader Transforms Operations with Salesforce and Jade Global Assurance Services

Project Scope and Overview

OSIsoft chose to transition from Microsoft Dynamics to the Salesforce.com platform to transform business operations and enable company growth plans. In concert with the implementation partner, PwC, Jade Global served as the Assurance services partner to support business acceptance, testing and readiness. The Jade Global team, comprised of SFDC leads, analysts and developers, dutifully served as test management owners and participated in all project activities, from business requirement workshops to leading UAT. As the main point of contact with diverse business teams, Jade Global’s responsibility was to assure solution integrity and develop best practices for testing business processes and extensive data migration.

Jade Global conducted ongoing demos with key business users and project managers, adding value across marketing and sales, and addressing change management. Jade owned all aspects of the QA process. Jade served as a trusted partner to both the client and the implementation partner, enabling shared success for an exceptionally large global project team.

Jade Global serves as an implementation partner for CRM, providing assurance services with additional partners. This requires rigor and expertise, and to be mindful of the soft skills of multi-vendor shared success. Across the enterprise integration experience, from Marketo and Salesforce, as well as SAP and Salesforce, Jade Global’s analysts pay close attention to overall sentiment and human element. The SFDC Jade Global team reached acceptance for a bespoke Regression Test Case Library, End-to-End Scenarios, Black Box and Negative Scenarios, and executed all scenarios, while leading SIT and UAT tracks.