Healthcare Case Study
Migrating multiple legacy CRM platforms onto a centralised Salesforce Lightning instance.
Case study background
We were engaged to provide agile and delivery services on a number on initiatives, spanning five years – including a dashboard portal launch and a sustainability project. Our largest delivery supported Simplyhealth’s One Salesforce programme, where our team was tasked to merge four legacy (Salesforce Classic) CRM platforms into a single centralised instance, whilst also migrating to the newer Salesforce Lightning framework.
Key challenges
Each of the Salesforce instances had different data models, validation rules, naming conventions, workflows and code. Plus, moving to Lightning introduced a new UI. Our team took a careful approach to reconciling and consolidating these inconsistencies, as well as handling the changes to the look and feel, while preserving data integrating and functionality to avoid disruption.
A broad scope of users and permissions
The existing Salesforce platforms each had distinct profiles, role hierarchies and permission sets, meaning we needed to factor this into our delivery. RBAC (Role Based Access Control) testing proved invaluable to validate and verify that the consolidated Lightning instance was fit for purpose in unifying the security model to maintain appropriate and compliant access levels for all users.
"Capable of delivering high quality outputs with excellent standards of details and documentation."
Solution approach and outcome
Operational and cost efficiencies
Delivering One Salesforce to Simplyhealth, guided by our experts, helped the organisation to significantly streamline their processes, reduce their costs and administrative overhead by retiring three old outdated platforms, and consolidate the need for ongoing system maintenance.
Better user experience and increased productivity levels
The introduction of a modernised, intuitive interface in the launch of Salesforce Lightning greatly improved usability and streamlined workflows, improving business stakeholder engagement levels and making their ongoing support & training requirements easier to administer and manage.
Tools & tech stack
Salesforce
.NET
Github
JIRA
Xray
Postman
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