The challenge
A financial services firm had been through two earlier Salesforce implementations that never really landed. Adoption was poor, the team worked around the system in spreadsheets, and the data model could not support the reporting the business needed.
Our approach
We started with a structured assessment, not a rewrite.
- Mapped every issue by risk and effort, so the plan was grounded in evidence rather than assumption.
- Traced the poor adoption to its root cause in the architecture, including a relationship model that could not support the required reporting.
- Rebuilt on a signed-off data model and integration map, with the clouds working together as one system.
- Delivered with an adoption plan, sprint demos, and clear scope, so the team trusted the platform this time.
The result
The rebuild reached a first successful go-live and was adopted by 100% of the sales team.
The business finally had a platform it trusted, on a foundation that supports the reporting it runs on.