Case study - Updating and adapting the Salesforce solution to industry standards

Background

Our client is one of the largest companies creating and delivering cutting-edge technologies to many industries. At some point, the client decided to move from a legacy CRM solution to Salesforce. Currently, they own the largest single org implementation in the world. To maintain and develop such a complex and comprehensive solution, the company needs to involve multiple vendors from different countries.

Problem

Lack of common standards and best practices across different vendors

Lack of a single architectural team to design and look after the quality of delivered work

Lack of the deep understanding of the Salesforce platform

Need to create a compelling roadmap for the future

Growing maintenance and development costs due to the poor quality of code and solution design

Solution

TTMS approached that project with a clear vision on how to clean and upgrade the current solution to make sure its design is created according to the industry standards. The first step was to ensure that each functional area (CRM, CPQ etc.) is led by one of our Architects and that there is a single team dealing with road-mapping and creating core for the center of excellence. Next, our team prepared and distributed a set of documents regarding coding and pattern standards and started working closely with other teams to ensure the solution is implemented according to the same set of rules among all the streams.