The challenge:

Following a Salesforce rollout with an implementation partner, our client, an Energy Consulting Firm, needed cost-effective support to increase user adoption. Although the implementation was a technical success, the important configuration and administrative work had not been completed. There was a lack of engagement with end users and the business felt distanced from the platform. It wasn’t returning the investment they had planned.

Our solution:

We worked closely with internal stakeholders to understand their expectations and gather their requirements. We implemented configuration changes including the definition of workflow and custom object implementation. Within just a few days, we delivered a team capable of making recommendations to management and end users for platform usage and to increase user adoption. We concisely handled the document system configuration and administrative processes, ensuring a successful knowledge transfer to internal teams.

The outcome:

• 44% cost savings, versus existing partner

• 5.3 weeks total roll-out

• Full lifecycle delivery

• User adoption increased in line with objectives

• Knowledge Transfer Framework completed

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