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.
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.
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