Global Fintech - CRM Consolidation using Salesforce
The customer is a leading Fintech organization that provides secure payment services for small and large businesses,including payments online, card machines
and telephone payments.
Business Scope
The customer had decided to launch a new business line following a few mergers and acquisitions, the old systems
had to be moved to the new service line
Master data management was the biggest challenge at that point in time given the significant number of entities in
the ecosystem
Few entities were using the Legacy CRM systems whereas few countries entities were already on the salesforce
Solution
Opus implemented its One Team Execution framework to build this solution.
Going with the “Org merge” approach was recommended
Opus built a few tools to accelerate the org merge processes
The data loader was used to migrate the data from the old org to new 1SF org
framework
New features were added as a part of optimization
Custom code was migrated to the new org by making it compatible to the
master org i.e. 1SF org
Business Benefits
Disintegrated entities meant distorted reporting, making it cumbersome for the leadership to make effective
decisions. The crisp dashboards across several entities from this huge project changed that.
The countries were successfully on-boarded to the new 1SF service line, making it the single source of truth & data
All the data, objects, rules, users, profiles, company hierarchy and customization of the old org were successfully
consolidated to the new 1SF org
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