CRM Adoption: Independent Bank


Challenges

Preparing for a Cloud Journey

A large independent bank chose to implement SFDC as the CRM platform for their bankers. The Client's IT department did not know what the SFDC adoption implications would be within the larger eco system of applications and data integration. Due to the lack of Cloud adoption previously, the bank needed a readiness assessment for SFDC and an architectural impact.


Cloud Journey

Solution

Cloud
  • Assisted in the development of SFDC readiness assessment and micro architecture
  • Worked with Sales and IT departments to identify the SFDC adoption roadmap and use cases by module
  • Identified the impacts to remaining applications and especially the impact to the enterprise-wide data warehouse (EDW)
  • Produced the impact/assessment doc for SFDC adoption and a micro architecture for the bank in 4 weeks


Client Outcome

WorldLink's deliverables enabled the bank to understand the impact to the adoption process and technology when adopting SFDC. This encouraged the Client to come up with an extended SFDC adoption roadmap by module/solution. The micro architecture helped the Client understand the primary tenant for selecting an SI vendor.



Stats
  • Educated client on the impact of SFDC adoption
  • Identified SFDC adoption roadmap and use cases by module
  • 4 weeks to create an assessment document for SFDC adoption
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