A fast-growing midmarket company wanted to implement Salesforce as its new CRM system. It had a very diverse, long-standing landscape of legacy systems for customer data. Entity Relationship Model (ERM) and Data Warehouse (DWH) objects were already in place.
As the owner of the DWH, BICC was hardly involved in the previous development process of the Salesforce program. The continuous changes resulting from the agile working approach of the Salesforce program, such as those in the deployment processes or the ERM, became known to BICC late and often led to instability when loading existing objects, also implying future challenges for the next steps.
The process began with a comprehensive analysis of the "As-Is" state. This essentially included:
Additionally, it was crucial to gain a better understanding and improve contacts within the Salesforce program.
Improving stakeholder management was a top priority for the Salesforce program. Improved insight into work processes, organizational structures, and data structures was the basis for deriving the necessary steps to prepare the DWH.
With this better understanding, the interface to the Salesforce program was significantly stabilized. This, in turn, freed up capacity on the development team by reducing the amount of maintenance required.
The next step was to partially customize the Entity Relationship Model (ERM) of the DWH and design it according to Salesforce guidelines for all remaining entities.
From there, the backlog could be defined and designed, and then worked through to ensure successful preparation of the DWH.