Case Study: Healthcare Org Merge

Healthcare Technology Company

Org Merge Delivers Platform for Growth

Client is a healthcare technology and services firm that provides Health IT and management solutions. It also serves as a consultant to independent physician groups, hospitals, and healthcare systems.

CHALLENGE

Client had recently purchased another company.  Both companies used Salesforce, but they needed a trusted Salesforce partner to help them migrate to an enhanced single org that met the diverse needs of both organizations.  Client was looking for:

• Assessment of which Org to use as the future platform
• Enhancement of selected Org to support needs of both organizations
• Migration of de-selected Org to the selected Org

SOLUTION

Demand Chain worked in conjunction with client to prioritize the highest value components to include in the project.  These included:

• Metadata preparation/migration in advance of data
• Creation of dedicated server to support the migration, enabling use of SQL vs. Excel
• An innovative metadata-focused migration strategy (vs. manual configuration and data transfer) that leveraged custom Scripts to minimize human-error and provide an option for quick recovery
• Migration/enhancement of CPQ information

RESULTS

Benefits of the Org Enhancement/Merge, include:

• The common Salesforce Org enables internal alignment of the two companies
• Set a foundation for future process and efficiency gains, along with ongoing team alignment
• Single view of customer – with critical information captured in Salesforce, client is better able to see and understand customer relationships and status
• Improved sales pipeline visibility – comprehensive management view supported by new reports

CLIENT SATISFACTION

Client rated Demand Chain a 5.0/5 on the post-project survey issued by Salesforce.

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