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.