Broke down communication barriers between business practices
Enterprise Identity & Access Management Co. provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential.
Uptima gained the trust of the customer and was able to successfully convert their processes into Lightning
Increased user adoption in Salesforce
Broke down communication barriers between business practices
Increased access to functionality as Salesforce updates are solely on Lightning
Executive Sponsor
Industry
Products
Services
Challenges
Customer needed to migrate the entire org to lightning but had no business buy-in
Instead of a transformative change, they needed the migration broken into “trains” by business unit
Needed to learn how to plan for future features they were not utilizing yet
Each business unit was siloed from the other parts of the company, with minimal information shared between silos
Home-grown app functionality limited the full end-to-end business processes.
Results
Uptima implemented Salesforce Lightning to bring all aspects of customers' business processes into one streamlined location
Performed A&D to create a strategy for product release Trains and best leverage tech for future use cases
Migrated from Classic to Lightning utilizing Salesforce best practice
Maintained custom functionality while upgrading efficiency and style to make it lightning ready
Organized actions to help employees streamline the record creation process