JOB NEED
- Difficulty in using the Salesforce tool
- Correct and improve the integrations between the tools
PROJECT OBJECTIVE
- Conduct a functional audit and a technical audit
- Evaluate areas for improvement in the IT stack
MISSIONS COMPLETED
- Conducting interviews with each project stakeholder: consultant, product manager, and B2B sales manager
- Cleaning up data flows within the information system
- Functional and technical audit of the Salesforce environment
- Implementation of the various recommendations to improve the current system
- Final audit report with presentation of a roadmap outlining all the important topics to be addressed
FINANCIAL STATEMENT & RESULTS
- Saving advisors time by avoiding wasted time during various data entry tasks on the tools
- Improved management and monitoring of commercial activity
- Technical mapping of the information system with existing flows
CHALLENGES
- Shared infrastructure between Cegid, Megento, Akeneo and Talend for communications
PROJECT DURATION
- Kick-off begins May 2022
- Audit report, July 2022
- Project duration: 15 days
