CHALLENGE
Coming from a legacy Microsoft Dynamics environment, the client issued an RFP to identify
a trusted partner to evaluate their system and recommend the best path forward, either
migrating and modernizing it in the cloud or transitioning to a new platform. Their existing
solution was highly complex, with numerous integrations and data governance challenges
driven by the nature of their business. They required a comprehensive end-to-end
assessment to redesign the environment into a streamlined, modern architecture aligned
with updated processes, including a core CRM, Marketing, Sales, and Service capabilities,
file storage, an ETL tool for integrations, and a client portal.

SOLUTION
The client engaged Platinum Cubed to guide them toward the best path forward. The
engagement began with a Business Process Engineering (BPE) initiative focused on defining
a “business-first,” end-to-end process framework aligned with technology best practices.
Following a successful BPE phase, the client team had a clear blueprint for their future-state
system, and the project progressed into a Phase 1 Salesforce implementation led by
Platinum Cubed.

RESULTS
The client engaged an external partner to assess their current technology landscape and
facilitate cross-functional workshops to design their future state and document
standardized processes. This approach resulted in a clearly defined Phase 1 plan and a
strategic roadmap for future phases. By involving department champions throughout the
journey, the client fostered strong alignment, enthusiasm, and a sense of ownership, driving
readiness and adoption as the solution was built.

IMPLEMENTATIONS
– Assess the Current State
– Engineer Future State
– Gap Analysis
– Roadmap

SALESFORCE PRODUCTS
– Sales Cloud
– Service Cloud
– Marketing Cloud
– Mulesoft
– Tableau
– 3rd Party Tools Integrate