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