Salesforce CRM
In light of the end of service life for their Microsoft platform, the client initiated a £25m programme focused on transforming the way that they manage the sales experience to over 2,600 of their UK based partner practices with ca. £120bn AUM, to improve the relationship management between the partner practices and their clients.
Challenge
In light of the end of service life for their Microsoft platform, the client initiated a £25m programme focused on transforming the way that they manage the sales experience to over 2,600 of their UK based partner practices with ca. £120bn AUM, to improve the relationship management between the partner practices and their clients.
My Role
I partnered with the Client as a Product Manager to drive delivery against a roadmap, researching and articulating a series of features based on clients wants and needs and ensuring it aligned to the overarching product vision.
Mobilise an agile release train with continuous iterative cycles of planning, execution, review and improvement through a 2 week Sprint cadence.
Ensured the team worked in a sustainable way, supporting delivery at pace, key decisions and boosting morale.
Provide consultancy on Scaled Agile ways of working to help the client build out their delivery capability.
My team was responsible for delivering the relationships management feature; enhancements to the main client information screen; a way to capture and manage a clients income and expenditure; an automated onboarding GUI.
Outcomes
We delivered an advanced CRM utilising the Salesforce Financial Services Cloud, Mulesoft, Bluedoor and Snowflake along with a series of other third party integrations, to process £56m of new business daily for 1m clients. The solution was accessed by up to 3,000 users daily and achieved 90% adoption. This project was part of a larger strategy to re-platform the clients' key functions and data into a consolidated solution.