Client Background
Client is a large asset management company based out of North America.
Client Need
- Migrate and implement the ACE & RMD applications from their current on-premise legacy MS-Dynamics 365 environment to Salesforce Financial cloud with optimal workload distribution using Azure public cloud and MuleSoft for integration with other Client applications.
Our Solution
- SF UI and UX development
- Workflow implementations
- Event driven application integrations to ecosystem application components
- Azure Cloud for DWH, Integration with SF and BI reports
- User enrolment and onboarding
- Security/Access Management
- Opportunity Management Process
- Activities, PEG (Portfolio Evaluation Group) and Work notes objects
- Annuity Policy Management
- Fee Credit Management
- Offer Letters Integration Workflows
- Alerts and Notifications, Dashboards
- Azure Cloud: Data Ingestion and synchronization with SF database
- Mulesoft integrations with legacy systems: IRIS, FIN Reporting and PEG tracker
Tools & Technologies
Salesforce Cloud, MuleSoft, PowerBI, Azure SQL MI, Azure Synapse Analytics, Azure Data Factory
Key Benefits
- Increase user productivity
- Enhance Management capabilities
- Integration with Various Data sources
- Better and integrated approach view of ACE and RMD operations
- Timely availability of data for ACE and RMD(Integration Automation)
- More healthy cooperation between CSA and executives
- Comes with new Dashboards and reports for daily business
- The new automated and enhanced process methods (decrease data issues, which decrease data correction efforts.)
