Child care non-profit organization migrates their informatica guides to salesforce components.

About Client

Our client is a huge non-profit organization that advocates child rights. The organization has a strong presence across several countries and is fast expanding its footprints.

Client Requirement

The client had data residing across different systems and this made it incredibly difficult to manage data. They wanted to consolidate their customer inputs in a central application. The organization was also struggling with redundant processes which resulted in duplication of efforts.

Solution

PreludeSys team performed a preliminary assessment of the client’s org and realized they had Salesforce CRM, a fund raising app called Luminate Online and Informatica Cloud. PreludeSys decided to use Informatica to integrate all of client’s data and apps in a seamless manner to create a single customer input repository. Informatica guides and processes were migrated to Salesforce to create a central dashboard in Salesforce Lightning module. Once all integrations were completed, redundant tools and process duplications were identified and decommissioned.

Benefits
  • Streamlined customer input capture without any hassle.
  • Improved agent interaction processes.
  • Decommissioned redundancy in tools and processes.
Quote
Client, “A complex project that involved hybrid teams – salesforce, informatica, Luminate, etc. were handled seamlessly by the Prelude implementation team. Reverse engineering the current Informatica based process and finalizing the proposed design in Salesforce was done in a very short turnaround time.”