An org that became legacy…read how we helped a global risk specialist recalibrate for the next phase of an ongoing transformation
Customer Challenge
Our client is a leading global risk and reinsurance specialist. They had recently built a custom app inside Salesforce and wanted to validate the quality of the build and reassess the feasibility of Salesforce for rebuilding a new version of the app. As we began to investigate the current landscape, it became obvious that the overuse of contractors and consultants had resulted in an over-engineered Salesforce architecture. Numerous issues were highlighted, such as inconsistent designs and frameworks, unused redundant solutions, and a lack of privacy compliance.
The Solution
We commissioned a Solution Architect and a Technical Architect to conduct an Orientation project, providing an independent assessment of:
- Business processes
- User experience
- Capabilities
- Use cases
The technical assessment focused on:
- Platform and architecture
- Code quality
- System maturity
- Security and compliance
- Governance
We reported our findings, identified the risks and made recommendations for a remedial product backlog.
The Result
We found that in addition to serious issues with code quality and security and privacy vulnerabilities, the org had become a legacy system, and had lost its relevance.
As a result, we recommended:
- Prioritising a low-code approach
- Developing design standards for requirements, pro-code and low-code, in line with current best practices
- Establishing a Technical Design Authority and Centre of Excellence to productise Salesforce properly
- Change mindset: Salesforce is Software-as-a-Service; it had been treated like Platform-as-a-Service
We also provided a roadmap including information on the below:
- Remedial backlog
- Governance plan
- Permissions review
- Steps for improving the codebase
- A brown-field implementation plan
