Financial Services

Guy Carpenter – Ensuring Security and Sustainability for Salesforce

Revolutionizing Fleet Management

Guy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,200 professionals in over 60 offices around the world.

Having recently built a custom app inside Salesforce, Guy Carpenter was keen to validate the quality of the build and reassess the feasibility of Salesforce for rebuilding a new version of the app. They asked The Architech Club to examine the existing Salesforce technology, identify risks and make recommendations for a remedial product backlog.

Challenges

Overuse of contractors and consultants, who have over-engineered Guy Carpenter’s Salesforce org , means the system became legacy and costs a great deal to maintain.
Inconsistent design and technology framework.
Excessive coding of solutions.
Lack of privacy compliance.
Technical debt, due to:
- Unused, redundant solutions
- Historic use of contractors
- Over-engineering
- Inadequate handover
Salesforce was treated as PaaS, not SaaS.

Company Profile

Solutions

We commissioned a Solution Architect and a Technical Architect to conduct reviews of the current application:
- Business processes
- User experience
- Capabilities
- Use cases
Technical assessment:
- Platform and architecture
- Code quality
- System maturity
- Security and compliance
- Governance
Executive Summary presentation
Report of Findings

Results

We found serious issues with code quality, security, and privacy
We recommended:
- Prioritizing a low-code approach
- Design standards for pro-code and low-code solutions
- Coding best practices
- Technical design authority and Centre of Excellence
We provided a roadmap including:
- Remedial backlog
- Governance plan
- Permissions review
- Improving code base
- Brownfield implementation plan

Turn Your Salesforce Vision into Reality With The Architech Club

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