Bank Salesforce CRM in Corporate, Commercial and Wealth Management Divisions

Our client, a universal UK bank used a Business Project team of 3 resources during 14 months on a time and materials basis for a variety of aspects of the bank Salesforce Programme. This had been successful to date because the BP team skills had been committed on the long term and knowledgeable both in the Salesforce product AND the Business understanding.

The BP team members were asked to project manage the Wealth Management migration and precisely:

Analyse the differences between the Wealth version of Salesforce and the new bank standard

Get agreement to the approach to resolving these differences (e.g. code changes, business process changes, user training etc.)

Produce a project plan to cover all the activities in the migration

Manage the plan to completion, defined as all the Wealth Management users on an agreed version of the Standard Salesforce platform.

Placeholder map

Business Projects network

Montreal, London, Paris, Luxembourg, Geneva, Singapore