CLOUD BASED CRM SYSTEM

Scott Logic worked with a leading multinational financial services corporation to migrate their in-house legacy CRM system to an online system provided by Salesforce.

MIGRATING TO SALESFORCE

Our client’s existing CRM system was based upon several legacy in-house systems.  To provide a higher level of resilience and a more extensible platform the client opted to move to a cloud-based CRM system provided by Salesforce.

TECHNOLOGY STACK

  • Java
  • Web Services implementation
  • Message Driven architecture
  • Integration with Salesforce

TEAM STRUCTURE AND MANAGEMENT

Scott Logic provided a three man team for the project.  The team took a lead role in the activities of the project, co-ordinating with other client and consultant teams in the US, UK and India.

As the first stage of the project we performed a thorough analysis of the existing system with the client’s team based in India to provide an integration plan that allowed the phased delivery of the project to commence.

During the delivery phase of the project, we provided project management as well as augmenting the development team.  We worked with the client’s distributed teams (across the US, UK and India) on a wide-range of issues including design, implementation, testing, deployment topology, development and deployment infrastructure, security and deployment.

WEB SERVICES AND MESSAGE-DRIVEN INTEGRATION

During a planned lengthy changeover period, users of the system needed to use both the legacy system and the new system interchangeably with actions performed on one system being replicated in the other system.

To accomplish this we implemented several Java-based web services using a message-driven architecture to ensure that changes flowed correctly between the two systems.   A key aim was ease of maintenance for both operations and development teams, and we successfully delivered this.

WORKING WITH THE CLIENT

As is sometimes the case with integration projects, overall ownership of the project was unclear, with client managers focussing on their own application areas.  To address this, we took on a greater role in the co-ordination work of the project that had initially been intended.

With the client having offices throughout the world we worked on a daily basis with staff in both India and the United States.  As a company Scott Logic has a vast quantity of experience working across multiple locations and time-zones.

The client’s legacy system also proved to be a challenge as most of the architects and developers who initially built the system for the client were no longer available.  We undertook a thorough analysis of the existing system in order to understand fully the integration points that were available to allow complete data replication between the two systems.

A GROWING PROJECT

At the culmination of seven months of work from the Scott Logic team the project was released to production.  Due to the success of the project the client extended the project; we continue to manage the project for the client, and are extending its scope to encompass new functionality and new streams of work around both the legacy and new systems.