Salesforce Modernization

Situation

An aging, heavily customized Salesforce instance had become difficult to maintain and no longer reflected how the sales and operations teams actually worked.

Challenge

The organization needed to modernize the platform without disrupting revenue operations or losing years of historical data.

Approach

• Audited the existing instance, integrations, and technical debt
• Rebuilt the data and process model around current operations
• Led a phased migration with parallel validation before cutover
• Established engineering governance to prevent re-accumulation of debt

Outcome

• A modernized platform aligned to how the business actually operates
• Improved data quality and reporting for revenue leadership
• A sustainable governance model for ongoing platform changes