About the client
The client is a manufacturing firm that designs and manufactures premium financial cards and offers Cold Storage wallets.
Solution
- Understood the sales process of the two business teams and worked with the business team to define a unified process.
- Performed all the configuration changes necessary for the unified process.
- Performed and validated the following for successfully merging both instances.
- Users
- Apps
- Data
Benefits
- Reduced the complexity of merging sales and other departments from two different lines of business.
- Provided an easily accessible, centralized data management that users can access anytime.
- Revenue consolidation with the line of business became effortless.