Implementation of a Salesforce-based Platform Case Study

This case study outlines the implementation of a Salesforce-based platform for a UK-based client aiming to enhance customer experience and streamline business processes. The project was divided into three phases: the Concept Phase, which focused on demonstrating the project's feasibility; the Core Implementation Phase, which involved creating a working solution for digital subscribers while managing a migration of customer data; and the Final Phase, which transitioned remaining customers to the new platform. The client set three main objectives: to boost subscription sales, build a versatile platform for digital innovation, and manage customer data effectively. The study details the challenges faced, including changing requirements and complex integrations, and describes the risk-based approach adopted for testing. This included prioritizing critical areas and using the Test Pyramid concept for structured testing. The conclusion highlights the successful delivery of the program on time, with positive customer feedback on the new processes.