Client - OSIsoft Software, LLC

Industry - Computer Software, Enterprise Event Monitoring

About the Client

OSIsoft Software, LLC provides infrastructure software solutions. The company designs, develops, and produces pre-packaged computer software that manages and connects sensor-based data and operations. They deliver the PI System, the industry standard in enterprise infrastructure, for management of real-time data and events. With installations in 107 countries, the OSIsoft PI System is used in manufacturing, energy, utilities, life sciences, data centers, oil and gas, facilities and process industries. Founded in 1980, OSIsoft, LLC is headquartered in San Leandro, CA, with operations worldwide and is privately held.

Project Scope and Overview

OSIsoft chose to transition from Microsoft Dynamics to the platform to transform business operations and enable company growth plans. In concert with the implementation partner, PwC, Jade Global served as the Assurance services partner to support business acceptance, testing and readiness. The Jade Global team, comprised of SFDC leads, analysts and developers, dutifully served as test management owners and participated in all project activities, from business requirement workshops to leading UAT. As the main point of contact with diverse business teams, Jade Global’s responsibility was to assure solution integrity and develop best practices for testing business processes and extensive data migration.

Jade Global conducted ongoing demos with key business users and project managers, adding value across marketing and sales, and addressing change management. Jade owned all aspects of the QA process. Jade served as a trusted partner to both the client and the implementation partner, enabling shared success for an exceptionally large global project team.

Jade Global serves as an implementation partner for CRM, providing assurance services with additional partners. This requires rigor and expertise, and to be mindful of the soft skills of multi-vendor shared success. Across the enterprise integration experience, from Marketo and Salesforce, as well as SAP and Salesforce, Jade Global’s analysts pay close attention to overall sentiment and human element. The SFDC Jade Global team reached acceptance for a bespoke Regression Test Case Library, End-to-End Scenarios, Black Box and Negative Scenarios, and executed all scenarios, while leading SIT and UAT tracks.

Products & Services

  • Salesforce Sales Cloud®
  • Salesforce Lightning Experience
  • Marketo Marketing Automation
  • InsideView Marketing Intelligence
  • Salesforce Field Service Lightning

Business Requirements

  • Sales Cloud Implementation
  • Marketo to Salesforce Integration
  • Salesforce to SAP Account Integration
    • Create a unique identifier for each account record
    • Create an address link from Salesforce to SAP
  • Inside View
  • User Training
  • Systems Integration Testing
  • Data Migration Verification
  • UAT
  • Business Acceptance Facilitation
  • Post Go-Live Support
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Business Challenges


Complex integration of Marketo and Salesforce, SAP and Salesforce


Assuring stability in data migration business requirements


Assurance of timelines by bridging all teams, throughout a global change management process

The Solution

Jade Global executed the requirements for delivering a detailed test library through iteration and revisions, with the feedback of business champions. Some teams preferred traditional test step processes, and other teams preferred user manual documents with screenshots. OSIsoft set an expectation that business teams were to perform all testing, and Jade Global adapted to user preferences to assure true business acceptance. The tools included a Salesforce-based PMIS, a variety of documents and frameworks to log issues, changes, and incorporation into the agile tool.

The Benefits

  • The entire company functioning as a single and cohesive organization (defects, or showstoppers, defer until post go-live)
  • Efficient and precise communication between implementation partners, steering committees, business teams and all WW regions.
  • Training and small group sessions increased user confidence
  • High predictability with compliance capabilities, at time of cutover
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