Case Study
Oil and Gas High Tech Leader Implements Next Generation Salesforce CPQ, Communities and Service CRM in Multi-vendor Success Model
Download Case StudyClient - 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 has successfully navigated its CRM and enterprise transformation journey, standardizing on the world’s leading CRM, Salesforce.com. Jade Global worked with PwC and OSIsoft to deliver key business requirements for a WW Phase 2 engagement. Jade Global conducted a series of demos with key business users, and continuously added value as the main point of contact for explaining business processes.
Jade Global was tasked with taking ownership and charge of the QA process for the project, along with serving as a bridge for all teams involved. Jade tested the integration between SAP and Dell Boomi. Along with testing integrations, Jade created a large Regression Test Case Library, End-to-End Scenarios, Black Box and Negative Scenarios, executed all scenarios, and took ownership of SIT and UAT. There was a heavy focus on creating End-to-End Flows and creating documentation. Jade Global subject matter experts answered all business process related questions from users.
Business Requirements
- Salesforce CPQ Implementation
- Product Configurations
- Advanced Approvals
- Discount Approvals and Tiers
- Product Bundles
- (PI server) Core Platform with add-ons and complex bundles
- New Products Introduction
- Partner Community Implementation
- Partner onboarding
- Products, cases, and services
- Integrated with CPQ
Business Challenges
Complex product configuration
Dell Boomi integration and product mapping
Amendments with multiple quote lines