Industry: Hi-tech

About the Client

The client is an enterprise-class Digital Experience Management company, providing visibility and control that power radical improvement in IT and business results. It is a division of a leading semicon company that is focused on end user experience management solutions that can be seamlessly deployed with the company’s solution delivering secure optimized WAN and SD-WAN solutions for fortune 500 clients globally.

Business Challenges

  • Product feature selection was a herculean task
  • Challenging timeline of less than 3 months to split the system and have new company ready for business from the 1st day of the new fiscal year
  • Continuously changing requirements from business users resulted in tight delivery timelines
  • Additional customizations needed to be implemented to support professional services business – internal and external.

Business Requirements

  • Spinoff end-user experience management SaaS solution Operations of the client and create new systems for the Division/Sister company
  • The company’s division was to be set up as a growth company with state-of-the-art cloud-based systems that can scale.
  • Current service contracts and professional services projects and associated deferred revenue needed to be transferred into the division’s systems for the selected product base.
  • A new corporation division to be built to operate globally across North America, Europe, Asia, and Australia.
  • Transform existing quote data into CPQ quotes & contracts
  • Provide user training manual
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The Solution

  • Implemented Salesforce: Sales cloud, Service cloud and Communities
  • Worked closely with the Apttus professional services team to deliver Apttus CPQ
  • Worked with NetSuite partner to implement Salesforce to NetSuite integrations using Boomi iPaaS
  • Migrated open transactions, contracts and professional services projects and associated data to NetSuite
  • Migrated revenue recognition/RevPro data into NetSuite ARM


  • Despite challenging business needs and changing requirements, the solution was implemented on time and within budget
  • Improved overall business operations
  • Customizations helped improve business efficiencies