Client Overview

Location: Boston, MA, USA

Employees: 222

Industry: Cloud Data

Solution: Sales Cloud

Go-Live Dates: On Going

Immuta is a data management platform company designed to automate data governance and they provide a universal platform to control access to analytical data sets in the cloud. Their headquarters is in Boston, MA, and their 222 employees operate across several offices located in Maryland, Massachusetts, and Ohio.

Challenge

Inconsistent data governance and data quality that didn’t align with other master data systems.
Capturing information related to Annual Recurring Revenue (ARR) and Non-reoccurring revenue (NRR) on Products and displaying them on related records like Quote Line Item, Opportunity Line item, and Order Line Item.
Performance issues and Governor limit errors on various automations such as Flows, Process Builders, and Workflow Rules.

Solution

Implemented best practices around data governance with required fields, page layout updates, and validation rules.
Implemented new business process to capture ARR/NRR data on products and developed automation to roll it up to related records.
Assessed all the automations running in the system and created single point entry flows to improve performance and decrease system limit errors.

Result

Improved reporting metrics and indicators to allow the management team to make faster, more informed decisions.
Moved off old systems (Emails, Excel) to SFDC-based solutions allowing for better traceability, reporting, and quicker turnaround times.
Better visibility for management reporting