Client Overview

$20 Billion Fortune Global 500 Company specializing in energy management and automation solutions with operations with more than 100,000 employees in 120 countries

Business Need

To migrate existing project tracking system from Salesforce Classic to Lightning
Enable unified view on all on-going Salesforce projects for easier tracking & reporting leading to better insights/ improved efficiency  for  IT teams

Technical Challenge

Highly customized Data Model for Sales Cloud in existing Salesforce Classic

Key Features

  • Custom reusable service components (Program, Project, Deployment, Release) that can be leveraged across organization in different projects
  • More appealing Reports and Dashboards
  • Tracking Salesforce Projects (20+) | User Base: 75-100 (Internal Users) PMO’s of all Business Units
  • Program level -> For tracking projects across lifecycle
  • Project level -> For managing project details like team members, pending actions, status, Issues/ Risks, milestones etc.
  • Release level -> By project, milestones, release date, defects, components, pre/post deployment steps

Salesforce Functionalities

  • Salesforce Sales cloud
  • Visual Force pages, Apex classes/ Controllers
  • Salesforce Reports and Dashboards
  • Chatter, Sites, Workflow & Approvals
  • Triggers, Email, Reports & Dashboards


  • Migration of existing project tracking app from Salesforce Classic to Lightening resulting in higher user adoption
  • A rich UI and responsive design enabling cross platform access and an enjoyable user experience