ExistBI case study of Salesforce and Data Warehouse consulting for world leader in manufacturing wire rope company. The WireCo team approached ExistBI wanting to engage with certified consultants who could understand how they could move reports from Salesforce into a new Data Warehouse. Have a look at this case study as an example of ExistBIs consulting capabilities.
For more information contact us at www.existbi.com
1. California – Colorado – Ohio – New Jersey – London – Berlin – Zagreb 2019
Salesforce & Data Warehouse Consulting Case
Study For WireCo
For more information contact enquiries@existbi.com or call the office:
US/Canada: 866-965-6332 or UK/EU: +44-207-554 -8568
2. Table of Contents
About Us 3
Our Clients 4
Case Study Overview 5
Engagement Actions 6
Results 7
What Our Customers Say 8
Contact Us 10
3. About Us
ExistBI focus on extracting business insights and value from your data for better
decision making, cloud consulting and data governance for compliance. Our
experienced professionals plan, design and implement Analytical Insight, Cloud, Data
Warehouse, Business Intelligence, Big Data and AI projects.
We empower our customers by:
• Assessing their current landscape, identifying value generating opportunities
and developing a plan to address those opportunities quickly and economically;
• Helping clients select the appropriate intelligent software / tools;
• Architecting an efficient and innovative solution;
• Project Implementation – project management, business analysis, development,
testing and support;
• Support Services
• Technology Consulting – Salesforce, Informatica, Tableau, IBM InfoSphere, IBM
Cognos, SAP BusinessObjects, Microsoft BI, MicroStrategy, Big Data, Cloud
• Training & Enablement – Salesforce, Informatica, Tableau, IBM InfoSphere, IBM
Cognos, SAP BusinessObjects, Microsoft BI, MicroStrategy, Big Data, Cloud
• Staff Augmentation Services
3
5. Overview
WireCo is the world leader in manufacturing wire rope. The company was founded
in 1931 and has since grown and grown to be a globally specialist provider. They
have manufacturing facilities throughout northern and southern America, Europe
and Asia, employing over 4,000 employees. As you can easily imagine this
company produces a vast amount of data. The WireCo team approached ExistBI
regarding a Data Warehouse, Reporting and Salesforce Project.
In our initial communications, WireCo explained that they had a small in-house
Salesforce team, but were not sure they were currently getting an adequate return on
investment. They wanted to engage with certified consultants who could
understand how they could move reports from Salesforce into a new Data
Warehouse.
Once ExistBI started analyzing the systems, conducted interviews with the
stakeholders and the internal Salesforce team, it became clear there were large gaps
in knowledge, strategy and implementation efforts to make the current Data
Warehouse and Salesforce CRM Initiative a success.
5
6. Action
Through thorough communication with our Data Warehouse and Salesforce consulting
teams we concluded that they would benefit from assistance from one of our Data
Warehouse Consultants, Certified Salesforce Administrators and two of our Certified
Salesforce Developers.
To begin with, a project manager was assigned to the customer to understand the current
landscape and ’as is’ situation. We set-up meetings with the Salesforce team and the
stakeholders. It was clear from the outset that they had too many reports in Salesforce
(better served in a EDW) and much of the development did not follow Salesforce best
practice and this was starting to cause major performance issues.
Our Data Warehouse consultant worked separately on the architecture and design for the
new DWH and analytics insights capabilities using Microsoft Power BI. The strategy was
to move most reporting from Salesforce into a Data Warehouse complimented with a
powerful business intelligence reporting and visualization tool.
ExistBI took over the Salesforce Administration and Development support roles within the
Company on an as-needed basis. Our Administrator worked seamlessly with the business
stakeholders and CIO. Our developer picked up any coding projects out of scope for the
Admin.
Six month later we took on all internal Salesforce customer service requirements when the
last member of the internal team moved positions.
6
7. Results
By providing the required strategy and implementation resources to make the current Data
Warehouse and Salesforce CRM Initiative a success.
ExistBI helped reduce the annual Salesforce cost by $300,000 (50%) by eliminating the
users who only used SFDC for reporting.
We are a year on from the beginning of this partnership and WireCo continues to see great
benefits to customer services and increase in sales. Our certified Salesforce Admin and
Salesforce Developers continue to offer virtual support when they are required.
7
8. Customer Feedback
8
“Our data warehouse / analytics project has gone very
well. In fact, we reduced our SFDC annual cost by $300k
(50%) by eliminating the users who only used SFDC for
reporting.
We appreciate all the help we are getting from Justin and
Misha as we now have no SFDC resources on staff.”
Todd, CIO - WireCo
9. What Our Customers Say:
9
“We have implemented our key
reports in production and are going
fully live with MicroStrategy on
Monday morning. Your
MicroStrategy Consultants Nic, Aleix
and Eric have been a great asset to
the project – we couldn’t have done
it without them!” Colin, Senior IT
Manager – Riverstone
‘The Tableau Desktop Bootcamp was
outstanding! The trainer did a
remarkable job facilitating. Will
certainly recommend your team to
others.’ Eric, Strategic Services -Duke
University
‘Everything went great last week.
Your consultant was a great help,
and left us in much better shape
than when he arrived (Tableau) .’
Jerry, IT Manager – CrossCountry
Mortgage
“Exist Business Intelligence have delivered a
number of Informatica PowerCenter and
MicroStrategy trainings for our global BI
teams. Due to the success of the trainings,
we procured ExistBI to help with various
Informatica consulting engagements, helping
a number of teams with Informatica installs,
upgrades, configuration, high-level bug fixes
and various deployments. Our team have
been extremely satisfied!” Jochen S., Senior
Project Manager. Jochen, Senior IT Manager –
Atos
10. Contact Us
United States
Headquarters
1800 Century Park East, 6th FL,
Los Angeles, CA 90067,
United States
866-965-6332
310-683-0115
Denver, Colorado
1600 Broadway, Suite 1600
Denver, CO 80202
720-399-4525
Cleveland, Ohio
600 Superior Ave, 3rd Floor
Cleveland, OH 44114
216-242-4125
Jersey City, New Jersey
101 Hudson Street, 21th Floor
Jersey City, NJ 07302
347-229-9507
10
London, UK www.existbi.com
Hamilton House, enquries@existbi.com
Mabledon Place,
London, WC1H 9BB,
United Kingdom
+44 (0)207 554 8568
Berlin, Germany
Gontardstraße 11, 4th Floor,
10178 Berlin,
Germany
+49 30 408 172 500
Zagreb, Croatia
Bencekovićeva 33
10000 Zagreb,
Croatia