Case Study
Insurance Company Removes Technical Debt
In today’s competitive insurance landscape, efficiency and agility are paramount. For one of the nation’s leading insurance providers, a sprawling Salesforce org, built over years of acquisitions and organic growth, had become a significant bottleneck. Technical debt was accumulating, impacting productivity, increasing costs, and hindering their ability to innovate. They needed a solution – and fast. That’s when they turned to Metazoa and the power of Snapshot.
Complex Web of Technical Debt
Like many large enterprises, our client’s Salesforce environment had evolved into a complex ecosystem. Years of customizations, integrations, and changing business requirements had resulted in:
- An overwhelming number of unused or underutilized custom fields and objects: Slowing down performance and confusing users.
- A tangled web of profiles and permission sets: Creating security vulnerabilities and making user management a nightmare.
- Countless inactive users with lingering connections: Posing security risks and complicating compliance efforts.
- Stale workflows, approval processes, and reports: Wasting resources and providing inaccurate data.
The result? Reduced productivity, increased maintenance costs, and a significant drag on their ability to respond to market changes. The insurance provider’s Salesforce team was spending more time firefighting than innovating.
Snapshot to the Rescue
Metazoa Snapshot offered a comprehensive solution to identify, analyze, and eliminate technical debt. Here’s how we helped the insurance provider regain control of their Salesforce org. We started with a complete metadata snapshot of their Salesforce org. Snapshot’s powerful reporting capabilities provided a clear picture of the org’s complexity, highlighting areas of concern such as:
- Asset counts for each metadata type
- Inactive or unused assets
- Profile and Permission Set usage
- Field and Picklist utilization
Targeted Cleanup with Smart Deploy
Armed with insights from the org assessment, the insurance provider’s team used Snapshot’s Smart Deploy feature to surgically remove unused and unnecessary assets.- Deleting Forgotten Assets: Snapshot’s Forgotten Assets report identified and removed over 1,500 unused custom fields, 800 stale reports, and countless inactive workflow rules.
- Optimizing Profiles and Permission Sets: Snapshot’s Profile Management capabilities allowed them to consolidate redundant profiles, refactor permission sets, and create Permission Set Groups for more granular access control.
- User Connection Cleanup: The User Connection Cleanup report identified and removed lingering connections from thousands of inactive users, mitigating security risks and simplifying user management.
Data Migration and Field Optimization
Snapshot’s Data Migration tools were used to archive historical data from underutilized fields, further streamlining the org. By analyzing field usage patterns and identifying fields with predominantly empty or default values, the insurance provider was able to eliminate unnecessary data and improve data quality.
Ongoing Monitoring and Prevention
The insurance company implemented Metazoa Snapshot as a continuous monitoring and governance tool, scheduling regular org assessments to proactively identify and address potential technical debt. They also integrated Snapshot into their change and release management process to ensure that new customizations were implemented in a clean and sustainable manner.
Streamlined Agile Results
By partnering with Metazoa and leveraging the power of Snapshot, the insurance provider achieved remarkable results:
- Reduced Technical Debt by 60%: Eliminating thousands of unused assets and streamlining their org.
- Improved Salesforce Performance by 30%: Resulting in faster page load times and increased user productivity.
- Saved $250,000+ in Annual Maintenance Costs: By reducing storage usage, simplifying user management, and optimizing license utilization.
- Enhanced Security and Compliance: By removing inactive users and streamlining permission management.
- Increased Agility and Innovation: Freeing up their Salesforce team to focus on strategic initiatives and respond quickly to market demands.
Invest in a Healthy Org
This case study demonstrates the significant benefits of proactively managing technical debt in Salesforce. Metazoa Snapshot provides the tools and insights needed to transform a complex, unwieldy org into a streamlined, agile platform for growth and innovation. Don’t let technical debt hold your organization back.
Learn how Snapshot can help you optimize your Salesforce org and achieve your business goals.
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