Case Study
Pharmaceutical Company Requires Org Split
In today’s dynamic business environment, companies often face the challenge of restructuring their Salesforce organizations (orgs) due to mergers, acquisitions, or the need to spin off business units. For a large pharmaceutical company, this challenge became a reality when they needed to split off a division into a separate entity. This complex undertaking required a precise and efficient method to divide their Salesforce org, ensuring minimal disruption and maximum data integrity.
Complex Org Split
The pharmaceutical company’s Salesforce org had grown over many years, accumulating a vast amount of data, customizations, and integrations. The org split required:
- Separating a specific subset of users and their associated data.
- Maintaining data integrity and compliance with industry regulations.
- Minimizing downtime and disruption to ongoing business operations.
- Avoiding the transfer of technical debt to the new org.
Without the right tools and expertise, this project could have been a costly and time-consuming endeavor, potentially impacting critical business processes.
Snapshot Provides Tooling
Recognizing the complexity of the task, the pharmaceutical company turned to Metazoa and its Snapshot platform. Metazoa Snapshot provides powerful metadata deployment and data migration tools specifically designed to handle complex Salesforce org transformations, including org splits. Metazoa’s team of experts worked closely with the pharmaceutical company’s Salesforce administrators and business stakeholders to develop a comprehensive org split strategy. This included:
- Project Planning: Defining the scope, timeline, and resources required for the project.
- Business Analysis: Identifying the users, data, and customizations that needed to be migrated to the new org.
- Environment Synchronization: Ensuring that the source and destination orgs were properly configured to minimize deployment errors.
- Technical Debt Removal: Identifying and eliminating unnecessary metadata and data to improve the performance of the new org.
- Data Migration: Efficiently and securely migrating the required data to the new org.
- User Training: Preparing users for the transition to the new org and ensuring they could effectively use the new system.
Key Benefits Achieved
By leveraging Metazoa Snapshot, the pharmaceutical company achieved a seamless org split, realizing significant benefits:
- Reduced Time and Costs: Metazoa Snapshot’s automated tools and streamlined processes significantly reduced the time and effort required for the org split, resulting in substantial cost savings. The automated features allowed them to avoid manual, error-prone processes.
- Minimized Disruption: The org split was executed with minimal disruption to ongoing business operations. Metazoa Snapshot’s phased migration approach allowed users to continue working in the source org while the new org was being built.
- Improved Data Integrity: Metazoa Snapshot’s data validation and cleansing capabilities ensured that only accurate and relevant data was migrated to the new org. The use of external IDs guaranteed that related records were correctly linked in the destination org.
- Enhanced User Adoption: Metazoa Snapshot provided the opportunity to modernize the Salesforce implementation and increase user adoption through additional training.
- Elimination of Technical Debt: By identifying and removing technical debt, the pharmaceutical company ensured that the new org was clean, efficient, and optimized for future growth.
Org Split Best Practices
- Thorough Planning: A detailed project plan was created, outlining the scope, timeline, and resources required for the project.
- Environment Synchronization: The source and destination orgs were carefully synchronized to minimize deployment errors. This included ensuring that both orgs had the same Salesforce features and products.
- Technical Debt Analysis: A comprehensive technical debt analysis was conducted to identify and remove unnecessary metadata and data.
- Phased Migration: A phased migration approach was used to minimize disruption to ongoing business operations.
- Data Validation: Data validation and cleansing were performed to ensure that only accurate and relevant data was migrated to the new org.
- User Training: Users were provided with comprehensive training on the new org to ensure they could effectively use the system.
Customer Testimonial
“Metazoa Snapshot was instrumental in helping us successfully split our Salesforce org. Their team’s expertise and the platform’s powerful features saved us a significant amount of time and resources. We were able to complete the project with minimal disruption to our business and ensure that our data remained accurate and compliant.” – Lead Salesforce Administrator
Conclusion
The successful org split achieved by the pharmaceutical company demonstrates the power and effectiveness of Metazoa Snapshot. By leveraging Metazoa’s tools and expertise, organizations can confidently tackle complex Salesforce transformations, saving time, reducing costs, and ensuring data integrity. Whether it’s an org split, clone, or merge, Metazoa Snapshot provides the capabilities and support needed to achieve a seamless transition.
Learn more about how Metazoa Snapshot can help your organization!
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