Automotive B2B Finance customer
IBM FileNet to Salesforce, M65 and Azure
Client Profile
Our customer is committed to improving automotive dealers’ performance by offering finance & insurance products and services, dealership training, and consulting. The group of four companies provides nearly 4,000 automotive dealerships and retail automotive outlets, representing virtually all manufacturer makes and models, with a variety of products and services.
Proventeq's Solution for the customer
Enabling a smooth transition for the client to their new SharePoint Online environment
Discovery and analysis
Discovery and analysis sessions were held to elicit the end-to-end requirements of the target system so that the Proventeq team could identify key functionality of the client’s case management for their end user. Proventeq’s Content Analyser was used to determine the suitability of SharePoint Online in meeting the EDRMS business requirements.
Integration design
There were a large number of content fields of varying data types. The Proventeq team made the large amount of content easy to find by including these fields in SharePoint’s search schema, allowing users to quickly search for content by these values in these fields across multiple sites.
Information architecture restructuring and optimization
Proventeq’s technical architects analyzed the content fields & components being used in IBM FileNet and replicated the functionality in Salesforce using standard and custom components.
Complex information and case management architecture design
The Proventeq team designed complex Azure Logic Apps workflows to dynamically build the structures to overcome the SharePoint Online folder restrictions/limitations as well as creating relevant customer-centric cases in Salesforce.
The Results
Seamless Integration of Salesforce and SharePoint
With all documents associated with cases in Salesforce kept in SharePoint, users are now able to upload documents via a custom component in a Salesforce record which then auto-generates a SharePoint link. This allows users to save documents in SharePoint, allowing non-Salesforce users to access documents related to the Salesforce record without requiring purchasing additional Salesforce licenses.
Improved information security and compliance
All data migrated into SharePoint followed a standard information policy. Where required, we have enabled legal hold policies including records management to support the legal and financial requirements of the company. All records in Salesforce are accessed via Permission Sets, there are also Public Groups, and Queues to give additional access to list views and the ability to approve/reject records for specific teams.
An enhanced employee-experience
The Proventeq team developed and deployed solutions to remediate the existing process automation tasks and to achieve compatibility with the new target platform. Reports and Dashboards can now be configured by end users to allow them to visualize data and gain insights. Future development can now be added using configuration without the need for code, unless required.
