Delivering strategic roadmap definition, full system design, and multi-system integration mapping to align core commercial operations with concurrent ERP and data transformation programmes.
The client is a specialist global management consultancy helping organisations improve commercial performance through stronger negotiation capability, strategy and execution.
Operating across multiple sectors and geographies, the organisation combines expert consultancy, structured training and practical methodologies to support complex commercial decision-making at multinational scale.
The organisation was using Salesforce as a core business platform and needed to plan a structured upgrade to Salesforce Lightning. The project required significantly more than an isolated technical migration.
The client required a clear, actionable roadmap, full system design, effective stakeholder alignment, and an unambiguous specification that an external implementation partner could confidently deliver against without scope risk.
The work was made far more complex by parallel corporate transformation projects, including the active implementation of an entirely new enterprise finance platform, requiring cross-functional synchronisation.
Running alongside the technical transition was a major legacy data restructuring requirement. Complex corporate account structures, historical transaction records, and reporting hierarchies required fundamental redesign.
Acting as a strategic advisor rather than the transactional build supplier, Cantata provided vendor-neutral oversight, challenged key assumptions, and ensured the proposed technical architecture aligned directly with the client's commercial operating model.
By separating roadmap specification from build delivery, the consultancy maintained control over its strategic vision, avoided commercial lock-in, and held implementation teams to precise business standards.
Cantata began by developing an enterprise CRM roadmap shaped through extensive stakeholder engagement, cross-functional business analysis, and an architectural review of the existing Salesforce environment. This established a clear consensus on priorities, process gaps, and design requirements before any engineering commenced.
Produced a comprehensive, detailed system design for the Salesforce Lightning upgrade and authored the precise technical specification for the appointed implementation partner. This removed ambiguity and gave the build team an exact blueprint to deliver against.
Provided continuous technical oversight and governance throughout programme phases, validating architecture decisions against target operational outcomes, testing specifications, and proactively mitigating delivery risks.
Cantata delivered three core interconnected workstreams, aligning user experience, business process discipline, and backend systems cohesion.
A primary focus was defining the comprehensive end-to-end sales cycle through to project delivery within Salesforce.
The programme incorporated a significant enterprise data workstream to prepare historical assets for modern analytics.
Cantata mapped the critical technical integration architecture between Salesforce and the client's ERP landscape.
System design is only as effective as user validation and testing fidelity. Cantata ensured the client's internal teams retained ownership of the testing and rollout phases.
Cantata prepared the internal test team with targeted validation frameworks, ensuring every business scenario was verified against agreed specifications.
Structured training provided operational consultants and administrative staff with complete familiarity in the upgraded interface, securing swift day-one adoption.
The consultancy gained a cohesive, future-ready commercial foundation that bridged business strategy, enterprise architecture, and day-to-day user efficiency.
A definitive Salesforce Lightning architecture and detailed specification gave the implementation partner clarity, de-risking project delivery.
Independent oversight harmonised the CRM transition with concurrent finance system implementations, ERP integrations, and data redesigns.
Restructured account hierarchies and product catalogues established trusted operational reporting across global consulting engagements.
A process-led foundation built around actual consultancy workflows supported high user satisfaction, accurate forecasting, and ongoing scalability.
Cantata helps organisations assess options, reduce risk and move forward with confidence.