Salesforce M&A with IntegrationsTechnology
LRN is a company that specializes in ethics and compliance solutions for businesses worldwide. They provide advisory services, learning programs, and technology platforms aimed at fostering ethical cultures and regulatory compliance within organizations. LRN’s approach combines behavioral science insights with technology to help companies mitigate risks, promote integrity, and drive positive organizational behavior. Their services include ethics and compliance training, risk assessment, whistleblower hotline management, and culture assessments. LRN serves a diverse range of industries, supporting clients in building trust, enhancing corporate governance, and achieving sustainable business practices.
New York City, NY
500-1000 employees
Human Resources
Project Overview
LRN Acquired Compliance Learning Business Unit from Thomson Reuters. With the acquisition of Compliance Learning, LRN has further established its position as the largest global provider of ethics and compliance program management and learning solutions serving over 2,500 companies and tens of millions of learners.
LRN chose us as technology partner for seamless post-merger integrations, ensuring rapid, smooth operationalization.
- SalesForce Sales Cloud
- Mavenlink
- SalesForce Revenue Cloud (CPQ)
- Gainsight
- Integrations (Rest API)
- JIRA
Jira Migration
The Challenge
- StreamForce Solutions team faced access restrictions to the Thomson Reuters Jira instance due to security compliance.
- The unavailability of a complete project dump was attributed to limitations.
- Delays occurred in data retrieval and sharing as a consequence.
- The Thomson Reuters team encountered challenges in devising a solution for obtaining a comprehensive dump, inclusive of attachments.
The Solution
- StreamForce Solutions team utilized Python and REST API to develop a program for fetching project data from Thomson Reuters Jira.
- The program included the retrieval of all task types and attachments associated with the project data.
- Another program was created to clean the data, requiring minimal manual intervention.
- The refined data was then migrated to LRN Jira using a dedicated program.
- The migration process proved to be seamless and quicker than the initially estimated timeframe.
The Outcome
- Jira data migrated successfully from on-premise to new version of Jira then to cloud successfully
Services Provided
- Transfer the data of the “Compliance Learning” project from the Thomson Reuters (TR) Jira instance to the LRN on premise Jira instance.
TR Data Migration To Salesforce
The Challenge
- No Access to Source SF instance.
- Data received in CSV files.
The Solution
- Data Mapping based on CSV files.
- Created Custom-Fields to Cross-reference its source products and Customer Nos.
- Migration of SalesCloud data based on CSV files.
- Migration of Salesforce CPQ related objects Data from CSV files.
The Outcome
- The migration of the LRN Salesforce instance has been seamlessly and effectively completed, incorporating Thomson Reuters customer data, as well as Subscription and Asset Data, including Renewals and Contracts.
- The LRN SalesForce instance is now prepared for end users, featuring comprehensive Thomson Reuters Customer Data.
Services Provided
- Migrate acquired “Compliance Learning” data form Thomson Reuters (TR) SalesForce into LRN SalesForce objects including CPQ objects.
TR OpenAir to Mavenlink: In a Narrow Timeframe, Transferring Essential Data from One Professional Services Automation (PSA) Tool to Another.
The Challenge
- LRN acquired a company that utilized OpenAIR for managing projects in the content management space.
- As LRN primarily used Mavenlink, there was a need to swiftly migrate the projects from OpenAir to Mavenlink.
- Ensuring data accuracy was crucial, especially considering the tight deadline for completing the migration.
The Solution
- Overcoming issues related to Data Models, API by connecting with support & development teams of corresponding PSA products Developed a migration tool using Python for data export from OpenAIR, stage the data in MySQL and finally import in Mavenlink To precisely track the migration of individual objects, the exported data (which was of substantial volume) was staged in an RDBMS.
The Outcome
- The data migration in the production system was successfully accomplished in an exceptionally brief period of one hour, and there were no inconsistencies detected in the data.
Services Provided
- Migrate project management data from one OpenAir to Mavenlink.
SALESFORCE SUPPORT: SIMPLIFIED SALES AUTOMATIONS, VALIDATIONS, FIXING CASES AND REPORTING PROCESSES
The Challenge
- Lead Assignment based on the territory country, employee size.
- Matched Accounts for the Leads.
- Validate Contact who left company and remove contact from Account Contact Relation.
- ACV and TCV Revenue rollup on opportunity and Account.
- Reports and Dashboards.
- Forms, files upload and email notifications to the teams on the Mavenlink projects completion based on the products.
The Solution
- Simplified Territory Management by Configuring Territory Model and assigned the leads based on the territory.
- Simplified Developed automation to validate the accounts which matches with the website name and assign Lead owner.
- Developed automation to validate the contacts who has left the company and removed account contact relationship object.
- Developed Rollup summaries and formula fields to rollup the ACV and TCV revenue fields accurately.
- Developed Reports and Dashboards.
- Created custom object and developed multiple forms using screen flows to store the Mavenlink project records and files which were created using the forms on Mavenlink projects and notified respective teams upon the form submission.
The Outcome
- These automations not only streamlined the sales process but also contributed to a more comprehensive and effective approach to lead, account, contact and opportunity management in Salesforce.
Services Provided
- Territory Management Optimization.
- Account Validation Automation.
- Contact Management Automation.
- Revenue Calculation Enhancement.
- Reports and Dashboards Development.
GAINSIGHT: CONFIGURED 360 PAGES AND LAYOUTS, CONFIGURED CUSTOMER GOALS, TASKS CREATION, REPORTS AND DASHBOARDS, INTEGRATION WITH SALESFORCE
The Challenge
- 360 Layouts.
- Salesforce and Gainsight Sync issues.
- Reports and Dashboards.
- CTA’s and Timeline.
- Follow up CSAT for Projects.
- NPS and CSAT Scores.
The Solution
- Configured 360 Layouts for the users and managers.
- Fixed Salesforce and Gainsight Sync issues by creating the rules in Gainsight
- Developed reports and dashboards as per the business needs.
- Developed Call To Actions on the Gainsight and established sync to Salesforce.
- Developed JO Model and Email templates to send the follow up CSAT surveys and capturing their responses.
- Developed rules to grade and color the scores for the CSAT AND NPS Scores.
The Outcome
- The outcomes of the implemented services are noteworthy. Configuring 360 Layouts has enhanced user and manager visibility, while resolving synchronization issues between Salesforce and Gainsight through rule creation ensures smooth data flow.
- Developed reports and dashboards cater to specific business needs, providing actionable insights.
- The integration of Call To Actions on Gainsight streamlines workflow, and automated CSAT survey follow-ups, along with rule-based grading of scores, contribute to efficient customer feedback management.
Services Provided
- Configured 360 Layouts
- Salesforce and Gainsight Sync Issue Resolution
- Custom Reports and Dashboards
- Call To Actions Implementation
- CSAT Survey Automation
- CSAT and NPS Score Rules and Visualization
Customer Testimonials
I wanted to send you a quick note to thank you for a very successful CPQ implementation project for LRN. Your team was very responsive, they clearly understood the objectives, and the work was done efficiently. I truly appreciated finishing the project on time and on budget, which was not an easy task given the complexity of the project. I look forward to working with you and your team for future needs.
Isabel Londono
StreamForce brought the range of skills and expertise to navigate our chaotic ecosystem and were both impressive and absolutely essential to our success this year. StreamForce team were able to get to work untangling a wide array of inefficient and haphazard Apex code, restoring order to our reporting and intelligence for leadership, and partnering.
