Salesforce Lightning Migration Assessment
Project challenges

The client is a biopharmaceutical company developing, manufacturing, and marketing regenerative biologics utilizing human placental allografts for multiple sectors of healthcare. The client wanted to migrate to Salesforce Lightning and wanted a thorough and accurate assessment report.

The key challenges were:

  • The client had heavy customizations with functionalities specific to their business.
  • The sales team are mobile and had mobile-specific custom development which must be migrated.
  • Due to heavy customizations done over some time, the client wanted to reduce the customizations and use new out of box Lightning features.
  • The client operates in a highly regulated healthcare industry, and so they wanted additional technical assessments and identify and security holes.
About Client

Headquartered in Atlanta, GA, the client has over 45 placental tissue issued and has supplied over 1.5 million placental tissue-based allografts to date for application in the Wound Care, Burn, Surgical, Orthopaedic, Spine, Sports Medicine, Ophthalmic and Dental sectors of healthcare. The product is stored onsite (in hospitals), and the client provides managed services for its maintenance and replacements.

Solution from Bolt Today

Bolt Today was engaged through our partner Configero and performed a detailed assessment and provided report covering:

  • Technical Assessment covering five key areas
    • Technical Must-dos
    • Visualforce Pages
    • Dashboards and Reports
    • AppExchange Installed Packages
    • Page Layouts, Profiles, and Custom Apps
  • AppExchange Packages: Identify the packages which are Lightning compatible and will need an upgrade, and what would be the workaround (if possible) on the packages which are not compatible
  • Map & Gap of existing custom functionality and Salesforce Lightning features that have the potentials to replace
  • Effort estimates for:
    • Must-haves
    • Important for Optimization, and
    • Good to have
  • Migration strategy
Benefits to the Client
  • Thorough Lightning Assessment Report
  • Accurate effort estimates for migrating to Lightning
  • Custom functionalities which can be replaced by Lightning features
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