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Internship Experience
The document summarizes a 50-day internship project at Deloitte to implement Salesforce for a Swiss chemicals and biotechnology client. The project involved consolidating 8 existing Microsoft CRM instances into a single Salesforce platform to provide a unified customer relationship management system. The timeline showed the project planned across 3 releases to migrate the Wood, Life Sciences, and Water divisions onto the Salesforce platform over 25 weeks.
Internship Experience
- 1. 50 Days ofSummer Summer 2012 at Deloitte Amit Chaudhari August, 2012
- 2. Agenda • Key learning • Conclusion Outside the Project • Project • My Role About Client About Me!
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- 5. About Me • Thane, India • Syracuse, NY Home • University Of Mumbai, Computer Engineering • Syracuse University, Information Management Education • Summer Intern at Secura Systems, Mumbai • Research Associate, University of Mumbai Experience • Emerging Enterprise Consultant, Syracuse University • Playing Badminton Interest • Cricket • Passionate Drummer • Summer Scholar 2012 Deloitte • Northeast: Emerging Solutions “ S o met i mes a l l y o u need i n l i fe i s 2 0 seco nd s o f i nsa ne co u ra g e.” - M a t t D a mo n
- 6. Our Client • Swiss chemicals and biotechnology company, headquarters in Basel • Provides services to pharmaceutical and life sciences industry Facts • Vision : Strive to be the leading supplier using science and technology to improve quality of life • 2011 Revenue: ~ USD $2.55 billion • Total number of employees : 15,000 • 5 Year strategy Lonza Microbial Lonza Health Life Science Control Products Ingredients Divisions • Chemical-based solutions • Ingredients for medication • Food and feed additives • Against hazardous micro- • Treatment of neurological • Chemical ingredients for organisms diseases agro business • Wood Treatment • Cancer treatment • Dietary supplements • Water Treatment • Other infectious diseases • Infant nutrition Channels Website Distributors Trade Shows
- 7. Project Overview Based on a recent merger, the client requested Deloitte to carry out SFDC implementation to build a unified platform for a new system including eight Microsoft CRM instances and users. Opportunity Customer Analytical Marketing Account Mgmt. Service Reporting • 7 Unique CRM systems and LMC functional processes spread Sharepoint Sharepoint SAP SAP across the system Legacy Lonza Email SAP Email Email • Provides limited reporting capability Innovadex Spreadsheets Email • Marketing and support does Legacy Arch not have a common system MS CRM – Biocides; MS CRM Personal Care across users Spreadsheets Email Email • Most of the communication Wood MS CRM - Wood and information exchange takes place by Email and MS CRM US SharePoint Water MS CRM France Sales Cube • Legacy Arch uses spreadsheets for MS CRM UK opportunity account Email Email Email management
- 8. What Deloitte Proposed We proposed an SFDC design platform across all the instances in the legacy system. This unifies all the capabilities and instances resulting in reduced efforts and increased capabilities for the organization as a whole. Opportunity Customer Analytical Marketing Account Mgmt. Service Reporting • Single SFDC CRM system LMC LM across organization’s eco- Business SAP SAP Warehouse system Legacy Lonza • Provides reporting Salesforce.com capabilities using SFDC Innovadex Business SAP Warehouse and BW is used for SKU Legacy Arch level reporting Salesforce.com • Marketing and sales team Business SAP Warehouse now have a common Wood Salesforce.com platform • SFDC chatter now serves Salesforce.com as the mail source of Water communication and SAP Sales Cube information exchange • Legacy Arch will use SAP for Account management
- 9. Project Timeline Release 1 - Wood Release 2 - LMC Release 3 - Water Week # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Project Timeline Application Analysis & Design Development SFDC Configuration SFDC Configuration SFDC Configuration Integration & Data SAP –SFDC integration build Migration APP SQL –SFDC integration build APP SQL –SFDC integration build APP SQL - SFDC Integration Build Data Analysis & Extracts Test Data Loads Test Data Loads Production Test Data Loads data load Production Production Testing SIT data load SIT data load SIT UAT UAT UAT Use Cases & Test Scripts Update Use Cases & Test Scripts Update Use Cases & Test Scripts Training TTT TTT TTT Train Train Train Project Leadership App App Launch App Launch Launch Ongoing status reporting, issue / risk management, project management Support Knowledge Transfer Key Milestones Key Activity JAD Session Migration Dry Run Primary work phase Carried out by Lonza
- 10. My Role Requirement Data Tracking and Data Migration and Gathering and field Mapping issue tracking planning Needs assessment and Support for integrations between Data Transfer from legacy documentation SAP, CRM and Salesforce.com system to SFDC • Attend all client meetings with Mapped fields from legacy SAP • Migrate data using Data Loader project team and take meeting and 8 CRM instances to SFDC for Salesforce notes fields in configuration workbook. • Track errors that occurred during • Generate and alter project plan Decision making on the data that data migration to resolve them in MS project is essential for the client and document the same.
- 11. Friday’s on thebeach !
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- 14. My Learning Experience • Life-sciences and healthcare industry knowledge Project • Many decisions in a project are not motivated by costs • Failures are part of projects, learn from it and go ahead • Salesforce.com hands-on experience Technical Skills • Advanced use of MS Office Suite • Data Migration using Data Loader • Networking events and happy hours Summer Scholar • Summer Scholar Conference Experience • Learning events and online trainings • Impact Day, social cause events, EVD’s and Service Areas Consulting and • Communication is the key to success Deloitte • Client’s are always right, except when they are wrong
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- 16. • About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. Copyright © 2011 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited