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Enterprise Usage Assessment of Case Study

Published Date: 
May 03, 2012
Customer Background
The organization is a multinational bank with businesses across Australia, New Zealand, Fiji, Asia, USA and the United Kingdom. The bank provides a variety of financial services including retail, business and institutional banking, funds management, superannuation, insurance, investment and broking services.
Business Challenges
  • Non-Compliance issues at process and technology level because of spread of instances across different geographies
Solution Delivered
  • In depth assessment of each SFDC instance, based on >130 objective questions
  • Evaluation parameters for assessment included (i) Risk and Compliance Assessment; (ii) Functions, Customers and Users; (iii) Data categories, Back up, Storage; (iv) Security and Access Control; (v) QA and Change Control; (vi) Governance and Processes – 3rd party and internal; (vii) Procurement, Customization and Operations
  • Analysis of the responses provided by stakeholders and preparation of the following reports:
    • Non Compliance Report:  to identify deviations from the EU policy
    • Recommendations Report: to address the identified areas of non compliance
  • In addition, updates to the EU Policy were also recommended with respect to
  • Identified areas of non–compliance in the Salesforce instances against the EU Policy
  • Identified sections of EU Policy, which may require addition, modification or to be deleted, as per relevance to
  • Recommendations for resolution of non compliances, with both short term and long term perspective. Also, prepared a roadmap which included suggested next steps, along with owners and timelines 

About HCL Salesforce Practice
  • HCL’s Credentials:
    Salesforce Premier Consulting Partner
  • HCL’s SFDC Practice offers “Advise to Execute” Services covering Consulting, Implementation, Enterprise Integration and Maintenance & Support.  Key highlights of HCL practice:
  • PREMIER Consulting Partner with (Topmost Tier)
  • One of the largest pool of Certified Consultants among SFDC partners globally
  • Selected by for providing L2 Developer Support globally on platform
  • Dedicated Centre of Excellence for with IPs and frameworks including CRI™, iSM™, CTMS, ExACT, i-Migrate, etc.
  • 360 degree Market facing joint GTM with
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