Technology Refresh and Overhaul

At The MJW Group, we create solutions that work in the real world, and we have the track record to prove it.

Data Retention and Cleaning in Salesforce

Environment

Financial Services Firm

The Problem Definition

The Client Struggled with inconsistent Reporting and Analytics within the Organization, limiting true buy in to the accuracy of the information provided, leading to the absence of Process around Data Governance and the retention policies within the Salesforce application.

IMPROVEMENT
FOCUS

Analyzed Data tables to remove inaccurate, incomplete, and low-quality Data transactions. Additionally, The MJW Group performed analysis on master detail Data relationships, especially around Accounts and Contacts. Our Team also reviewed all incoming integrations that contributed to the Data story and collaborated with internal resources to understand all Data connections, frequencies, and scheduled jobs.

Results:

  • Removed 50% of stale, inaccurate, and incomplete Data by Tables to include (Accounts, Contacts, Lead, Opportunities, Tasks, Events and Other related tables).

  • Cleared over 3 Million transactions older than 5 years old.

  • Revised archive and retention policies for frequency and execution time reminders.

  • Enabled cleaner view of pipeline reporting, opportunities by stage and visibility to task Management tied to Client engagement. 

 

 What Our Clients Say

 
 
 
Testimonials
Operations Management Gap Analysis

“I have been chatting with the TMJWG Team for some time so I felt I knew what to expect. But, I don't think I truly understood the level of Resources and expertise TMJWG would come with. The biggest impact brought to light the many gaps within the Organization structure, Processes & People that needed to be understood, systemized and effectively measured. What I enjoyed most about our Engagement was the ability to be transparent and direct when needed; along with breakdown of highly Technical information that allows me and my Team to fully understand.

-Desmond Wiggan, BatteryXchange

Manufacturing M-IQ and IoT Ecosystem

"I felt like we had a large Program that was in need of help from experienced Business Analysts and having Marcus and Logan on the Engagement as Business Analysts helped us to dive deeper into Requirements, uncover some areas of concern, bring to the forefront, and address with Solutions. I enjoyed the professionalism of both Marcus and Logan and their willingness to jump in whatever was needed. I think the Engagement was conducted well. Took a bit longer than expected to get into a groove and as the Project evolved finding how the role needed to change was a challenge to adapt to."

-Chris Engrem, Smithfield Foods

Project Portfolio Management and Asana Configuration

“I was anxious about finding someone with the Asana PPM skills we needed to quickly turn around value for our Client. Jennifer accelerated our ability to get a PPM framework off the ground quickly in Asana for our Client in alignment with our Client’s vision and requirements. She guided us in the right direction with setting up the structure, knew the Tools’ capabilities and pitfalls, was collaborative, and managed knowledge transfer so we could continue developing more capabilities going forward. However, what I enjoyed most about the Engagement was Jennifer’s collaborative nature, Customer focus, confident and logical approach, and logical approach, and Team-oriented attitude. Hope to work again with The MJW Group soon!”

-Associate Partner, Consulting Firm