Global bid Management system across 1500 agency locations for the “Big 4 Advertising Agency”

1. © 2017 Cognizant
Salesforce Implementation for Big 4 Advertising Agency
in/deep.bhaskaran
Deepak Bhaskaran
BACKGROUND
• 10+ years in Technology, Consulting and Outsourcing, 3+ years experience with
Salesforce
• Marquee Clients include the Big 4 Advertising & Marketing Agency, Leading NA
Broadcaster, NA based Media & Entertainment conglomerate.
• Delivered multiple green-field implementations, legacy CRM to Salesforce
migration, multi-country rollouts, complex Integrations with using ETL (Informatica,
IBM’s CastIron, Mulesoft) tools and support on-going operations based on
Salesforce’s custom force.com and other cloud platforms
EXPERTISE
•Administrator
•Developer
•PMP
•PMI-ACP
•Scrum Master
•Agile Coach

2. © 2017 Cognizant
OBJECTIVE SOLUTION / SERVICES BENEFITS
2
Global bid Management system across 1500 agency locations for the “Big 4 Advertising Agency”
• Electronic job jacket and online bidding portal
for production jobs that:
• Tracks the production of deliverables/assets
and bid information for each specific
production job; within and across agency
offices and networks
• Standardizes the distribution of bid request
materials from agencies and receipt of bid
responses from production partners
• Agencies: Leverage an online tool to conduct
bidding, following the same process
• Vendors: Submit the same bid information as
today through an online system
• Delivers reporting on production activity and
spend on a job, client, office, network, and
enterprise level
There are 3 primary components of the Solution
architected and implemented :-
1. Front-end Application to manage agencies
and suppliers during the bid management
Tech : Custom Force.com, Salesforce Partner
Portal
2. Master Data Management System to
consolidate Client, Product, Supplier and
Agency information to provide the True
Golden Record.
Tech : IBM’s Infosphere MDM, CastIron,
DataStage
3. Business Stewardship platform to enable
business associates to manage data.
Tech : IBM’s BPM
• Enable Client to
 Respond to data requests
 Enterprise SOW documentation
 Evaluate staff efficiency
 Improved compliance (triple bid) and security
 More discipline and standardization of agency
workflow
 Tech platform for other efficiency drivers
• Provide Visibility and Access to data
 Jobs created (electronic jackets)
 Assets/deliverables produced
 Production spend for assets produced
 Granular data on each job
 Bid history (suppliers/rounds/costs)
Client : Big 4 Advertising and Marketing
Agency based out of NYC
Industry: Advertising and Marketing
Region: North-America
ENGAGEMENT HIGHLIGHTS
• Technology : Force.com, SKUID,Walkme
• # of Business Users : 1500 Ticket Volume (AVM only) :
• Project Duration: 3 years Team Size (On/Off) : Peak 7/15
• Dev. Methodology: Agile
• Tools / Accelerators : JIRA
Business Process Overview
Production Bid Management System, which
allows Agencies to liasion with external vendors
who would submit bids for jobs including
TV/Broadcast production, Digital and Print Ads

3. © 2017 Cognizant3
Salesforce Accelerators Implemented at the Client
Salesforce Platform
Salesforce ORG
Health Checkup
Improve the overall health and performance of
Salesforce. Whether you’re planning new
Salesforce initiatives and enhancements or
struggling with decreased system performance,
ensuring the health and performance of your org
is critical to maximizing your investment. The
Salesforce Org Health Accelerator helps you
check your system’s overall health and provides
recommendations on how to improve it. We’ll
also introduce you to valuable tools that you can
use to evaluate and improve your
implementation and security settings.
Project Governance
Center of
Excellence
Establish a center of excellence to better
manage your Salesforce environment. The
Center of Excellence Accelerator will guide you
through the process of establishing a center of
excellence to better manage your Salesforce
environment based on your current challenges.
What it can do for you
• Improve business/IT alignment
• Improve process effectiveness and efficiency
• Reduced release cycle time
Technical Architecture
Sandbox
Architecture
Leverage Sandboxes for fast, effective
deployments. In the Sandbox Design
Accelerator, you will learn how to optimize the
utilization of Sandboxes across concurrent
development teams and how to create effective,
repeatable processes for fast deployments.
What it can do for you
• Increased release velocity
• Reduced IT development costs
• Meet business demands swiftly
1 2 3

4. © 2017 Cognizant4
Salesforce ORG Health Checkup – How it Works1
Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks)
Discovery
Discuss current
challenges and business
goals
Agree on quantifiable
success goals
Demonstrate and use
Salesforce Optimizer and
Security Health Check
Delivery
Delivery
• Assess key areas of
platform performance,
including but not limited to
org adoption, declarative
customizations, sandbox
architecture, triggers, and
apex
Outcome
• Identify key areas of
improvement and share
best practices Outcomes
• Readout of Salesforce
Org Health
• Best practices and
recommendations to
address the issues

5. © 2017 Cognizant5
Salesforce ORG Health Checkup – Sample Output1

6. © 2017 Cognizant6
Center of Excellence – How it Works2
Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks)
Discovery
• Study and analyze your current
governance framework
• Identify current challenges and
business goals
• Agree on quantifiable success
goals
Analysis
• Assess and map out existing roles
and responsibilities
• Map out business process
requirements
Outcome
• Published center of excellence
charter, membership list, and
communicate plan across key
stakeholders
• Identify skill gaps and associated
plan of action
• Defined map of primary processes,
core responsibilities, and launch
plan
• 30-, 60-, and 90-day plan to
implement the top processes to
address your top challenges

7. © 2017 Cognizant7
Center of Excellence – Sample Output2

8. © 2017 Cognizant8
Sandbox Architecture – How it Works3
Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks)
Discovery
• Evaluate and review
current sandbox
architecture
• Assess and
understand concurrent
development needs
Delivery
• Build
recommendations based
on best practices
Outcome
• Recommend optimized
Sandbox Architecture
and implementation
guidelines
• Recommend training
materials on Sandboxes

9. © 2017 Cognizant9
Sandbox Architecture – Sample Output3