A new client, coming from a long history of Salesforce customizations, reached a stage where a highly needed critical report could not be made with standard or custom report types, because of the way the database was structured.
A consulting firm quoted a design solution that changed the database structure to make it compatible with the report to be made.

The client asked me to implement the design solution quoted by the consulting firm.

After an initial analysis, I quickly realized that the design solution to be implemented was highly complex and riskful, as it required to review and rewrite a large amount of business logic, modify a structural portion of the database,  and perform complex data migration tasks.

I convinced the client to trust me on an alternative solution that did not have an impact on the running database and business logic.

I iteratively build the new solution with periodic client’s validation on partial results.

The new solution consisted of a batchable software component that programmatically retrieved data from different portions of the database, gave it the right granularity, saved the results in a new object, from which standard Salesforce reports could be made.

The client paid less than half the costs quoted by the consulting firm to run the highly needed critical report.

The client preserved the integrity of its complex and undocumented Salesforce customization, avoiding the risks associated to a complex structural change in the database and business logic.

• apex 5
• Salesforce.com

• Accelerated Solution Delivery
• BI & Analytics
• Process Effectiveness & Automation