Business Goals
Boomi CRM ERP Integration: A case study on how it streamlined the operations and customer experiences for a flexible workspace provider. Iconic Offices is Ireland’s leading flexible workspace provider, driven by a passion to create innovative workspace for progressive companies. An Irish founded and owned business, they combine local knowledge and years of industry expertise to design unique workspaces with premium service and IT, that allow businesses to focus on their work and grow.Workspaces range from 1 to 900 desks, so you can take a desk for a day or entire custom floors for a global HQ. Their clientele has the option to lease workspace while accessing additional amenities such as a cafeteria, parking facilities, virtual conference rooms, and more. Moreover, Iconic Offices extends its services to those seeking short-term rentals, including conference rooms and virtual offices, for periods as brief as a month or a day.
They classify their customer base broadly into 2 categories, internal and external. Internal customers are those who have a longer term contract and external customers are those who don’t have a longer term contract with Iconic Offices but use their services on an hourly or day basis. For example, booking a conference room for half-a-day. Their services are classified into following categories,
- HQ offices
- Private offices
- Virtual offices
- Coworking spaces
- Meeting Rooms
Iconic Offices use Salesforce as their CRM platform. And NeosAlpha had designed and developed a number of Boomi integrations that connect Salesforce to NetSuite. As Iconic Offices grew they made a strategic decision to migrate from Salesforce to Nexudus platform. Nexudus is specifically designed for coworking and flex space management. Being an industry focused management software, Nexudus provides a simpler, more streamlined approach to customization and cost-effective.
They wanted the CRM migration to be planned and executed such that it causes no disruption to the ongoing business operations.
Technology Challenges
- Differing Object Types: The foremost challenge in adopting the Nexudus platform was the fundamental difference in object types compared to what was available in Salesforce.
- Feature Disparities: Another challenge arose from the fact that not all the features available in Salesforce were readily available in Nexudus, and those that were differed in implementation.
- Coexistence Periods for Phased Migration: To ensure uninterrupted business operations, the migration was conducted in phases, leading to periods when both Salesforce and Nexudus platforms needed to coexist.
- Nexudus Customization Requirements: Customizations had to be developed within the Nexudus platform to meet the specific needs of the business, adding to the complexity of the migration process.
Iconic Offices recognized the importance of partnering with a reliable and experienced firm capable of taking both a comprehensive and detail-oriented approach. NeosAlpha’s track record of delivering successful Salesforce-NetSuite integrations in the past played a crucial role in their selection as the trusted partner to lead the architecture and execution of the CRM migration and its associated integrations.
How NeosAlpha helped
Having implemented the Salesforce – NetSuite integrations using Boomi for Iconic helped us as we had a good understanding of the clients business processes, criticality of those processes and major integration touch points.
During the high-level project scoping and discovery phase, our solution architects identified the need for a detailed technical business analysis as part of the CRM migration project because Nexudus platform was new to Iconic Offices.
Our technical business analysts worked closely with business stakeholders on the following areas,
- Gaining insight into the Nexudus platform and its functionalities.
- Evaluating dependencies related to integrations.
- Reviewing customizations and extensions within the current CRM to confirm compatibility with the new platform or determine if redevelopment is needed.
- Utilizing analysis to create data field mappings for precise and comprehensive data migration from the old CRM to the new system.
- Detecting and rectifying data quality problems, duplicate records, and inconsistencies.
- Crafting an all-encompassing testing strategy.
- Contacts
- Coworker Invoice
- Coworker Invoice Line Items
- Extra Services
- Product
- Coworker Ledger Entry
Results
- Coexistence Phase: During the migration, there was a Transitional Data Flow period where both Salesforce and Nexudus were used. Prudent integration design ensured that all three systems (Salesforce, Oracle NetSuite, and Nexudus) synchronized seamlessly.
- Successful Booomi CRM Transition: We successfully migrated the CRM system from Salesforce to Nexudus by mapping critical member and resource information, such as contacts, leads, and opportunities, without disrupting daily operations.
- Efficient NetSuite Integration: Implemented a robust integration between Nexudus and NetSuite, enabling real-time data synchronization between coworking operations and financial systems. This integration improved financial visibility, accuracy, and reporting by automating the exchange of invoices, payments, and financial records.
