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More power through data
Discover how you can gain insights and information to support business processes by integrating different data sources.
The Challenge
Arlanis Reply participated in the digital transformation project of a large company in the energy and utilities sector, with the aim of performing real-time business intelligence activities on a large amount of data originating from heterogeneous and outdated systems. The biggest challenge was to research, analyze, and identify the data available in the various systems in order to define the actual scope of information needed to support the customer's operational processes.
The solution
After carefully analyzing the information distributed across the various legacy systems, a targeted data standardization strategy was launched. With the implementation of Salesforce Data Cloud, a platform was created to centralize the previously separate data streams and transform them into a coherent and consistent entity. This data standardization enabled unprecedented quality control and created a clean and reliable database that will be helpful for important business activities in the future.
Integration with other enterprise systems using the Mulesoft Anypoint Platform enabled continuous and dynamic data exchange, facilitating the transformation of integrated information into meaningful data segmentation and sophisticated reporting with Tableau CRM. The result of these joint efforts was a path that enabled the conversion of raw data into strategic insights that led customers to new milestones of success and innovation.
At the heart of the digital infrastructure is Salesforce Data Cloud, a key component of Salesforce CRM that also integrates seamlessly with Salesforce Service Cloud. This solution can be easily adapted to business intelligence or data warehouse systems, making it the central point for storing and accessing information from legacy systems.
This, combined with the fact that Salesforce Data Cloud is a data lake house that integrates data from heterogeneous sources and centralizes and unifies data management, makes the new platform an ideal choice. It features an intuitive, table-based object structure that simplifies navigation and use of the system. This makes it easier for users to perform tasks such as segmentation, reporting, and data analysis to gain valuable business insights.
At the heart of the new business system is Salesforce Service Cloud as the source of master data, a true knowledge source that is fed daily by service employees. The introduction of Salesforce Data Cloud has opened a new chapter, as it is now possible not only to integrate this master data from Salesforce Service Cloud, but also to link it to information already available in the data warehouse.
A native connector between Salesforce Service Cloud and Salesforce Data Cloud ensures automated, hourly data updates. This ensures that the data is always up to date and also opens up new opportunities to analyze and understand customers and their needs in real time.
The core element of integration with other systems is the Mulesoft Anypoint Platform, a solution that effectively coordinates data flow and uploads and updates a range of data such as transactions, invoices, master data, and fuel receipts in near real time. This is done automatically and ensures a continuous flow of information into the Salesforce Data Cloud.
Mulesoft Anypoint Platform thus plays a crucial role in facilitating the collection of data from various sources, downstream processing, and subsequent uploading to the Salesforce Data Cloud. Standard connectors are used for this purpose, ensuring smooth integration between the two platforms.
Tableau CRM is a central hub for data analysis and business intelligence, where users can access important information and perform business analyses independently. Tableau CRM is closely integrated with Salesforce Data Cloud via a native connector, providing direct access to tables, segments, and insights created in the platform, enabling advanced analysis and reporting.
Its ease of use significantly reduces the time required to create standard and complex reports, simplifying the work of business users and allowing them to focus on data-driven strategic decisions.
The result
The customer, one of Italy's leading energy and utilities companies with a global presence, has embarked on an ambitious digital revolution with the introduction of Tableau CRM and Salesforce Data Cloud. In an increasingly data-driven environment, these two tools are proving crucial for evaluating and guiding strategic decisions. With the support of Arlanis Reply, the customer has created a unified data source with the aim of radically transforming business analysis processes and paving the way to meet future challenges in the energy market with greater efficiency and precision.
This collaboration reflects the customer's commitment to remaining at the forefront of its industry and demonstrates that innovation and the adoption of advanced solutions are key to staying competitive in an increasingly competitive market.
Arlanis Reply specializes in consulting, planning, developing and integrating Salesforce solutions and services. Arlanis Reply provides market leaders with seamlessly integrated solutions for all customer related processes for sales, marketing and services – from the initial contact to the long-term service business. Arlanis Reply configures all common Salesforce components such as Sales Cloud, Service Cloud, Community Cloud, Marketing Cloud or App Cloud, or adds individual programming with Heroku if required. With Mulesoft, Arlanis Reply provides an integration technology which allows you to develop, build, analyze, manage and monitor APIs and custom point-to-point integrations. In doing so, Arlanis Reply relies on agile project management methods and a project approach optimized for Salesforce introductions, which ensures maximum flexibility.