Salesforce Conversion

Transamerica engaged Deloitte to implement Salesforce for its retirement services business. Deloitte team performed a four- week current state and gap assessment. Assessment was leveraged to create a six-sprint roadmap to stand up core capabilities to serve the retirement services business. Client was accountable for integrations and data conversion per contract specifications.

Key Achievements:
o Core Salesforce capabilities were deployed and tested.
o Client completed integrations and data conversion in subsequent sprints.