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Published by Rohit Agarwal, 2019-11-14 00:58:17

dreamforce-19-booklet copy

dreamforce-19-booklet copy

Discover the ways Jade Global is helping
our customers drive business value and
transform with

Jade Global Salesforce Services

Jade Global is a trusted Salesforce Silver partner with a dedicated Cloud computing
and team. We have high process maturity in application development,
and significant experience in mission-critical, enterprise deployment environments.
Leverage our industry and domain knowledge across Sales, Marketing, Integration,
Field Service, Operations, Finance, Manufacturing.

About Jade Global

Jade Global is a Cloud-focused IT services partner specialized in enterprise business
application implementations, integrations, software product engineering, consulting,
technology advisory, testing, and managed services. Jade is an Oracle Platinum Cloud
Select Partner, Salesforce Silver Partner, Dell Boomi Select Implementation Partner, and
Service Now Silver Partner. Our additional global alliances with NetSuite, Microsoft and
Zuora allow us to design robust solutions for a variety of industries and needs. We are
headquartered in San Jose, California with East Coast headquarters in Philadelphia.
Jade has been recognized as one of the fastest-growing companies in North America
by Inc. 5000 for 9 consecutive years. [email protected]

San Jose Philadelphia

Jade Global, Inc. Jade Global, Inc.
1731 Technology Drive, Suite 350 1140 Welsh Rd, Suite 250
San Jose, CA 95110 North Wales, PA 19454
Phone: +1 408 899 7200 Phone: 215 692 8223

Table of Contents 01
CRM Services Practice Overview 05
Salesforce CPQ Capabilities 09
Salesforce Lightning Capabilities 13
Salesforce Customer & Partner Communities
17 M&A Consolidation
Dell Boomi Integration Practice

Salesforce QA & Testing Capabilties

Customer Case Study: High-Tech Leader Transforms Operations
with Salesforce and Jade Global Assurance Services

Customer Case Study: Service Transformation Powered by Jade
Global Managed Services Allows IT Securities Giant to Reduce
Overall IT Spend by 30% and Transform IT Landscape to Cloud

Customer Case Study: Jade Global Helps Glassdoor, Inc.
Increase Annual Membership Renewals by 13% with Salesforce

CRM Services –®

Salesforce Expertise that Assures Business Outcomes

Whether you’re looking to increase demand, improve overall pipeline, increase selling velocity or streamline
quote generation, Jade Global will help you assure business outcomes. Jade Global is a Cloud-focused
Salesforce Partner, with more than 100 consultants. Our team includes Salesforce implementation and
optimization experts, architects, developers, data analysts and process integration specialists, who deliver
results. We have a proven track record in complex CRM implementation, integration and optimization
services across the Salesforce® CRM, Sales Cloud®, Service Cloud®, Community Cloud, Marketing Clouds
and AppExchange® solutions.

Our additional partnerships with Oracle, Microsoft and Dell Boomi give us rich integration capabilities with
leading Oracle EBS and ERP applications. Explore our flexible engagement and delivery models across a
suite of assurance, consulting and strategic Salesforce services.

Sales Cloud Salesforce CPQ

Salesforce Sales Cloud can dramatically increase your Salesforce CPQ allows organizations to eliminate errors and
company’s pipeline, sales velocity, and growth, offering improve accuracy of quotes to generate new business,
rich visibility into customers and prospects. Jade Global contracts, amendments and renewals. Adding the native
is a trusted Salesforce partner that will seamlessly SFDC CPQ app to your Sales Cloud enables the Sales
implement, revamp and assure adoption of your organization to optimally configure, price and share a
Salesforce Sales Cloud. Our Salesforce certified experts branded quote document with a consistent experience.
understand CRM best practices and complex integration CPQ brings the flexibility to address various pricing models,
within Marketing Cloud and ERP. We help you quickly book which include subscriptions, volume-based and key
new business on Salesforce CPQ and create the best customer pricing integrated with Products and Price Books
experience for Marketing, Sales and Operations teams. in Salesforce. Jade Global has enabled several leading
high-tech organizations to scale their business operations
Pardot B2B Mktg and achieve sales excellence. Our CPQ experts are available
to help your organization optimally create and price deals,
Leveraging Pardot and Jade Global’s expertise is a share consistent quotes, accelerate renewals and enhance
guaranteed way to increase pipeline, sales velocity, and customer relationships.
conversion. We help your business automate and grow
with powerful workflows, lead scoring, AI enablement,
integrated drip campaigns and more. Our Pardot experts
are trusted advisors who provide high-tech solutions
tailored to your marketing goals. Connect with us today for
Pardot implementation and consulting services.

Marketing Cloud Service Cloud

Jade Global is specialized in optimization and transformation Salesforce Service Cloud allows businesses to focus on
for top of the funnel marketing solutions. We work with you to customer delight, customer self-service, peer sources best
improve each stage of your marketing funnel with Salesforce practices, integrated knowledge and the power of the
Marketing Cloud. Our Advisory team facilitates business Salesforce platform. Service Cloud and related capabilities
process reviews, understands acute pain points, and helps can transform the digital experience with live chat, social
you build consensus across the organization. Our team is media integration, CSAT and complementary product and
made up of architects, functional leaders and exceptional services engagement. Service Cloud enables support and
SFDC Marketing Cloud administrators. We successfully customer success teams to manage service conversations
combine marketing automation and inbound tools to from their phones, laptops or tablets. The Salesforce
facilitate our customers' discovery and research journeys. Einstein AI platform can enhance the customer journey,
The result allows you to easily generate leads and revenue reduce costs and complexities, and shorten timelines
attribution. without proprietary AI solutions. | 01

CRM Services –®

Lightning Migration Salesforce Consulting and Advisory Services

As the world moves onto Lightning, prospects and clients Whether your organization has a modern system of
often seek guidance on potential areas of focus during engagement platform or a prioritized roadmap driven by
migration. Our methodology combined with the Lightning Sales Customer Success and Product teams, Jade Global
Experience Readiness tool provides an in-depth partners with you to add value and predictable outcomes.
assessment deliverable. Areas like Knowledge,, We provide CRM strategy to address specific challenges
VisualForce, Advanced Entitlements, Solutions and custom and identify key value drivers for increasing revenue and
buttons will require attention, as Lightning has increased decreasing costs (both transactional and IT). Jade Global
the coupling with Service and Communities. Salesforce has delivers best practice solutions through in-depth analysis,
increased the value of every cloud, with advanced contact assessments, solution design, development, and readiness
management, AI strategy builder, news feeds, path, cycles. Our Salesforce consultants guarantee outcomes on
Kanban views, robust forecasts and more. cloud readiness, M&A consolidation, Salesforce health
checks, performance optimizations, migrations and more.

Salesforce CPQ Transformation
Enable an integrated experience for your Sales, Finance and Service teams with modern CPQ. Experience personalized
interactions, timely sales velocity, and business data continuity across the enterprise.

Salesforce Instance Optimization Services
Jade Global has successfully reset CRM health, transaction performance, and enabled the next wave of digital growth for
world-class organizations. M&A Consolidation
Allow our experts to translate your M&A plans into a phased implementation IT roadmap to streamline processes, reduce
complexities, and manage TCO.

Salesforce to Salesforce Migration
We help you conduct successful Salesforce data migrations from your current Salesforce org. to a new instance.

Our CPQ Transformation Advisory Model

Business Process Workshops Technical Assessment Experience Assessment Enterprise Impact Assessment

Products Metadata Extraction Usability IT & Integration
Bundles Data Model Mapping Approvals Invoice & Billing
Pricing Customization Analysis Quote Generation Revenue Recognition
Discounts Version Impact Analytics Customer Success
MDQ - Multi-Period Accuracy Order Management Legal & Compliance

Selling Velocity Solution Integrity Solution Capability Enterprise Assurance

Renewals System Error Analysis Review Findings and Detailed Findings
Amendments Log Analysis Potential Options Implementation Plan
Usage Based Integration Custom Code Refine, Upgrade & Optimize Resource & Budgets
Multi - Currency Optimization Reboot Implementation
Cancellations Event / Runtime Replace CPQ Platform
Credit Logic Optimization
Outcome Assurance
Advanced Maturity Scalability Enablement | 02

Salesforce CPQ + Billing

SELL MORE Simplify Product Provide Accurate Quickly Improve Customer
Selection and Pricing with Generate Quotes Experiences with
Configuration Available Sales and Finance
Discounts and Proposals Alignment


As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great
upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps excel with up-to-date
pricing information on products, improving quoting velocity and more won deals. Configuring a quote can be a time consuming
task, especially when critical data is not easily accessible in real time.

Adding Salesforce CPQ + Billing provides an immediate measurable ROI by enabling your sales team to optimally configure
complex offerings, provide accurate pricing with available discounts and automated approval flows. Allowing your team to quote
quickly and correctly every time so that they can sell more and sell faster. Finance and Revenue leaders benefit with integrated
billing and quicker invoice to cash cycles.

Deliver Better Customer Experience

01 Reduced effort for quotes
Improved quote accuracy
Addresses complex Bundles
Integrated Approvals and Discounting

Benefits by Leveraging 02 Simplify Sales Processes
Jade Global as your 03
CPQ Implementation Systemize tribal knowledge
Partner: Richer business intelligence
Enterprise grade deal history
Consolidate legacy tools
Reduce clicks on every deal

Improve Sales Performance

Provide Pricing Optimization
Enable Guided Selling
Automate Order Management
Einstein AI Inisights

04 Drive Growth

Faster product introductions
Accelerated sales rep training
Leverage more sales channels
Cross-Sell, Up-sell Recommendations
Support unique territory needs | 03

Customer Case Study

Leading Job Search Engine
& Review Company

Customer Challenges Solution Business Results

OOTB functionality did not meet Rapid CPQ implementation Decreased booking errors and
certain business requirements increased in productivity
Simple contract management
Business changed requirements process with customized document Faster, Cost effective and less
frequently causing rework templates maintenance platform

Business testing was not completed Business testing was not completed Scalability and Customizable
as quickly as items were being as quickly as items were being Architecture to deal with future
developed developed needs or Technology upgrade

Scoping, timeline and effort Multitude of change order scenarios Ability to create quote in Multi
estimations were not accurate with an automated streamlined Currency with minimum
process changes to existing quotes
Tip toed around downstream systems
Renewals and Amendments
Knowledge transfer to Sales Reps was Management Process Advanced
demanding and large amount of Approvals that support a diverse
work for Sales Ops spectrum of business needs

Jade’s Customer Focus

Our comprehensive offerings help clients across industries drive results and gain
competitive advantage. When you chose Jade, you are choosing a personalized
delivery experience and a rapid return on your investment. Our Salesforce CPQ
customers quickly derive benefits for their sales teams and customers. | 04

Salesforce Lightning

Salesforce Lightning is a next generation platform that
provides its users with a simple and refreshing user

interface. The Lightning platform provides cross-cloud
experiences and unifies Marketing, Communities and

other capabilities with the Sales Cloud and Service cloud.
It introduces a new UI that maximizes productivity with
strong analytics and intuitive workflow.

The Lightning platform allows you to easily manage your
sales pipeline, and extract insightful analytics to grow
your business faster. With the Salesforce Lightning

platform, new business applications can easily be created
and deployed. Salesforce Lightning also provides integral
features like Lightning Voice, Lightning Builder, Lightning
Snap-Ins and the most modern, event driven experience.

Intelligent Readiness Custom Components Rapid Prototype

An assessment of your A strategy devised to A prototype creation assisted
Salesforce ecosystem to maximize Lightning’s by a strong understanding of
provide insights and a gap Out-Of-The-Box features and the gap between the current
analysis for the Lightning also create custom classic Salesforce ecosystem
components for as-is and the impending Lightning
features. platform.

If you are thinking about Get Lightning Ready with
moving to the new Jade Global
Salesforce Lightning
platform, Jade Global will Lightning Conversion Knowledge
assess your readiness, Enablement Planning Workshop Sharing
determine if customizations
will migrate successfully and A methodological A planning workshop to A series of knowledge
facilitate a quick transition enablement of Lightning brief you on the conversion sharing exercises carried out
Jade Global follows a features across devices for for an easier adoption of the
bespoke methodology to accessibility of Salesforce’s plan and the proposed enhanced Lightning features
implement Lightning, which Lightning features anytime, UI/ UX for building sprints.
encompasses: across your organization.
anywhere. | 05

Salesforce Lightning

Apply Jade Global Best Practices to your Lightning Conversion Success Plan

Jade Global’s expertise in Lightning conversion delivers a smooth transition from classic Salesforce to
modern CRM. Jade’s experts perform due diligence to legacy dependencies in your current Salesforce
implementation and formulate the best migration methodology.

Jade Global will:
Provide recommendations, options and when necessary, new components that fully convert classic
Salesforce to Lightning aligned to business processes and user experience goals

Partner with business and augment IT with specialized skillsets, enabling velocity and predictability while
reducing efforts of internal IT teams

Share lessons learned from successful migrations spanning 50 - 2000 users, from a variety of industries

Assess any instance health issues, address perfromance degration challenges and facilitate change

Validate and Demo the feature Setup each business team for success Prepare Communication Plan and
list, Components through each based on feedback and prepare and strategize the rollout based on
develop the enhancements on top of
user group prototype features departments, profiles or Geography

Audit, Design, Build and test Find key groups for lightning IT testing & User Acceptance
Lighting Prototype based on rollout and setup Demo Testing to Validate Lighting
Lighting Layouts and Audience Sessions
(Page Variation) | 06


Salesforce Communities Increase Engagement for Groups with
a Common Purpose and Similar Interests

Customer Communities Partner Communities
Provide a personalized experience for customers and Enable internal sales organizations and partners to
employees helps organizations increase engagement, collaborate in their own online social community to increase
lower operational costs and drive shared success. A sales coverage, align go-to-market best practices, grow
Customer Community delivers a personalized experience pipeline and scale. Jade Global works with organizations
to enable any time/any device access for product using Salesforce Communities to increase product and
information, and support resources. Employee solution visibility, make collaboration contextual, and provide
Communities increase engagement, foster organiza- real-time access to business data. We transform sell-through
tion-wide collaboration and improve instant access to and sell-with experiences by personalization and engage-
the best information. ment and help you capture new market share.

Key Benefits for Customers & Employees Key Benefits for Partners & Channels
Engage customers and employees with personalized Promote Channel and Distributor collaborative selling,
experiences, product and service offers and self- increase productivity and improve support experience.
service content
Optimize deal registration, on-boarding, e-signature
Provided real-time, responsive case and incident quoting and approvals with an integrated experience
management, 360 views to subscriptions and the
flexibility of modern omnichannel capabilities Enable business teams, while reducing reliance on
customization and reduced IT effort.
Transform employee engagement with access to
information, training and learning experiences and
gamification experiences

Discovery of Customer Assess that Discovery of Customer Needs and Proposed Architecture and User Facing
Comprise the Current Support Prioritization for the Desired State Footprint
Process of their Community
Propose new architecture diagram
Functional use cases supported in Key business objectives Review user interaction experience
Identify brand objectives Validate click design
existing solution Outline customer experience model
Internal customer success structure
Identification of legacy data and Business processes mapping
UI Branding -custom UI requirements
key transaction data for migration from customers

Implementation Strategy Implementation Model Testing Model
Functional test cases
User Stories Initial Configuration UI Testing
Sprint Planning Initial Communities administration Negative and black-box testing
Sprints Licensing verification End to End testing
Business Validations Automation – automation in process
Demos in terms of alerts/notifications to
Agile App customers/partners on some action
Custom Development
Integration | 07


Business Process Alignment Predictable Outcomes
We align CRM, activities, notifications and business Our CRM Community Advisory teams work with
processes to simplify operations, maintenance and Business and IT Leaders to deliver transformational
community outcomes.
improve shared success. Address lifecycle needs
with onboarding, e-Signature and custom Lightning Powerful Brand Experience
Our Salesforce experts align CSS, web properties and
templates tailored to your best practices. Brand Guidelines to reinforce a powerful brand
Our enterprise IT experts streamline complementary Enterprise-Grade Governance
application access with SSO, transactional data and We help organizations improve velocity and establish
data governance best practices.
analytics from ERP and stitch a unified experience,
addressing increasingly diverse IT landscapes.

Recommended Best Practices and Lessons Learned

Manage Scope Don't Compromise on UI and Ensure Alignment of IT and the
Onboarding Business
Start small; prioritize based on value
Iterate; provide meaningful value in Adoption is key, especially if partners Vested executive sponsors assure
each phase have a choice of whether to use the adoption
tool Business and IT champions lead
Bring every new customer and workshops
partner via your Community,
reinforcing powerful self-service and
digital experiences

Empower and Work as a Cross Align to Team Members to Strengths Communicate and Manage
Functional Team Expectations of Customers and Partners
Super-users for Training
Follow SCRUM best practices and Channel marketing for branding Establish the transition calendar
appoint Product Owners for each Sponsors for Change Management Leverage existing web-properties
Epic notifications at least 2 weeks before
Socialize new features and
processes with sales, customer
success and how they benefit | 08
M&A Consolidation

Mergers & Acquisitions (M&A) are great opportunities for organizations to unify core business processes and create a
common framework for scaling the organization. An opportunity to achieve transformational change brings a large deal of
uncertainty regarding new roles, sales and support best practices, and a new enterprise footprint. M&A Consolidation initiatives
are challenging has delivered repeatable shared success while enabling organizational M&A projects by eliminating risk and
tackling complexity Jade Global elicits and recommends strategic IT roadmap options that transform business processes
reduce complexity and optimize TCO across your enterprise IT landscape.

Jade optimizes your next generation platform to allow employees, customers and channels to come
together, supporting technology management and success metrics. Our experts are adept in translating M&A plans into a
phased implementation IT roadmap that meets the M&A business goals, while addressing time and budget constraints.
Our accelerators simplify legacy application conversions and integrations across CRM, ERP and key business applications.
With Jade’s M&A Consolidation services, business teams are able to transition smoothly and focus on synergies, new markets,
products and customer needs.

Why Jade Global for Your M&A Transactions? Transaction Data Migration Best Practices enable data
transaction integrity at all times, including in process
Business Process Reengineering represents an workflow transactions, accelerating consolidation and
opportunity to engage SMEs and front-line employees avoiding productivity draining validation phases.
to build consensus and efficiently eliminate multiple,
redundant instances for sales and service applications Simplified Integrated CRM Architecture allows your
into a more manageable footprint. organization to standardize with third party ETL tools,
assuring improved integration accuracy while
Data Quality Dashboards help organizations execute achieving elegant orchestrations.
perfect data migration, with pipeline, entitlement and
customer data. Standardized Change Management processes and
communication artifacts for each stage of the CRM
Proprietary Data Analysis Tools guarantee proactive M&A project increases program execution velocity and
detection of data migration issues, drastic reduction of enables key stakeholders to be informed of activity
data migration errors, simplified impact and issue milestones.
identification when data from multiple source systems

Archived Legacy and Configuration Data of CRM
systems prior to consolidation, ensures access to
legacy data for compliance purposes and any data
forensics required in the future.

Jade Global Advantage Data Archiving and Data Purging
Dedicated Deployment & Project Management and Specialized Workshops
Data Management Teams Stabilization and Business Readiness support

Optimization of Third Party Software
Integrations | 09

Boomi Practice Overview

8 4 250+ 900+ 99% 1000+ 100%
Offices Global Delivery IT Professionals Customer Technology Referenceable
Worldwide Centers Worldwide Retention Projects Customers

Jade Global is one of Dell Boomi's most trusted Boomi Certified Select Implementation Partner. Our core offerings include
A2A, EAI, EDI, B2B, ETL, MDM and API management. With over 100+ Boomi Certified Consultants with Global Delivery
Capabilities, we deliver complex, yet cost effective integration solutions for Cloud and on-premises applications to help
50+ Dell Boomi Customers accelerate business agility and achieve rapid digital transformation. Our Applications Managed
Services team provides 24x7 support to ensure strong inbound and outbound data flow and connectivity.

Jade’s Boomi Comprehensive Services Offering

Advanced IT Consulting Boomi Jumpstart Services – iPaaS & Hybrid

Assessment and Fit Gap Analysis Jade helps organizations integrate their platforms through
EAI evaluation and Roadmap Definition a pre-built package which includes gathering the
Advanced Solution Architecture & Development requirement, building a business process model and
A2A, ETL, B2B, EDI, API, MDM Implementation architecture, developing the integration process, testing and
Comprehensive Project Management user training. Our middleware implementation process
Incremental Implementation and End to End Testing includes 6 steps:
Knowledge Transfer and User Training
Environment Setup
Support & Maintenance Prioritization of Integration Processes
Architectural Design and validation
Production Support Top Integration Processes Development
24*7 Support Best Practices review
Upgrades & Migrations Setup for Business Activity Monitoring
Performance Tuning User Training
SLA based services
Troubleshooting Migration

Re-engineering/Migration from legacy to Unified
Dell Boomi iPaaS Platform | 10

Boomi Practice Overview
Jade’s Boomi Specialized Services

Boomi API Enabled Integrations Boomi EDI (Electronic Data Interchange)
Interact with multiple systems for event-based
needs or real-time updates. We connect your new Seamlessly integrate your enterprise
applications to existing legacy systems to optimize services with trading partners, streamline

internal business processes operations and automate EDI

Boomi MDH (Master Data Hub) Boomi Flow Implementation

Easily manage the consistency and quality of data Automate workflows on any device, channel or
replicated across multiple systems/ applications with platform and create innovative new experiences for

a robust MDM Solution customers, partners, and employees

Jade Advantage

Our partnerships with Dell Boomi, Oracle, Salesforce, Microsoft, ServiceNow,
Jitterbit and Netsuite help us provide our clients with robust, scalable
solutions. We have over 16 years of experience implementing solutions in
CRM, ERP, Microsoft, Managed Services, Analytics and Information
Management, and Big Data. Jade Global delivers customized solutions to
our clients in a wide variety of industries; financial services, high-tech,
discrete manufacturing, healthcare, retail and CPG, energy, utilities,
services, and more.

Jade Accelerator – Jade Pre-built Solution (Oracle Fusion Cloud Integration)

Jade Prebuilt Solution for Oracle Fusion Cloud Integration with applications across the organization

Helps jumpstart with Boomi for complex Cloud integration High availability
Single Webservice Call Faster Implementation
Robust and Customizable Error Handling Easy scheduling – Run on your PACE!
Cost Effective

Cost Effectiveness and Flexibility

We provide the flexibility to adapt and respond to your changing business needs. Our experts handle fluctuating workloads
without letting these disruptions increase your implementation costs.

Delivery Model Lower cost of services at higher value through Global Delivery Model
Dedicated Delivery Leads
Global delivery model Jade University
JDP – Jade Delivery Platform Best Practices
Certifies ISO 20K and 27K and GDPR Compliance | 11

Boomi Practice Overview

Proven Solutions and Templates

Jade Global has prebuilt, defined templates and data models from past integration solutions so we can quickly get started on
your Projects

Salesforce – NetSuite Order Management
Oracle Fusion Cloud Inbound and Outbound Pre-built solution,
data models and mapping
Oracle HCM Cloud to NetSuite Integration
EDI Data Model and Mapping Sheets
RevSym and RevPro – Revenue Recognition Data Models
and Mapping Templates
Microsoft Team and Atlassian Confluence Integration

Global Support and Services

Our team of experts provide 24x7 support, services and quick respond to customers. Jade’s Delivery Assurance program
provides architecture and process review to ensure best practice adoption.

Our Goals Leverage standardized integrated tools
Create secured & robust production systems
Reduce Testing Time Improve the performance of individuals and teams
Reduce the conflicts or changes
Design the Simplest Solution

Jade Global Dell Boomi Implementation Services

Jade Global is a Dell Boomi Certified Select Implementation Partner. We deliver complex, yet cost-effective integration solutions for
Cloud and on-premises applications to help customers accelerate business agility and achieve rapid digital transformation.
Using pre-built, defined templates from past solutions, we help our clients quickly get started on integration projects with
applications across the organization; Salesforce, NetSuite, Oracle Cloud (Fusion), SAP and more. Our Hybrid Integration
methodology helps simplify and achieve rapid time to value by reducing data and application integrations by weeks, months and
even years! | 12

Jade SFDC QA Services

Jade QA Practice Overview

Services Solutions/
Advisory Xenon Test Life Cycle
Quality Assurance Management Platform
Quality Engineering 300 + Manual and
Digital Assurance Automation Test Scripts
Emerging Tech QA Test Automation
Acceleartors & Framework
People Services Clients Expertise
Team Expertise

150 + Testing professionals Enterprise Application Testing
20+ ISTQB certified professionals Domain/ Functional Expertise

25 + Salesforce Functional Market Leading and Open
Testers Source Tools

Expertise across multiple Integration and API testing
automation tools

Jade Salesforce QA Services

Modules & Focus Area Lightning Testing Testing As a Service
Accounts Management Classic to Lightining Migration Testing Hosted Xenon Test Management
Leads and Partner Management Multi Lingual and Cross Browser Platform
Campaign Management testing Test Design and Executions
Contact Management Visual Force Pgaes and Lightning Manual and Automated Testing
Proposals and Workflows Component Testing Services
Opportunity Management Responsie and Mobile Testing Test Metrices
Reports and Dashboards Performance Monitoring QA Advisory

Type of Testing Automation Tools 3rd Party Apps Integrations
End to End Automation Testing Enterprise Application Integration
Functional Testing HP ALM / UFT Sauce Labs CPQ integration
Performance Testing Marketing Automation integrations
Integration Testing Tosca / Qtest Perfecto Integration Platforms like SOA and Dell Bomi
Configuration Testing App Exchange Solutions
WorkSoft JMeter | 13
Selenium Steel Central

Appium Aternity

Jade SFDC QA Services

Jade SFDC Test Automation Solution

Test Management Platform Test Automation Accelerators

Xe n n


Test Planning
Test Case Management
Test Case Execution
Defect Tracking

Representative Clients - SFDC QA

High Tech, Analytics: Leading Company Manufacturing High Tech: Leading Manufacturing High Tech: Leading
to review company, Jobs, Salaries. networking and Software Defined networking and Software Defined
Networking Product Companies Networking Product Companies
Handling complex workflows based on Challenges Challenges
various criteria and sub-categories Automated testing of Salesforce lightning End to End Testing solution with Test Cases
Ensuring that there is no break in the Automation of Third-party systems API’s like Management and automated execution in
business process flow involving two or more verifying order generating in ERP. SSO Enabled environment
integrated systems Automated Testing of Integration of Oracle Geographically distributed Development
Managing a large number of Regression and Fusion and Salesforce and QA teams
Acceptance test runs during short Release Manual QA processes had a long manual QA
windows. Project Details/Solutions regression testing cycle of 4-5 weeks
Built Automation framework with the Help of
Project Details/Solutions Selenium WebDriver. Project Details/Solutions
Created automation scripts to run on Automation of Regression Suite to test Implemented the Xenon Test Management
different instance of the project lifecycle to Regression pack in less time. Solution to manage all testing needs from Test
validate integration between external tools Run Scheduled Automation builds. management to Defect tracking to Reporting
like Apttus ,SABA ,Appstore and SAP Ariba. Developed reusable utilities like excel read, Achieved end to end automation with
write, generate random numbers, datetime. integration of QTP and Selenium using Xenon
Business Benefits API’s
Accounts and Opportunities are created Business Benefits
seamlessly from Lightning Lead Conversion Test management, Test Reports and Bug Business Benefits
functionality Tracker under one Application All QA artifacts in One Application
Test data creation which helps to use the Business can test regression pack on single Comprehensive reporting and Dashboard
data on various environment button click capability using graphical views.
Support go-live and post go – activities. Email notifications of Test reports. Different filters to filter out defects under
Intuitive and Detailed test reports. specific Release/Build | 14

Case Study

High-Tech Leader Transforms Operations with Salesforce and Jade Global Assurance

Products & Services

Salesforce Sales Cloud®   Marketo Marketing Automation  
Salesforce Lightning Experience InsideView Marketing Intelligence
SAP ERP   Salesforce Field Service Lightning  

Client - OSIsoft Software, LLC
Industry - Computer Software, Enterprise Event Monitoring 

About the Client

OSIsoft Software, LLC provides infrastructure software solutions. The company designs, develops, and produces pre-packaged
computer software that manages and connects sensor-based data and operations. They deliver the PI System, the industry
standard in enterprise infrastructure, for management of real-time data and events. With installations in 107 countries, the OSIsoft
PI System is used in manufacturing, energy, utilities, life sciences, data centers, oil and gas, facilities and process industries.
Founded in 1980, OSIsoft, LLC is headquartered in San Leandro, CA, with operations worldwide and is privately held. 

Business Requirements Project Scope and Overview 

Sales Cloud Implementation  OSIsoft chose to transition from Microsoft Dynamics to the platform to
Marketo to Salesforce Integration  transform business operations and enable company growth plans. In concert with the
Salesforce to SAP Account Integration  implementation partner, PwC, Jade Global served as the Assurance services partner to
support business acceptance, testing and readiness.  The Jade Global team, comprised of
Create a unique identifier for SFDC leads, analysts and developers, dutifully served as test management owners and
each account record  participated in all project activities, from business requirement workshops to leading UAT.
Create an address link from As the main point of contact with diverse business teams, Jade Global’s responsibility was
Salesforce to SAP  to assure solution integrity and develop best practices for testing business processes and
Inside View   extensive data migration.
User Training 
Systems Integration Testing  Jade Global conducted ongoing demos with key business users and project managers,
Data Migration Verification  adding value across marketing and sales, and addressing change management. Jade
UAT  owned all aspects of the QA process. Jade served as a trusted partner to both the client
Business Acceptance Facilitation  and the implementation partner, enabling shared success for an exceptionally large global
Post Go-Live Support project team.

Jade Global serves as an implementation partner for CRM, providing assurance services
with additional partners. This requires rigor and expertise, and to be mindful of the soft skills
of multi-vendor shared success. Across the enterprise integration experience, from Marketo
and Salesforce, as well as SAP and Salesforce, Jade Global’s analysts pay close attention to
overall sentiment and human element. The SFDC Jade Global team reached acceptance
for a bespoke Regression Test Case Library, End-to-End Scenarios, Black Box and Negative
Scenarios, and executed all scenarios, while leading SIT and UAT tracks. | 15

Business Challenges The Solution 

Complex integration of Marketo and Jade Global executed the requirements for delivering a detailed test library through
Salesforce, SAP and Salesforce  iteration and revisions, with the feedback of business champions. Some teams preferred
Assuring stability in data migration traditional test step processes, and other teams preferred user manual documents with
business requirements   screenshots. OSIsoft set an expectation that business teams were to perform all testing, and
Establishing and iteration of CRM QA Jade Global adapted to user preferences to assure true business acceptance. The tools
best practices  included a Salesforce-based PMIS, a variety of documents and frameworks to log issues,
Assurance of timelines by bridging all changes, and incorporation into the agile tool. 
teams, throughout a global change
management process Business Benefits and Results 

The Benefits  With a collection of powerful Salesforce Clouds and leading AppExchange packages, OSIsoft
was able to achieve transformational CRM success and mature readiness. Business teams
The entire company functioning as a around the world successfully transitioned into a relevant system of engagement, and the
single and cohesive organization Jade Global team assured adoption and business acceptance in delivering a transforma-
(defects, or showstoppers, defer until tional CRM foundation with OSIsoft. 
post go-live) 
Efficient and precise communication
between implementation partners,
steering committees, business teams
and all WW regions. 
Training and small group sessions
increased user confidence  
High predictability with compliance
capabilities, at time of cutover | 16

Case Study

Service Transformation powered by Jade Managed services Allows IT Securities Giant to
Reduce on Overall IT Spend by 30% and Transform IT landscape to Cloud

Products & Services

Oracle EBS – Financials, Supply Chain, Manufacturing Integration Platforms – WebMethod, DellBoomi
Oracle RightNow – Service Cloud Legacy Web Applications – Java, .net – Sales Cloud, Marketing Cloud, CPQ (APTTUS) Intranet - SharePoint
Database Support – Oracle, SQL Server, MariaDB Business Intelligence – Tableau, Business Objects

Client - Infoblox
Industry - Computer Networking

About the Client

Infoblox delivers Actionable Network Intelligence to enterprise, government, and service provider customers around the world.
They provide network control, automation, and domain name system (DNS) solutions that ensure continuous secure
operation of network services. Infoblox is privately held and based in California’s Silicon Valley.

Business Requirements Business Challenges

24X7 support requirement for global When Jade Global began working with Infoblox, one of their first areas of concern was
need users (US, EMEA, APAC) budget management. Infoblox’s Finance leaders were having trouble managing their
Larger focus on strategic projects and project budget and consistently struggled to make room for strategic projects, such as their
priorities by the BSA and IT teams long overdue migration to Oracle Cloud and the reimplementation of their Salesforce
Requirement to move to proactive instance. Moreover, Infoblox’s BSA and IT teams were so heavily involved in day-to-day
support support that they were also unable to focus on strategic projects.
Improvement in the knowledge
management to avoid dependency on A large portion of Infoblox’s budget was allocated toward vendor management. Infoblox
specific people was working with various independent contractors from over 10 different vendors. Their
Effective management of IT Resources internal team complained of being exhausted from the relentless efforts required to
to avoid performance manage their organization’s diverse application ecosystem. On top of this struggle, they
could not afford to spend more time in their day working with this large number of support
Business Challenges vendors. They needed to do something to cut down on these overhead costs.

Budget Management: Strong Furthermore, Infoblox required ongoing and complex customization support of their e xisting
requirement to free up budget for applications, which were heavily dependent on a few select people. The documentation
strategic projects (E.g. Migration to process was disorganized and often EBS and other support services were performed
Oracle Cloud, re-Implementing without being properly documented.
Vendor Management Overhead: Large | 17
Overhead due to managing
independent contractors from 10+

The Solution Business Value Delivered

Managed support from Jade Global for Infoblox benefitted from major cost savings, better performance with a huge payload, and
all EBS modules (Financials/SCM), faster, cost effective and lower maintenance programs. After working with Jade, Infoblox
Hyperion and SFDC CRM was able to cut back on overall IT spend on support and development by 30%. Jade’s help
Efficient DBA Support from Jade Global with a single web service calling also reduced licensing costs. Within one year, Infoblox
Jade implemented Change saved approximately $700k! By year two, the ongoing reduction in support improved
Management employee productivity by 10%. The new stabilized support Jade provided allowed Infoblox to
transform their EBS footprint, ultimately migrating their systems to the Cloud.
The Benefits
With their new scalable and customizable architecture, Infoblox was also able to achieve
Reduced overall IT spend on support and their technology upgrade initiatives. First, they moved a retiring web application to an
Development of maintaining existing existing IT investment. Another one of Infoblox’s most accomplished shifts was being able to
application 30% in year 1 (Approximately migrate all customer data from a legacy CRM system to Salesforce. Finally, Jade’s
$700k in savings) integration support services allowed for Infoblox to reach another strategic initiative of
Ongoing reduction in support from year 2 moving from Web Methods to Dell Boomi.
by productivity improvement
(Approximately 10% YOY) The Benefits
EBS Support and stabilized application
support allowed Infoblox to focus on Integration Support – Additional budget helped Infoblox reach their strategic initiative
transforming their EBS footprint to migrate to move from Web Methods to Dell Boomi
to Cloud Legacy Web Applications – Retiring Web Applications were moved to existing IT
investments (E.g. Marketing legacy app moved to Salesforce)
Scalability and Customizable Architecture to deal with future needs or Technology
Automated Synchronization of Master data creation
Real-time integration and ease of use for multiple entity integrations
Good performance with huge payload, Faster, Cost effective and less maintenance
platform | 18

Case Study

Jade Global Helps Glassdoor, Inc. Increase Annual Membership Renewals by 13%
with Salesforce CPQ

Products & Services

Salesforce CPQ Salesforce Lightning
Sales Cloud®

Client - Glassdoor, Inc.
Industry - Internet Media

About the Client

Glassdoor operates a user-generated online jobs and career community. It helps employees, job seekers and recruiters find and
share information about companies and jobs including company reviews, interview questions, salary reports, CEO approval
ratings and benefits. Its information portal holds a growing database of more than 8 million companies. Glassdoor was founded
in 2007 and is headquartered in Mill Valley, California.

Business Requirements Business Requirements

Implement CPQ for booking and sales Glassdoor offers a variety of recruitment and branding solutions for business customers.
processes Their executives wanted to reduce the frequency of scope errors in product quote
Configure product bundling and calculations by automating company-wide manual calculation processes. Glassdoor’s IT
individual product sales in CPQ and business leadership were interested in using Salesforce CPQ to formalize pricing,
Support the Glassdoor amendment establish standardizations, and increase efficiencies in the sales process. Various
flow: add-on, upsell, cancellation, independent software vendors provide IT services for Glassdoor, but Glassdoor wasn’t
product swap, and renewal scenarios satisfied with the quality of service. Glassdoor’s executives viewed CPQ as a high-impact
Prevent booking errors by setting an opportunity to provide the right sales tools to power future business growth.
adaptable configuration of validation
and pricing rules Glassdoor selected Jade Global as their preferred Salesforce partner to deploy CPQ.
Set up effective approvals for Glassdoor’s executives were impressed by the quality of health check-ups previously
business processes performed by Jade. Glassdoor’s product offerings include various combinations of product
Enable a platform with multi-currency bundles that take into consideration client subsidiaries, location, and currency. They
support wanted a new system capable of accurately calculating quotes based on valid
combinations. Additionally, Glassdoor was looking to automate its renewal process and
grow their bottom line.

Glassdoor offers various products for their wide range of customers. Sales reps at
Glassdoor must understand each product and price combination, especially when creating
a new deal and speaking with prospective customers. When Glassdoor approached Jade
Global, creating a new deal was time-consuming and error-prone. Glassdoor’s sales team
often selected incorrect product combinations and made needless booking and pricing
mistakes. Glassdoor wanted to build a deal creation process on the CPQ platform to fix | 19

Business Challenges these issues. Their leadership teams prioritized CPQ as a high-impact opportunity to
provide the right tools to the sales team. Glassdoor saw CPQ as a foundational platform
Existing deal creation process was required to unlock new business value and continue their technology leadership.
time-consuming, error prone, and
lengthy When Jade Global initiated the CPQ project, Glassdoor had specific requirements that could
Existing quote process was not not be met with out-of-the box functionalities. Jade partnered with, Inc.
advanced enough to meet IT and Professional Services Automation (PSA) to engineer a solution that met Glassdoor’s unique
business needs business and transaction selling needs. Jade’s development team is made up of highly
Specific CPQ terms and pricing skilled technical experts who customize and build enhancements on CPQ. Jade Global and
models were not supported Salesforce PSA leveraged a global CPQ Subject Matter Expert (SME) to review the
out-of-the-box (OOTB) architecture and help deliver a winning solution. During the implementation phase,
OOTB functionalities did not meet Glassdoor wanted to experiment with a new, standardized process for sales activities.
Glassdoor’s business requirements However, to offer additional value to the business, the project scope, timelines, and effort
estimations had to be reworked. Jade Global and Glassdoor worked in collaboration to
The Solution brainstorm new ideas.

Implementation of CPQ and From design, to development, through completion of the project, Jade Global followed a
introduction of new products collaborative approach. The project teams at Jade and Glassdoor established a
Comprehensive contract management streamlined flow of activities. Jade assigned a dedicated professional to translate business
process with customized document benefits of each new product functionality. Weekly demos were held by Jade’s technical
templates experts, and Glassdoor provided feedback on every feature. This allowed for easier
Platform-specific customizations to amendments and faster implementations. Jade also implemented platform-specific
support Glassdoor’s pricing and customizations for Glassdoor using Salesforce Lightning. Jade created customizations to
subscription models using Salesforce support the fixed-price and duration-based subscription structure of Glassdoor’s product
Lightning offerings. Salesforce Lightning automated and simplified the approval process. As a result,
Customized branding guidelines using Glassdoor’s sales reps could create more frequent deals and calculate quotes faster, saving
Salesforce Lightning them time and energy.

The Benefits While deploying CPQ and Lightning, Jade ensured that all processes and features worked
smoothly with Glassdoor’s existing systems. Jade integrated the new platform with
Decreased booking errors and Glassdoor’s existing Google Adwords DoubleClick Bid Manager (DBM) and DoubleClick for
increased productivity Publishers (DFP). This helped create efficient ad inventory and usage checks. The result was
Simpler and quicker deal preparation a seamless, scalable, and flexible integration that simplified business processes. Once CPQ
process with point and click ad Lightning were successfully deployed, Jade professionals trained Glassdoor’s teams on
functionality how to effectively and efficiently use the new system. Jade provided post go-live support
Increased year-over-year membership and issue resolution.
renewals by 13%
Improved overall efficiency by more Business Challenges
than 15%
More efficient and less complex flow of Since working with Jade Global, Glassdoor has a future-proof, highly scalable and
sales process and buyer cycles customizable sales model. Overall efficiency at Glassdoor improved by more than 15%.
Faster, cost-effective, and low The buyer cycle was reduced and booking errors caused by sales reps using the previous
maintenance platform system were eliminated. Now, Glassdoor can streamline the flow of activities within a
guided and automated system. Point and click functionalities in CPQ increased the speed
of the sales deal preparation process. Glassdoor’s sales reps have more time to focus on
providing better customer service. CPQ calculates quotes for all of Glassdoor’s product
bundle combinations with 100% accuracy. This eliminates the possibility of manual errors
when managing accounts and contracts with multiple customizations and currencies.
Glassdoor also reported a 13% increase in year-over-year renewals. Jade’s Salesforce®
projects at Glassdoor helped create a simpler, faster, cost-effective, and
low-maintenance platform. | 20 [email protected]

San Jose Philadelphia

Jade Global, Inc. Jade Global, Inc.
1731 Technology Drive, Suite 350 1140 Welsh Rd, Suite 250
San Jose, CA 95110 North Wales, PA 19454
Phone: +1 408 899 7200 Phone: 215 692 8223

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