Global FinTech

Happiness Meter 90%
Improvement 77%

Client Situation
Five regional teams spread globally, working with their own set of processes and definitions of success.No true global team, no true global reporting, no consistency. Outdated Salesforce pages for input, each region in their own way. Salesforce was initially setup fast and with little training so it grew organically in the five regions. This also added to the challenges of creating a unified system.