Global Energy Company
How a Global Energy Company Accelerated Win Rate
Powering up efficiency with Salesforce Sales Cloud and MuleSoft.
In the world of energy trading, traders must make high-risk decisions quickly and confidently. Our client, a global energy company with more than a century of experience, tasked Publicis Sapient to modernize and transform their ad hoc approval system with Salesforce Sales Cloud and MuleSoft integrations and consequently re-energize operations.
The Imperative for Change
The company's liquified natural gas trading team managed their deal approval processes via a chaotic mix of legacy systems, emails, spreadsheets and Skype. They also depended on scheduled reports and third parties for critical compliance checks. Due to the error-prone, manual process and delay in real-time reporting, the company's reputation and regulatory compliance were at risk.
The Transformative Solution
Publicis Sapient conducted deep-dive discovery workshops to identify key areas of improvement. To ensure an effective, powerful solution, we performed:
- Rapid prototyping in Salesforce Sales Cloud to shape the solution design and foster buy-in from the key teams.
- A six-week proof of concept to demonstrate seamless integration between Salesforce and the client's siloed on-premises systems.
Our user-friendly, point-of-entry solution led to swift approval. The first workstream delivered a minimum viable product for the short-term trading team in just 4 months, with 100% adoption for all new trades within the first week.
The Business Impact
Our trading solution provides a single source of truth in real-time to 150 users and streamlines processes across traders, legal, finance, freight, portfolio trading, and compliance.
Within the first year, the short-term trading team reported significant efficiency improvement with 14 manual steps across multiple systems reduced to only 4 clicks in Salesforce. With automated reporting and updates, leadership was also able to reduce time spent aggregating data.
A few energizing results after only 12 months:
Next Starts Now