Client Story
Our client is a global leader in electric thermal and sensing solutions, providing critical cooling and temperature control components for specialized energy segments and infrastructure. As the parent company expanded through aggressive acquisitions and optimized its portfolio through strategic divestitures, its digital infrastructure became a complex web of legacy systems that needed to be carved out from the legacy organization. To maintain their position as an agile high-tech manufacturer, they needed to unify their global operations while ensuring each business unit had a high-performing, stable environment for sales, customer engagement, and data analytics.
Their teams were struggling with "technical sprawl." Following multiple mergers, the company inherited disparate systems that didn't communicate, creating significant operational friction:
Siloed Intelligence: Critical manufacturing and yield data lived in on-premise SAP HANA databases, invisible to cloud-based business intelligence tools
M&A Friction: Existing Salesforce orgs were too bloated and "over-customized" to easily absorb new acquisitions or spin off divested units
End-of-Life Risks: Their primary customer support channel (Legacy Live Chat) was being sunsetted, jeopardizing their ability to provide real-time technical support to electronics engineers and B2B clients
Business Needs
To resolve these issues, the client identified several mission-critical requirements:
Cloud Transformation: Migrate from on-premise Tableau servers to a scalable cloud environment without losing connection to legacy data
Salesforce Org. Modernization: Design a "lean" Salesforce architecture for new business units, prioritizing standard features over expensive custom development
Surgical Divestiture: The ability to split an existing Salesforce org. to move only specific metadata and objects relevant to a divesting entity
Service Continuity: Create a modern, AI-ready replacement for legacy chat, maintaining the existing user experience
What Did 5P Do?
Our team of experienced consultants implemented a multi-cloud strategy to address these complex infrastructure needs:
Data & Analytics Integration: 5P migrated the on-premises Tableau Server to Tableau Cloud and implemented Tableau Bridge to maintain a secure, real-time pipeline to on-premises SAP HANA BW sources
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Strategic Salesforce Architecture:
To support future acquisitions, 5P established a new environment using Service Cloud, Sales Cloud, and Digital Experience, with a focus on governance and cost efficiency
For divestitures, 5P performed a manual metadata reconstruction, selectively migrating only the necessary components to ensure a clean break for the departing entity
AI-Powered Service Migration: 5P transitioned the client to Messaging for In-App and Web (MIAW), leveraging Data Cloud and Einstein to replicate and enhance the legacy chat experience
Rigorous QA & Governance: 5P established a structured quality assurance framework and worked directly with Salesforce support to resolve product-specific configurations and identify critical issues before they reached end users
Results
A strategically planned, streamlined, future-proof digital ecosystem:
Seamless Go-Live: The business unit achieved a successful launch on schedule with significantly fewer production defects and zero post-launch "fire drills."
Enhanced Visibility: Our client’s executive leadership team gained real-time visibility into manufacturing and supply chain metrics by successfully bridging on-premise SAP data with cloud analytics.
Risk & Cost Reduction: By prioritizing standard Salesforce functionality and clear governance, we reduced implementation risk and avoided the costs associated with redundant, custom development.
Operational Agility: Our client now possesses a "lean" and modular Salesforce architecture, allowing them to integrate new acquisitions or manage divestitures with significantly more speed and less technical friction.
By moving from a fragmented legacy landscape to a unified, cloud-first strategy, this global manufacturing leader has effectively turned "technical sprawl" into a competitive advantage. Through 5P’s strategic implementation of Sales Cloud, Service Cloud, and Tableau Cloud, we replaced operational friction with real-time visibility and architectural agility. By leveraging Data Cloud and Einstein, 5P bridged the gap between on-premises SAP data and modern AI capabilities, enabling the client to no longer just keep pace in their industry but to build a solid foundation for scale. This lean, modular ecosystem ensures that whether the company is acquiring new talent or spinning off business units, its digital infrastructure remains a high-performing engine of growth rather than a bottleneck of technical debt.