Standard Quotes Integration with SAP CPI/CPQ for Service Departments

Customer: Koenig & Bauer AG

Tasks:

Creation of the functional specification and technical architecture, sub-project management, realization, testing, QA, business process modeling, interface planning, and partial implementation of SAP CPI

• As a solution architect, he implemented an end-to-end solution for creating and tracking service offers in Salesforce, while the operational processing takes place in SAP CPQ.
• His tasks included developing the interface to SAP, automating the creation of quotations and opportunities, and ensuring transparency throughout the entire after-sales process.

Skills:

Salesforce Sales Cloud, Salesforce Service Cloud, Schema Builder, Flow Builder, Figma Boards

Implementation Enterprise Territory Management

Customer: Koenig & Bauer AG

Tasks:

Implementation of Enterprise Territory Management as system optimization and preparation for forecasting

• He led the implementation of Enterprise Territory Management as Solution Architect.
• The aim was to control the visibility of accounts, cases, and opportunities and to minimize the number of existing account sharing rules (>300).
• The aim was also to prepare the ETM for forecasting the business lines.
• Together with the stakeholders of the business units, he defined the go-to-market model, implemented ETM for sales and service territories, and carried out a comprehensive restructuring of the role hierarchy.
• He also implemented a complex logic for assigning opportunities to territories with the help of the Flow Builder.

Skills:

Salesforce Sales Cloud, Enterprise Territory Management, Roll hierarchy, Sharing Rules, Flow Builder, Figma Boards, Google Diagrams

Implementation of DevOps processes and deployment pipeline with the help of Copado and Github

Customer: Koenig & Bauer AG

Tasks:

Installing Copado, configuring GitHub and integrating it with Copado, configuring the deployment pipeline, defining and implementing DevOps processes

• As a technical consultant, he supported the implementation of Copado to optimize the release management process.
• He integrated GitHub for version control to enable Continuous integration and delivery and used automation and orchestration features to reduce manual tasks and improve collaboration within the development team.

Skills:

Salesforce, Copado, Github, Google Diagrams

Approval process for sales discounts

Customer: Koenig & Bauer AG

Tasks:

Implementing an automated process for approving sales discounts, project management, data migration, QA, testing

• As a solution architect, he implemented a new approval process for sales discounts.
• He recorded the technical process requirements of the specialist departments and developed the architecture to map the process in Salesforce.
• This now ensures that discount limits for different machine models can be maintained independently by the responsible employees and that approval levels are triggered correctly.
• It also ensures that the approval processes are routed to the correct approvers based on sales regions and processed under company guidelines.
• The processing time for such approvals has been improved by 70% as a result.

Skills:

Salesforce Sales Cloud, Cvent, Schema Builder (data model), Salesforce Inspektor, Campaigns

Application for sales planning

Customer: Koenig & Bauer AG

Tasks:

Creation of an application to generate plan opportunities (outside the standard opportunity object) based on machine configurations of the external system 'SPM' (product configurator), project management, creation of solution architecture, development, QA, testing, data migration

• He developed an application for sales planning as a solution architect.
• In addition to recording the requirements of the business unit, he developed the technical architecture and implemented it by introducing a suitable data model and mapping large parts of the planning process through automation and user queries.
• By planning and implementing a suitable visibility concept, he also ensured that only responsible employees had access to data and functionality.
• Another part of the project was the creation of data snapshots at certain points in the sales process to be able to make comparisons between the plan and the actual result at a later date.
• To this end, he developed reports and dashboards and made them available to the relevant user groups via corresponding visibility rules.

Skills:

Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, Organization Wide Defaults, Sharing Rules, Lightning Record Pages, Reports, Dashboards, Google Diagrams

Synchronization of quotes between external product configurator 'SPM' and Salesforce

Customer: Koenig & Bauer AG

Tasks:

Project management, requirements gathering, solution design, development, QA, testing, data migration

• As Solution Architect, he implemented the connection between Salesforce and the Koenig & Bauer product configurator 'SPM' via the middleware 'Cache'.
• He recorded the sales department's requirements for the business process and data flow and developed the architecture for the required solution.
• He established an end-to-end solution for user interaction with Salesforce and SPM and reliable data exchange between Salesforce and SPM via the 'Cache' middleware.
• This made the opportunity pipeline of the 'Sheetfed' business unit much more transparent through the data enrichment achieved and increased sales success, as relevant sales information became more readily available.

Skills:

Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, APEX, Middleware ?Cache?, Visio

Automated generation of opportunities based on data about the customer's installed machine base (own and third-party machines)

Customer: Koenig & Bauer AG

Tasks:

Requirements analysis, creation of solution design, development, QA, testing, data migration

• In his role as Solution Architect, he implemented an application to automatically generate opportunities based on information about the customer's installed machine base.
• He recorded the requirements of the stakeholders and developed the technical solution design, which he then implemented.
• This enabled the sales manager to identify and generate new opportunities based on machine models, age, and specific features of the installed base and assign them to the responsible sales employees in the sales regions.

Skills:

Salesforce Sales Cloud, Schema Builder (Datenmodell), Flow Builder, Salesforce Inspektor, Reports, Dashboards, Sharing Rules

Automated service notifications and generation of service opportunities

Customer: Koenig & Bauer AG

Tasks:

Project management, requirements gathering, solution design, development, testing

• As a solution architect, he developed various functionalities to send notifications to project engineers based on predefined sheet counter readings (counter readings that require a service interval) in order to proactively offer maintenance services to customers.
• At the same time, service opportunities are created and assigned to regional service managers in Koenig & Bauer agencies so that they can process the opportunities further.
• As part of this project, he was responsible for recording the requirements, creating the architecture of the solution, and implementing it successfully.

Skills:

Schema Builder (data model), Process Builder, Flow Builder, Campaigns, Email, Google Diagrams

Implementation of a partner community for external agencies to conduct customer satisfaction surveys

Customer: Koenig & Bauer AG

Tasks:

Project management, requirements gathering, solution design, development, business intelligence with reports and dashboards, stakeholder management

• As Solution Architect, he set up a partner community to enable external agencies (telephone agents) to conduct customer satisfaction surveys on behalf of Koenig & Bauer and store the results in Salesforce.
• He managed the project, analyzed the requirements, and created the solution design.
• In addition to the Partner Portal functionality, the 'Clicktools' software (now SAP Callidus Cloud) was also used for the implementation, which he integrated with Salesforce via an interface.
• In Clicktools, he created telephone scripts that guided the telephone agent through the customer inquiry and in which the customer's answers could be noted immediately.
• This data was then transferred to Salesforce via the interface.
• He also created reports and dashboards to provide the service and sales directors with a visual and transparent evaluation.

Skills:

Salesforce Sales Cloud, Salesforce Partner Community, Clicktools, Low Code Integration, Visio, Reports, Dashboards

Partner Community for Ink Vendors

Customer: Koenig & Bauer AG

Tasks:

Project management, requirements gathering, solution design, development, QA, testing, data migration

• As a solution architect, he implemented a partner community for color suppliers of Koenig & Bauer AG.
• As part of the project, he took over the project management, carried out the requirements analysis, and created the solution design.
• A special challenge was to display to the ink suppliers only those machines of a customer that are currently under construction and correspond to special parameters for which the inks of an ink supplier are eligible.
• The standard object 'Asset', which would normally be considered, could not be used due to this requirement.
• He succeeded in developing a solution design that met the requirements and data security.
• This made it possible to give color suppliers access only to relevant machine data and production schedules so that they could deliver colors on time for machine handover.

Skills:

Salesforce Sales Cloud, Salesforce Partner Community, Schema Builder (data model), Sharing Rules, Flow Designer, Process Builder

Integration of Cvent Event Management Software with Salesforce

Customer: Koenig & Bauer AG

Tasks:

Implementation of Cvent, configuration of the interface to Cvent, project management, realization, QA, testing, data migration

• In the role of Solution Architect, he integrated the event management software Cvent with Salesforce.
• He ensured that campaign, campaign member, and contact objects were correctly synchronized with the Cvent objects and fields via an interface to improve the management of large customer events.

Skills:

Salesforce Sales Cloud, Cvent, Schema Builder (data model), Salesforce Inspektor, Campaigns

Implementation Marketing Cloud

Customer: Koenig & Bauer AG

Tasks:

Requirements analysis, creation of solution design, development, QA, testing, data migration

• In his role as Solution Architect, he implemented an application to automatically generate opportunities based on information about the customer's installed machine base.
• He recorded the requirements of the stakeholders and developed the technical solution design, which he then implemented.
• This enabled the sales manager to identify and generate new opportunities based on machine models, age, and specific features of the installed base and assign them to the responsible sales employees in the sales regions.

Skills:

Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, Salesforce Inspektor, Reports, Dashboards, Sharing Rules

Implementation of the customer journey in the demo center

Customer: Koenig & Bauer AG

Tasks:

Requirements analysis, solution design, development, configuration, QA, testing, Creation of merge templates

• As a solution architect, he optimized the customer journey in the demo center.
• He carried out the requirements analysis and created the technical solution design to be able to conveniently record specific information from print demos in Salesforce and then provide the customer with a brochure containing all the details of the demo.
• In this context, he implemented the additional software 'Conga Composer' and configured important functions of the software, which were then available to the demo center to conveniently merge and output documents with data from Salesforce.

Skills:

Salesforce Sales Cloud, Schema Builder (data model), Conga Composer, Microsoft Word

more Projects on request