As a start-up, Wamberg Genomic Advisors’ (WGA) roadmap included a public launch requiring foundational systems and processes to support a rapid influx of new customers and business. WGAs roadmap included establishing international offices (initially in the Pacific Asia region) based on the success of their US launch. WGA’s management team was given six months to stand up enterprise ready systems to support their launch of services and products.

Previous management selected Salesforce Sales Cloud to support initial sales operations and QuickBooks Online for Financials Systems. With a small team, systems and processes were largely manual (paper and Exce l based).

Current WGA management was provided a unique opportunity to select and stand up enterprise solutions to support planned and future business operations that provide extensibility and scalability to support the growth of the strategic business roadmap. WGA decided that it would focus on solutions from within the Salesforce ecosystem. They sought out a business partner for Value Engineering services consisting of strategic guidance and systems enablement with proven expertise in purpose-built application development and third-party system integration. The partner would also guide WGA’s license acquisitions to reduce risks and costs and accelerate WGA’s go to market success.