How a Capital Markets Firm Uncovered $2.25M in Annual Savings Without Changing a Single Workflow

The client is a global capital markets technology leader operating mission-critical exchange infrastructure and market surveillance platforms, with many active Salesforce users across North America. Despite an annual licensing spend of over $2.4 million on Salesforce Unlimited, the organization made zero use of native Sales Cloud or Service Cloud functionality – the entire platform had been repurposed as an engineering governance and SDLC tracking system built on 68 custom objects. Leadership had never formally reviewed the spend against actual usage, and needed a clear, evidence-based strategy with full cost modelling to make a defensible decision on the path forward. 

In this case study, you’ll learn how we: 

• Audited Salesforce Unlimited users with zero CRM functionality in active use 

• Mapped all 68 custom objects to Jira equivalents and confirmed migration feasibility 

• Inventoried 50+ automation flows, 10 Apex triggers, and 3 external integration dependencies 

• Delivered three fully costed optimization approaches with financial models and risk ratings 

• Identified a potential 93% cost reduction through a full Jira migration strategy 

• Helped the client move from an unexamined $2.4M spend to a decision-ready strategy in 4 weeks