CRM: Keynote

Challenge

Keynote offers a broad range of services to its client base, and needed to upgrade its Siebel CRM system to expand its business in line with growth. Keynote is growing through acquisition, and needed a strategy for integrating and enabling new business units through the Keynote corporate Siebel platform while leeping within Sarbanes Oxley (SOX) regulations. Keynote also wanted to modernize, increase functionality and reduce customizations in the application to decrease support costs, and to take cost and complexity out of its IT infrastructure.

Solution

Perficient performed an enterprise-wide upgrade of Keynote’s Siebel system and added key new functionality based on SOA architecture that will provide more flexibility for future upgrades. Perficient also removed existing custom code and made a more configurable hierarchy that leveraged standardized attribute-based pricing models. Other enhancements allowed tighter accounting control over products and pricing, providing a foundation for meeting SOX requirements. Perficient not only mapped the business requirements of Keynote to the new Siebel functionality, but lead the implementation efforts and enabled Keynote’s IT staff to maintain the system once the upgrade was complete.

Features System performance and usability greatly increased More flexible and integrated order management system Sarbanes Oxley requirements enabled through tighter integration with finance	Benefits Increased usability around product and pricing information Enabled a road map for future projects around contracts and service More flexibility to respond quickly to product marketing changes.