Client: TCW Group
TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce Financial Services Cloud
ABOUT CLIENT
The TCW Group is a large financial services firm that manages hundreds of billions in client assets across fixed income, public equities, and alternative investments.
NEED
As a financial services firm, The TCW Group wanted an independent review of its Salesforce configuration to confirm it aligned with the standards it is held to.
APPROACH
CloudMasonry ran a focused configuration review, combining platform analysis with stakeholder interviews, and turned the findings into a prioritized, phased roadmap.
- Reviewed Salesforce configuration and data handling.
- Combined platform analysis with stakeholder interviews.
- Documented the current configuration.
- Sequenced recommendations into a phased roadmap.
OUTCOME
TCW’s teams now have a clear, documented picture of how their Salesforce security is configured, with a scored baseline they can measure against and a phased roadmap that tells them exactly what to address and in what order. In place of uncertainty about where the platform stood, the security and compliance teams have a concrete record to act on and track progress against as they keep the environment aligned with the standards they are held to.
- A documented view of the Salesforce configuration.
- A phased roadmap that prioritizes what to address and when.
- A clear record to track progress against.
