Short description:

At a large German financial services provider, a grown SAP CRM landscape is being replaced by the introduction of the cloud-based SAP Customer Experience solution. In the course of this, the sales and marketing cloud will be configuratively adapted to the special requirements of the specialist departments and the sales branches, programmatically extended if necessary and integrated by a network of microservices with an extensive system landscape.


In analysis workshops with the customer, PTA determines the technical requirements using user story descriptions and defines the corresponding scope of solutions in order to map the customer-specific processes close to the standard. In the implementation phase, the system environment is configured iteratively and - where necessary - extended by the SDK using ABSL. The necessary side-by-side extensions and integrative enhancements are created in the SAP Cloud Platform Kyma Runtime by Lambda Functions and Microservices. The underlying Kubernetes cluster ensures the cloud-oriented operation of the extensions. Using this extension concept, the business scenarios and process requirements in the sales and marketing cloud are mapped step by step, transported to the test system, tested and transferred to the productive instance. The migration of the extensive old data stock, as well as the synchronisation of the stock with the connected system are also part of the implementation tasks of PTA.

Technical description:

In addition to the extensive integrative tasks in the area of the Sales Cloud, the implementation includes the specification of all processes in the areas of customer data management, activity management, visit preparation and follow-up as well as forms management. With the help of the Marketing Cloud, the processes in the areas of campaign management, newsletter dispatch, lead management including web form connection are supported, among others.