Kandha Packirisamy

Excited to share insights on building the FinOps ROI deck! In the world of finance, NPV is key, not just terabytes. Here's a glimpse of what's inside: 1) **Baseline Comparison**: Contrasting our spend with industry benchmarks. 2) **Savings Strategies & Metrics**: Unveiling the levers driving savings and the KPIs to monitor. 3) **Cash Flow Projection**: Projecting a positive NPV within 5 months for a 12-month outlook. 4) **Reinforcement Cycle**: From tagging policies to rightsizing and fostering autonomy. 5) **Engagement**: A compelling call to action awaits. Let's dive into the numbers and strategies that fuel financial optimization! Take each of these points and include them in your presentation to the leadership team. Show your current state and future state and then present the roadmap of how you are going to move the organization towards the strategies and pillars that define you and your market position.

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Everyone wants AI and predictive. But most of your data is locked in 1990s ERP system, 31 spreadsheets, and Joe shouting across the hallway. Moving from legacy ERP won't make you data-driven. Most mid-market run on systems older than their CEOs. That “temporary” ERP you implemented in 2010? Still there. The homegrown Access database that powers finance? Still critical. Half your ops? Run on Excel, emails, and shouting to Joe You don’t need to replace your legacy systems to move forward. Moving from legacy ERP won't make you data-driven. After 18-months gone be in bigger data mess but in cloud You just need innovate around it. Was talking to CIO at huge industrial company facing this nightmare. Their ERP was from the 1990s. Their factories ran on siloed systems. Data lagged 6 hours behind reality. Replacing the ERP wasn’t an option. So they built around it. They built an integration “hub” so all systems could talk without touching core ops. They normalized data at ingestion. They governed every metric from the start. And suddenly, they had real-time visibility, data to leverage a 24-month delay. They led with value, not tech. Here is how to deal with legacy systems 1. Stop Thinking in Systems. Stop treating your ERP as your source of systems Legacy record transactions. Build innovation around them, not inside them. You don’t fix legacy by buying new tools. You fix it by decoupling the old stack from the new. Build a central data layer (lakehouse/warehouse) that real source of truth, and let your ERP, CRM, and OT systems feed into it. 2. Introduce an Integration & Translation UNS Layer. If your ERP, legacy, OT systems can’t talk API, don’t panic. Add a lightweight API gateway or event-driven architerture Make every legacy system publish standardized events through that. If ERP calls it “Material ID", Iot some code and MES calls it “Product Code” you need apply consistent data model, naming conventions That one layer eliminates point-to-point chaos, everyone speak same language and gets data with context. 3. Normalize Upstream, Not in Dashboards. Most firms want AI but have "machine_21" in warehouse but "M12" in ERP. Not gone work Standardize naming conventions, master data, use canonical schemas , validate If we can't align on metrics, nothing will happen 4. Go Hybrid, Not All-In Cloud Not every system needs to move or even can Keep sensitive or legacy systems on-prem if that case Send structured, validated data to your cloud lakehouse Sync it in near real-time if have clear value there 5. Govern Before You Scale. When someone pulls “Margin,” they need to know: What it means Where it came from When it was last refreshed Assign data stewards per domain Define data flows between systems. Establish business definitions for critical metrics Don't let your legacy systems stop you Comment “LEGACY” and I’ll send you the blueprint how to deal with legacy, without breaking the business

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𝟯 𝗵𝗼𝘂𝗿𝘀 𝘃𝘀. 𝟯 𝘀𝗲𝗰𝗼𝗻𝗱𝘀. That’s the time BasePoint Academy saved with smart salesforce automation. 𝗧𝗵𝗲 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲  • Every SCA required manually comparing patient location to nearby facilities  • Took up to 3 hours per case  • Slowed down approvals and overloaded the team 𝗧𝗵𝗲 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 • Integrated Google Maps API with Salesforce • System now auto-calculates distances • Instantly lists closest competitors 𝗧𝗵𝗲 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 • Approvals are faster • Manual work is gone • Team focuses on value, not admin • Cash flow improved This is how better systems unlock better outcomes. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝘆 𝗵𝗲𝗿𝗲: https://lnkd.in/gMaz7aiQ

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Why the "Golden Record" is MDM's Most Misunderstood Goal The "Golden Record" is not the goal of MDM. It's the byproduct. The true goal is the Golden Relationship, the connections that drive revenue. Many organizations define their Master Data Management (MDM) success by the purity of the individual "Golden Record" (a perfect customer file, for instance). While vital, this focus misses the true business value of MDM in the modern enterprise: establishing and governing the relationships between entities. In RevOps and sales, decisions are never made on a single entity. They are made on relationships: - Which products are owned by which customer? (Sales opportunity modeling) - Which customer belongs to which territory and which seller? (Commission credit assignment) - Which location is tied to which legal entity? (Compliance and invoicing) A successful MDM implementation today must leverage a multi-domain approach built on a strong data fabric. It moves beyond cleaning individual lists to mapping the complex enterprise knowledge graph. - Cross-Entity Resolution: MDM systems must be able to link disparate records (e.g., a contact in the CRM, an account in the ERP, and an order in the logistics system) to create a unified view of the customer relationship. - Hierarchy Management: Governing hierarchical relationships (e.g., corporate family trees, product groupings, sales org structure) is essential for accurate roll-up reporting and commission payout eligibility. - Contextual Data Delivery: The MDM hub doesn't just store the Golden Record; it serves the context of that record to downstream systems like SPM. This ensures the commission system knows not only who the customer is, but which product family was sold and who in the sales hierarchy gets credit. If your MDM project focuses solely on data cleansing and deduplication, you are missing the opportunity to leverage the power of relationship mapping. The ability to govern the connections between customer, product, and territory is what separates a good MDM implementation from a transformative one. Ready for a strategic MDM consultation? Contact us through this form: https://lnkd.in/dWfVnGqi #MDM #DataGovernance #GoldenRecord #MultiDomainMDM #DataFabric

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Supercharge Salesforce with Nintex + AI for Intelligent Workflow Automation Salesforce is powerful. But many organizations still struggle with: • Manual approvals • Complex cross-system workflows • Document generation bottlenecks • Disconnected processes outside CRM • Custom code that becomes difficult to maintain That’s where Nintex for Salesforce + AI changes the game. Nintex extends Salesforce with powerful, low-code process automation that eliminates manual friction and transforms CRM into an intelligent workflow engine. Here’s what that means in practice: ✔ Automate multi-step approval processes directly inside Salesforce ✔ Generate quotes, contracts, and proposals automatically ✔ Integrate Salesforce with ERP, finance, HR, and legacy systems ✔ Reduce dependency on custom Apex code ✔ Improve compliance with structured, trackable workflows Now add AI. AI enhances Nintex workflows by enabling: • Intelligent document processing • Smart data extraction from unstructured inputs • Predictive routing of approvals • Pattern-based recommendations • Automated decision support Instead of static workflows, you get adaptive, intelligent automation. How Lumiere Systems Can Help Lumiere Systems is a certified Nintex partner. We help organizations: • Identify high-impact Salesforce automation opportunities • Design scalable workflow architecture • Integrate Nintex seamlessly with Salesforce and backend systems • Embed AI capabilities into business processes • Ensure governance, security, and compliance • Deliver measurable ROI with structured implementation Our approach focuses on business outcomes — not just tool deployment. If your Salesforce environment still relies on emails, spreadsheets, or manual coordination, it may be time to rethink how intelligent automation can unlock efficiency and growth. Let’s transform Salesforce from a CRM system into a true automation engine. Connect with Mike Mann #Salesforce #Nintex #AI #WorkflowAutomation #LowCode #DigitalTransformation #IntelligentAutomation #CRM #BusinessProcessAutomation

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REDUCE MANUAL DATA ENTRY TO ZERO, AUTOMATE CUSTOM ELECTRONIC FORMS AND OTHER DOCUMENT/DATA FILES, AUTOMATE PROCESS FLOWS FOR THE ULTIMATE IN COST SAVINGS. We will show you how: https://lnkd.in/gMZhjGtt

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🤯 AI is doing up to 50% of the work at Salesforce, CEO Marc Benioff says Benioff called the rise of AI in the workforce a “digital labor revolution,” estimating that the software company has reached about 93% accuracy with the technology. https://lnkd.in/gtqMnr_e

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