Customer Stories
1/29/24

800% Faster Salesforce Delivery for abrdn

by the Numbers
30+
Global Locations
5K+
Employees
1M+
Shareholders
£496B
in Client Assets
About the company

abrdn is a global asset management firm that focuses on delivering better outcomes for clients by managing investments across a range of asset classes.

Table of contents

Explore how abrdn leverages Copado to streamline Salesforce, facilitating agile project management and improving global client data management.

Results with Copado

Agile
10X Faster

DevOps Enhanced Team Collaboration

800%
9X Faster

Increase in Delivery Speed

Major Cut

In Costly Production Incidents

Improved

Global Client Data Management

abrdn: A Blend of Heritage and Innovation

In the heart of Edinburgh, UK, abrdn stands tall, a financial powerhouse with a heritage dating back to 1825. Managing a £496 billion portfolio of client assets and spanning over 30 countries, they're the epitome of diverse asset management excellence.

Faced with the challenge of weaving agile methodologies into their CRM fabric, abrdn embarked on a transformative journey to ditch the jarring hybrid Agile-waterfall model for a smoother, more harmonious approach.

Copado was their catalyst for transformation –– cutting through the tech complexity to empower business analysts and non-developers. This shift slashed backlogs and reduced costly production incidents. 

Today, abrdn is on top of its game, thanks to their team's newfound confidence and Copado's crystal-clear insights. They're nimbly implementing changes, navigating their operations with unmatched precision and a strategic edge.

The Challenge

Bridging Dreams and Reality in Agile and Salesforce

Before Copado, abrdn attempted to mix Agile methods with their usual way of managing customer relationships and projects, but it wasn’t smooth sailing. They were juggling with change sets and that's tricky business: you've got teams working in silos, a hazy view of what's getting deployed, and a whole lot of crossed wires. Plus, handling client data from all over the world added another layer of complexity.

abrdn realised they needed a more efficient way of doing things. Their solution? Streamlining their Salesforce CRM to manage their global client data more smoothly, make their project management more consistent, and improve communication within their teams.

The Solution

Boosting Deployment Speed and Teamwork with Copado's DevOps

Embracing Copado was abrdn’s strategic turning point. The insurance firm leveraged DevOps automation to streamline the management of complex global client data, making Salesforce deployments smoother, faster, and less error-prone.

Copado’s platform exceeded abrn’s needs, boosting their game with swift deliveries, team efficiency, and top-notch client satisfaction.

The Outcome

Agile Excellence and Salesforce Optimization

With Copado, abrdn achieved:

  • Faster Deployment Velocity: Copado's implementation turbocharged Salesforce deployment, recording an astounding 800% boost in speed. This seismic shift wasn't just a numbers game –– it redefined the relationship between DevOps and how the team responded to market demands, balancing speed with unwavering accuracy.
  • Restoring Confidence and Work-Life Balance: More than just a speed enhancer, Copado instilled a deep-rooted confidence within the team. With significantly reduced production errors, the platform allowed the team to bid farewell to long hours and late-night fixes, welcoming back a healthier work-life balance.
  • Fostering Collaboration and User-Centricity: Copado's approach turned the development process into a collaborative and user-focused journey. By integrating user feedback early in the process, the platform ensured that the solutions developed were not only efficient but also aligned perfectly with real-world user needs, thereby enhancing innovation and bolstering user trust.

The Future

The Future Outlook with Copado

With Copado, abrdn is able to keep their team's work across the world in sync, especially when it comes to handling client data. This means better service for their clients and a smoother operation across all their international offices.

With Copado, they’re not just keeping pace –– they’re redefining their Salesforce strategies to stay ahead in the dynamic finance industry.

This forward-thinking approach is setting up abrdn for enduring success. They’re crafting a future where they’re not just responding to change but leading it, ready to excel in the ever-evolving, fast-paced world of asset management.

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