CWS Consulting
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    • Service Estimator Solut.
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    • Service Cloud Migration
    • PSA Cloud Migration
    • Zoho to Service Cloud
    • Zendesk to Service Cloud
    • Conga Composer
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    • ChurnZero Experience
    • XL Connector
    • Prodly Experience
    • IBM
    • NAVIS
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    • Home
    • Offerings
      • Services
      • Salesforce Products
      • Onboarding and Migration
      • PSA Solutions
      • Industries
    • Experience
    • Customer Case Study
      • Service Cloud Impl.
      • Sales Cloud Impl.
      • Experience Cloud Impl.
      • PSA Cloud Impl.
      • Service Estimator Solut.
      • ITMS Cadalys Impl.
      • Service Cloud Migration
      • PSA Cloud Migration
      • Zoho to Service Cloud
      • Zendesk to Service Cloud
      • Conga Composer
      • Business Requirements
      • ChurnZero Experience
      • XL Connector
      • Prodly Experience
      • IBM
      • NAVIS
    • About Us
    • Contact Us
CWS Consulting
  • Home
  • Offerings
    • Services
    • Salesforce Products
    • Onboarding and Migration
    • PSA Solutions
    • Industries
  • Experience
  • Customer Case Study
    • Service Cloud Impl.
    • Sales Cloud Impl.
    • Experience Cloud Impl.
    • PSA Cloud Impl.
    • Service Estimator Solut.
    • ITMS Cadalys Impl.
    • Service Cloud Migration
    • PSA Cloud Migration
    • Zoho to Service Cloud
    • Zendesk to Service Cloud
    • Conga Composer
    • Business Requirements
    • ChurnZero Experience
    • XL Connector
    • Prodly Experience
    • IBM
    • NAVIS
  • About Us
  • Contact Us

Experience

Service Cloud Implementation

CWS Consulting has extensive experience in implementing Salesforce Service Cloud to optimize customer support operations, automate case management, and enhance customer satisfaction. Leveraging over a decade of expertise in Salesforce architecture and process automation, we have successfully delivered large-scale Service Cloud transformations, including consolidating multi-business unit support systems and migrating legacy service platforms to Salesforce.


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Sales Cloud Implementation

CWS Consulting has extensive expertise in managing complex Salesforce Sales Cloud implementations, including system consolidations, data synchronization, and process automation to optimize sales operations. One of our key projects involved consolidating two separate Salesforce instances during a large-scale digital transformation, ensuring seamless sales operations while maintaining data integrity and business continuity.


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Experience Cloud Implementation

CWS Consulting has extensive expertise in implementing Salesforce Experience Cloud, helping organizations transition from legacy, highly customized environments to scalable, standard Salesforce solutions. One of our most complex projects involved migrating a heavily customized Visualforce-based community to a fully standardized Experience Cloud solution for three different business units. This transformation not only modernized the customer experience but also streamlined case intake and service workflows, creating a more efficient and scalable support ecosystem.


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PSA Implementation

Service Estimator Implementation

CWS Consulting has extensive expertise in implementing Certinia (formerly FinancialForce) PSA, ensuring seamless professional services automation, financial management, and project planning capabilities. Our PSA implementations follow a structured, phased approach to minimize business disruption and maximize operational efficiency. For a customer in the services and software industry, we led a two-phase PSA implementation that included complex data migrations, strategic project planning, and automation of key business processes to enhance resource utilization and financial forecasting.


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Service Estimator Implementation

Service Estimator Implementation

Service Estimator Implementation

CWS Consulting successfully designed and implemented a Service Estimator Solution for the professional services team, leveraging Certinia (FinancialForce) PSA project templates, Conga Composer, and a complex Power Query solution. This initiative provided a structured and automated approach to project estimation, ensuring accuracy in service scoping, pricing, and proposal generation.


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ITMS Cadalys Implementation

Service Estimator Implementation

Service Estimator Implementation

CWS Consulting successfully led the migration from ServiceNow to Cadalys ITSM, a Salesforce-native solution, ensuring a seamless transition with minimal disruption to IT service management operations. This project involved replacing a heavily customized ServiceNow environment with an integrated, scalable ITSM platform within Salesforce, improving service automation, case management, and IT workflow efficiency.


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Service Cloud Data Migration

Service Cloud Data Migration

Service Cloud Data Migration

CWS Consulting successfully executed a high-volume data migration to Salesforce Service Cloud, transferring 25 years of case history, emails, messages, customer records, and communications. This complex migration required meticulous planning, advanced data transformation strategies, and the use of Prodly, a powerful DevOps tool for Salesforce, to ensure a seamless and accurate transition.


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Certinia PSA Data Migration

Service Cloud Data Migration

Service Cloud Data Migration

CWS Consulting successfully executed a large-scale data migration for Certinia (FinancialForce) PSA, ensuring the seamless transfer of critical project, financial, and resource management data from legacy systems. The migration involved consolidating historical project records, timesheets, financial transactions, and resource allocations into PSA, enabling improved project governance and financial oversight.


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Zoho to Salesforce Migration

Service Cloud Data Migration

Zendesk to Salesforce Migration

CWS Consulting successfully led the migration of a service business from Zoho to Salesforce, ensuring a seamless transition of customer service operations, case management, and historical data. This project involved rebuilding workflows, automating processes, and executing a structured data migration strategy to enhance service efficiency within the Salesforce ecosystem.


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Zendesk to Salesforce Migration

Zendesk to Salesforce Migration

Zendesk to Salesforce Migration

CWS Consulting successfully led the migration from Zendesk to Salesforce Service Cloud, marking the first business unit within customer  to implement the new standardized case management blueprint. This project established a scalable, unified support process that streamlined customer service operations, ensuring consistency across all business units. Additionally, the initiative included the migration of the Zendesk customer portal to Salesforce Experience Cloud, providing an enhanced, self-service customer experience.


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Conga Composer PSA Integration

Zendesk to Salesforce Migration

Conga Composer PSA Integration

CWS Consulting has successfully implemented Conga Composer to streamline effort estimation and project status reporting within Certinia (FinancialForce) PSA. By automating document generation, we enabled professional services teams to efficiently extract key project data, standardize reporting, and improve forecasting accuracy. Our expertise in Conga Composer integration ensures that project managers can generate professional, structured reports directly from Salesforce and PSA, reducing manual effort and improving data consistency.


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Maritime Consulting Services

Zendesk to Salesforce Migration

Conga Composer PSA Integration

CWS Consulting together with his partners played a key role in defining business requirements for the implementation of Navis N4 Terminal Operating System (TOS) at a customer in the US. Our expertise in terminal operations, system integration, and workflow optimization enabled us to develop a structured business requirements framework that aligned with customer’s operational goals and future scalability needs.


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ChurnZero and Data Migration

ChurnZero Implementation

Prodly ETL Tool – Data Migration Services

Prodly ETL Tool – Data Migration Services

CWS Consulting successfully implemented ChurnZero for a leading SaaS company, optimizing customer success processes and retention strategies. The project involved migrating customer success operations from spreadsheets and manual tracking into a fully automated, data-driven environment within ChurnZero.


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Prodly ETL Tool – Data Migration Services

Prodly ETL Tool – Data Migration Services

Prodly ETL Tool – Data Migration Services

CWS Consulting successfully managed the migration of 25 years of case history—including 220,000 cases, emails, feeds, attachments, contacts, and accounts—from an existing Salesforce platform to a new environment. The project required extensive sandbox testing, followed by an optimized go-live strategy to ensure operational continuity.


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Data Migration via ETL tool

Data Migration with XL Connector and Power Query

Data Migration with XL Connector and Power Query

At CWS Consulting, we specialize in fast, accurate, and seamless migrations from Zendesk to Salesforce, leveraging the Help Desk Migration tool for a streamlined transition. By utilizing best-in-class automation, an intuitive UI, and expert support, from the team at Help Desk Migration, we successfully migrated all Zendesk case data into Salesforce Service Cloud within hours, ensuring minimal disruption to customer support operations.


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Data Migration with XL Connector and Power Query

Data Migration with XL Connector and Power Query

Data Migration with XL Connector and Power Query

CWS Consulting led the end-to-end migration of FinancialForce data, extracting, transforming, and loading over 1 million records across key project and financial management objects. The migration was executed within one month, with core system data loaded within a single week, ensuring a seamless transition between timecard cycles and financial reporting periods.


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Corporate Business Experience

14 Years @ IBM

10 Years @ Navis

10 Years @ Navis

During my 14-year tenure at IBM, I held various leadership roles, contributing to advancements in storage technology, consulting services, and project execution. My journey at IBM encompassed engineering, management, and executive positions, reflecting a trajectory of growth and increasing responsibility.


14 Years @ IBM

10 Years @ Navis

10 Years @ Navis

10 Years @ Navis

During my tenure at Navis, I played a pivotal role in leading professional services, managing large-scale TOS implementations, and driving digital transformation initiatives for some of the world’s largest terminals. My expertise spanned customer engagement, complex system integrations, automation strategy, and business operations, ensuring that Navis solutions, particularly Navis N4, delivered measurable improvements in terminal efficiency and productivity.


10 Years @ Navis

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