From Risky Legacy Salesforce Org to a High-Performing Energy Sales Platform
Utilities
INDUSTRY
Utilities & Energy Retail
LOCATION
United States
USERS IMPACTED
~70 internal users
(20+ core sales, ~50 supporting roles)
TECHNOLOGIES
Salesforce Sales Cloud · SAP (pricing & billing) · Boomi · Snowflake · SAP HANA · AWS (Land Power)
PROJECT DURATION
4 Months
KEY RESULTS
0
records &
0
documents
Migrated in a single 5–6 hour cutover window
~
0
k
per year saved
By decommissioning the legacy Salesforce org
0
%
higher internal sales performance
Thanks to streamlined processes on one unified platform
A leading US energy retailer was still running a critical municipal business on a fragile legacy Salesforce org.
In just four months, Tachyon moved that entire business into the modern Salesforce platform, migrated millions of records, and set the client up to switch the old system off for good.
CHALLENGES
-
A critical business stuck on a legacy org Municipal and community contracts still lived on a separate, aging Salesforce org with no real owner and rising run costs.
Sales and support teams depended on it every day, but the business wanted to move off it without risking revenue. -
A high-stakes migration right after a massive project The client had just completed a much larger migration and was still stabilizing that go-live.
IT needed this second migration done before the holiday window closed, or specialized resources would sit idle for weeks. -
Complex pricing flows with no tolerance for errors Every contract relied on a chain of systems: Salesforce, Snowflake, SAP HANA, AWS Land Power, SAP and Boomi.
Energy pricing changes frequently, so any data or integration issue could break quoting, contracts or billing for an entire business line.
SOLUTIONS
-
Agile delivery with real users in the loop
New Salesforce functionality was given to business users early, so they could test, react and shape refinements before go-live. -
Detailed plan instead of last-minute heroics
Tachyon built a day-by-day plan across three to four months, with Jira stories, milestones, UAT and clear cutover steps for every team. - Design aligned to the existing Salesforce model Municipal capabilities were designed to plug into the existing security, roles and processes, creating a foundation that other businesses can reuse.
- De-risked migration with repeated dry runs and validationThe team ran multiple full dry runs of the migration, then used a Python-based validation tool to compare old vs new data and give leadership clear reports on accuracy.
RESULTS
Legacy org ready to retire, budgets freed up
- With the last business off the old Salesforce instance, the client can fully decommission it.
- That unlocks roughly $650K per year in IT run and support costs that can now be redirected into growth.
Faster, more productive internal sales teams
- Running on one modern Salesforce org, municipal sales no longer juggle multiple systems or manual workarounds.
- The client reports around a 40% improvement in internal sales performance for this line of business.
A reusable blueprint for future migrations
- Security, quoting, pricing and accounting were built as reusable patterns.
- Future businesses and acquisitions can now be onboarded into Salesforce faster, using a proven, scalable model instead of starting from scratch.
Transform Your Business
Ready to elevate your organization’s digital transformation? Partner with Tachyon Technologies to implement innovative solutions tailored to your unique challenges and goals.
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