Reducing AWS costs by approximately 40% during CRM transformation

Challenge

Navigating workforce transition while maintaining stability.

Solution

A people-centred Career Transition Programme.

Outcome

  • Greater workforce resilience
  • Supported career confidence
  • Maintained operational continuity

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How Davidson Technology Consulting supported one of Australia’s largest banking organisations to consolidate customer data into Salesforce while improving cloud efficiency and coordinating delivery across a complex CRM program. 

Approximately 40% lower AWS costs during the non-production phase 


Nearly 50% further reduction in cloud spending across the following two months 


AWS-based data migration supporting consolidation of retail and corporate banking customer information into Salesforce

Creating one customer view from a complex technology environment 

One of Australia’s largest banking organisations was undertaking a major transformation of its customer technology environment. 


Customer information was spread across multiple CRM systems. The organisation wanted to consolidate these systems into a single enterprise platform and create a more consistent customer view. 


The program also formed part of its broader cloud strategy. The new platform needed to operate within Amazon Web Services (AWS) while integrating with existing enterprise systems. 


This created a significant coordination challenge. Multiple technology teams, platforms, integration partners and delivery streams needed to work towards the same outcome. 


The task went beyond migrating customer information. The organisation needed a delivery approach that could manage dependencies across a complex program while establishing a scalable foundation for future CRM development. 


Davidson Technology Consulting provided technology advisory and implementation support across cloud delivery, DevOps and Salesforce integration. 

Building for scale across multiple workstreams 

Davidson Technology Consulting worked with program leaders, technology teams and integration partners to establish the delivery approach. 


Infrastructure as Code design and development supported the cloud environment, alongside AWS implementation and Salesforce integration. 


The team also supported delivery planning, SAFe Agile facilitation and AWS integration management. 


A key requirement was connecting the AWS integration team with the broader CRM program. This helped keep dependencies, priorities and delivery activities visible across workstreams. 


Reusable technology components and delivery patterns were developed to support agile development and reduce duplication across the program. 


User stories gave delivery teams clearer context for the work required. Technology showcase sessions also connected technical improvements with the program’s broader business objectives. 


Together, these elements created a more structured way to coordinate technology delivery as the transformation progressed. 

Consolidating customer data into Salesforce 

As the program moved forward, Davidson Technology Consulting helped deliver an AWS-based data migration solution. 


The solution enabled customer information to be consolidated into Salesforce and included data reconciliation across retail and corporate banking environments. 


This addressed a central requirement of the transformation: bringing customer information from multiple systems into a common CRM platform. 


The engagement also connected development and DevOps teams more closely across the delivery process. This gave teams greater visibility of how their work fitted into the end-to-end technology environment. 


At the same time, the program identified opportunities to improve the efficiency of its AWS environment.

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Approximately 40% lower AWS costs 

During the non-production phase, the project achieved an approximately 40% reduction in AWS costs. 


Cloud spending then reduced by nearly 50% across the following two months. 


These results demonstrated that a large transformation program could address cloud efficiency while continuing to build the technology required for CRM consolidation. 


Alongside these cost reductions, the organisation established an AWS-based migration capability supporting the consolidation of customer information from retail and corporate banking environments into Salesforce. 


Reusable components and delivery patterns also provided technology teams with assets that could support continued development across the program. 

Simplifying the foundations for future CRM delivery 

Large CRM transformations involve more than choosing a new platform. Customer data, cloud infrastructure, integration and delivery practices all need to work together. 


For this banking organisation, Davidson Technology Consulting supported that challenge across AWS, Salesforce, DevOps and program delivery. 


The engagement helped establish the technology and delivery foundations for customer data consolidation while producing measurable cloud efficiencies: approximately 40% lower AWS costs during the non-production phase, followed by a nearly 50% reduction in cloud spending across the next two months. 


Davidson Technology Consulting helps organisations simplify complex technology environments and establish practical foundations for scalable cloud and digital delivery.

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