Client Projects and Confidentiality 

As independent consultants, most work we do for clients is completely confidential. It cannot be discussed or promoted in external forums without their permission. Hence there is little record of the work done once the project is completed. 

Publishing an exception to this rule here. A couple of years ago, I worked for a Toptal client, to support their digital transformation initiative. The project was focused on selection of a new CRM. Toptal has recently published a case study on that project. Sharing the link below.

 Toptal delivers 250% CRM engagement boost for global beverage company

You can click on the link above for full details, here is a snippet: 

Solution

Tailored Vendor Evaluation

Toptal developed a customized RFP aligned with the company’s CRM goals and used a structured scorecard to evaluate vendors against IT and operational requirements.

Seamless Integration Strategy

Toptal created a detailed roadmap for data migration and system configuration, ensuring smooth integration with Microsoft Dynamics, Power Automate, and Power BI.

 

Feel free to reach out to me for more details on the project or the Toptal engagement.