Integrated project management on Salesforce
A central solution was developed for a medical technology group to guide project ideas from initial request through operational delivery. Salesforce connects prioritisation and planning with tasks, activities and actions while reliably exchanging order information with ServiceNow.
- months of project work
- 4months of project work
- connected platforms
- 2connected platforms
- project process
- end-to-endproject process
What improved
A traceable end-to-end process with clear ownership, consistent project status and less coordination effort between Salesforce and ServiceNow.
- Client
- Anonymised - Medical technology group
- Situation
- Project requests, decisions and delivery actions were distributed across several tools and manual coordination steps.
- Challenge
- The end-to-end process had to support different roles, sensitive project data and a bidirectional handover to ServiceNow.
- Objective
- Unify project requests, prioritisation, planning and delivery in one transparent workspace.
- Role of nuvenio
- Overall architecture, lead analysis and development
- Approach
- Business process design and target architecture, prototype validation of critical workflows and iterative implementation of integration, permissions and UI components.
- Implemented solution
- Salesforce Platform with Screen Flows, Campaigns and Action Plans; ServiceNow integration through MuleSoft, plus custom Apex sharing logic and selected Lightning Web Components.
- Technologies
- Salesforce Platform, Sales Cloud, ServiceNow, MuleSoft, Apex, LWC, Screen Flow, Action Plans
- Project scope
- November 2025 to February 2026, design and implementation
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