Agenda
8:30AM – Welcome coffee
8:45AM – Introduction (15 minutes)
9:00AM – Client Testimonial: BDO’s Digital Transformation (25 minutes)
Presented by Nathan Zelany:
- The context: why digital transformation was critical for BDO
- BDO’s three transformation pillars:
- Brand strategy & mission-driven company
- Internal organizational overhaul
- Rebuilding the tech backbone (CRM, HRIS, ERP)
9:25AM – Data Focus: Management & Activation with Salesforce & Delpha (25 minutes)
- How Salesforce became BDO’s central data management platform
- Integration of 20+ entities via MuleSoft: challenges and successes
- Using Delpha for data cleaning, quality enhancement, and continuous enrichment
- Real-world outcomes: deduplication and a consolidated customer view
9:50AM – Results & Next Steps (15 minutes)
- Measurable impact on adoption and operational efficiency
- Initial results in reporting and BI (CRM Analytics)
- Preparing for AI adoption: BDO’s strategy to leverage AgentForce with trusted data
10:05AM – Q&A & Informal Networking (25 minutes)
- Open discussion with the audience
- Informal networking over breakfast
10:30AM – Event concludes
