VTS to Salesforce migration
Led the move from VTS to Salesforce for leasing, then grew it into the platform for portfolio management and executive reporting.
What happened
Skanska’s leasing team tracked its tenant pipeline in VTS. I led the move to Salesforce, starting as a leasing CRM and then expanding it into portfolio management workflows.
My role
- Designed the Salesforce objects, workflows, and reports around how the teams actually worked.
- Connected Salesforce to Power BI so pipeline and project data flowed straight into leadership reporting.
- Drove user adoption, which is the part that decides whether a new system succeeds.
What I learned
A system migration is a people project more than a software project. The technical build was the easy half. The real work was understanding each team’s process well enough that the new system made their day easier, not harder.