Building a Unified Engineering Backbone: Codebeamer ALM Transformation

Metrics at a Glance

40%

Less Rework
End-to-end traceability eliminates redundant cycles.

60%

Less Time Spent on Audit Prep
One-click compliance reports replace manual evidence gathering.

50%

Test Effort Reduction
Automated requirement-to-test mapping cuts testing overhead.

The Challenge

Our client is an 80+-year-old Indian leader in air conditioning, commercial refrigeration, and MEP contracting, and was navigating the complexities of software-driven product development on disconnected legacy systems. With a sprawling footprint of 30+ offices, 7 manufacturing units, and 3,000+ staff, the organization needed to speed up innovation while upholding its hallmark quality and regulatory rigor.

Siloed Lifecycle Data

Requirements, design, code, test cases, and defects lived in separate tools with no traceability.

Manual, Error-Prone Processes

Teams relied on emails, Excel sheets, and manual approvals, creating version chaos.

Regulatory Overload

Audits demanded exhaustive documentation—evidence gathering consumed weeks.

Ineffective Test Management

Test cases were mapped to requirements manually, leading to unclear coverage and frequent defect leakage.

Poor Visibility

No real-time dashboards meant slow decisions and missed release milestones.

The Solution

MicroGenesis deployed Codebeamer ALM as a centralized digital engineering backbone, unifying the client’s entire product lifecycle in just 3–4 months (following a 10-day PoC).

Implementation Highlights:

Single Source of Truth

Unified platform for requirements, tasks, tests, and defects with full version control.

28 Custom Trackers

End-to-end coverage across releases, design, development, and all V&V disciplines.

Baselined Requirements & Change Control

Formal reviews with structured workflows and suspect propagation alerts.

Toolchain Integration

Seamless connectivity with SVN (SCM), PTC Windchill (PLM), and LDRA (test automation).

Enterprise Security & Adoption

Role-based access, custom dashboards, and 3 days of hands-on training.

area-impact

Strategic Wins:

Full end-to-end traceability across firmware, hardware, and system engineering

1

Scalable ALM foundation for multi-variant product portfolios

2

Automated audit trails ensuring regulatory readiness

3

Faster time-to-market through visibility and automation

4

High user adoption driven by structured training and leadership engagement

5

Ready to build your unified engineering backbone?

How We Solve Real Business Challenges

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Salesforce Implementation Partner

From strategy to go-live — and beyond

As your dedicated Salesforce implementation partner, MicroGenesis delivers full-lifecycle implementations using a structured, low-risk methodology designed to get you to value quickly and keep you there through every phase of growth.

1. Discovery & Advisory

Workshops with your Salesforce consulting team to map processes, define goals, and shape a clear CRM roadmap.

2. Solution Design

Architecture, data model, and configuration blueprint crafted by certified Salesforce consultants aligned to your requirements.

3. Build & Configure

Declarative setup plus custom development across Sales, Service & Experience Cloud — built to Salesforce best practices.

4. Data & Integration

Secure data migration and Salesforce integration with your existing enterprise systems, delivered by our Salesforce integration partners team.

5. Testing & QA

Functional, integration, and user acceptance testing for a reliable, low-risk rollout of your Salesforce environment.

6. Deployment & Go-Live

Controlled release with cutover planning and hypercare support during the critical first days post-launch.

7. Training & Adoption

Enablement and change management from your Salesforce consulting firm to drive confident, lasting user adoption.

8. Managed Support

Ongoing 24×7 L1–L3 Salesforce managed support and continuous improvement for your live org.

Salesforce Managed Support

24X7 L1, L2 & L3 Salesforce support

Keep your Salesforce environment healthy, secure, and continuously improving with always-on managed support across all three tiers – delivered by our Salesforce partner team under clear SLAs.

24 X 7 X 365 Salesforce support coverage with defined SLAs and escalation paths

L1 : First Line

Day-to-day user support & monitoring
  • Ticket logging, triage & tracking
  • User access, login & password assistance
  • Basic how-to and navigation support
  • System monitoring and known issue resolution
  • Escalation to L2/L3 teams when required

L2: Functional

Configuration & Advanced Troubleshooting
  • Configuration changes and administrative tasks
  • Flow, validation rule, and automation troubleshooting
  • Reports, dashboards, and data issue resolution
  • Salesforce integration and synchronization diagnostics
  • Root cause analysis and issue resolution

L3: Engineering

Custom Development & Deep Expertise
  • Apex, Lightning Web Components (LWC), and custom code troubleshooting
  • Complex Salesforce integration engineering and support
  • Performance optimization and scalability tuning
  • Enhancements and new feature development
  • Vendor escalation management and coordination