Techila
Techila/Services/Salesforce Org Consolidation

[ Salesforce Org Consolidation ] · Post-Merger Integration · 2026

When two companiesbecome one,the org follows.

Four enterprise consolidations, four industries, three continents.

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Techila Global Services runs post-merger Salesforce org consolidation — merging, migrating, or retiring Salesforce estates object by object into a single target org. We have consolidated Salesforce environments for IGT × GTECH, loanDepot, Ebara–Kirloskar, and HDFC Bank — across gaming, mortgage lending, industrial manufacturing, and regulated banking.

IGT × GTECH · loanDepot · Ebara–Kirloskar · HDFC Bank

[ Salesforce Org Consolidation ]

When two orgs merge, so should the customer view.

Every acquisition arrives with its own Salesforce org — its own data model, its own automation, its own licence bill. Left alone, that duplication compounds: fragmented reporting, duplicate customer records, divergent security models, and two AppExchange bills for one combined business.

Techila's Org Consolidation practice makes a merge / migrate / retire call on every object, and lands both estates on a single target org — without a compliance gap or a reporting blackout.

[ Who We Are ]

Top 1% of Salesforce partners worldwide.

Fifteen years of Salesforce transformations for Fortune 500 and high-growth enterprises — every engagement led by a Summit-certified architect.

Org consolidation is where that bench earns its keep. We have merged Salesforce estates in gaming, mortgage lending, industrial manufacturing and regulated banking.

Summit·Crescent·Ridge·Base
780+
Certifications
800+
Projects delivered
4.8+
AppExchange CSAT
15+
Years on platform

[ How We Consolidate ]

Five phases. One target org.

The same method every time, tuned to the regulatory environment. Nothing moves until the merge / migrate / retire call has been made, object by object, and signed by an architect.

/01
Discover & Assess
Org-by-org audit: objects, automation, integrations, licences, tech debt.
/02
Design the Target Org
One data model, one security model, one process. Merge / migrate / retire.
/03
Migrate & Merge
Metadata harmonisation, survivorship rules, staged and reconciled loads.
/04
Rehearse & Cut Over
Production-scale dry runs, freeze windows, rollback at every gate.
/05
Rationalise & Run
Licence true-down, legacy org retirement, single AMS and governance.

[ What We Bring to a Merger ]

Not a generic PMI checklist.

Multi-org metadata diff & conflict resolution
Identity, SSO & sharing-model unification
Golden-record design & duplicate management
MuleSoft and integration re-pointing
CPQ and product-catalogue merge
Licence rationalisation and cost take-out
Regulator-grade migration audit trail
Post-merge AMS, governance and hypercare

[ Case Studies ]

Four consolidations. Four industries. Three continents.

Gaming & Lottery

IGT × GTECH

GTECH S.p.A. and International Game Technology combined in 2015 to form International Game Technology PLC — two global gaming and lottery businesses, each running its own Salesforce estate across separate geographies and operating models.

The Situation

  • Separate Salesforce orgs spanning North American, Italian and LATAM operations
  • Duplicate account and operator hierarchies for casino and lottery customers served by both legacy businesses
  • Divergent case models, SLAs and escalation paths between the two service organisations
  • Licence and AppExchange spend duplicated across both estates

What Techila Did

  • Multi-org audit with a merge / migrate / retire call per object
  • Unified operator hierarchy with survivorship rules for shared customers
  • Consolidated case model, SLAs and escalation into the surviving org
  • Re-pointed downstream integrations with no reporting blackout
  • Region-phased cutover with follow-the-sun hypercare

The Outcome

2 → 1
Salesforce estates consolidated
40%
Reduction in annual licence spend
16 wks
From kickoff to final cutover

Mortgage & Consumer Lending

loanDepot — five brands, one org

loanDepot grew by acquisition — folding in roughly five lenders including iMortgage — and every one arrived with its own Salesforce org, its own loan-officer roster and its own book of referral partners.

The Situation

  • Five acquired brands running five Salesforce orgs with five different lead-routing models
  • Loan officers, branches and referral partners duplicated across every org with no master record
  • Compliance and audit reporting fragmented — no single view of a borrower across brands
  • Each new acquisition took months to integrate under the existing approach

What Techila Did

  • Repeatable acquisition-intake pattern, reused brand by brand
  • Golden records for borrowers, loan officers and referral partners
  • One lead-routing, territory and compensation model across channels
  • Consolidated compliance and audit into one governed reporting layer
  • Retired legacy orgs on each brand's licence renewal date

The Outcome

5 → 1
Orgs consolidated into one
25%
Duplicate records eliminated
4 wks
Per acquisition, down from 12

Industrial Manufacturing

Ebara + Kirloskar

Ebara and Kirloskar brought their pump and industrial-machinery operations together — combining a Japanese parent's global process standards with an Indian manufacturer's dealer, distributor and field-service network.

The Situation

  • Two orgs built to different regional standards — Japanese HQ governance against Indian operating reality
  • Dealer, distributor and service-partner records duplicated and inconsistently structured
  • Product catalogues, price books and asset registers maintained separately per entity
  • Field service, warranty and installed-base tracking with no common data model

What Techila Did

  • Harmonised product, price book and installed-asset data models
  • Merged dealer and distributor hierarchy with region-aware sharing
  • Unified field service, warranty claims and installed-base tracking
  • Multi-currency, multi-language rollout with locale-aware layouts
  • Enabled users across multiple locations in multiple languages

The Outcome

2 → 1
Orgs consolidated into one
10k+
Dealers on a single platform
40%
Faster warranty resolution

Banking & Financial Services

HDFC Bank + HDFC Ltd

The 2023 merger of HDFC Ltd into HDFC Bank created India's largest private-sector bank and the largest merger in Indian corporate history — two of the country's biggest financial institutions, two Salesforce estates, one RBI-supervised cutover.

The Situation

  • Banking and housing-finance estates built on fundamentally different customer data models
  • Regulated environment with no tolerance for data loss, downtime or an unexplained record
  • Merger-scale record volumes and a heavily overlapping retail customer base
  • Cross-sell impossible without one customer view across both books

What Techila Did

  • FSC target model spanning retail banking and mortgage products
  • Customer identity resolution and golden records at merger scale
  • Staged, reconciled migration with a regulator-grade audit trail
  • Rehearsed cutover on production-scale data, rollback at every gate
  • Weeks of hypercare, then unified cross-sell across both books

The Outcome

2 → 1
Orgs consolidated into one
~100M
Customers unified on one view
4 hrs
Total cutover window

[ Why Techila Global Services ]

Why merge with a Summit partner.

Org consolidation carries the full weight of a merger — regulators, boards, and a customer base that can't see downtime. It's not a first engagement to hand to a generalist bench.

/01
Top 1% Salesforce partner
780+ certifications and 15+ years on the platform. Every consolidation engagement is led by a Summit-certified architect.
/02
One method, four industries
The same five-phase method, tuned to the regulatory environment — proven across gaming, mortgage lending, industrial manufacturing and regulated banking.
/03
Signed off, object by object
Nothing moves until the merge / migrate / retire call has been made for every object — and signed by an architect.
/04
Regulator-grade audit trail
Staged and reconciled loads, rollback at every gate — the same rigor that carried HDFC Bank's RBI-supervised merger to a four-hour cutover.

[ Next Steps · Start With the Audit ]

Bring us your orgs. We'll bring the map.

A full org-by-org consolidation audit — objects, automation, integrations, licences and tech debt — with a phased target-state roadmap. Free, board-ready in 15 days, and yours to keep whether or not you engage us for the build.

Consolidation Track Record

IGT × GTECH
Gaming & lottery · 3 regions
loanDepot
Mortgage · 5 acquired brands
Ebara + Kirloskar
Manufacturing · Japan–India
HDFC Bank + HDFC Ltd
Banking · India's largest merger

Let's now look at how to build
the next 10 years of
your customer platform.

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