Beekley Medical Salesforce Transformation: Developing a Roadmap for Scalable Growth 

Client Overview 

Beekley Medical, a division of Beekley Corporation founded in 1934, specializes in developing and providing low-cost, disposable medical products designed to improve clinical outcomes. The healthcare organization focuses on enhancing communication, productivity, and patient care in medical imaging, surgical, and radiation oncology settings. With decades of industry experience, Beekley Medical delivers innovative solutions that address specific challenges in healthcare delivery while maintaining a commitment to quality and clinical effectiveness. 

The Challenge 

Beekley Medical identified several opportunities to enhance operations and create a solid technical foundation that would support continued growth: 

• Needed to upgrade the legacy on-premise CRM system and sought strategic guidance on approaching this transition effectively 

• Required a comprehensive plan to implement Salesforce across multiple departments while determining the optimal starting point for digital transformation 

• Aimed to redesign the technical architecture to ensure scalability alongside business growth 

• Needed a strategic roadmap to prioritize departments and technology implementations across a multi-year transformation journey 

To address these opportunities, Beekley Medical sought a partner with both technical expertise and strategic vision to guide the digital transformation process. 

The Acquis Approach 

Acquis’ Salesforce team employed its Envision methodology to help Beekley Medical assess its current technical foundation and provide a strategic roadmap for future development. In just two months, Acquis:

• Engaged over 14 departments to understand current processes and requirements 

• Grouped and prioritized 150 distinct requirements 

• Conducted change management sessions to understand business drivers and develop people-focused transformation strategies 

• Collaborated with stakeholders to align strategic roadmap with organizational goals and prioritization needs 

• Assessed technical architecture, helping to design future-state data flows 

Results, Value, and Impact 

The eight-week assessment phase delivered a multi-year, multi-phase roadmap that included department prioritization, technology selection timelines, and a data migration and integration approach to ensure data integrity throughout the Sales Cloud implementation. 

Laterrius Johnson, Beekley Medical’s Director of Information Technology, communicated the value of Acquis’ partnership: “We truly value the partnership with Acquis, not only helping us create a plan with Salesforce, but identifying areas for improvement from a strategic business perspective.” 

Through this ongoing collaboration, Beekley Medical has established a strong foundation for continued digital transformation, enabling the organization to enhance operational efficiency while supporting strategic growth objectives. 

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We truly value the partnership with Acquis, not only helping us create a plan with Salesforce, but identifying areas for improvement from a strategic business perspective.

Laterrius Johnson
Director of Information Technology, Beekley Medical