Moogsoft: Provisioning Middleware
Role: VP of Engineering
Overview: Developed an integration middleware connecting a custom-built provisioning pipeline with Sales Ops tooling (Salesforce) and Marketing forms (Marketo) to create an end-to-end automated provisioning pipeline. This system also automatically reaped expired trials to optimize cloud costs.
Situation: Moogsoft’s trial provisioning process was manual and disjointed, leading to inefficiencies, delays in trial activation, and unnecessary cloud costs from active, unused trial instances. A streamlined, automated solution was needed.
Task: To design and implement an integration middleware that would automate the entire trial provisioning lifecycle, from marketing form submission to Salesforce record creation, trial activation, and eventual de-provisioning of expired trials.
Action:
- Integrated a custom-built provisioning pipeline with Salesforce (Sales Ops tooling) and Marketo (Marketing forms).
- Developed automation to provide an end-to-end provisioning pipeline for product trials.
- Implemented functionality to automatically identify and reap expired trial instances to keep cloud costs efficient.
Tech Stack Used: Stripe, Salesforce, AWS Lambda, DynamoDB, Python, JavaScript, Sendgrid, Vue.js, dbt, Marketo.
Result: The automated provisioning pipeline led to a significant improvement in the trial lifecycle management. It is estimated that this automation resulted in approximately 10% savings on cloud spend for the product line by efficiently managing trial resources.
Context: This project was key to improving operational efficiency for Moogsoft’s SaaS trial program. Automating the provisioning and de-provisioning process reduced manual effort, accelerated customer onboarding for trials, and controlled cloud expenditures, supporting a more scalable and cost-effective trial strategy.
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