i3 × Salesforce — Executive Summary
Integration Innovation, Inc. · Informatica MDM + Governance · October 2026 · Confidential
i3
The Three Focus Areas
Win More.
Bid Smarter.
A single trusted record of every customer and contract enables BD teams to build bid responses from governed data — not phone calls to HR — and tracks win rates with evidence.
Staff Faster.
Stay Compliant.
Unified employee master records covering clearances, skills, and program assignments mean i3 can staff a new contract in days, not weeks — with clearance expiry flagged before it matters.
Report Once.
Trust the Number.
Program managers stop manually pulling together status from three systems. One governed data layer feeds every program, staffing, and performance view — automatically.
Investment Snapshot
The Problem & The Solution
The same customer, contract, or employee appears differently across Deltek, the ATS, and SharePoint. Every cross-department handoff starts with reconciliation. Clearance data isn't tracked in any single place. Program status requires manual exports from three systems.
Informatica MDM matches and merges records into one trusted golden record per entity. Survivorship rules decide which field wins — automatically. Data Quality flags clearance expiry 90 days out. Governance applies role-based privacy controls and produces the lineage documentation Infosec requires.
Technical Architecture — Five Layers
Proposed Implementation Timeline
Discovery & Design
On-site MDM design session with Betsy Ray and Ron Givens. Entity types, survivorship rules, and Infosec requirements confirmed. All BVC benchmarks replaced with i3 actuals.
Configuration & Quality
MDM match-and-merge, Data Quality rules (clearance expiry, skills completeness), Governance + Privacy field policies. Validated against i3's real data with Ron and Zak.
UAT, Infosec & Go-Live
User acceptance testing. IT and Infosec vendor vetting using governance lineage documentation. Production cutover. Golden record store live. Phase 2 (Tableau, Data Cloud) begins planning.
Account Team
All Business Value Calculator figures are industry benchmarks and will be updated with i3 actuals during the design session. Values are directional estimates for executive discussion only.