Case Study
Seamlessly integrate fragmented data into a unified Salesforce instance within a tight timeline, ensuring operational continuity.
Achieving operational excellence with precise and efficient migration through flawless data management.
engagement type
Estimated Project
product
Sales Cloud, CPQ
industry
High Tech
A global leader in document processing, Apryse offers advanced SDKs for dynamic document capabilities across all major platforms, supporting PDF, MS Office, and CAD formats, to enhance productivity and user experience.
Overview
- Key Challenges: Fragmented data, inconsistent standards, tight deadlines.
- Key Solutions: Synchronized migration, standardized and automated processes.
- Key Results: Migrated 11,000 accounts, ensured 100% continuity.
challenges
- Data Fragmentation: Apryse struggled with fragmented data across four systems, including legacy applications and Salesforce, leading to operational inefficiencies.
- Inconsistent Data Standards: Difficulties with data normalization and business process mapping hampered seamless integration.
- Tight Deadlines: The project required completion within a compressed 3-4 week timeframe.
- Complex Coordination: Managing multiple parallel teams, including client-side and third-party vendors, posed significant challenges.
Solutions
- Unified Data Migration: Synchronized migration of all four systems, ensuring data consistency and integrity.
- Standardized Data Processes: In-depth data analysis and business process mapping, adhering to best practices.
- Automated CPQ Migration: Employed Data Loader for efficient migration of CPQ products.
- Accurate Subscription Integration: Used proprietary data dictionary template for precise subscription data migration.
- Accelerated Data Handling: Advanced data mapping accelerators for expedited data extraction and migration.
Impact
- Seamless Data Unification: Successfully migrated 11,000 business accounts within the 3-4 week timeline, resolving data fragmentation issues.
- Operational Continuity: Achieved zero production defects and 100% business continuity post-migration, ensuring seamless operations.
- Future Engagements: Initiated discussions for implementing the Annual Recurring Revenue (ARR) model in Salesforce, reflecting the successful collaboration and project execution.
