Apryse Unifies Four Data Sources into One Salesforce Instance in 4 Weeks
11,000 accounts
migrated into Salesforce
4 source systems
unified in one synchronized cutover
Zero production
defects, 100% continuity post-migration
Apryse is a global leader in document processing SDKs that power dynamic document experiences across PDF, MS Office, and CAD formats. The team needed to bring fragmented data from four systems into a single Salesforce instance without disrupting daily operations. CUBE84 ran a synchronized migration with standardized data rules, automated CPQ product loading, and a structured subscription approach. Apryse went live with zero production defects and uninterrupted business operations.
Apryse builds document processing SDKs that enable customers to create, view, edit, and automate document workflows across major platforms. Their products support PDF, Microsoft Office formats, and CAD, helping teams improve productivity and end-user experience at scale.
Apryse consolidated data from four systems, including legacy applications and an existing Salesforce environment, into a unified Salesforce instance. The delivery focused on strict data governance, repeatable migration processes, and rapid execution under a compressed timeline. The program included automated loading of Salesforce CPQ products using Data Loader, plus a structured subscription migration using a proprietary data dictionary template to protect accuracy and downstream reporting.
The immediate issue was fragmented data spread across multiple systems. The deeper issue was trust. Teams could not rely on consistent account, product, and subscription records when processes moved across tools and external vendors. Many believed that unifying the data would disrupt production environments and create new risks. There was also a strong assumption that a migration of this complexity would require more time than the business could realistically allow.
The work began with in-depth data analysis and business process mapping. This set a single standard for how accounts, products, and subscriptions should look in Salesforce. It also created shared definitions across parallel teams, including client stakeholders and third-party vendors.
Next, we ran synchronized migration planning across all four systems. Instead of treating sources as separate projects, we managed dependencies as one coordinated program. This reduced rework and prevented data conflicts during cutover.
For Salesforce CPQ, we used Data Loader to accelerate product migration while keeping controls tight. For subscription data, we applied a proprietary data dictionary template to standardize fields, reduce ambiguity, and improve mapping accuracy. Advanced data mapping accelerators supported faster extraction, transformation, and validation without compromising governance.
Apryse migrated 11,000 business accounts into a unified Salesforce instance inside the 3 to 4 week window. Data fragmentation was resolved, and standardized processes reduced the risk of future drift in data quality.
The critical outcome was continuity. Apryse achieved zero production defects and maintained 100% business continuity post-migration, so teams could keep selling, servicing, and managing subscriptions without disruption.
With the foundation in place, Apryse also began next-step discussions around implementing an Annual Recurring Revenue model in Salesforce, building on the improved integrity of subscription and account data.
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