Seamless Legacy Data Migration for a Global Financial Services Provider
Migrating complex legacy data without disruption is no small feat. This financial services leader partnered with us to cleanse, optimize, and migrate millions of records into Salesforce, securely and efficiently.
Background
A global financial services provider, headquartered in the US, offers banking, insurance, and investment products to diverse clients. The company sought to modernize operations by migrating large volumes of legacy data into Salesforce while maintaining strict regulatory compliance.
Challenges
The client’s data migration project faced multiple hurdles:
Data Integrity Issues: Legacy data was riddled with duplicates, inconsistencies, and missing information needing thorough cleansing and enrichment.
Complex Data Mapping: Translating legacy data structures into Salesforce objects such as Account, Opportunity, and Lead required careful planning and execution.
Scalability and Speed: The migration had to handle large datasets efficiently, avoiding downtime or performance bottlenecks.
Compliance Demands: Data migration workflows needed to meet industry regulations and maintain auditability.
Solutions
Wisdom Square designed a comprehensive ETL and migration strategy leveraging Pentaho Data Integration combined with Salesforce deployment best practices:
ETL Workflows: Built robust Pentaho pipelines to extract, transform, and load data into Salesforce with high accuracy.
Data Cleansing & Deduplication: Customized Pentaho transformations to clean, enrich, and remove duplicates, ensuring quality data in the new system.
Performance Optimization: Streamlined ETL jobs to efficiently process millions of records, reducing runtime by 30%.
Regulatory Compliance: Incorporated validation and quality assurance checks throughout migration to align with industry standards.
Salesforce Deployment: Used Change Sets for smooth migration of Salesforce configurations, minimizing disruptions.
Leveraging AI-driven optimization, our engineers fine-tuned ETL workflows and data transformations to accelerate delivery without compromising quality.
Impact
99% Data Accuracy: Significant reduction in duplicates and errors ensured a clean, reliable Salesforce database.
30% Faster Processing: Performance improvements cut migration time, accelerating go-live readiness.
Zero Business Disruption: Seamless data migration maintained continuous operations throughout the project.
Full Compliance: Migration workflows met stringent regulatory requirements, ensuring audit readiness.
ETL: Pentaho Data Integration (Kettle) CRM: Salesforce (Account, Opportunity, Lead objects) Deployment: Salesforce Change Sets Data Quality: Custom Pentaho scripts for cleansing, deduplication, enrichment Project Management: Agile methodology Version Control: GitSimilar case studies
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