A North American manufacturing and distribution company. The client was facing challenges in license cost, scaling up its distribution network in the system along with ease of use, knowledge transfer, and management of training for new teams, etc. The client decided to migrate from Oracle to Salesforce.
The client had huge data and different workflows for automating complex business processes, data relationships, business-critical data, sales, and real-time data. This was to be migrated to salesforce from the existing Oracle system, with out any data loss or much downtime, etc.
Planning and Implementing a seamless migration from Oracle to Salesforce without any data loss.
A comprehensive analysis of the requirements was conducted, thoroughly examining various aspects such as
With the adoption of new business processes and user profiles for training. Based on this analysis, a pragmatic strategy was developed to facilitate a seamless migration.
We developed a meticulous plan to ensure error-free migration and smooth adoption of the new system. Leveraging their expertise and previous experience, they formulated a step-by-step approach that incorporated best practices. The plan encompassed key activities such as data extraction, cleansing, mapping, transformation, infrastructure preparation, customization and translation of Salesforce, conversion of code to Salesforce nomenclature, data migration to Salesforce, customization of features and relationships, configuration, and inte gration.
In addition to technical considerations, close attention was paid to the specific user profiles and business workflows involved. Through careful analysis, they identified the training needs of different user groups and designed an easily ad optable training process. The training sessions were tailored to empower users, enabling them to confidently operate the new system at an intermediate to expert level.
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