Client Context
A services enterprise consolidating regional CRM platforms into Salesforce relied on legacy CRMs, Salesforce, ETL tools, document storage, and identity systems to support account, contact, opportunity, activity, and document migration. The operating model handled millions of records across regions across global operations, using customer, contact, sales, activity, and attachment data. Duplicates and inconsistent ownership rules threatened user adoption. Historical activities and attachments required separate reconciliation.
Challenges
- Built reusable SAP source-to-target mappings, totals, and field-level validations.
- Added parallel execution, plant parameterization, and pipeline alerts.
- Automated row-count, field-level, aggregate, and source-to-target checks across each ETL stage.
- Validated transformation rules, mappings, defaults, lookups, slowly changing dimensions, and error handling.
- Created test-data packs for positive, negative, boundary, late-arriving, and duplicate scenarios.
- Integrated pipeline tests, scheduler checks, alerts, and reconciliation reports into CI/CD and orchestration tools.
Solutions Implemented
- Automated profiling, mapping, deduplication, ownership, relationship, and attachment checks.
- Created migration dashboards and business-owner sign-off reports by region.
- Created a migration validation strategy covering profiling, mapping, mock runs, reconciliation, and cutover.
- Automated record, field, relationship, attachment, balance, and historical integrity checks.
- Validated transformations, defaults, deduplication, exception handling, and rejected-record remediation.
- Produced migration dashboards, signed reconciliation reports, defect traceability, and rollback evidence.
Value Delivered
- Reduced the primary testing or operational effort by approximately [55%], subject to validation against approved engagement data.
- Improved trust in the consolidated CRM.
- Reduced manual reconciliation across migration waves.
- Enabled faster defect isolation between extraction, transformation, and loading stages.
Impact Highlights
- Achieved an estimated [40%] improvement in cycle time, coverage, or processing consistency; replace with the approved client metric.
- Reduced relevant defects, failures, or rework by an illustrative [25%]; confirm before publication.
- Reduced post-cutover cleanup and user disruption.
- Created repeatable controls for subsequent migration domains.
