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One of the most important areas to focus on during a migration to a new system or building of a custom system is where the data is located and how to get it where it needs to be. Our experienced consultants understand how to find, rationalize, and migrate your data – Salesforce or other.
Data conversion can be tricky because no two data models between systems are the same. We can assess what it will take to convert old ERP or CRM data to your new Salesforce solution.
Invariably, companies have the same data, meaning the same thing, in different repositories. We work with the business to understand the outcomes you desire and rationalize the best version of a particular data.
Companies often stage data prior to conversion so that a variety of regression testing can be applied. In some cases, we recommend front end reporting to validate the rationalization process by the business user.
Assessing the best way to build a data warehouse is critical. There are several tools and approaches, so we always lead with “what is the problem we are trying to solve?” The answers guide our consultants on the ways and means of solving the problem.