The master and transaction data of the outdated CRM system, which has been in use for many years, must be prepared and made available for migration to a new environment (Salesforce) from different platforms. The country managers involved define the scope of the data objects to be migrated, as well as the filter criteria and rules for data composition.
Supplement
The project team advises the customer's country managers on this concept.During the test phases, corrections are made to the data composition if necessary to ensure smooth work in the new CRM environment with the migrated data. In the subsequent hypercare phase, missing data is also supplied.
Subject description
The data are extracted from the databases in accordance with the filter criteria and rules, exported to flat files via SSIS packages and then made available for retrieval via Microsoft Powershell jobs on an SFTP server.