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Salesforce data migration in the insurance sector
Project duration: 1 year, 5 months
Brief description
As part of the Salesforce Classic replacement, data is being migrated to the new Salesforce Lightning application. Leveraging KNIME as the data transformation tool, PTA focus was on a comprehensive analysis of the data requirements in close collaboration with the business units to establish a robust foundation for the data migration.
Supplement
As part of the transition from a Salesforce Classic application, PTA analyzed, extracted, transformed, and migrated data into a Salesforce Lightning application. The Salesforce Lightning application is a completely new development created without consideration of data from the legacy system. For PTA migration strategy, PTA utilized a data transformation tool called KNIME. PTA project's primary focus, beyond technical implementation, was on an in-depth analysis of the data requirements in close collaboration with the business units. Based on this foundation, PTA conducted a comprehensive data analysis to comprehend the requirements and establish a robust basis for the technical execution of data transformation.
Subject description
From a business point of view, it is important to extract all data from the old system and accurately represent it in the new system, considering the differing data structures.
Overview
- Industries insurance
- Specialist tasks health insurance, insurance, life insurance, property insurance
- DV tasks Migration
- System environment standard software: CRM systems
- Procedure model agile software development
- Development/ test tools KNIME, Salesforce inspector,
- Standard software salesforce.com
Project period08.06.2022 - 10.11.2023
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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