CASE STUDY

ENTERPRISE CRM
2.3M RECORD MIGRATION
ZERO DATA LOSS

FOR A MANUFACTURING COMPANY

CRM MIGRATION TESTING
ABOUT CLIENT
ABOUT CLIENT
ABOUT CLIENT
ABOUT CLIENT

$500M manufacturer with 15-year legacy CRM: 2.3M customers, 8.7M opportunities, 42M activity logs, $3.2B sales history. Migrating to cloud with 72-hour window.

The organization required a flawless migration to maintain business continuity and preserve 15 years of critical sales and customer relationship data.

CRM MIGRATION TESTING
CHALLENGE
CHALLENGE
CHALLENGE
CHALLENGE
CHALLENGE

Critical risks identified:

Aging infrastructure

Increasing hardware failures and vendor support ending, requiring urgent migration.

47 database tables with complex relationships

Custom fields and intricate data dependencies requiring careful mapping and validation.

Data quality issues

Duplicates, orphaned records, and inconsistent formats requiring cleansing and standardization.

18 integrated systems

ERP, billing, support, and marketing systems requiring validation post-migration.

230+ custom business rules and workflows

Complex business logic requiring thorough validation and testing.

Only 72-hour migration window

Limited time frame with 24 hours downtime equaling $1.2M lost revenue.

CRM MIGRATION TESTING
SOLUTION
SOLUTION
SOLUTION
SOLUTION

Implementation

7-person team with migration expertise:

Data Analysis & Profiling

47 tables analyzed: relationships, constraints, dependencies. Data mapping specs for Salesforce transformation. 230+ business rules documented.

Validation Framework

Python validation scripts with record-level checksums. Reconciliation reports for all tables. Automated workflow and relationship validation.

Phased Migration

Data cleansing test, pilot (10K records), Dry run #1: 127 issues identified, Dry run #2: 99.97% accuracy achieved, Production migration with real-time monitoring.

Integration Testing

18 system integrations validated, end-to-end business process testing, UAT with 50 sales reps.

Risk Mitigation

Rollback procedures, 30-day legacy system backup for safety and recovery options.

Tools

Salesforce Python SQL Server ETL Tools Talend Selenium Postman JIRA Excel PowerShell
CRM MIGRATION TESTING
RESULTS
RESULTS
RESULTS
RESULTS
100%
Data Integrity Validated
2.3M
Customer Records Migrated
72 hrs
Migration Window
$1.2M
Revenue Loss Avoided

Key Achievements:

  • Flawless 72-hour migration completed – All 2.3M customer records and 15 years of sales data migrated successfully
  • 100% data integrity validated – Every record, relationship, and custom field verified for accuracy
  • Zero business disruption – Sales team operational immediately after migration, no workflow interruptions
  • All 18 integrations validated – ERP, billing, support systems functioning correctly with new CRM
  • $1.2M revenue loss avoided – On-time migration prevented estimated downtime costs
  • 15 years of sales history preserved – Complete historical data available for reporting and analysis
  • Client commendation received – Executive team praised QASolvex for meticulous execution
CRM MIGRATION TESTING
SUMMARY
SUMMARY
SUMMARY
SUMMARY

Business value

  • Comprehensive migration testing ensured flawless legacy-to-cloud CRM migration for a $500M manufacturing enterprise
  • Maintained 100% data integrity and business continuity throughout the migration process
  • Zero data loss and zero business disruption achieved within the critical 72-hour window

Planning a Critical Data Migration?

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