Data Migration From Legacy Platform to Salesforce for Improving Data Management

Industries
HealthCare
Services
Big Data Management, Salesforce
Tools We used
AWS, MySQL, Mulesoft, Salesforce CRM
Medical team collaborating on a laptop, focusing on data migration to Salesforce for improved healthcare data management.

Challenges We Faced

The client required a seamless migration of legacy platforms to Salesforce while consolidating data spread across multiple databases. The primary challenges included:

  • Data Consolidation: Merging data from various sources into a unified system.
  • Integration Complexity: Ensuring connectivity with multiple internal and external systems.
  • Zero Downtime: Maintaining uninterrupted business operations during the migration.
  • Data Accuracy: Ensuring high data integrity and accuracy throughout the process.

Migrating clients' legacy platforms to Salesforce using a customized data strategy

Hands typing on a laptop displaying a health and safety dashboard with various data metrics and visualizations.

WhizzBridge's Solution

WhizzBridge implemented a tailored data strategy to address the client’s needs:

  1. Data Consolidation:
    • Merged data from multiple databases into a single, unified Salesforce client instance.
  2. Patient Document Management:
    • Loaded and organized numerous patient documents in secure data storage.
  3. System Integration:
    • Integrated legacy systems with internal and external platforms for data collection, syndication, and order disbursement.
  4. Endpoint and Feed Configuration:
    • Configured all endpoints, feeds, and interfaces to ensure seamless connectivity across systems.
  5. Rigorous Testing:
    • Conducted post-migration testing to validate system connectivity and data integrity.

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Results We Achieved

  • High Data Accuracy: Achieved 99% data accuracy after migration.
  • Uninterrupted Operations: Ensured zero downtime, allowing business continuity during the migration process.

WhizzBridge enabled the client to transition smoothly to Salesforce.

improving data management and operational efficiency while maintaining uninterrupted service.

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