CRM Data Migration : Data migration enabling seamless transitions, insightful analytics, and reliable reporting with data integrity
Project Overview
This project involved the migration of business-critical data from a legacy CRM system to a modern, scalable CRM platform. The primary goal was to enhance data accuracy, standardise reporting structures, and enable more actionable insights across departments. By rebuilding ETL workflows, updating SQL scripts, and aligning reports with the new platform’s capabilities, the migration enabled more efficient operations and a consistent user experience across sales, marketing, and support teams.
Problem Statement
Migrating data between CRM systems presents challenges due to differences in data structures and reporting requirements. Ensuring data integrity while adapting reports and processes to fit the new system demanded meticulous planning and execution.
Key Findings
- Legacy CRM Inefficiencies: Outdated CRM systems lacked the flexibility to support modern reporting requirements, leading to delays and unreliable business insights.
- Migration Challenges: Migrating data between platforms proved complex due to differing data structures and the need to reconfigure ETL pipelines and reporting logic to suit the new system.
- Importance of Data Integrity: Maintaining data consistency and accuracy during the transition was critical to preserving operational continuity and enabling confident business analysis.
Implemented Solution
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Data Migration:
Executed a seamless transition from the legacy CRM to the new system with minimal business disruption, ensuring that all historical and operational data remained intact.
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ETL Process Optimization:
Redesigned and optimized ETL processes using SQL Server Integration Services (SSIS) to meet new reporting requirements and ensure efficient data transformation.
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SSIS Package Adjustments:
Modified existing SSIS packages to map accurately to the new CRM’s schema, enabling smooth integration and data consistency across reports.
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Data Verification:
Performed detailed data validation procedures to verify the integrity of all migrated records, eliminating discrepancies and reinforcing trust in the system.
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SQL Script Creation:
Developed tailored SQL queries to support the new reporting logic, enabling stakeholders to derive timely, relevant insights from the updated CRM.
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Job Scheduling:
Automated ETL jobs for continuous data refresh, ensuring reports and dashboards reflected the most current information without manual intervention.
Results
The CRM migration was executed with zero data loss and complete preservation of critical business records. By optimising ETL processes and automating data validation, the team improved report generation accuracy and reduced manual intervention. The transition led to increased operational efficiency and improved access to real-time insights, empowering stakeholders to make faster, data-driven decisions. The modernised CRM environment also provided a scalable foundation for future automation and customer engagement initiatives.