Case Studies / Linking CRM on Demand to custom BI with conemis data pipeline

Linking CRM on Demand to custom BI with conemis data pipeline

Сlient:

A company from Jordan - a multinational pharmaceutical group dedicated to improving the health and wellbeing of people in the markets they serve through the development, manufacture, and marketing of a broad range of solid, liquid, and injectable generic and in-licensed pharmaceutical products.

Challenges:

Phase 1 – create a Prototype limited to 2 data objects: Activity (a standard object) and Contact Product Classification(custom object)
Phase 2: Full Development to Production Level: create standard, custom, and child data objects
Conceptualization for full automation of data transfer process from CRMOD to BI database
Configuration of exports for relevant data objects
Implementation of scheduler for automated data transfer
Deployment and go-live for production setup

Results:

Successful migration in time
Full automation of data conversion with ctc
All Attachments transferred to custom BI app
Live migration strategy with extra testing to ensure overall data quality
All data migrated including all data objects
Successful training provided by conemis