Customer Cases / Successful Migration from Siebel CRM to Microsoft Dynamics

Successful Migration from Siebel CRM to Microsoft Dynamics

Сlient:

The customer is a leading financial services company in Germany, specializing in asset financing and leasing. It has modernized its CRM platform by transitioning from a highly customized Oracle Siebel CRM to Microsoft Dynamics 365 CRM.

Challenges:

Significant data cleansing

Demanding alignment and mapping of fields due to different data models in the source and target

Complex and conditional transformations required to fit Siebel data into the Microsoft world

HTML line breaks needed to be substituted, excluded, or properly translated, requiring additional processing rules to ensure data consistency and presentation within Dynamics

Handling object associations correctly to keep data relationships intact and ensure accurate functionality

Results:

21 million relevant data records within 40 objects successfully migrated

Automation of traditionally manual tasks reduced effort and likelihood of errors

Smooth transition to the new system without any disruption in workflows

Customer could handle the conemis platform after very efficient training and enablement, increasing cost efficiency by minimizing the need for external resources

Despite security challenges unrelated to the project, it was delivered on time, within budget, and to the highest satisfaction of the customer

The organization mastered this data journey with conemis transition cloud, ensuring the transformation delivered on its promises without any disruptions.

Running a Similar Project?

Whether you’re migrating, consolidating, upgrading, or transforming your CRM, ERP or other systems, conemis enables your data journeys with a powerful platform to accelerate and de-risk your initiative.

Every project delivered on time or ahead of schedule
Full traceability from first extract to final load, audit-ready from day one
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Focus on the beauty of innovation instead of being burdened by complexity

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