Wealth Management Salesforce Migration
Blueprint Wealth is an Australian Financial Advisory firm in Perth Australia. They ran their CRM business on ACT! white label platform and had decided to move to Salesforce’s superior cloud capabilities.
Explore the Sway that documents project challenges and solutions in loading years of enterprise data for stand-up.
ETL Tool: MS Access & SharePoint
Subcontractor to Cloud Mine Consulting
Migration Planning: April – June 2016
Sandbox Rehearsal: September 2016
Production Migration: October 2016
Enhancements: October 2016 – Feb 2017