Advertisements

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

Project Structure:

Subcontractor to Cloud Mine Consulting

Dates:

Migration Planning:       April – June 2016

Sandbox Rehearsal:       September 2016

Production Migration:   October 2016

Enhancements:                October 2016 – Feb 2017

Advertisements
© All Right Reserved