A leading global investment management and research firm faced significant challenges with its fragmented legacy CRM infrastructure. Critical client and research data were dispersed across multiple systems, resulting in poor visibility, limited customization options, and inefficiencies in managing customer relationships.

The client sought to consolidate its customer data, automate integration between existing platforms, and migrate securely to Salesforce CRM, enabling real-time insights, centralized data management, and scalable CRM workflows.

NuWare partnered with the client to design and implement a Salesforce Integration and Data Migration Solution, ensuring end-to-end synchronization, high data accuracy, and reliable system performance across all environments.

The client’s legacy CRM system had reached its functional and operational limits. The existing framework lacked scalability, caused frequent data inconsistencies, and restricted analytical capabilities.

Key Challenges Identified:
1. Unstable Legacy System:
Frequent downtime and data sync failures disrupted daily operations.
2. Limited Customization:
Rigid architecture prevented the addition of new modules or workflows to meet evolving business needs.
3. Data Fragmentation:
Disparate systems such as Dealogic, Research Portals, and Publishing Applications operated in silos, leading to duplication and inefficiency.
4. Migration Risk:
The transition to Salesforce posed a risk of data loss or corruption during the migration process.

The client required a robust and secure integration and migration framework that could unify data sources, maintain system availability, and enhance business intelligence.

NuWare adopted a comprehensive approach that combined data migration, real-time integration, and custom application enhancements. The objective was to ensure seamless CRM operations while maintaining data consistency across multiple environments.

1. Data Migration from Legacy System
• • Migrated critical CRM and research data from the legacy system to Salesforce CRM.
• • Implemented integrity checkpoints and validation rules to ensure complete and accurate migration.
• • Maintained both legacy and Salesforce instances during migration for uninterrupted business operations.
2. Real-Time Data Integration
• • Integrated Salesforce with the Data Hub, Dealogic, Research Portal, and Publishing Applications to ensure real-time information exchange.
• • Leveraged Relational Junction for robust synchronization and data warehousing, maintaining uniformity across endpoints.
3. Data Hub as a Secure Migration Layer
• • Introduced a centralized data hub as an intermediary between Salesforce and legacy systems.
• • Acted as a secure data channel, replacing fragile point-to-point integrations and minimizing migration risks.
4. Application Customization
• • Enhanced the client’s Tier-1 Allegro App to align with custom CRM requirements.
• • Utilized Salesforce Lightning to improve usability, speed, and user experience across the organization.
5. Continuous Availability and Scalability
• • Ensured both old and new environments remained synchronized throughout the migration period.
• • Established scalable data integration architecture for future growth and system enhancements.

• CRM Platform: Salesforce Lightning
• Integration Framework: Relational Junction
• Applications Integrated: Dealogic, Research Portal, Research Publishing App, Allegro App
• Data Management: Centralized Data Hub for synchronization and validation

The integration and migration to Salesforce CRM delivered measurable business and operational improvements:

1. Centralized Data Ecosystem
• Unified data from multiple systems into a single source of truth.
• Eliminated data duplication, ensuring reliability and consistency.
2. Real-Time Information Access
• Users gained instant access to critical data through Salesforce dashboards.
• Enabled better collaboration between front and back-office functions.
3. Enhanced Data Integrity and Governance
• Introduced data validation and synchronization protocols, reducing data discrepancies.
• Established robust audit trails for compliance and transparency.
4. Improved Business Intelligence
• Real-time data availability empowered management with actionable insights for decision-making.
• Enhanced visibility across the client lifecycle improved client servicing and retention.
5. Seamless System Scalability
• Flexible architecture enabled future integration with additional systems and third-party apps.
• Reduced IT maintenance overhead through streamlined infrastructure.

Following the successful implementation, NuWare continues to collaborate with the client to:

• • Introduce AI-driven analytics for predictive sales and client engagement insights.
• • Expand integrations with additional enterprise systems for holistic data visibility.
• • Optimize CRM workflows to support automation in research publishing and portfolio management.

These future enhancements aim to strengthen the firm’s data ecosystem, ensuring sustained agility, intelligence, and operational excellence.