A leading global investment management and research firm sought to modernize its Customer Relationship Management (CRM) ecosystem to better handle the complexity of managing client, research, and deal data across multiple legacy systems. The goal was to create a unified data environment that could enable real-time access, ensure consistency, and enhance business intelligence across global operations.

To achieve this, the client partnered with NuWare to execute a comprehensive Salesforce CRM integration and data migration project, a transformation initiative that established data uniformity, operational stability, and end-to-end visibility across departments.

The client’s legacy CRM systems had become increasingly inefficient due to data fragmentation, limited customization, and unstable performance. Critical information such as client interactions, research insights, and deal data existed across multiple unconnected applications, resulting in silos and delays in business processes.

Key Challenges Identified:

• 1. Unstable Legacy System:
  Frequent outages and sync failures affected productivity and access to customer insights.
• 2. Limited Customization:
  The rigid legacy system restricted process automation and the addition of new features.
• 3. Data Fragmentation:
  Multiple systems including Dealogic, Research Portals, and Publishing Applications, operated independently, leading to inconsistencies.
• 4. Complex Migration Needs:
  Migration to Salesforce required maintaining both old and new environments simultaneously, ensuring zero downtime and zero data loss during the transition.

The client needed a phased, low-risk migration strategy that could synchronize data in real time across multiple systems and deliver a unified CRM view.

NuWare implemented a phased Salesforce migration and integration model to ensure data accuracy, consistency, and availability throughout the transition. The approach combined advanced ETL processes, real-time API integrations, and parallel system setups to maintain operational continuity.

1. Phased Data Migration

• • Executed migration from the legacy CRM to Salesforce CRM in structured phases.
• • Maintained parallel environments (legacy and Salesforce) during migration to ensure uninterrupted access.
• • Established integrity checkpoints and validation protocols to guarantee complete and accurate data transfer.

2. Real-Time Data Integration

• • Created a complex, high-accuracy parallel integration setup between Salesforce and the legacy systems during the migration phase.
• • Used Web APIs for real-time data synchronization between Salesforce and the centralized Data Hub.
• • Leveraged Relational Junction (RJ) for robust batch data warehousing and ETL processes to ensure data consistency.

3. Centralized Data Hub Enablement

• • Introduced a Data Hub as a secure data migration and synchronization layer.
• • Replaced existing point-to-point integrations with a scalable hub-and-spoke model, ensuring better reliability and auditability.

4. Application Customization

• • Customized Tier 1’s Allegro App to align with the client’s specific CRM workflows.
• • Implemented the Salesforce Lightning Framework to enhance UI responsiveness and overall user experience.

5. Seamless Integration Across Enterprise Systems

• • Integrated Salesforce with the client’s Dealogic, Research Portal, and Publishing App, ensuring real-time connectivity.
• • Enabled consistent data flow across multiple environments and platforms for unified visibility.

Category	Technologies
CRM Platform -	Salesforce Lightning, Force.com
Integration -	Web API, EWS, ETL, SSIS, Relational Junction (RJ)
Database -	SQL Server 2017
Reporting -	SSRS, Power BI
Job Scheduling -	Control-M
Issue Tracking -	HP ALM, ServiceNow
Version Control -	SVN, Git
Document Repository -	SharePoint
Project Management -	Microsoft Project Plan, JIRA

NuWare’s Salesforce CRM implementation delivered a unified, resilient, and intelligence-driven CRM ecosystem, transforming how the client managed data and customer interactions.

• 1. Centralized Data Access
  • • Unified data across multiple systems into a single Salesforce-driven source of truth.
  • • Reduced redundancy and improved overall data consistency.
• 2. Real-Time Integration
  • • Enabled instant access to synchronized data across research, sales, and operations teams.
  • • Improved business decision-making through up-to-date insights.
• 3. Enhanced Data Integrity and Accuracy
  • • Established robust validation and sync checkpoints across all systems.
  • • Eliminated discrepancies that previously existed between legacy and modern CRM environments.
• 4. Risk-Free Migration
  • • The Data Hub approach ensured secure, controlled migration without data loss.
  • • Provided continuous operational availability during transition.
• 5. Improved Business Intelligence
  • • Integrated Power BI and SSRS dashboards for real-time analytics and insights.
  • • Empowered users to make data-backed strategic decisions.

Building on the success of the Salesforce integration, NuWare continues to support the client in enhancing its CRM landscape through:

• • AI-driven analytics for predictive client insights and sales forecasting.
• • Automation of data governance processes for improved compliance.
• • Cloud-native scalability enhancements for faster global rollouts.

These ongoing initiatives aim to evolve the client’s CRM ecosystem into a data-intelligent, predictive, and fully automated environment, driving business agility and customer satisfaction.