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Salesforce data migration in the insurance sector

Project duration: 1 year, 5 months

Brief description

As part of the Salesforce Classic replacement, data is being migrated to the new Salesforce Lightning application. Leveraging KNIME as the data transformation tool, PTA focus was on a comprehensive analysis of the data requirements in close collaboration with the business units to establish a robust foundation for the data migration.

Supplement

As part of the transition from a Salesforce Classic application, PTA analyzed, extracted, transformed, and migrated data into a Salesforce Lightning application. The Salesforce Lightning application is a completely new development created without consideration of data from the legacy system. For PTA migration strategy, PTA utilized a data transformation tool called KNIME. PTA project's primary focus, beyond technical implementation, was on an in-depth analysis of the data requirements in close collaboration with the business units. Based on this foundation, PTA conducted a comprehensive data analysis to comprehend the requirements and establish a robust basis for the technical execution of data transformation.

Subject description

From a business point of view, it is important to extract all data from the old system and accurately represent it in the new system, considering the differing data structures.

Overview

Project period08.06.2022 - 10.11.2023

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Joachim Schütter

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