This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
This is one of 4842 IT projects that we have successfully completed with our customers.How can we support you?
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.
IT project data
- Industries insurance
- Specialist tasks health insurance, insurance, life insurance, property insurance
- DP tasks Migration
- System environments standard software: CRM systems
- Procedure model agile software development
- Development and test tool KNIME, Salesforce inspector
- Standard software and BI Salesforce
- Middleware and frameworks Salesforce Dataloader
Project period08.06.2022 - 10.11.2023
Customers who trust us
Have we sparked your interest ?
