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Challenge
- As a leading entity in the oil & gas sector, the client faced the substantial task of migrating vast amounts of critical data from multiple legacy systems to a new CRM platform.
- The paramount challenge was to ensure flawless data integrity and accuracy, especially since any discrepancies could lead to severe compliance risks and operational setbacks.
Our Solution
A specialized Data Migration Reconciliation Tool, developed on Power BI dataflows and hosted on Azure, was deployed to meet these challenges. This tool was chosen for its high-level functionality, efficiency, and the benefit of low licensing costs. Its key capabilities included:
- Automated Data Matching: Ensuring precise matching and migration of data between systems.
- Discrepancy Reporting: Quickly identifying and addressing inconsistencies between source and target data.
- Data Integrity Checks: Conducting comprehensive checks to uphold data quality and integrity.
- Real-time Monitoring: Providing ongoing monitoring capabilities through an interactive The tool stood out for its detailed reconciliation testing at three levels, directly addressing the client’s requirement for 100% data reconciliation:
- Level 1 Reconciliation: Verifying total record counts in each table.
- Level 2 Reconciliation: Ensuring accurate reconciliation of all primary keys from source to target systems.
- Level 3 Reconciliation: Guaranteeing that 100% of the fields were correctly migrated and reconciled.
Implementation
The team worked in close collaboration with the client's IT department to seamlessly integrate the reconciliation tool into the data migration framework.
- Phase 1 – Preparation and Integration: Configuring the Power BI and Azure-based tool for interfacing with both legacy and new CRM systems.
- Phase 2 – Pilot Migration and Testing: Conducting a pilot migration, where the tool successfully met the 100% data reconciliation requirement.
- Phase 3 – Full-scale Migration: Implementing full-scale migration with the tool, ensuring continuous monitoring and immediate rectification of discrepancies.
Outcome
- Accuracy: Achieved 99.8% accuracy rate in data migration, with complete data reconciliation.
- Efficiency: Reduced migration time by 40%.
- Cost-Effectiveness: Significant savings on licensing costs due to the Azure-based solution.
- Compliance: Fully met all regulatory compliance requirements.
- Customer Satisfaction: No disruption in customer service during the system transition.