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Service · CRM & ERP Migration

From legacy CRM to Salesforce, without losing a record.

Schema mapping, data cleansing, parallel-running, and a fixed cutover plan — we migrate from SAP, Oracle, NetSuite, Dynamics, and legacy Salesforce orgs without breaking your business.

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Cutover Playbook
[ MIGRATION FLOW ] RUNNING Migration Pipeline Real-time data sync with full audit trail. 1 EXTRACT 2 CLEANSE 3 TRANSFORM 4 LOAD 5 VERIFY 1 EXTRACT 2 CLEANSE 3 TRANSFORM 4 LOAD 5 VERIFY STEP 01 Extract Pull records from source systems with full lineage and incremental change capture. SCANNING 2,481,720 rows SOURCE PostgreSQL TABLES 12 THROUGHPUT 12.4k rows/s STEP 02 Cleanse Remove duplicates, normalize formats, and reject invalid rows by validation policy. VALIDATING 360 removed · 99.4% pass user_id · email · phone VALID user_id · email · phone DUPE user_id · email · phone VALID user_id · email · phone NULL DUPLICATES 342 NULLS 18 QUALITY 99.4% STEP 03 Transform Apply schema mappings and business rules with versioned, declarative definitions. MAPPING FIELDS 45 → 38 · v3.2 first_nm last_nm phone_raw name.first name.last phone.e164 FIELDS 45 → 38 RULES 24 SCHEMA v3.2 stable STEP 04 Load Stream cleansed records into the target with idempotent batches and automatic retry. WRITING TO TARGET 68% · 02:14 elapsed TARGET BigQuery BATCH 5,000 THROUGHPUT 4.2k rows/s STEP 05 Verify Cross-check counts, hashes, and referential integrity end-to-end against the source. INTEGRITY CHECKS 4 / 4 passed Row count match Schema fidelity Hash integrity (SHA-256) Referential integrity CHECKS 4 / 4 MATCH 100% STATUS Passed
Risk Radar

Where migrations actually go wrong.

Five risk vectors that derail most CRM/ERP cutovers — and how we mitigate each before sprint one.

Risk Assessment · 2026 5 / 5 Mitigated
  • 01

    Data loss in cutover

    Mid-migration crashes leaving partial state and orphaned records.

    Typical Severity
    parallel-running
  • 02

    Schema drift mid-build

    Source system changes after mapping is locked, breaking ETL.

    Typical Severity
    frozen-schema gate
  • 03

    Business downtime

    Cutover takes longer than scheduled, blocking revenue ops.

    Typical Severity
    pre-staged delta sync
  • 04

    Compliance breach

    PHI / PII migrated without proper encryption or audit trail.

    Typical Severity
    NPHIES audit · Shield
  • 05

    User adoption stall

    Familiar fields renamed, workflows broken — staff revert to spreadsheets.

    Typical Severity
    shadow training + UX parity
Data Quality

Clean data is half the migration.

A live scorecard of completeness, uniqueness, validity and timeliness — measured per source table, before and after we touch it.

  • Completeness 99.2%
    was 64% +35.2
  • Uniqueness 100%
    was 71% +29.0
  • Validity 99.7%
    was 82% +17.7
  • Timeliness 98.4%
    was 58% +40.4
Table
Rows
Dupes
Nulls
Validation
Status
Account sap · KNA1
12,408
0
0
99%
Ready
Contact sap · KNVK
23,769
0
0
100%
Ready
Opportunity oracle · OE.HEADER
5,802
0
0
98%
Ready
Order sap · VBAK
18,210
0
0
99%
Ready
Product netsuite · ITEM
4,140
0
0
100%
Ready
Cutover Playbook

Go-live, hour by hour.

A 48-hour cutover schedule executed to the minute — coordinated across data, ops, and clinical teams.

Cutover · Alpha Run

Friday 22:00 → Monday 06:00

In progress · 48h
  1. T−24h Thu 22:00
    OPS 2h

    Final delta extract from source systems

    Lock writes upstream; capture last-mile changes from SAP/Oracle since last sync.

  2. T−12h Fri 10:00
    DATA 4h

    Schema validation & freeze gate

    Rerun all DQ rules; sign-off from data steward and product owner.

  3. T−0h Fri 22:00
    CUTOVER 12h

    Bulk load to Salesforce production

    44k+ rows loaded via Bulk API 2.0 with checkpointing; Apex triggers temporarily disabled.

  4. T+12h Sat 10:00
    QA 6h

    Reconciliation & smoke test

    Row-count match, checksum verification, sample queries, end-to-end happy path on UAT.

  5. T+24h Sat 22:00
    OPS 2h

    DNS switch & user notification

    Email + SSO redirect; legacy CRM made read-only; staff guided to new login.

  6. T+48h Mon 06:00
    HYPERCARE 30 days

    Hypercare begins

    On-call Anchor engineer, daily reconciliation runs, and bug-fix SLA at 2 hours.

Reconciliation Report

Every record. Counted. Twice.

Post-migration sign-off pack — row counts, checksums, sample-record audits, and a clean auditor signature.

Sign-Off Pack · v1.0

Generated Mon 06:14 · 48h post-cutover

44,317 Total Rows
100% Match
0 Deltas
Object
Source
Target
Checksum
Δ
Account
12,408
12,408
a8f3…91c4
0
Contact
23,769
23,769
b1e2…44ff
0
Opportunity
5,802
5,802
7c12…0a99
0
Order
18,210
18,210
4e8b…d2a1
0
Product
4,140
4,140
9a3d…77e8
0
Auditor sign-off
Signed off Mon 06:14 · 2026-05-08
Mohammed Al-Rashid CIO · Client
Signed off Mon 06:14 · 2026-05-08
Sara Al-Otaibi Head of Migration · Anchor
FAQs

Questions, answered.

The things teams ask us most when scoping a Salesforce implementation.

KSA Priority
Can Salesforce integrate with legacy systems and local health exchanges?
Yes. Modern healthcare architectures rely on HL7 and FHIR standards to ensure data liquidity. Salesforce can act as a unified interface that sits on top of your existing Hospital Information System (HIS), allowing data to flow seamlessly between the clinical back-end and the patient-facing front-end.
How do you ensure data security and regional compliance?
Every deployment is aligned with KSA NCA ECC controls, SDAIA guidelines, and international standards including ISO 27001 and SOC 2. Data residency is maintained in-region, with encryption at rest and in transit, role-based access, and continuous audit logging.
What is the typical timeline for a digital transformation project?
Most mid-scope rollouts land between 8 and 16 weeks — discovery and design in weeks 1–3, iterative build and integration in weeks 4–12, and UAT plus go-live in the final phase. Enterprise programs with multi-cloud footprints typically run 4–6 months.
How do you support staff adoption and training?
We embed change management from day one — persona-based training tracks, in-app guidance via Salesforce In-App Guidance, Arabic and English documentation, and a 30-day hypercare window post go-live. Adoption metrics are reviewed weekly against baseline KPIs.
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