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Salesforce to Siebel

  1. Vision

    • Business process transformation

  2. KPIS -

    • What gets measured gets done.

  3. Define Capabilities

    • Such as Lead Management
    • Priorities of Capabilities

  4. Define Retriment Approach

    • Coexitance
    • Methodical

  5. Map Entities

    • Don't replicate

  6. Design Application

    • Data Model
    • Logic/Workflows

  7. Design Integration

  8. Change Management

    • Successful transition and high adoption rates
    • Executive sponsorship
    • Training program

  9. Implement

  10. Rollout

    • Low risk and methodical
    • Reduce business disruption
    • Geographical

Data Migration Framework

  1. Right Data Architecture - End to end architecture
  2. Legacy Data Analysis - Understand History, Identify Data quality issues. Define Archival, Purge strategy
  3. Data Readyness - Standarisation, Enrichment, Transformtion. Conduct one time cleanup
  4. Comprehensive Testing and Verfication - Use reports, Test for consitency, usability
  5. Training and Deployment

Issues with Migration

  • Address Migration - SF is more user friendly
  • Households and Party Model - Extend via relationships. Use Lightning connect for insights
  • Data should be profiled before moving
  • Remove unnecessary picklist values
  • Profile the data - Which fields are being used, which picklist values are being used, etc
  • Use Data Services in the cloud to clean and enrich the data