Solutions: Salesforce Legacy Data Migration

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One of the world’s top global providers of warranty solutions and related benefits sought to consolidate many legacy systems into one Salesforce platform.


Their 25-year-old suite of legacy systems had grown and adapted to immediate needs without regard to scalability or growth. This created several man dependencies and complex process flows that involved redundancy and inefficiencies. Database limits have been met in several of the original systems forcing external workflows to accomplish basic tasks for new products.


Solving IT assisted in converting over half a dozen legacy systems as they related to differences aspects of the core business, from opportunity tracking, underwriting, product configuration, rating and quoting, CRM, and premier SaaS Platforms to enhances their offerings.

Efficiency and scalability were the two biggest business drivers behind the project. After years of working within the limitations of the technical debt and workarounds, Salesforce proves the business with a solution that scale on demand in such a way that is still hard for many members of the business to comprehend.

The overall goal was to reduce headcount by 40-50% in process centers, reduce data storage costs by 50%, and increase the ability to offer scalable solutions to new clients with minimal re-configuration.

Our consultant offered multiple off the shelf alternatives to the solutions under consideration. Understanding the Salesforce platform, we’ve successfully achieved these business goals using less custom code and more out of the box solutions.


The project was delivered of deadline and launched in Q1 of 2017. The Salesforce solutions will see eight different business units migrated completely off their unique legacy systems. The potential head count reduction is already being discussed and could see as much as half other processing staff eliminated because of the efficiency improvements.

Our client is now able to consider new business without first considering complex workaround on the legacy systems. The ability to scale a product offering, as well as, onboard a new client without custom configuration is a critical consideration the business can’t stop talking about.