The challenge
Bionical Emas, a global Contract Research Organization (CRO) combining Clinical Development, Clinical Trial Supply, and Early Access Programs, bringing life-changing medicines to patients around the world. With an established footprint across the US, EU, and Australasia markets, Bionical Emas boasts a global team of over 200 employees worldwide. Their extensive reach and experienced personnel support the needs of thousands of patients around the globe.
Salesforce, renowned for its robust customer relationship management (CRM) capabilities, has become an essential tool for organizations worldwide, empowering them to streamline sales, marketing, and customer service processes. Bionical Emas embarked on validation of data migration to Salesforce. Before phasing out their legacy patient management tool, it was essential to gain complete assurance that their data migration had been successful.
- Data inconsistencies: Discrepancies in data format, structure, or content may arise during migration, leading to inconsistencies that need to be addressed.
- Data integrity issues: Changes in data integrity, such as violations of constraints (e.g., unique key constraints), can cause errors and alter the integrity of the records – particularly with data formats and numerical data information.
- Incomplete data migration: Some data was not migrated successfully, resulting in missing or incomplete information in the new system. This needed to be addressed.
- Row count mismatches: Several rows of data were migrated over but in the new Salesforce system, there was a mismatch. Where mismatches have occurred, analysis was carried out where possible to determine the cause of the mismatch.
- Large database migrated: This project entailed a large database with two sets of data. There were issues with formatting errors – phone numbers, addresses, and customer record details. Proventeq experts had to ensure the data was correct, checking it, and correcting data that had discrepancies within.
- Data model issues: The data model used for the project was the weakest part, and in many cases, sub-optimal. The main issue is object duplication, where very similar objects are used to satisfy different contexts or use cases.
- Complex objects relationship: Objects are tied together using a complex network of lookups and junction objects.
Solutions
Proventeq’s migration experts worked closely with the Bionical Emas team, providing technical consultancy to help understand the migration tool and accelerate the project:
- Successful mapping data relationships to Salesforce: Defining the data relationships and mapping source data to Salesforce is an important part of a successful migration. This process involves identifying where each piece of data will reside in the Salesforce.com instance. The relationships between objects are also very important to understanding entity relationships.
- Post-migration data reconciliation and cleanup: The Proventeq expert team wrote dozens and dozens of SQL statements to compare the source data to the final data to make sure the correct number of rows of data were taken over. The team then verified the migrated data against the source data and resolved any discrepancies.
Proventeq’s automated data validation services streamlined our process, allowing us to deploy our patient portal using the Salesforce platform in just 6 weeks, a task that would have taken 6 months with manual validation.
EVP Behrad Behmardi, Information Technology, Bionical Emas
“Proventeq’s automated data validation services streamlined our process, allowing us to deploy our patient portal using the Salesforce platform in just 6 weeks, a task that would have taken 6 months with manual validation”
Behrad Behmardi, EVP Information Technology, Bionical Emas
Key Outcomes
The migration delivered significant benefits to Bionical Emas:
- Enhanced operational efficiencies: With Proventeq’s recommendations, Bionical Emas can now benefit from streamlined processes, optimized data management, increased user productivity, and the ability to leverage Salesforce as a strategic tool for driving growth and improving customer engagement.
- An enhanced user experience: Each recommendation from Proventeq has been tailored specifically to address Bionical Emas’ unique requirements and align with the organization’s business objectives. The result is an improved user experience with improved data accuracy and greater visibility into sales and customer insights.
- Reduction in validation time: Proventeq’s automated data validation approach reduced the overall manual validation time by 90% to meet the regulatory compliance needed. The manual validation approach on the migrated data would have taken 320 man-days and Proventeq’s automated approach reduced the overall process to within 8 weeks.
manual validation time
would've taken 6 month with Manual validation
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