About the client
FIMC, a US-based insurance products company, aimed to migrate its account, contact, and case management processes from Salesforce to Microsoft Dynamics 365. This comprehensive transition required in-depth process understanding, mapping, and a meticulous approach to data migration to preserve integrity and eliminate duplicates. The project included end-to-end change management, extensive automation builds within Dynamics 365, and thorough data and user access management. By migrating to Dynamics 365, FIMC enhanced process automation and scalability, creating a flexible environment for its expanding customer support needs.
What we did
- 1
Conducted a detailed analysis of FIMC’s existing Salesforce processes for accounts, contacts, and case management to ensure accurate mapping to Dynamics 365.
- 2
Mapped out processes and identified areas for improvement and customization to enhance efficiency in Dynamics 365.
- 3
Performed data mapping and migration planning, setting up deduplication protocols to maintain data integrity during the transfer from Salesforce.
- 4
Built custom automations in Dynamics 365 to replicate and improve upon existing workflows for account, contact, and case management.
- 5
Completed the data migration with quality checks to ensure complete and accurate transfer of customer information, accounts, and case histories.
- 6
Implemented user access controls and configured role-based permissions to align with FIMC’s organizational hierarchy and compliance requirements.
- 7
Provided extensive training and support to FIMC teams to familiarize users with Dynamics 365, including new features and process improvements.
- 8
Established continuous support and monitoring to manage change adoption, ensure system stability, and address user queries post-migration.
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The results
*Partnered with Imagene.
