Insurance

Migration from industry-specific CRM with hurdles in data access made viable

Сlient:

A German insurance company - health insurance.

Challenges:

  • Limited API and data access, the customer wasn’t able to extract all data from the website
  • Sensitive customer data migration
  • Attachments extraction
  • A lot of transformation was required because of the source and target system format
  • Scheduled extraction to reduce the load on the system

Results:

  • Successful migration in time
  • Full automation of data conversion with conemis transition cloud​
  • All attachments transferred from moneycheck24 website to Microsoft Dynamics CRM