Customer: R2C Online (UK)
“When you have a proven practice, even the tightest deadlines become a shared mission rather than a source of panic.”
Every migration project comes with its own set of pressures. But when a client came to us with a firm, non-negotiable five-week deadline — driven by the imminent expiration of their Microsoft Dynamics licenses — we knew exactly what we were walking into, and more importantly, exactly how to handle it.
The result? A successful, full-scope migration from MS Dynamics to Salesforce, delivered on time, within budget, and with enough headroom left over to reward the team that made it happen.
The challenge
The clock was already ticking from day one. License expiration dates don’t negotiate, and neither did we — we simply got to work. The scope was broad and the timeline was lean, which is exactly the kind of project where a well-rehearsed delivery practice separates confident teams from reactive ones.
- 5 weeks total delivery
- 100% on-time delivery
- On budget with incentives to spare
What we delivered
The project scope was comprehensive. In five weeks, the team completed:
- Full as-is data migration from Microsoft Dynamics — no cleanup, no deduplication, preserving data in its exact current state from the source system
- Configuration of all business-critical processes within Salesforce
- Establishment of critical system integrations
- End-user and stakeholder training across business and technology teams
- A baseline reporting suite covering support SLAs, conversion rates, and sales pipeline
Our practice: capture everything, no cleansing (yet)
One of the cornerstones of our migration methodology is data fidelity. We migrate data as-is — capturing the full current state of the source system without applying any cleanup or deduplication during the migration itself. This is not a shortcut. It is a deliberate, principled approach that we have refined across multiple successful projects.
Why? Because data cleanup is a business decision, not a technical one. By ensuring every record arrives in the destination system in the state it existed in the source, we preserve the client’s ability to make informed decisions about their data — on their own terms and timeline. Clients know exactly what they have, where it came from, and what needs attention next. No surprises, no silent losses.
“Our practice has been proven across multiple migration engagements. Capturing data in its current state — as-is — gives clients full transparency and complete control. It is the foundation of trust in any migration.”
The human side of delivery
What made this project stand out was not just the technical execution — it was the spirit in which the work was done. Both the business side and the technology side of the team brought the same level of commitment, determination, and focus to every sprint, every review, and every handover.
Because we came in under budget, we had the privilege of doing something that matters: sharing a portion of the remaining budget as incentives for the team. A small gesture, but a meaningful one — an acknowledgment that outcomes like these do not happen by accident. They happen because of people.
What this project reflects
This engagement is a strong example of what is possible when a proven delivery practice meets a motivated, aligned team. Tight deadlines, broad scope, and high stakes are not obstacles to success — they are the conditions under which great teams do their best work.
If your organisation is facing a CRM migration — whether driven by license expiration, platform consolidation, or a strategic shift — we would be glad to walk you through our approach.
Comments are closed