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A leading financial firm was struggling with mismatched client account records after migrating their data to Salesforce. The inaccuracies in the records were causing delays in account reconciliation, errors in financial reporting, and, ultimately, impacting decision-making. In search of a solution to streamline this process, the firm turned to AiSynapTech, an expert in Salesforce solutions.
Challenge: Mismatched client account records post-migration caused significant inefficiencies.
Mismatched records delayed account reconciliations.
Errors in client data led to discrepancies in reports.
Time-consuming manual checks were required to identify and fix errors.
The data migration process resulted in incomplete mappings.
Internal teams were overwhelmed by the volume of data errors.
Without proper data alignment, the financial firm faced continuous disruption in day-to-day operations, making it difficult to maintain accurate and up-to-date client information.
To address these challenges, AiSynapTech’s team leveraged their expertise in Salesforce data migration, utilizing a combination of advanced tools and thorough pre-migration processes to ensure the integrity of the data. Our solution was focused on addressing the root cause of the mismatched records. Key Steps Taken:
Conducted a comprehensive audit of existing data and records.
Defined standardized data formats to ensure consistency.
Validated data mappings pre-migration to identify potential issues.
Automated data cleaning and transformation procedures.
Developed a robust post-migration validation process for continual accuracy.
By proactively addressing the issues before and during migration, AiSynapTech ensured that client records were properly aligned, reducing future complications and enhancing the data’s quality.
AiSynapTech’s solution involved two primary components: pre-migration data standardization and validation of data mappings. This strategy ensured the accuracy of the migrated records and minimized any discrepancies or mismatches post-migration. The final solution was a seamless Salesforce environment with cleaned, standardized data that aligned with the firm’s business processes. Solution Details:
Standardized the client data based on pre-defined formats.
Validated all client records before data migration.
Automated data transformation and mapping processes.
Integrated real-time data validation checks within Salesforce.
Enabled easy reporting and real-time error detection post-migration.
With these steps, the client was able to achieve high-quality, validated data and an optimized Salesforce setup that would improve future business operations.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Reconciliation Speed
5 days per account
1 day per account
92% faster
Reporting Accuracy
78% accuracy
99% accuracy
21% improvement
Manual Error Fixing
10 hours/week
2 hours/week
80% reduction
The firm was able to streamline operations, drastically reducing reconciliation time, improving reporting accuracy, and saving time on manual error detection. This led to higher operational efficiency, better client satisfaction, and an overall improvement in decision-making processes.
“Working with AiSynapTech was a game-changer for our data migration project. Their expertise in Salesforce and meticulous approach to data validation resulted in seamless migration and significantly improved the quality of our client records. We saw an immediate improvement in our reporting and reconciliation processes, which saved us valuable time and resources.”
Enabled easy reporting and real-time error detection post-migration.
Enabled easy reporting and real-time error detection post-migration.
Enabled easy reporting and real-time error detection post-migration.
