Migration
Moving from Veeva CRM or another legacy system to Salesforce Life Sciences Cloud involves more than transferring data.
Customer information, commercial and medical workflows, integrations, reporting and everyday user activities all need to be considered.
Megnity helps Life Sciences organizations plan and manage the transition, bringing together Salesforce, industry and data expertise to support a smooth move while keeping important business processes running.
Migration approach
Seven areas we work through together as part of every migration, from first assessment to go-live.
Before migrating from a legacy system, we help teams understand the existing system environment and how it is used today.
That includes the data, workflows, integrations, reports and dependencies that need to be considered.
It also creates an opportunity to identify what should move as it is, what should change and what may no longer be needed.
A successful migration needs to consider the people and processes behind the technology.
We work with business and technology teams to understand how commercial, medical and other users work today and what they will need in the Salesforce environment.
This helps keep the migration focused on business continuity and the experience of the people using the system.
CRM data can include years of customer information, activities, relationships and history.
We help assess, map, prepare and migrate the data required for the new environment.
Data quality, ownership and access are considered throughout the process so teams can start with information they can use and trust.
Migration doesn’t mean recreating every existing workflow exactly as it was.
We help determine how important business processes should work in the Salesforce environment and configure them around the needs of Life Sciences teams.
This creates an opportunity to simplify processes where appropriate rather than carrying unnecessary complexity into the new platform.
CRM rarely works alone.
Existing integrations with data platforms, enterprise applications and other business systems need to be understood and addressed as part of the transition.
We help reconnect the Salesforce environment with the systems and information your teams depend on.
Life Sciences organizations need confidence that important processes and information will work as expected after migration.
We incorporate testing, documentation, traceability and appropriate validation into the delivery process.
The level of validation depends on the systems, processes and regulatory requirements involved.
A technically successful migration can still struggle if users aren’t ready for the new way of working.
We help consider user workflows and adoption throughout the transition so teams understand what is changing and can begin working effectively in the new environment.
How we deliver
Our migration approach follows a practical sequence:
Review the existing Veeva CRM or legacy system environment, including business processes, data and integrations.
Define what moves, what changes and how the transition will happen.
Configure Salesforce and connect the required systems.
Prepare, map and move the required data.
Test the environment, workflows, integrations and data.
Prepare users and move to the new environment.
Stabilize the platform and continue improving it after go-live.
What’s next
Moving to Salesforce can create a foundation for more than replacing the existing CRM.
Once customer data, workflows and systems are connected, organizations can explore capabilities across Life Sciences, Data 360, analytics and AI.
We help build the migration with that future in mind without adding complexity before the business needs it.
Next step
Whether you’re moving from Veeva CRM, another legacy platform or still evaluating your options, the transition begins with understanding your existing systems and business needs.
Tell us where you are in the process. We’ll help you identify the data, workflows, integrations and decisions that need attention before the move.
