A deep dedication to detail and iterative process management established the perfect platform for strategic a Salesforce data migration with little to no business disruption.
More than twenty years ago, this national law firm opened for business with just three attorneys and a handful of support staff. Today, the practice is a national leader in mass tort litigation, with over 500 attorneys in offices across the country.
With a constant influx of client inquiries, the law firm needed a data management system that could streamline their intake process and care for their client load. They were looking to not just migrate their existing data from a SQL database to a Salesforce app, but to also ensure that all offices would be implementing the same data workflow after the migration. One additional wrinkle? The new and old data systems would need to run simultaneously during the migration to ensure the firm's day-to-day continued to run smoothly.