Case Study

Breathing New Life into a Stalled Legacy System Migration

Client: A government-sector organization

Challenge

Our client’s legacy Access-based Claims database held over 30 years of critical incident data, supporting documents, and videos. Migrating this to a modern, cloud-based platform was essential for their Legal, Risk, and Finance teams to improve data entry, analysis, and reporting capabilities. However, the outdated system struggled under the weight of increasing data volume, resulting in slow access times, limited reporting functionality, and persistent data accuracy challenges. A scalable, future-proof solution that integrated seamlessly with existing systems like Salesforce was necessary to unlock new efficiencies and address these pain points.

Despite the urgency, the project had been under the management of an internal project manager and a consulting firm for over a year without any forward momentum. The prolonged delays left stakeholders frustrated and uncertain about the project’s future, eroding trust in the process. The complexity of the data migration, coupled with the need to align multiple stakeholders' expectations, called for a fresh, strategic approach to finally deliver the intended results.

Performance Highlights:

Project Timeline: 3 months (vs. over 1 year of prior delays)
Data Accuracy: 99.8% data integrity
User Satisfaction: 2x increase post-implementation
System Performance: 70% improvement in data retrieval speed

Solution

Soleil Conseiller was brought in to turn the tide and deliver a solution where others had stalled. We transitioned the client’s legacy Claims database to the Origami Risk cloud-based platform, ensuring a seamless migration of decades of historical data while aligning the new system’s functionalities with Salesforce. Our approach focused on creating a clear, structured project plan that prioritized stakeholder engagement, rigorous testing, and a phased implementation strategy. This tailored solution directly addressed the project’s previous roadblocks, allowing us to drive consistent progress toward a fully operational system.

Key Actions

Developing a Precise, Actionable Project Plan: We crafted a detailed project plan based on in-depth stakeholder interviews and insights from a leading consulting firm’s analysis. This plan outlined clear, actionable steps for data migration, system customization, and testing, ensuring alignment with the client’s strategic goals.
Assembling and Engaging a High-Impact Team: We identified and brought together the right experts—including data specialists, system administrators, and business analysts. Together, we refined project requirements across areas such as data mapping, user interface design, notification systems, business logic, and reporting.
Driving Testing and Quality Assurance to Ensure Success: As Test Leads, we managed the creation of comprehensive test scenarios to address the complexities of the legacy system and its new cloud-based environment. We ensured that every aspect of the migration was rigorously tested, maintaining data integrity and optimal system performance before deployment.
Strategic Planning for Post-MVP Success: We prioritized post-Minimum Viable Product (MVP) requirements, focusing on advanced features and Salesforce integration to fully realize the new system’s potential. This involved meticulous scoping and ongoing alignment with stakeholders to ensure a seamless transition and long-term system sustainability.

Outcome

Soleil Conseiller successfully transformed the client’s Claims cumbersome database to a high-performing, cloud-based solution. The migration delivered faster, more reliable access to critical data, enhanced reporting capabilities, and seamless integration with Salesforce, enabling stakeholders to leverage data like never before. Stakeholders’ and C-Suite sponsors’ confidence in the project were fully restored, and our strategic approach provided a solid foundation for future data management and growth.

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