Easy Datamigration with Talend

Following the acquisition of Nanoscribe by the global biotech company BICO, the company was faced with the challenge of continuously synchronizing large volumes of data between CRM and ERP systems and migrating all data from the existing CRM systems to a common Salesforce environment. At the same time, the company needed to professionalize its service department by implementing the Salesforce Service Cloud.

Bringing multiple subsidiaries into a single Salesforce environment can be a complex task, especially when it comes to implementing new processes, transferring data, and ensuring data integrity. As a long-standing Salesforce and Talend partner, we have worked closely with Nanoscribe to successfully deliver two sub-projects to implement and integrate between two different Salesforce environments and ERP systems.

1. Subproject: Sales Cloud Migration

The Challenge

As part of the acquisition, data from all subsidiaries, including Nanoscribe, would be consolidated into a single Salesforce environment. This required a thorough analysis of the existing Salesforce data model and data relationships to ensure that all necessary data from the external ERP systems (AP+) could still be properly integrated. It was also important to define access rights and data security rules to limit access to each company's specific data to assigned and authorized individuals.

The Solution

1. Role distribution: Define and configure a complex role hierarchy within an existing Salesforce environment to ensure that each user has access to the right data and that data security is maintained.

2. Unique Titles: To separate and distinguish the new records from the existing data of other subsidiaries, all records were given unique record types. This measure eased the migration of data from Nanoscribe due to the requirements of the data representations in Salesforce.

3. Unique identifiers: Successful migration of data between Nanoscribe's old and new Salesforce environments required careful synchronization of records with the ERP system (AP+). To this end, Talend was used to implement a unique identifier that allowed records to be uniquely mapped in both systems. Using this identifier, it was possible to maintain the links between the Salesforce objects and the ERP system and ensure that all relevant data was correctly mapped in the new environment.

4. Cross-System Environment: Establishing cross-system development, test, and production environments allowed for iterative testing of all processes and verification of the correctness of the synchronized data. This ensured a smooth go-live.

Benefits for the Customer

• Cost & Time Savings: The existing synchronization interface between AP+ and the former Nanoscribe Salesforce could be reused with minimal adjustments. This saves the customer cost and time for future synchronizations compared to manual synchronization.

• Easy data migration: All existing data, including links between accounts, contacts, and quotes, could be transferred, eliminating the need for extensive customization in the target system.

• Customer handover: Talend's easy-to-use graphical user interface allowed the interface to be handed over to Nanoscribe for ongoing support, with the option of continued support from TOWA.

2. Subproject: Service Cloud Set-up & Synchronization

The Challenge

The challenge of this sub-project was to smoothly integrate a new Salesforce application tailored to customer service into an existing Salesforce environment running in production mode. The new application had to be aligned with the existing data structures and workflows to ensure a smooth integration. It also had to ensure that existing process automation was compatible with the new requirements and processes.

In addition, a data model and mapping had to be developed in collaboration with Nanoscribe to ensure successful data integration of AP+ with the BICO Salesforce environment.

The Solution

A detailed analysis of the existing data model, automations and processes was performed to ensure that they were aligned with the new requirements and processes. Where necessary, changes were made to enable full and efficient integration of the new application and associated data into the existing Salesforce environment.

1. Process mapping: Configuration of new objects, fields, validation rules, and flow or process automation to map the defined Nanoscribe service processes to the new Salesforce environment.

2. Synchronization: Daily synchronization of records between AP+ and Salesforce using automated jobs. This ensures that data is always up-to-date in both systems.

3. Development environment: Creation of new development, test and live environments for extensive testing and optimization of the developed solutions, as well as data synchronization between AP+ and Salesforce. Creating separate environments ensures system stability and a smooth go-live.

Customer Benefits

• Single source of truth: All Nanoscribe-relevant instruments, assets and contracts are now mapped in a company-wide Salesforce environment. This means that Nanoscribe or the parent company no longer needs to access AP+ when information is needed.

• Change Tracking: Replacement of asset components is tracked in Salesforce by displaying history and asset relationships.

• Complete Harmonization: The integration of the new processes went smoothly, with no technical complications with the group's existing automation processes.

  Perfect synchronization: Optimizing and synchronizing the processes resulted in a seamless integration into the existing work environment of the employees.

2. Subproject: Service Cloud Set-up & Synchronization

The Challenge

The challenge of this sub-project was to smoothly integrate a new Salesforce application tailored to customer service into an existing Salesforce environment running in production mode. The new application had to be aligned with the existing data structures and workflows to ensure a smooth integration. It also had to ensure that existing process automation was compatible with the new requirements and processes.

In addition, a data model and mapping had to be developed in collaboration with Nanoscribe to ensure successful data integration of AP+ with the BICO Salesforce environment.

The Solution

A detailed analysis of the existing data model, automations and processes was performed to ensure that they were aligned with the new requirements and processes. Where necessary, changes were made to enable full and efficient integration of the new application and associated data into the existing Salesforce environment.

1. Process mapping: Configuration of new objects, fields, validation rules, and flow or process automation to map the defined Nanoscribe service processes to the new Salesforce environment.

2. Synchronization: Daily synchronization of records between AP+ and Salesforce using automated jobs. This ensures that data is always up-to-date in both systems.

3. Development environment: Creation of new development, test and live environments for extensive testing and optimization of the developed solutions, as well as data synchronization between AP+ and Salesforce. Creating separate environments ensures system stability and a smooth go-live.

Customer Benefits

• Single source of truth: All Nanoscribe-relevant instruments, assets and contracts are now mapped in a company-wide Salesforce environment. This means that Nanoscribe or the parent company no longer needs to access AP+ when information is needed.

• Change Tracking: Replacement of asset components is tracked in Salesforce by displaying history and asset relationships.

• Complete Harmonization: The integration of the new processes went smoothly, with no technical complications with the group's existing automation processes.

  Perfect synchronization: Optimizing and synchronizing the processes resulted in a seamless integration into the existing work environment of the employees.

2. Service Cloud Set-up & Synchronisation

Die Challenge

Die Schwierigkeit dieses Teilprojekts war es, eine reibungslose Integration einer neuen und auf den Kundenservice zugeschnittenen Salesforce-Applikation in einer bereits bestehenden und in operative laufenden Salesforce-Umgebung durchzuführen. Denn die neue Anwendung musste mit den bestehenden Datenstrukturen und Workflows harmonisiert werden, um eine problemlose Integration zu gewährleisten. Zudem musste sichergestellt werden, dass die bestehenden Prozessautomatisierungen mit den neuen Anforderungen und Prozessen kompatibel sind.  

Darüber hinaus musste in Zusammenarbeit mit Nanoscribe ein Datenmodell sowie ein entsprechendes Mapping entwickelt werden, um eine erfolgreiche Datenintegration von AP+ mit der BICO Salesforce-Umgebung zu gewährleisten. 

Die Lösung

Um dies zu erreichen, wurde eine genaue Analyse des bestehenden Datenmodells, der Automatisierungen und der Prozesse durchgeführt, um sicherzustellen, dass sie mit den neuen Anforderungen und Prozessen im Einklang stehen. Falls erforderlich, wurden Änderungen vorgenommen, um eine vollständige und effiziente Integration der neuen App und der damit verbundenen Daten in die bestehende Salesforce-Umgebung zu ermöglichen. 

1. Prozessabbildung: Konfiguration neuer Objekte, Felder, Validierungsregeln sowie Flow bzw. Prozessautomatisierungen, um die definierten Nanoscribe Serviceprozesse in die neue Salesforce Umgebung abzubilden. 

2. Synchronisation: tägliche Synchronisation der Datensätze zwischen AP+ und Salesforce mittels automatisierter Jobs. Dadurch wird sichergestellt, dass die Daten in beiden Systemen stets auf dem neuesten Stand sind. 

3. Entwicklungsumgebung: Schaffung neuer Entwicklungs-, Test- und Live-Umgebungen zum ausgiebigen Testen und zur Optimierung der entwickelten Lösungen, sowie der Datensynchronisation zwischen AP+ und Salesforce. Durch die Schaffung separater Umgebungen wird die Systemstabilität gewährleistet und eine reibungslose Inbetriebnahme sichergestellt. 

Benefits für den Kunden 

• Single Source of Truth: Alle für Nanoscribe relevanten Instrumente bzw. Assets und Verträge werden nun in einer konzernweiten Salesforce-Umgebung abgebildet. Dies bedeutet, dass Nanoscribe oder die Muttergesellschaft nicht mehr auf AP+ zugreifen müssen, wenn Informationen benötigt werden. 

• Änderungsverfolgung: Durch die Darstellung der Historie und der Asset-Beziehungen wird der Austausch von Asset-Komponenten in Salesforce nachvollziehbar dargestellt. 

• Vollständige Harmonisierung: Die Integration der neuen Prozesse verlief reibungslos und es traten keine technischen Komplikationen mit den bestehenden Automatisierungsprozessen der Unternehmensgruppe auf. 

• Perfekte Synchronisation: Die Optimierung und Synchronisation der Prozesse führte zu einer nahtlosen Integration in die bestehende Arbeitsumgebung der Mitarbeiter.