Challenge  

The customer faced several technical and operational hurdles due to the old legacy system. Unstructured data, limited visibility and rigid workflow were the main challenges our customer came across.  

Data Fragmentation: Officer and committee data were stored in multiple systems, leading to errors due to duplication, inconsistencies and complexity in maintaining a single and unified view of records.  

Incomplete Structures: Several organisational units like committees, regions and local sections lacked structured maintenance and representation of data in the legacy system, limiting visibility and governance.  

XML Generation Using Multiple Stored Procedures: The legacy system relied on multiple database stored procedures to generate XML for third-party PDF creation. Any change in the XML structure required code modifications across these stored procedures, leading to high maintenance effort and increased dependency on technical teams.   

Lack of Access Control: The old system did not support persona-based access control, meaning all users had similar access levels, posing data security risks and restricted ability to tailor access based on roles.  

Codes Lacking agility in Legacy system: The yellow book system used more than 25 stored procedures (pre-written database commands) as a part of operations, leading to flexibility issues for future enhancements.  

Historical Data migration: The project involved migrating officer and committee data stored for past 40 years. Validating, cleaning and reconciling such a large volume of data was challenging.  

System Interoperability: The new salesforce systems needed to be seamlessly integrated, establishing smooth data exchange and communication between third party platforms like pdf generating vendors. Maintaining smooth data exchange during and after modernization required careful design, testing and integration planning.  

Solution  

After conducting detailed analysis for legacy application and workflows, our team successfully migrated all operational data into the Salesforce and leveraged its native capabilities to automate workflows, enhance security features, streamline data management and create a future-ready platform.  

Comprehensive System Redesign: We conducted an extensive analysis of the existing legacy system and based on it our experts redesigned the entire system architecture in Salesforce, ensuring the officer nomination and assignment processes were modernized, scalable and futuristic.    

Unified Data Model: Our experts created a unified data model in Salesforce to capture all officer, committee and regional data within a single, centralized platform. This platform allowed seamless informational flow between different organizational units.  

Complete Data Migration: Our team with 20+ years of experience seamlessly migrated the historical data of over 40 years old. Our team meticulously performed several rounds of validation, reconciliation and testing to ensure data accuracy and reliability.   

Configurable XML Generation Utility: Our dynamic team replaced the manual XML generation process with developing a metadata driven XML generation utility within Salesforce. This tool allows admin or developers to modify these xml without modifying any code in future and can be handle with only configuration changes.  

Persona-based Access Control: Our team implemented role-based access control to ensure that users viewed and modified data relevant to their roles. This helped in enhancing data security and provided better governance and controlled data visibility.   

Elimination of Legacy Dependencies: Our experts replaced the stored procedures in the SQL server of legacy system with configurable XML solution in Salesforce. This simplified system maintenance and allowed the customer to make functional changes without code-level interventions.  

Seamless Third-party Integration: Our team leveraged JASON based API’s to have a seamless integration between third-party pdf generation vendors and Salesforce. This integration streamlined the process of generating and sharing pdf reports, allowing faster data exchange between the systems.  

Benefits   

We successfully implemented Salesforce, streamlining operational workflow and delivering profitable business returns, positioning us as a go-to salesforce partner.   

60% reduction in manual effort by replacing code-based XML generation with a no-code, metadata-driven utility.  

Migrated 40+ years of historical data, creating a single, accurate source of truth in Salesforce.  

Eliminated 25+ legacy stored procedures, reducing technical debt and long-term maintenance.  

Improved data governance through persona-based access control and structured visibility.  

Faster nomination cycles enabled by streamlined workflows and centralized data.  

High scalability to add new officer types, XML formats, and structures without coding.  

Secure third-party integrations ensured seamless PDF generation and data exchange.  

Future-ready Salesforce platform supporting ongoing enhancements and modernisation.

Why Partner with Us 

Certified Salesforce professionals

End-to-end delivery: Consulting → Implementation → Support

Strong integration capabilities with third-party platforms and legacy systems

Rapid delivery with Agile methodology

Backed by 30+ years of IT services experience across sectors and multiple geographies

Flexible engagement models to suit client needs