CRM Data Migration from Siebel to Appian

Project overview

Regarding the client’s company IT strategy, there was a need to migrate data from the old CRM system, Siebel, to a modern platform called Appian. We worked on data migration from the Siebel database into MySQL. For this project, we identified how data is stored in Oracle Database used as data storage for Siebel CRM, mapped migration between old and new systems, and developed data migration scripts.

Client information

Under NDA

Team composition
4 members

3 software engineers
1 project manager
Client name

Under NDA
Expertise used

Data warehouse and ETL
Duration

6 months
Services provided

Legacy application modernization
Country

Under NDA
Industry

Banking, Financial Services

Business challenge

Initial project goals centered around a decrease in churn rate, improved customer support, better time-to-market, and advanced analytics with behavioral scoring. Due to legacy solutions, the bank faced time-consuming integrations with external systems, expensive operations, and decreased retail efficiency. Still, the main business challenge was to clean out data that has been collected for a long time.

We had to perform the Big Bang launch of the new system, i.e. to launch a new CRM system for all branches immediately. It is a phased approach that allows for implementing a CRM for a small number of branches, tuning UX, and releasing the software for the entire branch network later.

Technical challenges

As for tech issues, we faced back-and-forth changes related to the migration of business processes. Our client decided not to move data and processes AS-IS with further improvements and expansions. Instead, the bank wanted to develop new CRM system processes. This resulted in a series of changes in our data migration approach and the delayed project closure. Digital transformation was pretty complex due to outdated legacy modules.

Solution delivered

We completed Siebel to Appian data migration from the legacy CRM platform to a new one. To complete the project, we carefully analyzed data storing features, studied Oracle Database, planned the entire migration process, and implemented custom scripts for data transfers. The team aligned business logic with the core banking system based on Oracle FLEXCUBE.