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

Bank al Etihad is a Jordanian bank that offers a wide range of financial services, including online payments and mobile banking. It is one of the fast-growing banking entities in Jordan that strives to keep pace with the current global economy and technological advancements.

Team composition
4 members

3 software engineers
1 project manager
Client name

Bank al Etihad
Expertise used

Data warehouse and ETL
Duration

6 months
Services provided

Legacy application modernization
Country

Jordan
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 Digital transformation was pretty complex due to outdated legacy modules.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.

Software solutions bringing business values

4.9/5

41 reviews

Phil Reynolds CEO at BriteCore

"DICEUS team has consistently supported the BriteCore team for many years. Their engineers are well-educated and highly invested in the ongoing quality of the BriteCore platform with sustained relationships that extend over four years. We appreciate everything the DICEUS team brings to the table as a development partner."

Soren Hundeboll Founder at InsuBiz

"The DICEUS team is flexible in this collaboration, their expertise shines. I like that they are not afraid to suggest alternative designs. If DICEUS team thinks that my way of crafting a user interface is not ideal, they will confront me with an alternative. They don’t simply take what I give them and run with it if there is a better way."

Soren Hundeboll Founder at RiskVille

"Existing clients were introduced to the cloud software and are eager to adopt it. Although accustomed to full stack development, the team is flexible in this work, because they managed to develop a certain part of the stack. DICEUS could recommend me alternatives to solve the issues."

Richard Haynes CEO at eTool

"The project ran smoothly. DICEUS delivered good work and increased resources in an effort to maintain deadlines. The project itself was adding functionality to an existing web app and DICEUS had to quickly become familiar with a very large code base to deliver the work which is commendable. We will consider them for future projects."

David Abbott CEO at Take Note

"We were relieved when we started the work with DICEUS, the competence level promised, was evident with a real commitment to quality. They gained a quick understanding of our business which meant they were highly productive very quickly. The price was also competitive, reducing the costs of working with our previous partner in India and probably halving the price we would pay for less qualified developers in the UK."

Robert Koval Managing Director at TeamBase DMCC

"The collaboration has increased by as much as 25% each year, thanks to DICEUS’ technical capabilities and quick feedback adoption. The team’s professionalism, cost-effective rates, and consistent delivery continue to support both the engagement and product end-users."

Andrew Kagan Project Coordinator at AMFS

"DICEUS demonstrated a very high degree of expertise in the type of programming and the product environment that they’re working in, which is exactly what I was hoping to find. I would say their core competency was having a very strong depth of programming expertise and knowledge within this particular market, and also within the platform that they were working on."

Case study

Siebel to Appian data migration in banking

diceus.com

Siebel to Appian data migration in banking

3%

3% decrease in churn rate
22%

22% boost for up-sales and cross-sales
AML data collection improved greatly
Big Bang successful launch for all bank branches

Project overview

Client information

Information

Team composition: 4 members

3 software engineers; 1 project manager
Client name:

Bank al Etihad
Expertise used:

Data warehouse and ETL
Duration:

6 months
Services provided:

Legacy application modernization
Country:

Jordan
Industry:

Banking, Financial Services

Business challenge

Technical challenges

Solution delivered

Key features

Client onboarding

with Appian’s low-code platform.
New KYC process

related to the improved onboarding.
Management and reporting

dashboards for employees.

Value to our client

Cleaned historical data

that was carefully analyzed and optimized
Deduplicated and segmented data

related to the bank’s customers
Extended data collection

for better compliance with the AML requirements
3%

decrease in churn rate
22%

boost for up-sales and cross-sales

Tech stack used in project

PL/SQL
Java
Oracle
Siebel CRM
Appian

diceus.com

Siebel to Appian data migration in banking

3% decrease in churn rate

22% boost for up-sales and cross-sales

AML data collection improved greatly

Big Bang successful launch for all bank branches

Project overview

Client information

Business challenge

Technical challenges

Solution delivered

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Key features

Client onboarding

New KYC process

Management and reporting

Value to our client

Cleaned historical data

Deduplicated and segmented data

Extended data collection

3%

22%

Our tech stack

Software solutions bringing business values

3% decrease in churn rate

22% boost for up-sales and cross-sales

AML data collection improved greatly

Big Bang successful launch for all bank branches

Project overview

Client information

Information

Business challenge

Technical challenges

Solution delivered

Key features

Client onboarding

New KYC process

Management and reporting

Value to our client

Cleaned historical data

Deduplicated and segmented data

Extended data collection

3%

22%

Tech stack used in project

Thank You

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