Case Study: Prestigious Private Jet Company achieves seamless contract data migration with FloData and Conga

A FloData Case Study

Preview of the Prestigious Private Jet Company Case Study

100% Data Migration from Multiple CMS' to Conga with FloData for a Prestigious Private Jet Company

a prestigious private jet company was facing significant challenges due to its retention of multiple, varied legacy contract management systems. They decided to implement the Conga application on Salesforce but lacked the internal expertise to transform and migrate their complex legacy data, including proposals, pricing, and contracts. This is where the vendor FloData, in partnership with Forsys, was engaged to assist.

FloData collaborated with the client to design a comprehensive data migration and transformation strategy. Their solution involved migrating data over multiple windows, modifying assets to fit Conga's structure, ensuring data accuracy, and performing validation and reconciliation. This resulted in the successful and disruption-free relocation of all data to Conga, which allowed for the easy detection of inconsistencies, the implementation of data cleanups, and the elimination of duplicate data entries.


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