Case Study: a global research and advisory company modernizes 25+ years of asset data with FloData and Conga CPQ

25+ Years of Booked Assets Migration to Conga & Optimization of Asset Renewals with FloDat

A global research and advisory company faced significant challenges migrating 25+ years of booked asset and order data from a legacy Oracle system to Conga CPQ. Their highly customized processes for thousands of tailored products created hurdles, including the need to surgically migrate over 140,000 records without impacting business operations, transform data structures for the new system, and ensure data quality and security. They partnered with FloData to address this complex data migration.

FloData designed and executed a comprehensive strategy for data cleansing, validation, and transformation, enabling the migration to occur over multiple scheduled windows. This partnership allowed the client to successfully switch to Conga CPQ, identify and initiate data cleanup activities, and eliminate dual data entries, resulting in a smooth organizational change management and global adoption of the new processes.