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Global Manufacturer: Salesforce migration


  • The business is moving to Salesforce and need to find and remediate all data before making the migration


  • Find all sources of storage, physical and digital and design a remediation and classification process

Solution Approach

  • Start with the taxonomy which Salesforce will accept the data in
  • Deploy agents and crawlers to find all local, network and ECM held content
  • Identify documents according to the search facets dictated by the taxonomy
  • Convert static images to searchable PDF
  • Assign metadata and taxonomy to all relevant data and present upload file to Salesforce