How Our Client Made the Switch with Our Flexible Salesforce Admin Services (and not only)
See how part-time specialists helped Company handle ERP setup, move all their data, and manage Salesforce smoothly during the transition.
About Our Client
Our Client is a U.S.-based tech company offering upgrade solutions for Mac and PC users worldwide. Known for products like SSDs, docks, and memory kits, company also runs and supports creative professionals with high-performance storage and workflow tools.
They operate from a LEED Platinum-certified campus powered by wind and solar energy and have expanded their reach through acquisitions.
1988 year
Founded
Computer hardware
Industry
USA
Headquarters
How It Started
Client’s IS Manager initially contacted us to find a part-time Dynamics consultant who could support their internal team with ERP migration. The in-house developers had strong .NET background, but lacked Dynamics 365 and integration expertise.
As the scope expanded, we onboarded additional experts, including Salesforce administrators and data migration specialists, to support every phase of the transition.
Key Challenges Company Faced
Limited in-house experience with Microsoft Dynamics 365.
Needed ongoing Salesforce support during the transition.
Tight timeline for ERP and Salesforce CRM migration to Dynamics.
Complex tasks around data backup, deduplication, and integration.
Scopes Covered by Our Flexible Specialists
- Mentoring and hands-on delivery
- ERP integration using X++, .NET, SQL
- Extension setup and support during deployment
- Full migration of data from Everest ERP to D365 F&O
- SQL, Python, and Azure-based workflows
- Collaboration with internal and third-party consultants
- Admin-as-a-Service support during transition
- Resolution of platform and release issues
- Support for Service Cloud Voice and Amazon Connect
- Data backup, deduplication, and migration
- Customization of automations and integrations
Team on the Project and Timeline of Flexible Cooperation
Client was able to add developers and consultants with very specific skills at different time points for a short period of time for as long as the business needed it – without long-term commitments and getting exactly the skill in-house team was lacking at the very specific moment of time.
Dec 2022 – Jan 2024
Led Dynamics 365 integration, mentored internal developers, and supported ERP transition planning.
Oct 2023 – Dec 2023
Provided short-term support for both platforms, handled issue resolution, and platform stabilization tasks.
Feb 2024 – Oct 2024
Delivered Admin-as-a-Service: resolved Salesforce-related issues, supported users globally, maintained integrations and automations, and created technical documentation. Data backup and migration.
Feb 2023 – Apr 2024
Managed full data migration from Everest ERP to D365 using SQL, Python, and Azure; collaborated with internal and external teams.
Dec 2023 – Apr 2024
Focused on backend development, automations, and extension setup in Dynamics 365.
May 2024 – Jul 2024
Built and maintained SQL pipelines and supported backend infrastructure during final project phases.
Results Achieved
Successful phased GoLives across multiple countries
Everest ERP is fully integrated into Dynamics
The Salesforce platform remained stable until deprecation
All data migration tasks were completed on time
The internal team gained new skills and ownership
All work was delivered on schedule despite multiple deadlines
The outcomes include significant improvements in data accuracy and consistency across integrated systems, streamlined business processes resulting in reduced manual effort and increased efficiency, and enhanced visibility and accessibility of critical information for decision-making. The successful deployment of the integrations and data migration has led to improved overall system performance and user satisfaction
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