The context
COFACE initiated the implementation of a new CRM based on Microsoft Dynamics. This project involved integrating existing flows into the new platform and migrating the existing CRMs, such as SMART, to Microsoft Dynamics.
The challenge was to ensure data and process continuity while modernizing the customer relationship management tool.
Our intervention
Oceane Consulting Data Management provided technical assistance on the data integration and migration chain.
- Implementation of the new Microsoft Dynamics CRM.
- Integration of existing flows into the new CRM.
- Migration of existing CRMs, including SMART, to Microsoft Dynamics.
Technologies used: Datastage 11.7, Oracle 12, SQL Server and Unix scripts.
The results
- Development of Datastage PX solutions.
- Writing of technical specifications for operations.
- Correction of existing developments under Datastage server and PX.
- Creation of Unix scripts enabling the execution of Datastage jobs.

