CRM Data Migration Part 3: Framework

CRM Data Migration Part 3: Framework

In 2016 most new CRM installations are Cloud based, including, MS Dynamics Online and Oracle Sales Cloud.

There are many options for tools that will move data into both the Staging area and the CRM. For the purpose of this article I will use Informatica Cloud.


Performance depends on a lot of variables such as the speed of your internet pipes, servers, types of cloud systems used, etc.

It is worth noting that considerable data migration may cause a significant impact to your framework. For example you may need to move a copy of your data to an area that can reach through your DMZ. How long will it take to copy 10k records over to your staging environment? How long will it take to copy those fixed records into your new Cloud platform? How long can you take your CRM system offline during migration?

On-Premise Approach

You can setup your staging environment and ETL tools on-premise. This has the advantage that you have some control over environmental variables. Remember that you may not have total control, which could prove signifiant. What if they are other ETL processes running overnight that use up all the local bandwidth you were looking for in your migration?

Cloud Approach

Although you lack some of the direct control that on-premise offers, you do nevertheless have a more reliable environment that is dedicated to you and segregated from other services running on the cloud platform.

To keep with the Cloud theme I will also use a Microsoft Windows Server with SQL Server as a Microsoft Azure VM for the Staging database. Any other cloud (or on-premise) database solution such as AWS would work just as well, as well as a solution leveraging the Azure SQL Database Service.


Given that you can get free trials of most Cloud software, you can actually setup a ‘proof of concept’ and seeing how it works for you quite quickly. In my example this applies to Microsoft Azure, Salesforce and Informatica Cloud.

One benefit of the Cloud based approach is that you can provision your framework just for the duration of the migration. When the migration has been completed and signed-off then you can just turn it off and stop paying for it.



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