Bionical Emas

Salesforce Data Validation

Successful Mapping Data Relationships to Salesforce

Salesforce implementation to enhance operational efficiency

Client Profile

Bionical Emas is a global Contract Research Organization (CRO) combining Clinical Development, Clinical Trial Supply, and Early Access Programs, bringing life-changing medicines to patients around the world. Their unique integrated business model,
with its range of services and capabilities, benefit many of the world’s leading pharma and biotech companies.

With an established footprint across the US, EU, and Australasia markets, Bionical Emas boasts a global team of over 200 employees worldwide. Their extensive reach and experienced personnel support the needs of thousands of patients around the globe.

Salesforce, renowned for its robust customer relationship management (CRM) capabilities, has become an essential tool for organizations worldwide, empowering them to streamline sales, marketing, and customer service processes. Bionical Emas embarked on validation of data migration to Salesforce. Before phasing out their legacy patient management tool, it was essential to gain complete assurance that their data migration had been successful.

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LOCATION

UK

SECTOR

Life Sciences, Healthcare, Research

Solution

Salesforce Data Migration Services

What does the audit entail?

Data validity played a pivotal role in determining the effectiveness of the data migration process to the new target system.
To detect errors in the migrated data at an early stage, data validation was carried out in multiple phases. Both functional experts and the migration team verified the accuracy of the migrated data and confirmed that the specified system transactions on the new platform were executed successfully. An audit by Proventeq ensured the effectiveness, efficiency, and integrity of the Salesforce implementation process, aligning with organizational objectives and industry standards. This audit covered configuration, data management, user access controls, and compliance. The post-migration validation phase also ensured the integrity, completeness, and accuracy of migrated data, aligning with quality standards and organizational requirements.

Bionical Emas' Unique Challenges

Data inconsistencies

Discrepancies in data format, structure, or content may arise during migration, leading to inconsistencies that need to be addressed.

Data integrity issues

Changes in data integrity, such as violations of constraints (e.g., unique key constraints), can cause errors and alter the integrity of the records – particularly with data formats and numerical data information.

Incomplete data migration

Some data was not migrated successfully, resulting in missing or incomplete information in the new system. This needed to be addressed.

Row count mismatches

Several rows of data were migrated over but in the new Salesforce system, there was a mismatch. Where mismatches have occurred, analysis was carried out where possible to determine the cause of the mismatch.

Large database migrated

This project entailed a large database with two sets of data. There were issues with formatting errors – phone numbers, addresses, and customer record details. Proventeq experts had to ensure the data was correct, checking it, and correcting data that had discrepancies within.

Data model issues

The data model used for the project was the weakest part, and in many cases, sub-optimal. The main issue is object duplication, where very similar objects are used to satisfy different contexts or use cases.

Complex objects relationship

Objects are tied together using a complex network of lookups and junction objects.

Enhance the efficiency and effectiveness

Proventeq's Solution

Successful mapping data relationships to Salesforce

Defining the data relationships and mapping source data to Salesforce is an important part of a successful migration. This process involves identifying where each piece of data will reside in the Salesforce.com instance. The relationships between objects are also very important to understanding entity relationships.

Post-migration data reconciliation and cleanup

The Proventeq expert team wrote dozens and dozens of SQL statements to compare the source data to the final data to make sure the correct number of rows of data were taken over. The team then verified the migrated data against the source data and resolved any discrepancies.

Our Recommendation

Remediating a poorly designed data model poses challenges as it underpins the entire application and is deeply integrated into the configuration and codebase. Instead of a full redesign, it may be practical to improve by removing unnecessary relationship fields and enhancing junction object labeling.
Object descriptions should be entered via Object Manager. Various recommendations are organized into key areas, emphasizing the need for careful evaluation aligned with organizational needs and priorities. Implementing these recommendations demands meticulous planning, collaboration among stakeholders, and dedicated resources.

In the spotlight: Bionical Emas

Proventeq’s automated data validation services streamlined our process, allowing us to deploy our patient portal using the Salesforce platform in just 6 weeks, a task that would have taken 6 months with manual validation.

EVP Information Technology, Behrad Behmardi,
Bionical Emas

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Proventeq's expertise in Salesforce data validation services ensured ongoing commitment to improving patient outcomes for Bionical Emas.

Automated validation of data migration to Salesforce

The Results

Enhanced operational efficiencies

With Proventeq’s recommendations, Bionical Emas can now benefit from streamlined processes, optimized data management, increased user productivity, and the ability to leverage Salesforce as a strategic tool for driving growth and improving customer engagement.

An enhanced user experience

Each recommendation from Proventeq has been tailored specifically to address Bionical Emas' unique requirements and align with the organization’s business objectives. The result is an improved user experience with improved data accuracy and greater visibility into sales and customer insights.

Reduction in validation time

Proventeq’s automated data validation approach reduced the overall manual validation time by 90% to meet the regulatory compliance needed. The manual validation approach on the migrated data would have taken 320 man-days and Proventeq's automated approach reduced the overall process to within 8 weeks.