Expert Experience in Data Migration using ETL Tool

CWS Consulting successfully executed a large-scale data migration for Certinia (FinancialForce) PSA, ensuring the seamless transfer of critical project, financial, and resource management data from legacy systems. The migration involved consolidating historical project records, timesheets, financial transactions, and resource allocations into PSA, enabling improved project governance and financial oversight.

This migration was particularly complex due to the diverse data sources, requiring both Excel-based data transformations and automation via Prodly to maintain accuracy and system integrity. By leveraging a structured Extract, Transform, and Load (ETL) approach, we ensured a clean, validated, and optimized dataset before final deployment into PSA.

• Historical Data Migration: Successfully transferred thousands of project records, time entries, and financial transactions, preserving all dependencies and historical integrity. Overall > 1Million records got migrated.
• Excel-Based Data Processing: Developed custom Excel templates and transformation models to clean, structure, and validate financial and resource data before import.
• Automated PSA Configuration with Prodly: Utilized Prodly DevOps for Salesforce to deploy metadata configurations, ensuring smooth transitions for custom objects, fields, and workflows.
• Multi-Stage Testing & Validation: Designed a phased testing approach, including sandbox migrations, validation scripts, and reconciliation processes to prevent data discrepancies.
• Seamless Integration with Salesforce: Ensured PSA data integrity within the broader Salesforce ecosystem, maintaining consistency across Sales Cloud, Service Cloud, and Finance modules.

Through our expertise in PSA data migration, CWS Consulting enabled a seamless transition to Certinia, improving project tracking, financial visibility, and resource management. Our combination of manual data transformation via Excel and automated deployment with Prodly ensured a highly efficient, accurate, and risk-free migration, setting the foundation for long-term operational success.