Migration of Sourcing Data to Client Relationship Management System


We migrated supplier network data received from a legacy web system to Zoho Client Relationship Management tool (CRM) and provided additional analysis.

The main acheivements included:

  • Creating a ruby client for the Zoho CRM Application Programming Interface
  • Updating of CRM schema to ensure the data model was fit for pupose
  • Translation from web-form schema to CRM schema - including normalisation, field conversion, and validation
  • Data cleansing to classify open-text responses into a comprehensively exhaustive and mutually exclusive fields
  • Preparation of a web spider to convert web views to PDF
  • Regular analysis and reporting on progress and data integrity
  • Analysis of results and recommendations

analysis systems-integration data-migration client-relationship-management data-cleansing