Migration from Astute to Salesforce Service Cloud

Our customer, a prominent player in the consumer goods industry, operated a Consumer Engagement Service Center crucial for maintaining customer relationships and handling inquiries. Their existing platform, based on Astute, had been extensively customized over a decade to meet specific operational needs. However, it became increasingly evident that the system was outdated and lacked scalability to adapt to evolving business demands.




Cases Migrated

The Challenge

Our primary challenge was to transition from Astute to Salesforce Service Cloud from both a technical and people perspective. The Consumer Engagement Team had high expectations due to their familiarity and comfort with the highly customized features of the old system. Additionally, the project was constrained by a limited budget, which added complexity to meeting these expectations while ensuring a robust and scalable solution.

Our Solution

Learn Our Approach

Zinovo was tasked with this critical migration. The project involved several key phases:

1. Requirement Analysis and Planning

Zinovo initiated the project with an in-depth analysis of the existing Astute system. This phase involved understanding the custom features that were essential for the Consumer Engagement Team's operations. The team at Zinovo worked closely with Hormel IT stakeholders and the Consumer Engagement Team to map out the essential requirements and plan the migration.

2. Foundational Service Cloud Build

Given the budget constraints, Zinovo focused on developing a foundational Service Cloud build that incorporated the core functionalities required by the team. This phase was crucial in ensuring that the basic system was in place, upon which further customizations and enhancements could be built over time.

3. Customization and Automation

Through continuous engagement with the Consumer Engagement Team, Zinovo identified key areas where automation could significantly improve efficiency. The team developed custom solutions within the Service Cloud framework, ensuring that these solutions were both cost-effective and scalable.

4. Training and Support

Recognizing the team's long-standing familiarity with the Astute system, Zinovo implemented an extensive training program. This program was designed to ease the transition, ensuring that the team could leverage the new system's capabilities from day one.

5. Managed Services for Ongoing Enhancement

Post-implementation, Zinovo entered into a Managed Services contract with the client. This arrangement allowed for continuous improvement of the system, with Zinovo providing ongoing support, maintenance, and incremental enhancements to the Service Cloud implementation.

In the end, the project was a success and resulted in:

  • Successful Migration: The transition from Astute to Salesforce Service Cloud was completed successfully, with minimal disruption to the Consumer Engagement Team’s operations.
  • Enhanced Efficiency: The new system, with its customizations and automations, led to improved efficiency in handling consumer engagements.
  • Scalability and Flexibility: The Salesforce platform provided the scalability and flexibility needed for future growth and adaptation to changing business needs.
  • Cost-Effective Solution: Despite the limited budget, Zinovo delivered a solution that met the foundational needs and provided a pathway for future enhancements.
  • Increased Team Confidence: The continuous involvement and training helped the team build confidence in using the new system, ensuring a smoother transition and adoption.‍

The migration from Astute to Salesforce Service Cloud, led by Zinovo, demonstrates the importance of understanding client-specific needs, especially when dealing with highly customized legacy systems. Through strategic planning, close collaboration with stakeholders, and a focus on training and support, Zinovo delivered a solution that not only met the immediate needs of the Consumer Engagement Team but also laid the groundwork for ongoing improvements and scalability. This case study underscores the value of a tailored approach in technology migration projects, particularly in specialized industry sectors like consumer goods.