Seamless Migration: Empowering a Saudi-Based Company with On-Premises D365 CE

Architecture Diagram

Problem Statement

The core objective of this project was to migrate the client’s legacy applications from a cloud-based environment to on-premises D365 CE while ensuring data compliance, extensive customization, and seamless integration.

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Data Compliance: The client faced challenges due to data compliance issues, as government regulations required them to keep their data on-premises instead of in the cloud.

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Customization Difficulty: The client's business processes required extensive customization of their CRM application, which was difficult to achieve in the cloud version of the application.

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Integration Dependencies: The client had dependencies on integrating their CRM system with existing on-premises systems, and they found it challenging to accomplish with a cloud-based application.

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Security Concerns: Data security and control were major concerns for the client, as they needed a solution that provided greater control over their data and ensured compliance with government standards.

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Performance and Reliability: The client wanted to reduce their dependency on external factors such as internet connectivity, bandwidth, and service outages, which could affect the performance and reliability of their application.

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Solution Overview

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Methodology Adherence: Our approach involved following Microsoft's prescribed Sure Step implementation methodology, ensuring a structured and efficient migration process from Salesforce to D365 CE for a seamless transition.

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Comprehensive Component Analysis: We conducted a thorough investigation to identify all components and dependencies of the cloud-based application, including databases, APIs, and services, enabling a comprehensive migration strategy.

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Compatibility Assessment: We reviewed the cloud-based operating system to verify its compatibility with on-premises infrastructure, meticulously identifying potential issues or dependencies that might impact the migration.

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Data Validation and Customer Collaboration: We gained access to the SalesForce system, collected necessary validations, and collaborated closely with the customer to incorporate these validations into D365 CE, ensuring data accuracy and integrity.

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Structured Migration Process: Our migration process included meticulous planning and design, encompassing crucial aspects such as data backup, restoration, testing, and rollback procedures. This approach allowed for the smooth import of data from SalesForce, transformation, and conversion into a D365 CE data template before uploading.

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Business Impact

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Improved Data Security: Moving to an on-premises application gives the company more control over data security, reducing the risk of data exposure to outsiders like hackers and ensuring policy compliance.

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Reduced Dependency and Improved Reliability: The migration reduces dependency on external factors such as internet connectivity, bandwidth limitations, latency issues, and service outages.

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Optimized Resource Utilization: Leveraging the existing infrastructure and resources, including hardware, software, and personnel, without the need for additional investments or cloud service fees, results in cost savings. This optimized resource utilization directly contributes to improved profitability.

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Enhanced Customer Experience: Integration of D365 CE with third-party applications opens opportunities to enhance the customer experience. By harnessing the power of data and analytics, businesses can gain valuable insights, streamline processes, and offer personalized services, ultimately strengthening customer relationships and loyalty.

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Process Optimization: Migrating to an on-premises application enables businesses to tailor their processes more effectively. This optimization can lead to increased efficiency, reduced operational costs, and improved overall productivity, positively impacting the bottom line and competitiveness in the market.

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Testimonials of Our Happy Clients

Ken Kisner

Global Head of Digital R&D

My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.

They are incredibly competitive, but are only a fraction of the cost of US companies.
They are definitely the most professional of the foreign companies that we were looking into.

Nyswyn K.

Director of Software Development

Our journey with OptiSol has been nothing short of remarkable. For over 7 years, we have partnered with them on our digital transformation, and the results have been truly transformative.

Over the years, we have come to trust OptiSol Business Solutions as a reliable and strategic partner.

Al Bagiro

CTO, Auto Insurance Company

The AI engine was completed on time and trained to 90% accuracy. Their eagerness to learn new knowledge impressed us.

Their team is large to handle multiple projects at once, and likes to resolve challenges as well as learn new things. They also welcome regular communications, and of course, needless to say, develop everything in sprints.

Dan Talken

Founder, CEO, & CTO, My Equipment Library, LLC

OptiSol Business Solutions has shown youthful skill and dedication to the projects. Moreover, they have been quick to implement their solutions without sacrificing the quality of each platform.

We’re constantly impressed with their speed and quality of the development that they achieve on a consistent basis.

Dr. A.K Pradeep

CEO MachineVantage

Exceptional Collaboration and Expertise - A Top-Notch Partner for AI, ML, and Digital Applications.

I have had the privilege of working with an exceptional team of professionals from India on numerous AI, ML, and digital application projects. Their expertise in these domains is remarkable, and they consistently impressed us with their knowledge, resources, and innovative approach.

Rick Tigges

CFO, Bemodo

They are very responsive and able to shift focus quickly as we have needed it for business reasons.

OptiSol Business Solutions has been great at documenting the timeline of the project. They were very responsive and were able to shift focus quickly, as well. They discuss what they’re working on without any issues. So far, there’s no need to improve their service.

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Our Award-Winning Team

A team of young, dynamic and curious minds recognized with global awards for making a significant impact on making human lives better

Awarded as Runner-up under Cloud Solutions Category at the Express IT Awards

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250+

Smart
Development
Engineers

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90+

Digital
Projects for
reputed Clients

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14 yrs

in Digital
Engineering

Awarded as Winner among 1000 contestants at TechSHack Hackathon

Trusted and Proven Engagement Model

  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
  • Our NDA-driven process is established to keep clients’ data and IP safe and secure.
  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
  • This helps clarify the goals, and limitations, and deliver quality products & services.
  • Our engagement model defines the project size, project development plan, duration, concept, POC etc.
  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
  • The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.
  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.
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