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Client’s Business Goals

The client was keen to migrate to the cloud based SaaS applications for better usability, enhanced productivity, increased lead generation and revenue maximization through effective marketing strategies, resource, and project planning

Key Challenges

Replacing a legacy application with a third-party SaaS-based application by making sure that all existing business logic will work was a big challenge. Writing integrations that synchronize data between the three SaaS-based applications from different vendors was difficult.

Deploying all the legacy systems onto the new SaaS-based applications in a single shot was a tough task specially to ensure a low downtime. It was a challenging task to implement a tightly coupled approach for data loading and processing.

Our Approach

Looking at the challenges faced by the client, SPEC INDIA followed an automated process that divided the responsibilities based on processes. The migration team worked on data migration activities, integration team worked on building integration between systems and ensure all integrations work effectively and in a timely manner.

The ETL team worked on extracting data, transforming, and loading it into data warehouses. The reporting team worked on creating Power BI reports from the processed data. The migration activity was a single time activity and hence needed no scheduling. But the integration, ETL and reporting were a continuous process and were scheduled for different intervals.

Our Solution

Our solution introduced and implemented three SaaS-based applications for the CRM and RPM modules. The three SaaS-based applications were

Mavenlink (The Kanata Professional Cloud for professional services, for resource and project planning)
Copper (A leading CRM software solution, for new leads, new opportunities, clients)
HubSpot (A popular, all-in-one CRM platform, for marketing)

The scope of the project included the following activities:

Analysis & field mapping
Migrate existing legacy data to Mavenlink (Copper & HubSpot were fresh new systems so there were no legacy systems for them)
Write integrations between all three systems i.e., HubSpot >> Copper >> Mavenlink to sync data internally
Build ETL process for further processing of downloaded raw data into processed data for reporting
Write API that will download data from all three systems for further processing
Build ETL process for further processing of downloaded raw data into processed data for reporting
Create Power BI reports for data analytics

We wrote the intermediate layer that pulls the data from the legacy system & converts into desired format (in Mavenlink required format), writes integrations in AWS Lambda to sync data between all three systems, and writes . NET-API to pull data from all three SaaS-based applications to store into Azure Storage. We implemented ETL process to convert raw data into processed data using Azure Data Analytics & Azure Data Factory, and finally to create Power BI reports from processed data. For automation, we implemented Azure Data Factory pipelines.


Key Inclusions

Project > Project Allocations & Resource Planning > Project Phase & Tasks > Time & Expenses > Project Roles & Rates > Project Activity Feed > Mavenlink Users > Teams

Leads> People > Companies > Pipelines > Users

Deal > Contact > Line items > Product > Company


Stuck with the legacy application?

SPEC INDIA offers seamless migration to cloud-based SaaS applications which not only offers better collaboration but also integration. Get in touch with our consultants to get started with the migration.

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Technologies & Tools

Azure Data Factory
Azure Storage Accounts
visual studio-cs
Visual Studio

Our Process


Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.


We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.


Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.


Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.


We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.

Business Benefits

Improved user experience for resource and project planning

Increased revenue generation and lead generation

Less support and maintenance costs and efforts

Better resource and project planning

Robust, smooth, and effective business process execution

Automated processes and increased returns

Better collaboration

Robust reporting features


Want to migrate to cloud-based SaaS applications?

You have landed at the right destination. We at SPEC INDIA hold experience with similar projects. Let us discuss the specifications of your requirements further.

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