The Client’s Story
“With Stanton Allen’s unique experience and understanding of the complexities in transforming and migrating CRM data, we felt we had a solid partner to guide us through the process and successfully meet our objectives.”Linda Thompson
Perkins Coie is an AM Law 50 law firm with over 1000 attorneys throughout the USA and Asia. Their mission is to provide world-class legal service dedicated to uncompromising integrity and quality by adhering to a set of key principals based on relationships and respect. To that end, the firm realised that the existing CRM system was inadequate to help meet their goals and needed to be replaced. After extensive interviews and requirements analysis, they selected Salesforce – OnePlace and embarked on a major CRM migration project.
“In evaluating the migration process,” says Linda Thompson, the firm’s CRM Manager, “we realised that there was a considerable amount of work to be undertaken in cleaning up the legacy data and mapping it to the new system. We chose Stanton Allen due to their extensive expertise in this area and their solid reputation amongst our peer firms. The reassurance that there was an established, trusted relationship between OnePlace and Stanton Allen was also a key factor.”
Stanton Allen was engaged to work with the firm to manage the process of auditing, cleaning, mapping and migrating the firm’s legacy data to OnePlace after an initial data discovery which helped to set the goals, scope and timeframe. “It was critical for us to improve the user adoption from our previous CRM” adds Linda, “We needed to strike a balance between bringing over the best quality information, while not leaving behind information people still relied upon.”
Stanton Allen worked closely with the project team to devise a migration strategy. ”Perkins Coie had a core team dedicated to ensuring the success of the project” explains lead consultant Barry Puddephatt. “They were very quick to understand our philosophy for ensuring that only data which we could prove had value, was migrated to the new CRM. Then when it came to mapping the data from their existing CRM—which had been heavily customised—a very collaborative approach was taken. A key factor contributing to the success of this project was down to the very open communication channels between ourselves and Perkins Coie”. The firm has now successfully relaunched their CRM in OnePlace and is in the final stages of roll-out across its global office network.
“No project as large as this can be achieved seamlessly” continues Linda, “and we learned a great deal about how to approach the task of migrating data. With Stanton Allen’s attention to detail and solid communications, we had a clear understanding of the decisions being made and the work being achieved. It was enjoyable to work with the staff at Stanton Allen and, as a result of our successful transition, we are seeing a significant improvement in user adoption.”
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Client Relationship & Project Manager
CRM & Data Specialist