Business Data Stuck Within Legacy System
Miller Kaplan is a top U.S. accounting firm that was founded in 1941. Located in Los Angeles, Miller Kaplan provides audit, accounting, business management, and information security services, among others, to high-net-worth individuals, startups, and Fortune 500 companies. With more than 250 trusted advisors, Miller Kaplan provides technical and industry expertise that will help their clients succeed.
Faced with mounting market demand, Miller Kapla had embarked on crucial digital transformation initiatives. However, their Salesforce implementation project had stalled, leaving them without a clear path forward. The situation was compounded by significant challenges with their legacy data and a tight deadline.
The business data within their legacy system was riddled with quality and integrity issues, making a successful migration seem impossible. The new Salesforce instance needed to work for several distinct business lines, each with its own processes.
To add to the complexity, the firm needed to integrate Salesforce with a new ERP system that had to be rolled out between tax seasons. They needed a partner who could not only rescue the project but also drive decisive action and deliver results at speed.
Leveraging White-Glove Services To Serve Various Business Lines
Miller Kaplan needed a partner with the deep technical expertise and strategic insight to get their implementation project back on track and across the finish line. KMS Technology was engaged to provide white-glove services, taking full ownership of the project and delivering a comprehensive solution under high pressure.
1. Rapid Salesforce Implementation
In the initial week, KMS assembled a senior team of Salesforce architects and data specialists. We ran an in-depth audit of the legacy system, uncovering inconsistencies and critical data integrity gaps that threatened the migration.
With the help of Miller Kaplan stakeholders, we captured complex business processes across multiple lines, mapping legacy workflows to future-state operations. Our team produced a detailed gap analysis, constructed a project roadmap, and successfully turned around results within 6 weeks.
2. Complex Data Migration
The legacy system’s data was plagued by duplication, inconsistent formatting, and years of manual workarounds. The KMS team quickly analyzed the legacy system, along with current & desired business processes across multiple business lines.
Within the first week of engagement, our team provided a detailed roadmap and actionable plan for Miller Kaplan’s data migration. The KMS team deployed dedicated data engineers to design a multi-stage ETL (Extract, Transform, Load) pipeline leveraging industry best practices for data cleansing, validation, and deduplication.
3. ERP Integration
While implementing Salesforce at an accelerated pace, we worked in close collaboration with the Miller Kaplan team to understand the new ERP system. We supported the necessary integrations, ensuring that both Salesforce and the ERP could be launched successfully and in sync, meeting the tight deadline.
4. White-Glove Services
KMS took a step further by winning buy-in across the entire Miller Kaplan team. KMS provided white-glove services to deliver Salesforce functionality rapidly, migrate data, and enhance data integrity. Each functionality is tailored for every business line with automated workflows and dashboards.
Intensive training was delivered as the Salesforce Sales Cloud was rolled out to all users. We established a support desk, ensuring rapid response to user issues and continuous learning as adoption ramped up.
Turning High-Risk Projects into High Success Stories
By providing expert guidance and flawless execution, KMS Technology successfully navigated a complex implementation, data migration, and integration on an aggressive timeline. Miller Kaplan was able to go live with both their new Salesforce and ERP systems, leveraging clean data and streamlined processes.
The successful implementation resulted in a 25% increase in sales and a 25% improvement in revenue forecasting accuracy. With clean data and automated workflows, over 100 users saw a 35% increase in productivity, and the overall data integrity of the firm’s most critical information improved by 20%.
“Partnering with KMS to implement our Salesforce has been an absolute game-changer. Their white-glove service was truly exceptional. They took the time to understand our needs, walked us through every step of the process, and delivered results beyond our expectations.”
KMS Technology provided Miller Kaplan with the strategic implementation needed to turn a potential crisis into a powerful engine for growth.