Your data are a strategic asset, do you leverage your assets?

The key to realizing the benefits of data value during a transformation project is to get every department in the business engaged and driving results.

Data is emotive.

Whether we recognize it or not, have a vocabulary to describe it or not, express it explicitly or not, the data that exists in a business ecosystem becomes familiar and, ultimately, quite personal to the people who use it.

Data management is not free. Let me re-frame this, Good data management is not free. If you are not currently practicing rigid principles in maintaining your data and do not have a tracking catalogue history that integrates with the other business functions.

You are the right place with OceanData.

Receive the framework for enterprise data that you should be practicing to recognize value from this very strategic asset.

Think of it, if you know in infinite detail the way your business operates in near to real-time, your planning is more accurate, your operations continue to be refined, and your decision-making is supported by accurate, concise, and timely information. This is a competitive advantage.

Data conversions (migrations) are generally complex and time-consuming processes. They are one of the principal activities that need to be designed and executed ahead of the start-up of the deployment process of the new platform. Without the correct execution of the data conversion process, invalid, inaccurate and incomplete data could make it into the new platform, which would limit its ability to execute functions correctly.

This makes it imperative that the conversion approach is followed, which will require all parties to understand upfront their responsibilities and that there is clear and effective communication throughout the process.

Would you buy a new Lamborghini and put dirty fuel into its tank?

Would you expect it to perform as expected? Will you get the full value from this expensive purchase?

OceanData outlines the data conversion strategy and approach on how a transformation program will convert existing application data into the new platform.

Your Data is a strategic asset. What is your strategy to leverage your assets?

Some realize this early and are rewarded with a new ERP or CRM system that performs as expected. Others are not advised appropriately and only realize the value of data during the final testing or, worse, just after their new CRM software go live. Data quality and appropriate data migration programs are the single most common source of cost overruns on any software implementation.

Think about it, how can you determine whether the new business model is implemented correctly if you don’t know that the existing data is correctly transformed and is all included in the new system.

Data Migration: The basics

Most migration programs consist of combining one or more legacy systems and non-system data sources such as personal or department databases, data from website forms, and spreadsheets into a global template.

Did we mention spreadsheets?

Because they seem to run a part of any business consideringfor a process transformation.



Data migration means that it begins with extraction from source systems and transformed into the logic and terms of the new platform.

1- The identification of the existing business processes that will be present in the new operating model;

Indicate whether the checklist validates each step is completed or not.


New platform interface design

Define a uniform nomenclature for documents and fields in the new platform, what is the sturcture fo the fields (data) you desire? what are the sections to categorise fields? What are the status sequence to present each section to each type of users?

2- The identification of the new business processes that will be added to the new operating model;

What is the logic of associating documents according to your nomenclature and tree structure?


Define the scope Module conversion included

Define all details of the requirements (per module and process section with status apply)
Once the scope is defined and approved, the work to plan the data migration begin :

1- Identification of the data required to support the scope of the transformation;

2- The identification of the process that will be employed to manage the data conversions within the required timeline;

3- The identification of the roles and responsibilities necessary from within the organisation to sucessfully execute the data conversion activities;

4- Identification of the people that will support the various stages of data activities within a module or within an application for a department

5- Identification of the tools that will be used to support the points above;


Match properties of Zoho CRM'fields with your old system

Example of fields and their correspondence:
First name, last, name, phone, extension, email
Country, province, city, citizenship, etc.
Main account and parent account
Industry information
Account status

Put technical activities in the language of business, this way any business can confidently engage with a system integrator to ensure that one of their most valuable assets, data, gets the power. and the structure necessary to use it fully.

What is the digital maturity of my processes?

Technology audit / What is the knowledge and expertise that feeds the business?

Business data is one of the most important pieces of information to manage in an organization.

This data is usually in the minds of employees and is shared as needed when training new resources.

This approach has had its day, because loyalty to the employer is no longer eternal.

Staff turnover means that with each departure, part of the knowledge of the company also leaves. There are several solutions to remedy this situation.

Product knowledge is one of the building blocks of an organization.

For example, how much does it cost to train a new estimator who will be able to price a project with enough precision not to jeopardize the profitability of the business?

In many such cases, the Product Configurator is a tool that could be used to manage most of the configuration or manufacturing rules for a product.

Save billable and non-billable hours with the Projects Time Sheet module. Save every minute of your hard work, manually or with timers, and our built-in integration with Zoho Invoice will automatically generate invoices from your timesheets.

How to know the digital maturity of the company?

How to do a technology audit?

Digital maturity self-assessment is difficult to quantify without an assessment model and without competence in a wide variety of areas of expertise.

This assessment will be used in the development of a digital strategy adapted to the reality of the company.

The audit is the foundation for developing a digital strategy.

It sets the starting point and then draws up the roadmap to follow.

Purpose of functional analysis

The objective of the functional analysis is to optimize the current tools, to draw up the acquisition plan for future technologies, and to ensure their cohesion and integration, all this taking into account the business model.

How to measure the integration of technologies in the company?

Technology integration

A company’s digital technologies have often been acquired on the basis of specific needs, without considering their ability to integrate with the technologies already in place.

This consideration is, however, the key to achieving the highest levels of efficiency.

This sharing of digital information between departments or directorates or partner organizations is essential.
Software and application integration breakdown information silos and make it available to those who need it at their fingertips based on a keyword search.

Integration of technologies for automation

The integration of information and communication technologies (ICT) can be horizontal or vertical.

Horizontal integration refers to the integration of software solutions at different stages of manufacturing and planning.

The goal of this integration is to deliver data using the flow approach, in order to reduce the processing cycle from the receipt of the sales order to the delivery of the product or service.

Vertical integration is the integration of different equipment systems at different hierarchical levels (activators and sensors, controls, production management, piloting), in order to deliver a constant end-to-end solution.

Integration brings definitely added value to the processing of commercial, technical, and management of information.

How is the business affected by the proliferation of technologies?

The proliferation of digital technologies in the company will make integration more and more complex, although the trend is to move towards universal communication standards.

The need for integration should be seen as the foundation for achieving organizational effectiveness.

The quality and extent of integration of the various digital technologies used will qualify the company for its growth according to the advancements of Industry 4.0.


What will your results be?

These different technologies (connectivity, Internet of Things, big data, etc.) make it possible to share information from your operations to software that processes the information and presents it in the form of performance indicators.

These indicators provide value-added information to the user as well as to the managers.

This information has direct consequences on operational performance and can even generate feedback on the process, increasing the level of intelligence of the company.

OceanData has a fabulous and hardworking team, we were able to achieve almost everything according to our wish list, we have great input from the team leader on their side at every stage of development. Our overall experience with OceanData is fantastic, they have great customer service, they deliver on time.

  • ErikVilleneuve, CIO at PWM

Which edition of Zoho should I use?

Migration management app is based on Zoho One edition, Zoho FinancePlus, Zoho CRMPlus, Zoho Workplace, Zoho Remotely. In addition, if you want to take advantage of the customer portal – you must be in the Enterprise edition or above.

Can I further customize the migration management application in the future?

Yes. You can hire us at an affordable price.

How much does the migration management application cost?

The Migration Manager app is available for a one-time fee, depending on what you have. However, you have to pay subscription fees for Zoho Creator.

Am I a prisoner with Zoho?

No! Never. You are not locked into long term contracts. You can pay monthly or annually, whichever works best for you.

What is the delivery delay?

We will deliver the project plan and begin the deployment of migration services within a maximum of 20 business days after reserving your deployment schedule based on an approved OceanData service proposal.

I've been working with OceanData to customize Zoho CRM Plus for 2 years. It was an absolute pleasure to work with Bruno and his team. The project was delivered on time and in accordance with specifications. OceanData exceeded my expectations in every respect. I will work with them again in the future as well.

Christian G.General Manager of Graphic Communications

I've been working with OceanData to customize Zoho CRM Plus for 2 years. It was an absolute pleasure to work with Bruno and his team. The project was delivered on time and in accordance with specifications. OceanData exceeded my expectations in every respect. I will work with them again in the future as well.

Christian G.General Manager of Graphic Communications

Thank you in collaboration, to set up our CRM system and to the continuous assistance of our learning in the use of this powerful tool. The team appreciates your efforts and will recommend your services. Thank you from all of us at SpotEv!

Colin D. HendryFounder-Founder & CSO at SpotEv Specialized in Innovative technologies for Cultural, tourism, hospitality sectors

Few people have the opportunity to report to a manager who is also a coach and mentor — but I did when I worked for Bruno.
I had the pleasure of working with Bruno at Ocean Data, collaborating on project teams.
I was always in awe of Bruno’s ability to command a room and get people on board with ideas — even people who were initially on completely different pages. No matter how tense a meeting, he made sure everyone left with a smile.
As a team member or a leader, Bruno earns my highest recommendation.

Akhil KhanijoMBA, Business Development Manager at Givex

Bruno is customer focused and will deliver a great solution for your needs.

Simon PouliotCommercial accounts manager, Heavy Duty sector