V8→V9: Upgrade & Modernization
Challenge: The organization relied on a heavily customized CRM v8 system with deprecated APIs, outdated JavaScript, unsupported Angular components, and WCF‑based integrations. The platform was approaching end‑of‑life and could not adopt new Microsoft features or UI frameworks.
Approach: Performed a full customization audit, modernized plugins and workflows, replaced deprecated APIs, updated JavaScript libraries, and resolved solution layering conflicts. Coordinated regression testing, UAT cycles, and cross‑team collaboration to ensure compatibility across all modules.
Outcome: Delivered a fully modernized v9 platform with zero downtime during cutover. Improved maintainability, reduced technical debt, and enabled adoption of the Unified Interface and future Microsoft roadmap features.
V8→V9: UI Modernization (Angular → Fluent UI React PCF)
Challenge: Legacy Angular components were incompatible with v9’s Unified Interface and no longer supported. They caused UI inconsistencies, performance issues, and blocked the upgrade path.
Approach: Reverse‑engineered Angular components, extracted business logic, and rebuilt them as reusable PCF controls using Fluent UI React. Integrated the new controls into CRM forms and datasets, ensuring full compatibility with v9’s UI framework.
Outcome: Delivered modern, responsive UI components that improved usability and reduced UI‑related defects. Enabled full adoption of the Unified Interface and eliminated unsupported Angular dependencies.
V8→V9: Data Migration Using SSIS + KingswaySoft
Challenge: The legacy v8 system contained inconsistent data structures, custom schema extensions, and legacy Pivotal CRM mappings that needed to be reconciled before upgrading to v9.
Approach: Built ETL pipelines using SSIS + KingswaySoft to extract, transform, and load data. Performed schema mapping, automated validation, and iterative test migrations to ensure accuracy and integrity. Coordinated with business teams for UAT validation.
Outcome: Achieved a 100% successful data migration with no post‑go‑live data defects. Reduced manual cleanup through automated transformations and enabled a smooth upgrade path.
V8→V9: Service Modernization (WCF → Web API)
Challenge: Existing WCF services were tightly coupled, difficult to maintain, and incompatible with modern authentication and integration patterns required by v9.
Approach: Analyzed WCF operations, redesigned service boundaries, and rebuilt endpoints using ASP.NET Web API. Implemented modern authentication, structured logging, error handling, and versioning. Coordinated with integration partners to validate new endpoints.
Outcome: Delivered modern, scalable APIs that improved integration performance and reduced maintenance overhead. Enabled future integrations to adopt standard REST patterns.
V8→V9: Leadership & Team Management
Challenge: The upgrade involved multiple teams working across UI, data, integrations, and platform modernization, with high risk of regression and cross‑module conflicts.
Approach: Directed sprint planning, estimation, sequencing, and execution oversight. Facilitated daily standups, issue triage, and cross‑team communication. Mentored developers on v9 SDK changes, PCF development, and modernization patterns.
Outcome: Delivered the upgrade program on schedule with all modules modernized and validated. Improved team productivity, reduced rework, and strengthened internal CRM capabilities.