Transforming Complex Setups for a CRM Giant

CRM SaaS Leader

Client Overview

Client is a leading CRM software product company offering platform and services to streamline all business functions for a seamless customer experience.

Headquartered in San Francisco, CA, they are one of the industry’s most recognizable names, and a beacon for IT innovation.

Project Scope

The Oracle EBS R12 Setup migration comprised configuring OU, LE and necessary rollouts for new expansions. This included more than 250 objects that covered the complete Finance track and limited Supply Chain related objects. The challenge was to expedite the Setup migration with quick testing cycles, which incorporated transformations mandated by business teams.

Business Situation

Client was utilizing manual Setup deployment in its Oracle EBS R12.2.x environment. This resulted in a very cumbersome deployment strategy for new entity rollouts, new OU provisioning etc. The manual process was not only tedious but also prone to human errors. This resulted in severe delays with inherent process in-efficiencies, and also limited IT team’s ability to work on other initiatives causing an overall delay in project schedules.

Client decided to automate its Oracle Setup deployments thereby improving the quality and accelerating the implementation timelines.

Technical Situation

ChainSys deployed dataZap for all setup migration processes. Setups were directly extracted from the Oracle EBS source system. Data transformations, mandated by business, were built through automation within dataZap. The process was facilitated by comparison dashboards that gave business the ability to compare Setups between separate instances. Also, BR-100 reports were automatically generated through dataZap, which provided validation of Setup migration and helped the business give a quick sign-off.

dataZap facilitated this effort and assured availability of new Setups.


dataZap’s effective automation techniques helped the organization overcome setup migration challenges by creating multiple Setup environments during the conversion process, which resulted in an accelerated deployment while maintaining quality.

Primary Oracle EBS modules covered:

  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • E-Business Tax
  • Fixed Assets
  • Cash Management
  • Purchasing



An automated approach offered a repeatable and scalable solution for managing: 

  • Creation of new Setups in Oracle EBS from Spreadsheets
  • Movement of setups incrementally from one EBS Instance to another 
  • Copy of setups from one Ledger/LE/OU/Inventory Organization to another with automated transformation for selected fields
  • Comparing the Setups across EBS Instances and migrating the delta setups missing between environments 
  • Electronically produce Setup Reporting – BR100

The key to success was the ability to transform the Setups as needed and assure migration accuracy while accelerating the migration process.

Products and Services Used

dataZap - Pre-Configured Templates & Migration Engine to Extract, Transform, Pre-Validate, Load, Reconcile & Report.


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