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VEEVA CRM · MIGRATION READINESS

Veeva CRM Migration Readiness Assessment

Understand the complexity before you commit to the migration.

Cendance evaluates the current Veeva CRM and Salesforce landscape and identifies the data, integration, customization, security and process considerations that can materially affect a transition to Salesforce Life Sciences Cloud.

Schedule a Migration Readiness Review

Assessment scope

Architecture

Current Veeva/Salesforce architecture, security, roles and access model.

Data & metadata

Object, field and metadata inventory; data volumes, quality and retention considerations.

Customization

Custom code and configuration; reports, dashboards and analytics dependencies.

Integrations

Integration inventory and critical dependencies.

Process & fit-gap

Business process mapping and Salesforce Life Sciences Cloud fit-gap.

Opportunity & risk

AI and automation opportunities; migration risk and complexity assessment.

Potential deliverables

  • Current-state architecture summary
  • Data and integration inventory
  • Customization inventory
  • Fit-gap findings
  • Risk register
  • Target-state architecture recommendation
  • Migration approach and sequencing
  • Initial timeline and effort ranges based on discovered scope
Professional team collaborating on Salesforce CRM solutions

The assessment builds on our Veeva CRM to Salesforce migration services and our Salesforce Life Sciences Cloud consulting practice.

Request your readiness review

Tell us a little about your environment. A Cendance architect will follow up to schedule the review.