As part of a corporate spin-off from a parent company, the newly formed CDMO needed to exit legacy JD Edwards systems and implement Salesforce (CRM) and Microsoft Dynamics 365 (ERP) from the ground up. While the business wanted a clean break from the past, it still required access to historical financial and operational data from JD Edwards.
Compounding the challenge, ERP and CRM implementations were happening in parallel with new manufacturing facilities coming online in the U.S. and Germany. Leadership could not wait 6–12 months for a traditional data warehouse project after go-live. Analytics needed to be available immediately, even while the source systems were still stabilizing.
KPI Partners leveraged its Data Products Accelerator to establish a Snowflake-based analytics foundation in tandem with Salesforce and Microsoft Dynamics 365 implementation. Instead of waiting for ERP stabilization, the project team used:
Pre-built ingestion patterns
Domain-aligned data models
Reusable transformation logic
A phased rollout framework
This allowed the organization to:
Ingest new Salesforce and Microsoft Dynamics 365 data as modules went live
Integrate historical JD Edwards data alongside modern systems
Deliver dashboards and reports during the implementation window
Avoid a lengthy custom analytics foundation build
An offshore development team accelerated delivery while maintaining governance and architectural standards.
The solution was built on a cloud data platform using a modern medallion architecture. Snowflake provided the scalable compute and centralized storage needed to unify legacy and modern ERP environments while supporting phased global expansion.
The analytics foundation was delivered in waves aligned to business milestones.
Wave 1 – Salesforce (Revenue Modules)
Delivered commercial visibility at CRM launch.
Wave 2 – Microsoft Dynamics 365 Financials
Integrated AP, AR, GL, and Fixed Assets to establish a financial reporting backbone.
Wave 3 – Microsoft Dynamics 365 Manufacturing
Enabled analytics for Inventory, Projects, and CapEx — aligned with the opening of two new manufacturing facilities in the U.S. and Germany.
Wave 4 – Veeva QMS
Integrated life sciences–specific quality processes, including Complaints, Deviations, Audits, Quality risk management, Supplier quality management, and Change control. This provided visibility into regulated quality workflows alongside financial and commercial metrics.
Wave 5 – ERP Refactoring & Real-Time Manufacturing Analytics
The next phase will support legacy ERP and new-generation ERP processes, real-time manufacturing line quality insights, and expansion to two additional global facilities.
By leveraging the Data Products Accelerator, the organization avoided a traditional 6–12 month custom analytics foundation rollout and instead delivered an initial production release — including dashboards and reports — in under three months.
This parallel approach ensured that analytics was not a downstream afterthought, but a core component of operational independence post-spin-off.
Quantitative Outcomes
Strategic Outcomes
The initiative received a CIO Excellence Award in the Innovation Team category, recognizing the team’s forward-thinking approach to building a scalable, cost-efficient analytics foundation during a critical business transition.
With Salesforce, Dynamics 365, Veeva QMS, and Snowflake fully integrated, the organization is now positioned to:
Expand analytics across additional manufacturing facilities
Support next-generation ERP refactoring
Enable real-time manufacturing and supply chain operational reporting on a large mission control-style LED wall
Scale globally without rebuilding the analytics foundation
The organization sought a partner that could deliver a scalable, product-oriented data platform while reducing the operational burden on internal teams. KPI Partners was selected for its accelerator-driven approach, deep experience with enterprise SaaS data, and ability to deliver governed, reusable data products aligned to business domains.