DATA MIGRATION OF THE LOYALTY POINTS PROGRAM CRM

THE COMPANY

Founded in 1905, our client is one of the leading private banks in the Argentine financial system. As an international bank and through various related companies and a wide range of distribution channels, it offers a broad array of financial services to over 3 million customers, including individuals and businesses, and operates one of the most extensive and diversified distribution networks in Argentina's private financial system.

THE CHALLENGE

To enhance user experience and expand the platform, the client needed to migrate their CRM, which managed their loyalty points program. This CRM had been a crucial component in managing customer interactions, allowing for efficient tracking of transactions and rewards. However, as the business grew and operations diversified, the need for a more robust and scalable system became apparent.

At the data level, it was essential to preserve the two most critical functionalities: storage, which had to ensure the integrity and availability of historical data, and the dynamic calculation of point allocation, which needed to maintain accuracy to avoid discrepancies and retain customer trust in the system.

THE SOLUTION

At Baufest, we designed data models based on a microservices architecture to support integration with external services and anticipate future expansions.

Additionally, we developed a comprehensive migration strategy to preserve the history of master and transactional data, a vital element in ensuring business continuity. This strategy aimed not only to transfer data without loss but also to ensure its consistency and accuracy.

Furthermore, validation and verification protocols were implemented before, during, and after the migration to ensure that databases remained free of duplicates, errors, or inconsistencies, with data quality analysis and improvement considered an integral part of the process.

Point allocation functionality was also a critical focus. We concentrated on ensuring that the rules for accumulating and redeeming points operated correctly in the new environment, simulating various usage scenarios. This combination of solid architecture, flexible design, and effective migration allowed not only the maintenance but also the enhancement of key system functionalities, preparing the company for future challenges.

BENEFITS

  • Optimization of data models for a better experience.
  • Customization of point allocation rules.
  • Flexibility and scalability to add new features.
  • High-quality data.
  • A faster, more intuitive, and reliable system that provides a better experience for customers.