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Perkins Coie: Migrating CRM Systems and Data to OnePlace

Posted on August 7, 2019

Data cleanup and migration and CRM rollout and relaunch to entire firm

Project Summary

  • Name: Perkins Coie LLP
  • Headquarters: Seattle, Washington
  • Lawyers: 1,100
  • Website: www.perkinscoie.com
  • Services: Corporate, commercial litigation, intellectual property, and regulatory legal advice to a broad range of clients

Business Situation

  • Replace existing CRM system and migrate to OnePlace
  • Improve user adoption from its previous CRM
  • Strike a balance between bringing over the best-quality information, while not leaving behind information people still relied upon

Services Provided

  • Data audit
  • Data management
  • Data migration

Why Wilson Allen?

  • Extensive expertise cleaning up legacy data and mapping it to the new system
  • Solid reputation among peer firms
  • Established, trusted relationship between OnePlace and Wilson Allen

Project Overview

  • Perform an initial data discovery, which helped to set the goals, scope, and timeframe
  • Devise a data migration strategy
  • Manage the process of auditing, cleaning, mapping, and migrating the firm’s legacy data to OnePlace

Overview

Perkins Coie is a leading international law firm that is known for providing high-value strategic solutions and extraordinary client service on matters vital to client success. With more than 1,100 lawyers in offices across the United States and in Beijing, Shanghai, and Taipei, they provide a full array of corporate, commercial litigation, intellectual property, and regulatory legal advice to a broad range of clients, including many of the world’s most innovative companies and industry leaders as well as public and not-for-profit organisations. A multi-award-winning firm, Perkins Coie is frequently recognised for its leadership in the legal profession.

Cleaning, mapping, and migrating data for a CRM relaunch

Perkins Coie’s mission to provide world-class legal service dedicated to uncompromising integrity and quality by adhering to a set of key principles based on relationships and respect. To that end, the firm realised that its existing CRM system was inadequate to help meet its goals and needed to be replaced. After extensive interviews and requirements analysis, it selected OnePlace and embarked on a major CRM migration project.

“In evaluating the migration process, we realized that there was a considerable amount of work to be undertaken in cleaning up the legacy data and mapping it to the new system,” says Linda Thompson, the firm’s CRM Manager. “We chose Wilson Allen due to their extensive expertise in this area and their solid reputation amongst our peer firms. The reassurance that there was an established, trusted relationship between OnePlace and Wilson Allen was also a key factor.”

Wilson Allen was engaged to work with the firm to manage the process of auditing, cleaning, mapping, and migrating the firm’s legacy data to OnePlace after an initial data discovery that helped to set the goals, scope, and timeframe. “It was critical for us to improve the user adoption from our previous CRM,” adds Thompson. “We needed to strike a balance between bringing over the best-quality information, while not leaving behind information people still relied upon.”

Wilson Allen worked closely with the project team to devise a migration strategy. “Perkins Coie had a core team dedicated to ensuring the success of the project,” explained lead consultant Barry Puddephatt. “They were very quick to understand our philosophy for ensuring that only data that we could prove had value was migrated to the new CRM. When it came to mapping the data from the existing CRM, which had been heavily customised, we took a collaborative approach. A key factor contributing to the success of this project was due to the very open communication channels between ourselves and Perkins Coie.” The firm has now successfully relaunched its CRM in OnePlace and is in the final stages of rollout across its global office network.

“No project as large as this can be achieved seamlessly, and we learned a great deal about how to approach the task of migrating data,” says Thompson. With Wilson Allen’s attention to detail and solid communications, we had a clear understanding of the decisions being made and the work being achieved. It was enjoyable to work with the staff at Wilson Allen and, as a result of our successful transition, we are seeing a significant improvement in user adoption.”

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