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Financial Technology

Global SaaS Provider:
Rapid Legacy Migration to Amazon Connect in Just 3 Months

Executing a massive, time-critical transition from a failing legacy vendor to a modern AWS-native contact centre, migrating 250+ advisors across two global business units weeks ahead of schedule.

3 Months
Migration Timeline
Completed 3 weeks ahead of the hard contract deadline
250+
Contact Centre Advisors
Migrated and retrained across two global business units
80k
Monthly Call Minutes
Zero service interruption during the transition

The Challenge

Facing an unreliable Salesforce integration and a rigid contract end-date, the client had just 4 months to completely replace their legacy contact centre provider across two global business units without risking high-stakes financial transaction support.

  • Legacy vendor's Salesforce integration was unreliable and causing data loss
  • Hard contract deadline with the incumbent provider leaving zero margin for delay
  • Two separate global business units each with distinct routing and compliance requirements
  • Over 250 contact centre advisors needed to be migrated and retrained
  • 80,000 monthly call minutes could not tolerate any service interruption
  • High-stakes financial transaction support demanded absolute accuracy in routing

The Solution

CloudInteract designed a unified, AWS-native platform using Amazon Connect and Salesforce Service Cloud Voice. Through early dependency planning and a highly collaborative engineering approach, the entire migration was executed weeks ahead of schedule.

  • Designed a unified Amazon Connect architecture serving both business units
  • Integrated Salesforce Service Cloud Voice for seamless CRM and telephony fusion
  • Built custom routing logic to handle distinct compliance requirements per business unit
  • Deployed Amazon Connect Contact Lens for real-time sentiment analysis and QA
  • Executed the full migration 3 weeks ahead of the critical deadline
  • Delivered comprehensive agent and supervisor training in parallel with the build

Why CloudInteract

The project's success hinged on meticulous early-stage dependency mapping. CloudInteract identified every integration point, compliance requirement, and agent workflow upfront, enabling parallel workstreams that dramatically compressed the delivery timeline without compromising quality.

Project Timeline

1
Weeks 1–2: Intensive Discovery

Mapped all legacy workflows, integrations, and compliance requirements across both business units

2
Weeks 3–6: Platform Build

Provisioned Connect, configured routing, and integrated Salesforce Service Cloud Voice

3
Weeks 7–10: Testing & Training

Parallel UAT and comprehensive agent/supervisor training across both units

4
Weeks 11–12: Go-Live

Phased production deployment completed 3 weeks ahead of contract deadline

Key Takeaway

When the stakes are high and the deadline is immovable, execution speed and engineering rigour become the only things that matter. This project demonstrated that a 3-month migration across two global business units isn't just possible — it can be delivered ahead of schedule when the right partner takes the lead.

Technology Stack

Amazon ConnectSalesforce Service Cloud VoiceAmazon Contact LensAWS LambdaAmazon EventBridgeAWS CloudFormation

Key Results

3 Months
Migration Timeline
250+
Contact Centre Advisors
80k
Monthly Call Minutes

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