Northbridge Capital
A boutique investment firm migrated off a 12-year-old CRM without losing a single client record — or a day of production.
The challenge
Northbridge's legacy CRM was end-of-life, unsupported, and held 12 years of client relationship history that the compliance team needed intact and auditable. Advisors were building workarounds in personal spreadsheets just to get work done.
The solution
We ran a field-by-field data audit before migrating anything, rebuilt the pipeline architecture around Northbridge's actual advisory workflow, and staged the cutover in three phases so no advisor lost access mid-transition. Every migrated record was reconciled against the source system before the old CRM was decommissioned.
Technology stack
“Compliance signed off in the first review. That never happens with a system migration this size.”
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