AI Driven App Remediates Competitive Migration Data Challenges for Multinational Technology Conglomerate

A multinational technology conglomerate faced significant challenges with post-migration incompatibilities for customers transitioning from competing cloud-based productivity software to their leading productivity suite. Despite offering a migration service, users encountered adoption issues due to feature gaps, risking enterprise license renewals. Valorem Reply’s compete engineering experts developed a workspace scanning and analysis tool and a self-service AI add-in application to address these issues, resulting in improved customer satisfaction and streamlined migration processes. 

CHALLENGES & OPPORTUNITIES

• Automated Incompatibility Detection Needed: An automated solution was required to identify and prioritize post-migration challenges for customers transitioning from competing solutions. 
• Spreadsheet Incompatibility: A major issue was identified with spreadsheet calculations that were incompatible with the customer’s solution, leading to low fidelity and functioning workbooks post-migration. This required manual remediation at the cell level, deterring enterprise-wide adoption and negatively impacting subscription renewals and customer retention. 

SOLUTIONS

• Scanning Assessment Report: Valorem Reply’s compete engineering experts quickly developed a scanning assessment report to provide an automated view of incompatibilities across productivity suite products. 
• Cross-Platform Solution: Engineers utilized the customer’s Web Add-In and Java API to create a cross-platform solution for resolving spreadsheet incompatibilities. 
• Enhanced Migration Experience: The solution included a "help" section with "how to’s" based on insights from the support team, and the post-migration Scanning and Analysis Tool. 

RESULTS

• Agile Remediation Solution: Provided an interim solution for migrations and sales teams while integrating Valorem’s design into the next product release. 
• Customer Empowerment: Enabled customers to solve their own data challenges with an automated assistant. 
• Migration Efficiency: Users could resolve the 50 most common incompatibilities within seconds, reducing friction and enhancing full productivity suite adoption.