# Transitioning to Veeva OpenData: A Case Study
> Discover practical insights from Servier UK & Ireland on migrating from legacy CRM data providers to Veeva OpenData for improved business excellence.

Tags: veeva-opendata, crm-migration, master-data-management, pharmaceutical-industry, data-governance, business-excellence, hcp-data
## Transitioning from Local Legacy CRM to Veeva OpenData
* A practical affiliate perspective from Servier UK & Ireland.
* Focuses on moving from local data ownership to global reference data.

## Why Data Quality Matters
* HCP/HCO Master Data is a foundational business asset for sales effectiveness, medical engagement, and compliance.
* OpenData serves as an enabler for Business Excellence, not just a technical data feed.

## Legacy vs. OpenData Models
* **Before:** Local creation, periodic refreshes, high duplicate risk, and significant admin effort.
* **After:** Global universe search, continuous data refresh via Data Change Requests (DCRs), and harmonized definitions.

## The Transition Journey
* Six phases: Prep & Scope, Data Matching, CRM Setup, Data Cutover, User Training, and Go-Live.
* Data matching is highlighted as the heaviest affiliate-owned activity.

## Governance and Operations
* Veeva maintains reference data; Affiliates own business usage and data requests.
* Users transition to 'Search & Add' workflows instead of manual creation.

## Benefits Realized
* Cleaner HCP/HCO universe.
* Reduced duplicate records.
* Faster, more reliable data updates.
* Stronger foundation for analytics, AI, and omnichannel strategies.

## Key Lessons Learned
* Start data preparation earlier than expected.
* Involve SME business leaders (sales/medical) early.
* Invest in Train-the-Trainer programs.
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