A high-stakes digital transformation project: migrating Spring Financial's entire CRM from Salesforce to Odoo, including customer records, loan workflows, communication history, and all downstream integrations.
🗄️ Data Migration:
Designed custom Python migration scripts using Psycopg2 to extract data from Salesforce APIs, transform it to match Odoo's data model, and load it with full validation. Handled edge cases: duplicate detection, relationship integrity, null handling, and incremental sync for the cutover period.
⚙️ Odoo Customization:
Built custom Odoo modules tailored to fintech workflows — loan origination, customer scoring, collections management, and compliance tracking. Extended native Odoo models with custom fields, views, wizards, and automated actions.
🔗 Microservices:
Built Django-based microservices to bridge Odoo with external platforms:
• Iterable integration for triggered email marketing campaigns
• Custom loan distribution engine for routing applications to the right products
• Webhook processor for real-time event handling from payment providers
☁️ Infrastructure:
Used AWS SQS for message queuing between services, S3 for document storage, Lambda for scheduled tasks, and Step Functions for multi-step workflow orchestration.
✅ Outcome: Successful production cutover with zero data loss, reduced CRM licensing costs, and a fully customizable platform owned by the business.