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01 Introduction

This project involved the complete replacement of a legacy Microsoft Access–based workflow with a fully automated, scalable CRM solution built using Python and SuiteCRM. The new system eliminated manual data handling while preserving the exact business logic of the original Access application.

  • Workflow Automation
  • Legacy System Migration
  • CRM Integration
  • Data Validation & Processing

02 Description

A legacy Microsoft Access workflow was fully migrated into an automated, production-ready system using Python and SuiteCRM. A Python automation layer securely authenticates with the client portal, retrieves required data files, and transmits them to a custom SuiteCRM entry point via REST APIs. On the CRM side, the original Access business logic was carefully re-implemented in PHP, ensuring accurate data validation, transformation, and structured insertion into CRM modules. The solution completely eliminated manual Access operations, improved reliability and consistency, and provided a scalable foundation for future process expansion.

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