Consultant of the Month: I helped a leading transport company migrate from Microsoft to Salesforce

When she took on her latest project for K2, Amanda Sampaio de Oliveira knew she was stepping into a complex and rewarding challenge. As a Business Analyst and Scrum Master, she was tasked with helping a major K2 client move its customer service operations from Microsoft to Salesforce.

Despite several hurdles along the way, Amanda played a key role in delivering a smooth and successful Salesforce migration. Her exceptional work has earned her the title of K2’s Consultant of the Month for April 2025.

Brazil-based Amanda, who’s been working in project management since 2013, offers a behind-the-scenes look at how she succeeded in this recent project.

Tell us about the Salesforce migration project

I worked for a large sustainable transportation company as both a Business Analyst and Scrum Master during the migration of its customer service operations from Microsoft Dynamics to Salesforce. The goal was to improve efficiency, scalability, and the user experience for the support team. 

My responsibilities included gathering and refining requirements, facilitating agile meetings, and ensuring everyone was on the same page – from stakeholders to developers. The migration resulted in better system integration, streamlined workflows, and clearer visibility into customer interactions.

What part of the project are you most proud of?

Something I’m particularly proud of building was a strong foundation for team alignment and delivery. I created clear, easy-to-understand documentation that became the main reference for both the business and tech teams.

I also structured our agile meetings in a way that encouraged collaboration and kept everyone involved. Our Jira board became a real-time view of the project’s progress – well-organized, up-to-date, and transparent. These things brought rhythm, clarity, and a sense of shared purpose to a constantly changing situation.

What challenges did you face, and how did you overcome them?

One of the more significant challenges was needing to transition to a new development team partway through the project. To make it even more interesting, the tech lead was temporarily unavailable. I had to step up to onboard the new developers, making sure they understood both the business context and the technical direction. This took patience, clear communication, and a lot of coordination.

I relied heavily on our structured documentation and agile meetings to maintain continuity and keep things moving forward. In the end, the new team got up to speed faster than expected, and we didn’t miss a beat.

What did you enjoy most about the Salesforce migration project?

I enjoyed being in a position where I could connect different people, perspectives, and priorities. Even in complex or challenging environments, I found satisfaction in bringing clarity to confusion and helping teams move forward with a clear goal. There’s something really rewarding about making things work, even when the process isn’t always glamorous.

What did you learn from the project?

This Salesforce migration role taught me a lot about dealing with complexity – not just in systems, but also in working with people. Technically, I gained a deeper understanding of CRM platforms, integrations, and agile methods. Beyond that, I learned how to keep things going when plans change, how to communicate clearly under pressure, and how to adapt quickly in fast-paced environments.

What advice would you give to someone starting out their career in IT?

Be curious and patient – tech is huge, and nobody knows everything. Ask questions, take notes, and don’t be afraid to say, “I don’t understand” – it’s actually a strength. Focus on your communication skills just as much as your technical skills, because tech is built by people. And when imposter syndrome pops up, remember it’s normal – just don’t let it stick around for too long.