Clients
Migration Projects and Testimonials
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Woodside Homes — Enterprise JD Edwards Consolidation and Cloud Migration
Homebuilding | JD Edwards | Azure Data Factory | 6 Divisions | 21 Months
Six semi-independent homebuilding divisions. Six JD Edwards configurations. One goal: a single, standardized, cloud-hosted instance — with the business running throughout.
- Scope: Billions of ERP records spanning GL, AR, AP, HR, and more; individual home inventory and construction records; warranty data; and sales data across all six divisions
- Scoping discovery: Initial two-year lookback assumption gave way to a community-based definition — any division with open sales or unsold inventory, carrying relevant data back five or more years in some cases
- Standardization: Six divisions aligned on common GL structures and option codes concurrently with the migration — a long-sought finance objective made possible by the project itself
- RocketWeave’s role: Designed data transport and transformation architecture, wrote ETL code, built and executed technical test plans, and worked directly with business units on data remediation
- Partnership: Executed in collaboration with Real Foundations, bringing deep homebuilding business-process expertise to the engagement
- Outcome: Fully consolidated, cloud-hosted JD Edwards environment with clean, standardized data across all divisions
Woodside Homes / Hubble Homes — Post-Acquisition Division Integration
Homebuilding | FAST (Constellation Homebuilder Systems) to JD Edwards | Azure Data Factory | 6 Months
When Woodside acquired Hubble Homes — an Idaho-based homebuilder running a different ERP entirely — they brought RocketWeave and Real Foundations back to integrate Hubble as the seventh division in the newly consolidated JD Edwards environment.
- Source system: Hubble operated on FAST, a construction-focused ERP by Constellation Homebuilder Systems. With no standard export path available, RocketWeave reverse-engineered FAST’s on-premises SQL Server database from a snapshot copy, working directly with Hubble and Woodside SMEs to interpret the data correctly
- Construction milestones: Where Hubble’s milestone structure diverged from Woodside’s, RocketWeave surfaced each discrepancy to SMEs on both sides and implemented their resolution — including deriving proxy values where mandatory destination milestones had no direct source equivalent
- RocketWeave’s role: Database reverse-engineering, data extraction, transformation architecture, ETL development, and technical test execution in close collaboration with Hubble and Woodside SMEs
- Outcome: All required Hubble data successfully migrated and operational as Woodside’s seventh division
Domaine Chandon (LVMH) — Multi-System Financial Integration with SAP
Winemaker | Multiple Source Systems | SAP | Engagement 2009–2017
When LVMH rolled out SAP globally, Domaine Chandon faced a formidable nightly integration challenge: pulling financial data from every revenue-generating system on the property and converting it into SAP’s complex import format — automatically, reliably, every night.
- Source systems: Six or more distinct platforms spanning winemaking, inventory, wine club, tours and tasting, a five-star restaurant, and retail — each with its own data model and business-process conventions
- Reverse engineering: Every source system required reverse engineering. The most technically demanding were Micros (restaurant POS) and AMS (a locally-built winemaking ERP) — both complex in data model and business-process terms, with limited documentation
- Integration architecture: A semi-automated nightly interface extracted, transformed, and loaded financial data from all sources into SAP’s ragged-right IDOC format — with automatic sequestration of exceptions for human review, keeping the main flow clean
- Ongoing relationship: As Chandon replaced vendors over the years — including AMS and their wine club platform — RocketWeave was brought back each time to implement new connectors and eventually oversee a full overhaul of the integration architecture
- Outcome: A mission-critical nightly integration that Chandon relied on for nearly a decade
Domaine Chandon
Multi-System Financial Integration with SAP
As our company was changing POS systems, we faced a seemingly insurmountable challenge to upload essentially offline sales data into our totally disparate corporate ERP. Forced to reverse engineer not one but two relatively closed systems with limited reporting capabilities, Pat and Albert (RocketWeave) designed and developed an intensely detailed end-to-end data interface that accounted for every one of our key financial indicators—and more. They asked and found answers to all the right questions while delving into issues both known and unforeseen. In the end, they were remarkably efficient in producing this ‘virtual miracle’ that we continue to rely on religiously to this day.
– JIM BAKER, IT BUSINESS SOLUTIONS EXPERT, DOMAINE CHANDON
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J.W. Seligman — Siebel CRM to SalesPage Migration
Financial Services | Siebel CRM | SalesPage | Oracle | 2000
Where it started: in 2000, RocketWeave co-founder Patrick Mundy was working as an in-house technologist at J.W. Seligman, a New York-based mutual fund complex — and undertook what would become the first of many data migrations.
Partnering with the firm’s Oracle DBA, he served as principal architect and co-developer of the inbound migration from Siebel CRM into SalesPage, a CRM platform purpose-built for the mutual fund and managed money industry. He designed and built the transformation and load processes into SalesPage’s Oracle database, and developed and executed the migration’s reporting and test plans.
That hands-on experience — understanding not just how data moves, but what breaks when it doesn’t — is the foundation RocketWeave is built on.
Additional Featured Projects and Testimonials
Woodside Homes — Data Warehouse and Business Intelligence
Homebuilding | JD Edwards | Microsoft SQL Server | SSIS | Tableau | Essbase | 2013–2024
RocketWeave’s relationship with Woodside began here — a complete redesign of a data warehouse architecture that was broken, slow, and poorly built. What started as a single engagement became an eleven-year partnership spanning data warehousing, business intelligence, and eventually the major migration projects described above.
- Initial engagement: Replaced a dysfunctional ETL architecture with a high-performance SSIS and SQL Server solution, dramatically improving overnight load times and data reliability for both Tableau reporting and Essbase cube consumption
- Ongoing optimization: Working under a master services agreement, RocketWeave progressively improved the reporting architecture — eventually stripping aggregate calculations out of SQL and allowing the reporting tools to handle them natively
- Azure migration: Between 2018 and 2020, RocketWeave migrated the entire architecture into Microsoft Azure, replacing the SSIS pipelines with equivalent Azure Data Factory workflows
- Outcome: A finance and FP&A team that could trust their data — from C-level dashboards to analyst-level detail — and a platform built to grow with the business
The data warehouse engagement was the foundation of a client relationship that grew to include the JD Edwards consolidation and Hubble integration projects described in the Migration section above.
Woodside Homes
Data Warehousing and Business Intelligence
We hired RocketWeave to redesign our Data Warehouse and help us implement a new BI platform. Our team consisted of two individuals from Finance with limited experience in creating and maintaining a fully functioning BI system. RocketWeave was able to quickly understand our business at a fundamental level and leverage that understanding into creating a complete solution. They met with the end users of the system to make sure we were building a platform that would accommodate both the C-Level’s overview requirements and the Analyst’s detailed requirements. RocketWeave started with the end in mind and broke down each requirement to its core which allowed us to work together in creating the Data Warehouse and BI platform that would work best for our needs.
– TRAVIS ISAKSEN, FP&A LEAD, WOODSIDE HOMES (NOW WITH LOWE’S)
GE Consumer Ventures
Complex Multi-party Workflows for Product and Brand Management with Salesforce
PROBLEM:
- Managing third-party licensees creating and manufacturing complex products required many manual and disconnected processes
- Communication among global teams within GE was required to maintain the integrity of the Product Development and Management lifecycle as well as Brand Management, financial reporting and recordkeeping
- A corporate requirement for use of the Salesforce Platform provided challenges to the project requirements
ROCKETWEAVE SOLUTION:
- Defined complex multi-party workflows between GE teams and triggers for outreach to or inputs from partner companies
- Created a customized workflow solution on the Saleforce platform within all corporate communication, security and systems management protocols
- Implemented original workflow scenarios for product creation and change management, brand management and financial reporting
- Provided training to all users including technical staff for future expansion and maintenance of the solution
VALUE TO CLIENT:
- Full visibility into the defined flows for all appropriate parties, with time- and content-based security restrictions as needed
- Improved communication and recordkeeping for all teams and parties throughout complex development cycles
- A highly sophisticated workflow engine that remains flexible and easily maintained over 5 years from project closure
Epocrates — Revenue Operations Rescue
Healthcare Software | Salesforce | ERP Integration | Revenue Recognition | 2012–2013
Epocrates — a medical software company with a complex portfolio of subscription contracts — was experiencing cascading financial reporting failures. RocketWeave co-founder Albert Factora, then serving as an in-house technologist, led both engagements; his work there became part of RocketWeave’s founding expertise when he joined the firm after Epocrates was acquired by athenahealth.
- Fulfillment and revenue recognition: SKU mismatches were driving fulfillment errors and revenue recognition losses exceeding $100K per month. Albert defined a shared data model across sales and finance, integrated Salesforce with the ERP, and centralized SKU management — eliminating the recognition errors entirely
- Revenue forecasting: Forecasts were running 10–35% off even inside 30 days, a consequence of inappropriate data sources and disconnected estimating algorithms — a situation that had already cost the CFO his job. Albert redesigned the underlying business rules and built a sensitivity analysis workbench for the incoming CFO and FP&A team
- Outcome: Forecast accuracy above 95%. Monthly cycle time cut from three weeks to five business days.

