AMS Migration Under Deadline: From Impexium to MemberVerse on Salesforce for CDIA
CDIA (Consumer Data Industry Association) is migrating their entire membership ecosystem to MemberVerse — a Salesforce-based AMS — before their Impexium contract expires in July 2026. Custom seat assignment, bi-directional LMS sync, and a gated resource library are being built from scratch, against a hard cutover deadline.
The trade association representing the consumer data industry.
The Consumer Data Industry Association (CDIA) is a professional trade association representing the consumer data industry — with membership comprising approximately 32 core organisations including Credit Reporting Agencies (CRAs), mortgage reporting companies, and background screening firms. The vast majority of their customers are non-members who purchase individual training products and events. CDIA manages a complex ecosystem of memberships, industry events, and professional certifications — delivered through a Learning Management System (LMS). Their pain points were clear: a fragmented technology stack with costly middleware, reporting that required four separate manual queries, and unsecured access to protected intellectual property. With their Impexium contract expiring July 31, 2026, the window to migrate to a modern platform was fixed. We became the implementation team — building, migrating, and going live before the deadline.
A hard deadline, atypical legacy data, and custom requirements that went beyond any out-of-the-box AMS. We built a platform that fits — not just one that ships.
At a glance.
Discover, build, cut over.
With a fixed go-live date of July 31, 2026, the project moved through three rapid phases — starting with deep data analysis of atypical legacy exports, building out the platform and custom modules, and now finalising UAT and migration preparation for the 4-day cutover window.
Atypical data, a compressed timeline, and custom requirements beyond out-of-the-box.
The migration was never straightforward. Legacy data without standard database keys, hard deadline pressure, and bespoke requirements for seat assignment packages pushed the engagement well beyond typical AMS configuration work.
Atypical Legacy Data
The Impexium data export lacked standard primary and foreign keys — meaning the implementation team had to perform extensive analysis to rebuild the entire data architecture from scratch before any migration could begin. Data that looked structured in the legacy UI didn't match what was in the export files.
Compressed Timeline
With a hard contract expiry on July 31, 2026, there was little room for discovery delays or scope changes. Every sprint had to be purposeful, and decisions about what to defer to post-go-live (such as Zoom and Intacct integrations) had to be made decisively to protect the core delivery timeline.
Complex POTE Customisations
"Pay Once, Train Everyone" (POTE) packages allow organisations to purchase bulk training seats and assign them to up to 200 learners across multiple courses. This requirement exceeded standard out-of-the-box AMS functionality entirely — demanding a bespoke seat assignment module with MemberVerse as the master identity source.
Critical Data Gaps
Discovery revealed that essential fields — including individual "Metro 2 access" flags — were missing from initial database dumps despite being clearly visible in the legacy user interface. These gaps had to be identified, sourced, and mapped before the migration architecture could be finalised.
System Consolidation & Middleware Replacement
CDIA had relied on Slate as a third-party middleware between Impexium and Latitude LMS — adding cost, complexity, and operational risk. The new architecture had to eliminate Slate entirely by building native seat management functionality directly within MemberVerse, with a direct bi-directional API connection to the LMS.
Built a platform that fits — not just one that ships.
The implementation combined Salesforce platform expertise, custom module development, data architecture rebuilding, and API integration — all coordinated against an immovable go-live date with no margin for rework.
Data Architecture Rebuild & Migration Planning
Performed extensive analysis of the Impexium data export — identifying missing keys, rebuilding relationship architecture, and establishing clean data structures for the MemberVerse migration. With 95% of data mapping complete as of June 2026, the cutover strategy is set for a delta migration during a 4-day shutdown window in late July.
Custom Seat Assignment Module (POTE)
Built a tailored seat assignment tool allowing organisations to purchase bulk training seats and assign them to individual learners across multiple courses on the fly. MemberVerse serves as the master identity source — enabling the "Pay Once, Train Everyone" model that is central to CDIA's membership value proposition but exceeded any standard AMS capability.
API-Driven LMS Integration
Built a bi-directional integration with Latitude LMS — syncing learner progress, course completions, scores, and certifications every 30 minutes. This replaced the Slate middleware entirely, consolidating the technology stack and eliminating a layer of cost and complexity that had been adding operational overhead.
Automated Verification Workflow
Developed an automated workflow using domain matching to link new user accounts to their respective parent organisations or branches — removing the manual verification step that had previously required staff intervention for every new registration. Functional prototypes were successfully demonstrated and the workflow is ready for UAT.
Secure Resource Library
Built a gated portal section where members must accept specific Terms and Conditions before accessing protected documents and webinar recordings — replacing the previous open AWS links that could be freely shared or downloaded by non-authorised users. The Metro 2 access process, including credential validation and T&C acceptance, is built and ready for UAT.
Strategic Phasing for the Deadline
To meet the July 31 deadline without compromising core functionality, non-essential integrations (Zoom, Intacct) were deliberately moved to a stabilised post-go-live phase. This kept the critical path clear while ensuring members would have a fully functional, secure platform on day one — not a partially complete one.
Where we stand — as of June 2026.
Data Mapping Complete
Cutover strategy established — delta data migration planned for the 4-day shutdown window in late July 2026.
LMS Sync Interval
Bi-directional API integration with Latitude LMS syncing course completions, scores, and certifications — replacing the Slate middleware entirely.
Max Seats per POTE Package
Custom seat assignment module supports bulk purchasing and flexible learner assignment — exceeding what any standard AMS could deliver out-of-the-box.
Resource Library
Protected content now gated behind T&C acceptance — replacing open AWS links that could be freely forwarded by non-authorised users.
Custom LMS + Event Modules
Seat assignment and group event registration modules successfully demoed. Account verification workflow fully developed and approved.
Go-Live Deadline
Tracking on time — Impexium contract expiry respected, phased delivery strategy protecting the critical path without cutting corners on core functionality.
The stack.
The CDIA migration demonstrates what it takes to move a membership organisation's entire operational backbone — under a hard deadline, from atypical legacy data, with custom requirements no standard platform could support out-of-the-box. The work required rebuilding data architecture from scratch, developing a bespoke seat assignment module that exceeded AMS norms, and eliminating a costly middleware layer through direct LMS integration. Strategic phasing kept the critical path clear. The result: a modern, secure Salesforce-based platform that will be live on July 31, 2026 — on time, without compromise on what matters.