Data Migration

Moving between systems? Our team has 30+ years of data migration experience. Moving your data is often the most complex part of moving from one CRM to another. We start by looking at where the data currently resides and where it is going. Next, with your help, we will map every field from the old system to the new system making sure this is in line with your business process and how the new CRM will be used. During this process we will decide what data comes over and what data does not as this is a good time to leave unnecessary data behind. The next step is to back up all of your data so that you have a copy of your legacy data in place. Our extracts and loads are done securely using middleware tools that will save you time and money. Once the migration is complete we will build validation reports and help you validate the data. Finally, we will be there for post go live maintenance as users start actively using the system to make sure any anomalies are corrected.