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Systems that Connect ERP, CRM, POS & Field Service Implementation

Service

Data Migration

Moving the records a business runs on, customers, items, balances, open transactions and history, from where they are to where they are going, without losing what they mean.

What it is

The move matters as much as the destination.

Moving the records a business runs on, customers, items, balances, open transactions and history, from where they are to where they are going, without losing what they mean.

The work is mostly decisions rather than copying: what moves, what is cleansed, what is archived, and who signs off that the numbers still agree on the other side.

When a business needs it

You feel it the day the old system has to leave.

  • A new system is chosen and years of records have to arrive intact
  • Two systems are merging and their records overlap and disagree
  • The current data is known to be dirty, and nobody wants to import the mess
  • A previous migration was attempted, and trust in the numbers has not recovered

What we deliver

How it connects

Migration touches everything the data feeds.

  • Opening balances agreeing with the accounts they came from
  • Customer and item records arriving deduplicated, so the new system starts clean
  • History kept queryable where it matters, archived where it does not
  • Cutover sequenced with the implementation it serves

Data Migration questions

What happens to our existing data?

We specify the format, you supply and cleanse it, and we migrate it with opening balances agreed by your finance lead. Data cleansing is the single most common cause of overrun, so we set the standard and the deadline in writing.

What happens to the old system during the switch?

Go-live has a readiness check, a cut-over run and a rollback plan, and you sign it. Nothing is switched off on hope.

Our data is a mess. Is that a problem?

It is the most common cause of overrun, which is why we treat it as a first-class part of the project: we specify the format, you supply and cleanse the data, and the standard and the deadline are agreed in writing before anything moves.

How does migration from spreadsheets or an old system work?

Structured: we specify the format, you supply and cleanse the data, and the standard and responsibility are agreed in writing before it starts.

Move once, cleanly, with the history you need.

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