Service 03 · Migrate
Move data safely between systems and CRMs.
Prepare, check and validate operational data before it moves, so day one on the new system looks like day one hundred should.
Field mapping sheet
acct_nameAccount namecntct_1Primary contacttel_noPhone (E.164)cntryCountrylast_ord_dtLast order datenotes_freeAccount notes
Order of work
- 1ExtractPull a full copy of the source records
- 2PrepareStandardise formats and resolve duplicates
- 3MapAgree every field against the new structure
- 4ValidateTest load, then check counts and samples
- 5Go liveMove the live data with support on hand
Illustrative view of a mapping sheet. Every field is agreed with you and validated on a test load before anything moves for real.
Scope of the work
Migration work that lands on the first attempt.
- 01
Pre migration audit
Understand what's in the source today, what to keep, what to drop, what to fix before it moves anywhere.
- 02
Field mapping and transformation
Every field mapped, every transformation documented, including what happens to legacy fields with no target.
- 03
Data preparation and cleansing
Duplicates, gaps and formatting drift resolved before the move, so you are not carrying old problems into a new system.
- 04
Validation and reconciliation
Sample check, rule check and reconcile so the receiving system sees data it can trust from day one.
- 05
Going live and handover
Import ready files, a change log and a support window for the first weeks after go live.
- 06
Documentation your team keeps
Mapping sheets, rules and decisions written down, so the knowledge stays with you once the project closes.
Risks we remove
Where migrations quietly go sideways.
Legacy quirks lost in translation
Fields with no target, workflow assumptions nobody wrote down, and one off rules baked into the old system. If they aren't documented, they vanish.
Numbers that don't reconcile
Day one on the new system and the totals don't match the old one. Reconciliation before we go live is cheaper than firefighting after it.
Old problems carried across
Migrating without preparing means duplicates and stale records land in the new system, and the fresh start everyone was promised looks exactly like the last one.
A stalled programme
Migrations get stuck when nobody owns the data preparation. A dedicated pair of hands keeps the timeline honest.
How we run a migration
What keeps a migration on the rails.
Planned around when you go live
Migration dates move and scope shifts. When the plan changes we reprioritise around your programme rather than holding you to a schedule that no longer fits.
Mapping in the open
You see the mapping, the rules and the reconciliation before we go live. If something in the source cannot be moved cleanly, you hear it early, while there is still time to decide.
Reconciled before you switch
Counts and samples are checked on both sides before we go live, and the judgement calls are made by people rather than left to the import tool.
Before we go live
The questions worth settling before we go live.
Our system vendor says they handle the migration.
Most vendors move what you give them. They do not decide which records deserve to move, how legacy fields should map, or whether the totals reconcile afterwards. That preparation work is what we do alongside them.
Can we not just export and import?
You can, and it usually works until someone runs a report. Straight exports carry duplicates, blank fields and structures the new system was never designed for, and unpicking that after we go live costs far more than preparing first.
Our team knows the old system best.
They do, which is why we work with them rather than around them. We take the mapping, checking and reconciliation off their desk while keeping their knowledge in the documentation.
How do we know nothing is missing when we go live?
Because we reconcile both sides before we go live and hand you the counts. If a number does not match, it is resolved before the switch rather than discovered afterwards.
Outcomes
A move your team can stand behind.
A move where the numbers on both sides actually match
Fewer support tickets and less firefighting after we go live
Legacy quirks documented, not silently lost in translation
A clean start rather than old problems copied into a new system
A programme that keeps moving instead of stalling on data prep
Documentation your team keeps long after the project closes