Data Conversion Process
Every conversion project is unique. There are many details we need to end up with for a powerful solution, such as the client, the industry, the software they are moving from and the reports they need. Over the years, we’ve refined our conversion process and have now packaged this service. Here’s how it goes:
Phase 1: We determine the product or products the client needs. This can include Sage 100, NetSuite, Deltek Vision, Fixed Assets, Payroll or any other third-party, add-on products. Our focus is to keep clients integrated with their core accounting system for most of their business needs.
Phase 2: We set up the template file in your system and configure the workflow to get all of your data converted. During this time, you may want to be doing double entry in your old system and in the new system file. You pull data from your old system, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to move over.
Phase 3: We go live and train your team. Training your team is crucial to ensure that your company successfully transitions to the new software. The training we do during a file conversion is custom to your business and is done on-site or via remote connection with one of our consultants.
Phase 4: We close the books for the month and review financials with you. This process helps us determine if there are any other additional data or monthly reports you need to run your business.
Phase 5: The final phase of the process, is the time we spend following up. We’ll let you run the software for a month or so and then check in and see how things are going with an Effectiveness Review.