We complete a full review of all your current data and document a data map of all the sources.
We create a migration project plan that runs in conjunction to other parts of the project.
We start the process early, aiming to fail early and learn from the failures so that by the time we go live, there is minimal risk of failure.
How we do it
We use Excel templates wherever possible – everyone knows excel!
We use the best available cloud import tools that ensure data entegrity
We keep your eyes on the data – you know it much better than us!
What you get
A fully working CRM system with all the data you need in it, in the format that makes sense.
The ability to change any data yourselves,
A data set that is ready for reporting and insights that can change the way you perform.
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