This week Scott and James tackle how to best move your data over from your old system to a new one, and what factors you need to consider from both a strategic and tactical point to make the migration effective without being overbearing. Watch on to learn more…



Gaining Perspective into What Really Matters

Data migration can seem like a colossal undertaking if you aren’t prepared, especially if you have decades of data to transfer over. This is where we come in: we help you take a strategic overview of your data and determine exactly what/how much needs to be moved over. What matters from a reporting standpoint, information that is important to your business or for comparison, and what you need to retain for compliance in the long-term.

From there you need to plan out how to format your data for the new system so that you don’t find yourself with incompatible or missing data once the migration is complete. Above all, you should ensure that you have full tie-out so that no loose ends cause problems down the road.


Partnering with a Tech Company to Implement Your Strategy

Proper transfer ensures that you won’t have to recreate old reports or, even worse, do double the work by relying on the old system for certain data. If these details are neglected, it can negatively impact user adoption, efficiency, and productivity, as well as increase the potential for error. We can help you figure out how to map trends and old information so that you aren’t trying to import 40 years of data into your new platform.

Strategy should include not just what to move, but how, with a special focus on avoiding data corruption and subsequent validation issues that might arise as a result later on. We work with you to get all your balances tied-out, and subsidiary journals in sync to prevent problems before they have a chance to happen.


Is Sage Intacct Right for my Business?

Whether you’re a current customer of a financial management system, or someone deciding between multiple cloud ERP platforms, making a final decision can be extremely difficult. We completely understand that making change or using something new is never easy – heck we went through it ourselves! If you’re ready to make the switch right now, or you still have a few lingering questions, we’re here to help you start the process.

But maybe you’re comfortable with your old solution, you’re questioning whether you have the resources, and even when people show you numerous reasons why you should choose one solution over another, you still have a lingering feeling of doubt. Not to worry, the answer is simple – sign up for a 30 day Intacct trial and see for yourself.  Best part, there’s no risk, no obligation, no credit card required – you get to test drive before you buy.


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