Consulting & Data Migration
Moving to a new system is risky. We eliminate that risk with proven processes, thorough testing, and hands-on support.
Why migrations fail
Most businesses avoid upgrading their systems because they're terrified of losing data. And they're right to be worried—poorly executed migrations destroy customer records, corrupt financial data, and create months of cleanup work.
The typical SaaS approach is to give you an import template and wish you luck. If something goes wrong, it's your problem. We take the opposite approach: migration is our responsibility, not yours.
We've migrated hundreds of spreadsheets, legacy databases, and outdated systems. We know where things go wrong, and we know how to prevent it.
Our migration process
Workflow Audit
Before we touch your data, we need to understand your business. We map your current processes, identify pain points, and document how information flows through your organization.
Deliverable: Process map, pain point analysis, and recommendations document.
Data Assessment
We analyze your existing data: spreadsheets, databases, CRM exports, accounting files. We identify duplicates, inconsistencies, and gaps. We define data quality rules and validation criteria.
Deliverable: Data quality report and migration plan.
Test Migration
We perform a test migration in a staging environment. You review sample data, run test reports, and verify everything is correct. We iterate until you're satisfied.
Deliverable: Test environment with your data for review.
Production Migration
Once testing is complete, we execute the production migration. We provide a detailed migration log, validation reports, and before/after comparisons to prove data integrity.
Deliverable: Live system with all data migrated and validated.
Team Training
Your team receives hands-on training: daily operations, reporting, troubleshooting. We provide written guides, video tutorials, and operational checklists.
Deliverable: Training materials and documentation.
Post-Launch Support
We don't disappear after go-live. We provide 30-60 days of post-launch support to handle questions, fix issues, and optimize workflows based on real usage.
Deliverable: Ongoing support and system optimization.
What we migrate
From Excel & Spreadsheets
- Customer lists and contact databases
- Sales pipelines and opportunity tracking
- Inventory records and stock levels
- Order history and invoicing data
- Product catalogs and pricing
- Employee records and HR data
From Legacy Systems
- Outdated CRM platforms
- Desktop accounting software
- Access databases and FileMaker
- Custom-built internal tools
- Industry-specific software
- Multiple disconnected systems
UK business compliance
We understand UK-specific requirements and configure systems to handle them correctly from day one.
VAT & Tax Workflows
- VAT rate handling (standard, reduced, zero-rated)
- Reverse charge mechanism for B2B services
- VAT MOSS for digital services
- Making Tax Digital (MTD) compliance
- Proper invoice formatting and numbering
Data Protection
- UK GDPR compliance and data handling
- Right to erasure (deletion requests)
- Data portability and export
- Consent management and tracking
- Audit logs for data access
Our data integrity guarantee
We don't take shortcuts with your data. Every migration includes:
✓ Complete validation
Every record is validated against defined rules. We catch and fix issues before they reach production.
✓ Audit trails
Full migration logs showing what was moved, when, and by whom. Complete traceability.
✓ Rollback capability
We maintain backups and rollback procedures. If something goes wrong, we can revert safely.
✓ Zero data loss
We verify record counts, checksums, and data integrity at every step. Nothing gets lost in translation.
Process consulting
Sometimes the problem isn't the software—it's the process. We help you design better workflows before building the technology.
Operational efficiency analysis
We identify bottlenecks, redundant steps, and manual workarounds. Then we design streamlined processes that actually work.
System requirements definition
What do you actually need? We help you separate must-haves from nice-to-haves and define clear success criteria.
Integration strategy
How should your CRM/ERP connect to accounting, e-commerce, and other tools? We design integration architecture that makes sense.
Change management
New systems fail when teams resist adoption. We help you plan rollout, communicate changes, and get buy-in from your team.
Typical project timeline
Most implementations take 2-6 weeks depending on complexity and data volume. Here's what to expect:
Ready to migrate safely?
Let's discuss your current systems and plan a risk-free migration. Free consultation, no obligation.