Migration
Move off spreadsheets and brittle stacks
Where teams come from
Three migrations we run most
From spreadsheets
Normalize contacts, jobs, listings, or student records into structured apps. The work is rarely the import — it is deciding which of four spreadsheets holds the true version of a record.
From legacy portals
Rebuild the interface while preserving the history people still need to look up. Old systems usually hold more value in their archive than in their features.
From consumer mail
Move company domains onto business mailboxes with SPF, DKIM, and DMARC published properly, sequenced so no mail is lost in the cutover window.
How it runs
A migration is four jobs, not one
Most failed migrations were treated as a data-transfer task. The transfer is the easy part. What decides whether a team trusts the new system is whether the numbers still reconcile on the morning after cutover.
01
Audit what exists
Every place the data lives, who edits it, and which fields are actually used. Exports get profiled for duplicates, broken dates, and free-text columns holding three different meanings.
02
Map, then decide what not to carry
Each source field maps to a target field, is transformed, or is deliberately dropped. Deciding what to leave behind is the step teams skip, and it is why migrations balloon.
03
Dry run against staging
The full import runs into a staging environment, with a reconciliation report you can check against your own totals — record counts, balances, and spot samples.
04
Cut over and verify
The live import runs in a scheduled window, with the old system kept readable rather than deleted. Verification is signed off on your numbers, not ours.
FAQ
What buyers ask before committing
How long does a migration take?
The import itself is usually a day. Profiling and mapping the data is the part that takes weeks, and it scales with how many places the data lives in rather than how many records there are. A single clean export is fast; eleven spreadsheets maintained by nine people is not.
Can we run both systems in parallel?
For a period, yes, and for mail it is standard practice. For operational data we keep the old system readable but read-only after cutover, because two writable systems means two versions of the truth within a week.
What happens to records that do not fit the new model?
They are flagged in the reconciliation report rather than silently dropped or coerced. You decide whether to clean them at source, import them into a holding area, or leave them in the archive.
Ready to talk?
Share a brief and we will recommend a product, a custom build, or both.