Extensive Data Migration Services

Let Blue Link Move Your Data

Blue Link provides extensive data migration services in order to bring over historical data from old systems and other file types during the software implementation process. These services are performed by our knowledgeable team of consultants who have experience migrating data from a variety of introductory and legacy systems. With Blue Link’s data migration services, you are not required to manually key any information from your existing solution or other spreadsheets into the system.

ERP Software Implementation Guide

At Blue Link we handle the entire data migration process to ensure that you receive the most up-to-date information for Go-Live while reducing downtime and set-up.

Blue Link’s Data Migration Process:

Step (1) Initial Data Analysis 

Step one of the Blue Link data migration process is to determine if there is an opportunity to clean up your existing data. As a starting point, you want to make sure that you have valid data in the correct fields of your existing software. For example, if you’ve stored telephone numbers in address fields, you will want to fix this. This step also provides you with the opportunity to improve the quality of your data. Do you have a lot of duplicate customer records? Are you happy with existing product codes? Do you have duplicate inventory items to account for different UOMs? If you want to change anything, now is the time to do so. A Blue Link consultant will work with you to help clean up your data in the most efficient way possible. This might be done with the help of a simple spreadsheet template, or, if the data follows a logical pattern, our team can write a data conversion import routine to make any necessary changes.

Step (2) Accessing the Data

Step two involves our team of knowledgeable consultants working with you and your team to actually access the raw data to begin the migration process. Blue Link will extract the data from your existing systems and other data sources such as Excel spreadsheets into the new system. Depending on your existing company set-up, you may have multiple solutions in which you will need to extract data – such as accounting systems, CRM software, warehouse systems and eCommerce platforms – and you may have multiple entities in which you will need to migrate data for.

During this step, the Blue Link team will write a data conversion routine that maps data from your old systems to Blue Link according to labels, titles and structures. Although you can migrate as much or as little data as you want, most often, the data that is transferred includes vendor, customer and product information, historical sales data, A/P and A/R outstanding, open sales orders, GL account numbers and balances and inventory quantities. Enlisting the help of Blue Link and our expertise during this process ensures all important data is imported – including unpaid and opening balances, open sales orders and purchase orders, lot numbers and existing quotes.

As part of the implementation process, Blue Link moves your data ahead of your Go-Live date. This allows us to validate the data, identify and fix any issues and provides your company with a set of relevant data within Blue Link for training purposes.

Step (3) Data Migration

Step three involves re-extracting the data from your existing system right before Go-Live and importing it into Blue Link using our data conversion import routine to ensure the data is the most up-to-date while reducing downtime and set-up. We will also re-validate the data at this stage to ensure it is accurate.

Blue Link has migrated data from hundreds of different pieces of software and across multiple operating systems. Whether its introductory software, legacy ERP, spreadsheets or other applications, Blue Link consultants can work with you and your current systems to extract the data.

PACART Customer“To confirm, last week‘s migration experience in Montréal well exceeded our expectations. Special THANK YOU to Joanne and Monique for the roles you played in setting this up internally and the initial preparation. Kudos to Monique for volunteering to go to Montréal. I would still be out there working if it was not for your expertise, calmness and guidance. Congratulations to you Darren as well, the migration from Dynacom went very smoothly and THANK YOU for navigating through the rough spots with PAQ and their techs. Mr. Canes – you have a remarkable team and the product just keeps getting better.”

– Mark Starling, Managing Director

Data Migration Resources:

ERP Implementation: 5 Data Migration Tips

You will almost always need to migrate some data from existing systems to new when you implement new software. However, it’s not as straightforward as moving everything over. Read about some tips for making the data migration process as seamless as possible.

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Apples to Oranges: Data Migration and Inventory Accounting ERP Software

When it comes to data migration, different software vendors can have very different methods for moving data which can significantly impact costs. Makes sure you learn about each vendor’s specific process and are comparing apples to apples.

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Do You Need to Migrate All That Data?

When it comes to software implementations, learn more about your options for data migration and what data is important to migrate. If your data needs to be cleaned up, or you’re migrating data from multiple solutions in different formats, may affect the cost of the implementation.

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