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.