Migration Implementation Consultancy

Last updated
Save as PDF

At Wolters Kluwer, we recognise that the success of a data migration project is contingent upon thorough planning and preparation. Engaging consultancy services at the initial stages of the project offers numerous advantages, ensuring a seamless transition to the new system while minimising any adverse effects on delivery later on.

This service is available to new customers who have not undergone a practice data migration recently. It supplements your central/practice management consultancy by focusing on the data for your new system.

Involving our consultants early in the process allows for comprehensive discussions and the development of a detailed plan. During these preliminary stages, our consultants collaborate closely with your team to understand your specific requirements and challenges. Through detailed analyses and scoping, we establish a precise mapping structure tailored to your needs. This early collaboration ensures that all aspects of the data migration are well-understood, enabling us to anticipate and address potential issues proactively.

A significant benefit of early consultancy engagement is gaining a clear understanding of the impact of data migration. By addressing critical decisions upfront—such as client codes, assignments, and task permissions—we lay the foundation for a seamless integration. This proactive approach ensures that all stakeholders are aligned, reducing the likelihood of conflicts and misunderstandings during the migration.

By making informed decisions early in the process, we significantly reduce the impact on delivery. Our consultants provide actionable insights and recommendations, allowing your team to make strategic choices that optimise the migration process. As a result, the transition to the new system is smoother, with minimal disruption to your operations. This pre-emptive planning not only enhances efficiency but also ensures data integrity and consistency throughout the migration.

The primary objective of our consultancy service is to facilitate a smooth transition of data to your new system. With a well-defined mapping structure and a clear understanding of the migration process, your team can confidently navigate the migration. Our consultants remain engaged throughout the project, offering guidance and support to ensure that the transition is as seamless as possible.

Engaging consultancy services early in a data migration project is a strategic approach that offers substantial benefits. It enables early discussions, strategic planning, and a thorough understanding of the impact of data merging. This proactive planning minimises delivery disruption, ensuring a smooth and efficient transition to your new system.

This service includes two sessions scheduled in advance of your migration project.

Session one involves a consultant extracting data from your source system (see approved competitors list). The data is shared in an Excel workbook for discussion in session two.

Session two is an online meeting with the consultant to review your data and identify key areas to prepare for the live migration into your new Central database.