Data Migration Housekeeping Checklist
We strongly advise your firm to complete the Housekeeping Checklist. While SILQ does not assume responsibility for the integrity of your data, we have observed that when clients undertake these tasks, it significantly enhances the transition from legacy practice management systems to SILQ.
Effective data migrations hinge on thorough preparation, which necessitates some 'housekeeping' on your part. It's essential to get ready for the migration by organising and cleaning up the data in the old software as thoroughly as possible before beginning.
The saying "garbage in, garbage out" is significant in this situation.
Your firm will need to confirm in writing each step has been completed prior to the migration.
While some of the tasks listed below might appear unnecessary, we advise all clients to complete every task to ensure a seamless transition to SILQ. Additionally, keep in mind that every transition involves some degree of housekeeping once SILQ is set up. The more preparation you do beforehand, the less work will be required afterward.
It is important to note that all software providers record and store their data slightly differently, therefore it is likely not possible to import all data.
For data that is importable, these are some of the common issues that can be faced during a migration: