Many of our new clients come from other legacy back- office solutions and as a result of this we are experienced and highly skilled at migrating the data from your current system into Intelligent Office.

Unlike some of our competitors we undertake this task in-house on the basis that this data is the lifeblood of your organisation and therefore needs to be imported in a manner that best reflects our continually evolving product.

We have two forms of data migration, "Standard" and "Enhanced". For details on both please download the pdf below.

Data Migration Services Fact Sheet

Systems that we have a great deal of experience in migrating information from, are as follows:

1st Software
Quay Software
JCS
Plum Software
Fairs
Durrell
Synaptic Client Manager
Misys Sesame Office
Exchange Officeweb
Sirius Swift

Implementation

The implementation of a solution is, in many respects, one of the most important parts of the job. We've had a great deal of experience in implementing Intelligent Office in organisations of all sizes - from one-man bands in a matter of days to 1,000 user seat installations across a few months. We apply the same project management disciplines for all. As a client of ours you will benefit from our comprehensive project implementation schedule.

Unlike most desktop back office solutions with Intelligent Office we do not need to install software on your server and the PC's that require access to the software. Instead we take the time to configure the solution for your organisations individual needs. Examples of the difference between installation and configuration are as follows:

With Intelligent Office we configure your commission rules including splits, clawbacks and introducers. On compliance we configure your file checking rules, i.e. the percentage of cases of each product type that you want to be automatically reviewed. Workflow is another example - with our system you can configure a set of rules for new business which incorporate tasks and other elements that must be completed before a case can progress.

So you could spend ££££ with our competitors installing the software or have us take the time to configure our solution around your organisations specific needs.