There is no getting away from the fact that moving to a new back-office system is a big deal and effort will be needed to ensure the transition is as smooth as it can be.
However, it’s probably a lot less painful than you think!
Over the past 16 years, intelliflo have expertly migrated thousands of firms’ data – so we know a thing or two about the reality of the experience.
To help you get a feel for what the migration process with intelliflo is like, we went behind the scenes and asked our data migration team to answer our customers most commonly asked onboarding questions…
How long does it take for you migrate our data?
It can take up to two weeks for our data migration team to work on extracting and cleansing your data. During this time, you can still use your old system (as read only), while adding any new clients into intelliflo office.
What if our data is in really bad shape?
Rest assured, our data migration team will help you, and provide detailed analysis on how to further cleanse your data. This is a prime opportunity to get your data in top shape and let the powerful MI reporting available in intelliflo office work for you and your business.
What resources will we need to get the job done?
While you don’t really need any extra resource, it is an added plus if you have someone who has knowledge of the data and how to navigate and work in Excel. However, we’ll be on hand to walk you through anything that is unclear, and to make sure that when it’s imported into intelliflo office, your data is in the best possible shape it can be.