03 - How We Expect Consultants to Work

03 - How We Expect Consultants to Work

The team at Universal Migrator supports over 200 data and document migrations every single month.  These migrations are performed by consultants worldwide who are servicing law firms of different sizes with varying needs and requirements.

The training and materials provided are developed using best practices gleaned from our experience and the experience of our top partners.  We want you to have the best experience possible and in order for that to happen, you will need to follow these best practices.

While we understand that your team may have existing migration experience, while you are in your probationary period, you will need to closely follow these best practices.  If you have a situation that you believe warrants a variance from these procedures, please contact us in advance and we may be able to grant an exception.

Deviating from our best practices without approval while you are within your probationary period may result in expulsion from our pr
    • Related Articles

    • 02 - How We Expect Consultants to Think

      As you work with our team and our tools, we want to encourage you to do adopt the following philosophy: Always Think Like a Surgeon Surgeons have Rock-Solid Equipment No surgeon walks into an operating room that has old or broken tools. No surgeon ...
    • 04 - How We Expect Consultants to Talk

      As you work with firms, it is important to use a vocabulary that portrays confidence, clarity, and simplicity. This article will help you understand the words you should use and why they are superior to other terms you might have used in the past. ...
    • 01 - How Backups Work

      When you look at all the different CRM, practice management, and document management systems, they all store and access data differently. Some are cloud based, others are on-premise. Some expose JSON APIs, while others use any number of database ...
    • 01 - How Restores Work

      At a high level, when Universal Migrator restores data, it connects to APIs at the destination system and rebuilds records based on information in the backup. Dependency-Aware Ordering Universal Migrator inherently knows that some record types must ...
    • Training: Overview

      Welcome to the Migration Academy! This series will help you learn everything you need to know in order to deliver high-value, rock-solid data and document migrations. Completion of the academy generally takes 4-8 hours and is required in order to ...