Verification Email

Verification Email

Prior to performing the actual migration for a customer, we highly recommend requiring the customer send you an email similar to the following:

 

To whom it may concern:


My firm and I have thoroughly reviewed the data backup from our legacy system and all of the relevant data exports as we would expect. We are happy with the results and would like you to begin the final migration into the production environment.

 

We understand that, after the migration is complete, if we discover something is amiss, it will be our responsibility to resolve it because it was insignificant enough that we did not discover it in our own thorough testing prior to the migration.

 

 

    • Related Articles

    • Migration Date Email

      Once a migration date is selected, you should send an email similar to this to your point of contact at the firm. You should change terms like "legacy environment" and "new app" to be the actual names of the systems. --- Dear [Customer], Per our ...

    • Working With Historic Users

      To Preserve or Merge? When a client moves into their new system, what do they want to happen with data tied to former employees? Do they want to keep it and attribute it to the original user? Do they want to attribute it to another user? Or do they ...

    • Optimizing Your Processes

      The best migration specialists don't waste time, especially with repetitive and redundant tasks. The following is a list of easy wins that can significantly reduce wasted time. Set Up Calendly You should use an app like Calendly which makes it easy ...

    • Requesting a Migration Workstation

      After you have been introduced to a firm's IT department, we recommend sending them an email similar to the following to request a migration workstation: --- Hi [Person], Nice to meet you! I need you to set up a computer just like this: ...

    • Working with Hostile Providers: Notice of Departure

      When working with a hostile provider, we first recommend reading the instructions in this article. If the relationship has sufficiently deteriorated, you may consider using this email template to help ensure a smoother transition. Never mention the ...