Best Practices
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 ...
Best Practices for Working as a Subcontractor
The following is our guidance on how to handle situations where you are requested to subcontract to another organization. (Almost) Never Subcontract Sometimes an IT department or another consultant may want to hire you to perform work for them ...
Postal Transfers
In some situations, it may be necessary to transfer data via the postal system. This article represents the best practices for doing a postal transfer of data. 1. Make Two Copies of the Data Because postal systems can be unreliable, you should plan ...
General Migration Recommendations
When the named partners of a firm change, it can be very difficulty to think though what data should be migrated to each partner's new firm. We have helped hundreds of firms though these transitions and it is our hope that this article provides ...
Migration Subsidiation Best Practices
Many practice management organizations subsidize a portion of migration fees. This article explains the best way to do this so that expectations can be clearly set for both parties. BACKGROUND: Migrations Change; Expectations Should Not Data ...
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 ...
Providing Remote Access to a Server or PC
If you need to provide remote access to a server or PC, please do the following. Install TeamViewer on the device Share TeamViewer and Windows access
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 ...