03: Scoping a Migration
03.10 - Scoping Topics: Migration Calendar Items
Once a migration date is picked, you should send your point of contact three calendar invites and ask that they create similar invites for everyone in their firm. "Wrap Up" Invite This invite's purpose is to warn the firm members that the final ...
03.09 - Scoping Topics: What does a migration cost?
Within certain guidelines, can set your own pricing on the migrations you do, however the following guidance should help. Most firms are wiling to spend the greater of: $4,000-$6,000 (this is a fair price for a solo practitioner) $750-$1,500 per ...
03.08 - Scoping Topics: Do you really need a migration workstation?
When you are migrating a firm from an on-premises application, they should provide a migration workstation for you to use. Here are some bullet points to discuss: Where can I get a migration workstation? The firm can buy one from BestBuy or their ...
03.06 - Scoping Topics: What happens if something doesn't migrate right?
We recommend that all migration specialists include a 30-day warranty. What if something doesn't migrate right? You should tell the client: As a precaution, after you do a restore, you keep a backup of their data and logs for 30 days. When you move ...
03.05 - Scoping Topics: What order does data migrate?
When Universal Migrator transfers data, it moves it in layers. This allows the firm to start using the new system as quickly as possible. The very first things that migrate are contact and matter names. When the names are migrated, they initially do ...
03.03 - Scoping Topics: When is the best time to migrate?
The best times to start a migration are: Thursday @ 3:00PM (Best) Tuesday @ 3:00PM (Alternative) These times are good because: Most firms are front-loaded with Monday being the busiest day and Friday being slower. If a backup starts on Thursday, they ...
03.04 - Scoping Topics: How long does it take? How long will I be unable to work?
This assumes the firm is doing a migration on Thursday per our recommendation. How long does it take? When firms ask how long a migration takes, what they usually are trying to ascertain is "how long will I be unable to work?". It is important to ...
03.07 - Scoping Topics: Can you migrate "just" documents?
Sometimes a practice management company may have their own migration specialists who are willing to restore some of the firm's data at no cost. The firm is interested in hiring you to "only" restore some of the data (often times, "just" documents.) ...
03.02 - Scoping Topics: What Should be Migrated?
Background: In most situations, firms want all their data copied into their new system. This is great for the firm and the migration specialist. However, sometimes firms think they want some data excluded. Often they ask this because: They think it ...
03.01 - Scoping Topics: What Data Migrates?
What Data Migrates? The UniversalMigrator.com website is intentionally developed so that you can confidently convey what will and will not migrate. The easiest way to convey this to your client is, while on a Teams meeting, ask them to share their ...
05 - Collaborative Sharing
Our team has insight into how consultants world-wide are performing migrations. We use this information help evolve the policies and procedures of all the consultants we work with. Our goal is that all consultants using Universal Migrator deliver ...
04 - Pricing Requirements
While you may generally set your own pricing for migrations, there are some rules you must follow. Invoices and Scopes of Service Your invoices/Scopes of Service must always: List Universal Migrator as a non-optional, required item for the project. ...
02 - Creating a Migration Playbook
When a surgeon goes into an operating room, they have a written-down plan that describes exactly what they are going to do. This plan provides confidence and assurance that the project will be done correctly and ensures that no step can be lost or ...
01 - Creating a Migration Workspace
Prior to scoping a migration, you should create a migration workspace for the prospective project on your migration workstation. This folder structure will contain notes and important information about the project that you will add to as you discuss ...
03 - Scoping your First Migration
When a patient needs an operation, a good surgeon gets as much information as possible from the patient before recommending a course of action or providing a quote. By taking this approach, the surgeon can provide a better, more informed experience ...