Data conversion

When changing your back office systems an important consideration will be what to do with your existing client data.

Whether this is held in another commercial back office system, a "home built" system or whether you use spreadsheets currently, it should be possible to transfer the data to your new system.

Often the process is quite routine and can deliver very satisfactory results very affordably. What's more, the data that you hold can be "cleansed" to ensure that any missing data is identified and repaired.

Typically conversion costs vary from £500 to £5,000 and the variance is due to a number of factors; such as the system from which data is to be transferred; the extent to which the system has been used; the volume of data involved and the requirements for data cleansing.

The process of data conversion involves a "first cut" of the data so that you can actually see Client Care Desktop operating with you data. The system delivered is fully functional and users are able to run reports such as pipeline, business spread, paid statements, client valuations and analyses. Spending time to review the system at this stage enables data cleansing issues to be identified to be addressed during the "final cut".

If you would like some more information or details of the costs of data transfer and cleansing then please complete the Data Transfer Form and fax this back to us on 01279 659 748.