Level up your CRM data migration knowledge
Switching to a new recruitment CRM shouldn’t scare you. Not if you know what to expect and how to mitigate CRM data migration risks.
Read on for data migration best practices, tips and tricks so you can make the switch with confidence.
Common CRM Data Migration Challenges
Unexpected Costs
Downtime, disruptions and impact on productivity.
Security & Compliance Risks
Migrating data and changes to workflows can lead to the emergence of security gaps and blind spots.
Incompatibility & Integration Issues
The differences in database architecture between vendors may cause API accessibility issues.
Data Quality & Loss
During the migration process, expected data quality may be lost. Migrating missing, inconsistent, or outdated data may adversely affect CRM performance.
Insufficient Data Knowledge
A lack of expertise on how to convert data may become a challenge as there is a high risk of data being interpreted hence organized incorrectly.
Stay or Switch? That is the question.
If the thought of switching CRMs scares you, then this webinar is for you. Learn how you can:
- Build a value-driven tech evaluation strategy
- Identify red flags, avoid risks and implement mitigation tactics
- Safeguard your business and prepare your teams for rollout
Thinking about switching to Vincere?
We’ve successfully migrated 1000+ projects from existing databases including Bullhorn, JobAdder, Invenias, Mercury, Itris, custom systems and much more. Vincere has extensive experience in helping recruitment agencies of all shapes and sizes move systems whether permanent, contract, temp or executive search. Here are the most common data migration challenges:
In-House Consulting Team
What sets Vincere apart is our highly consultative approach. Our consultative approach ensures that customers are actively involved in the decision-making process, resulting in a tailored and successful migration.
Ongoing Support & Aftercare
Vincere’s commitment to customer satisfaction extends beyond the migration process. We offer continuous support and aftercare to address any post-migration issues, questions or concerns.
Cutting-Edge Migration Technology
Vincere leverages state-of-the-art migration technology to ensure a seamless and secure transition. This advanced technology streamlines the migration process and minimized the risk of data loss or disruption.
Competitive Pricing
While providing top-notch services, Vincere’s data migration helps to save on cost and time. We offer excellent value for the quality of service that gives you complete control over processes and meets your unique business needs.
Bespoke Solutions
Vincere’s data migration is not a one-size-fits-all service. Our personalized solutions cater to the individual needs of our customers, ensuring that their transition is as smooth and efficient as possible.
Data Migration FAQ
Questions to ask your vendor and what you can expect from Vincere
WHAT’S THE AVERAGE DOWNTIME EXPECTED DURING THE SWITCH?
You will have around 10 days between us getting your final data and your Go-Live. This 10-day period is essentially one where you are "in-between systems”. Don't worry, we'll also get you the Delta Migration which will help to fill the data during this time gap.
WHAT ARE THE TOTAL COSTS INVOLVED WITH DATA MIGRATION?
The cost of migration is largely based on the complexity of the data you have decided to migrate into your new recruitment software.
There are a wide range of costs when it comes to data migrations...sometimes they are even offered for free (red flag!)
Vincere has migrated at least 1,000+ recruitment agencies from popular CRM systems. Hence, we are extremely familiar with database structures and the necessary work (and gotchas) that's required to successfully move your data. That's part of the reason why our migration services can be offered at competitive prices.
HOW CAN I ASSESS RISKS AND MINIMIZE DISRUPTIONS?
We suggest speaking with your vendor and asking for a detailed project management plan for data migration. Here are some top tips to help:
- Data Profiling and Testing: Use data profiling and migration testing to identify data-related risks.
- Data Validation and Mapping: Ensure that data mapping and validation are accurate.
- Communication Plan: Establish a clear and proactive communication plan to keep all stakeholders informed of the migration process.
- Review Migration: Conduct a test migration with a smaller subset of data to uncover any unexpected issues or risks before migrating the entire dataset.
- Training: This ensures the users are ready to use the system on day one and that no billing time is wasted.
HOW CLEAN DOES MY DATA NEED TO BE?
When changing your recruitment CRM, your data doesn't need to be perfect or cleaned necessarily. We'll need a number of essential fields and data to create records in Vincere system (name, email addresses, etc.). Then, we can move your data across even if it’s very basic and missing a lot of other information. We are confident with our experience that nothing is lost during the data migration and that everything important to you is migrated from your legacy system.
HOW MUCH TECHNICAL KNOWLEDGE DO I NEED?
At Vincere, we design our process to keep you in the loop and aware of what’s going on. Our communications and process are straightforward so you won't need technical expertise to get the migration project over the line. Our project manager will guide you every step of the way.
HOW TO ENSURE DATA REMAINS CONFIDENTIAL AND SECURE DURING MIGRATION?
The first step is ensuring that you have access controls in place so that relevant people have access to your database and files. At Vincere, we engaged Bishop Fox - a third-party security specialist and certified Google partner - to assess the security and vulnerabilities of our application and Cloud process infrastructure.
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READY TO OPTIMIZE YOUR WORKFLOW WITH VINCERE?
Vincere has extensive experience in helping recruitment agencies of all shapes and sizes move systems whether permanent, contract, temp or executive search.
Fill out the form for our data migration info pack. You’ll learn more about our data migration process: how we do it, what’s included and types of data migration paths available to you.