|“The data migration worry was a non-issue. Our team and Invenias did a wonderful job partnering on the migration of data from our old system to Invenias. The Invenias staff were very responsive. The transition went smoother than I could ever have imagined.” – Bill O’Callaghan, Partner, Discovery Search Partners
So you’re considering changing to a different executive search software platform and have already identified those that offer the depth of functionality your business needs. What next? Now it’s time to think about how you will migrate your current data onto the new system. This is often an area of concern for executive search teams who worry about losing valuable data. And the costs of migration both in terms of time and money can also halt a transition project in its tracks. It doesn’t have to be this way. We’ve put together a list of points to consider to ensure that your migration process is smooth and hassle-free, minimising the disruption to your business.
|1) A proven migrations process with an experienced team
Look for a company whose migration team have successfully migrated hundreds of customers onto their platform from a range of legacy systems. This proven track record, combined with positive customer reviews, is your assurance that your data is in safe hands. Invenias’ experienced migration team have migrated hundreds of companies onto Invenias from systems such as FileFinder, Cluen Encore, Bond Adapt, Bullhorn and Maxhire, to name but a few.
|2) Complete migration of all your data
Your data is at the heart of your business. So it is only natural to be concerned that it should be faithfully transferred to your new system. Some companies migrate only core entities, such as people and basic company information. Don’t forget the importance of your activity history, relationships, documents, marketing programmes and any customised options that you have in your existing system. Invenias Business Analysts work with you to ensure not only that all your data has a home in Invenias, but that it’s the right one for you going forward. This means you derive the best value from that important data you have built up over time.
|3) Get working from day one
Your new software has all the features you’re looking for and your data is ready to be migrated, but has it been set up to reflect the way that you work? The migration process should take into account both the way you and your team have worked historically and the way you would like to work going forward.
Your software supplier should also offer training suitable to your business and your individual users. This will enable everyone to get up and running quickly and make optimal use of the new system. Invenias offers a range of free and paid for training options for everyone, from beginners to advanced super users. We can also tailor bespoke courses to your individual needs. Courses are delivered both onsite and via interactive web-based sessions by Instructors who have a wealth of search experience and in-depth knowledge of Invenias. Ongoing learning for all users is available via the Invenias Help Centre, which is regularly updated with how-to videos and articles.
|4) Have a support network in place before you migrate
When choosing a new executive search software supplier, you should consider how your users will be supported both before and after migration. Look for a supplier that offers free and comprehensive round-the-clock support. Invenias offers all customers free 24/5 support from three global offices, meaning that users are supported wherever they are based in the world. We annually survey our customers and in 2015 received a very positive Net Promoter Score of +42, putting customer satisfaction on a par with companies such as Apple, Waitrose, Sony and IKEA.
|5) Services after implementation
Choosing to work with a new software supplier for your business should be just the beginning of a long-term partnership that will help your business grow. During and after the migration your new supplier should be able to offer you services that will help you take your business and your data to the next level. The Invenias Customer Success Team offers a wide range of services including business analysis, customisation, data cleansing and custom reports. Team members are available to