Migrating to a new project management system can be a daunting task, especially for CTOs and Chief Sales Officers who are responsible to ensure a smooth transition while maintaining business continuity.
At Itero, we manage client migration projects to Scoro, supporting clients with a required seamless transition to minimize disruption and improve efficiency by reviewing processes as we build them in Scoro. We provide tailored approach to meet your specific needs, providing the expertise and support necessary to make the migration process as smooth as possible.
Understanding Your Needs: The First Step
The migration process begins with a thorough understanding of your unique requirements.
We start with a comprehensive conversation with your key stakeholders to determine the scope of the migration, the amount of data to be transferred, and the training needs of your team.
We also address the importance of data security, ensuring that Non-Disclosure Agreements (NDAs) are in place to protect your sensitive information.
We then develop and stick to onboarding plan split in weeks with exact homeworks and deliverables for each side.
We begin with a structured Teams call
Key Considerations:
Scope of Migration: Identifying which data sets are crucial for operational success.
Data Volume: Assessing the amount of data to be migrated.
Training & Security: Providing thorough training for your team and prioritizing data security throughout the migration process.
Migrating Core Data: Accounts & Contacts
As a foundational step, we migrate your account information, including companies and contact details, to establish a solid base within Scoro. This ensures that your team does not start from a blank state and can continue their work with the accounts and prospects.
Evaluating Transferability: Beyond the Basics
Certain data sets require further analysis to ensure successful migration. We thoroughly assess elements like contact history, invoices, project information, and order history to determine the timeliness and actual possibility to migrate such data. It also depends on how such data has been entered.
Process Optimization: Reimagine, Don’t Replicate
Migrating data isn’t just about copying and pasting. This stage presents a valuable opportunity to review and optimize your existing processes. We work with you to identify areas for improvement and implement new solutions within Scoro. Not everything needs to be a 1:1 replication from your old system; some processes can be streamlined to enhance efficiency.
Technical Expertise & Logistical Support
The migration process encompasses both technical and logistical considerations. Our team of Scoro certified partners possesses the technical expertise to manage data migration seamlessly. We also provide logistical support to ensure a smooth transition, including process understanding, data transfer, and comprehensive user training.
Proper training is a huge time-saver
As a Scoro certified partner we know Scoro inside out. But it is much more important, that you do too. Your team, based on roles and departments will be trained in smaller groups for their work specific Scoro components. From general “Get around Scoro” to “project management with Scoro” and top management reporting dashboards, we will ensure noone in your team will be left behind.
Tailored Approach, Proven Results
Let’s be fair – no two migrations are identical. Your current system will vary from other, and your business has unique processes. We leverage our extensive experience to tailor the migration process to your specific situation. We’ve successfully managed migration and onboarding of numerous businesses from various CRM, ERP, and project management systems and we will yours too!
Ready to make the transition to Scoro? Contact Itero today to learn how we can assist with your migration project and provide the training your team needs to succeed.
If you find difficulties filling out the form, please use contacts at the page footer to call us or start a live chat!
