Migration / Data Entry

Migration 

Data migration (the process of moving data from another software package to Expert Agent) is a big, important job carried out by our data migration team.

They will be in touch (normally via an initial email) to discuss the process and what you will need to do.

The Migrating your data from other products chapter covers migration from specific 3rd party products so that you can know what to expect in terms of migrated data and further setup work. If you have asked us to migrate your data from a product not shown in this section, Tom will contact you with specific instructions.

When possible we try to do data migration in the week in which your staff are being training to minimise disruption and to ensure that they can start using Expert Agent as soon as they complete their training.

The timing of the migration is critical. Do it too early & your staff won’t been trained how to use Expert Agent, won’t use it & the data soon becomes out of date. Do it too late & the staff have forgotten how to use it & we’re back to square one.

You need to be aware that none of the migrations that we do are perfect. Banks and financial institutions spend thousands of hours understanding the intricacies of the old and new product's data structure before running tests, clinics, trials etc. We put Tom or Christopher on the case for 37 hours if we've migrated from the product before and 74 hours if we haven't. We'll do the best migration we can in the time allotted.

With products we've migrated before, we'll send you a spreadsheet showing you what we can and can't expect to migrate. You can then decide whether a migration is worth paying for.

All migrations require you to revisit each migrated On Market property and spend a couple of minutes checking and, in some cases, updating data. We get lots of data from some products, less data from others. Sometimes existing suppliers mess us about by delaying or even changing the format they supply data in. If we have to migrate from something we've not migrated from before, the results can be quite poor. We discuss this in the Migrating your data from other products chapter.

The team will confirm what you will need to do before they start the migration.

Data Entry 

Using your knowledge that you have acquired from Introductory Training you will be able to add your existing data into EA.  The more data you add, the quicker the process will become.