Data migration is the crux of any successful ERP or CRM implementation, yet it’s often overlooked until problems arise. Whether you're upgrading, importing, merging, or performing a full scripted migration, understanding the nuances of each process can save your firm time, money, and frustration.
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Jennifer Stevland |
Join Jennifer Stevlandas she walks through the four key types of data migrations—upgrades, imports, migrations, and the new merge utility—providing expert insights and best practices for ensuring a seamless transition. You’ll also hear real client stories and gain valuable tips on avoiding common migration pitfalls.
Key takeaways from this session:
✅ The differences between upgrades, imports, migrations, and merges
✅ Best practices to streamline your data migration process
✅ Why hiring an expert can save time and prevent costly mistakes
✅ Q&A with a data migration expert
Whether you're preparing for a Vision to Vantagepoint upgrade or simply looking to optimize your data management, this session is packed with practical guidance to set you up for success.
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