Welcome to EveryAction! Here’s how we’ll help you load your historical data into your new system. If you have questions or need additional support with this process, please reach out to your Project Manager or Implementation Consultant.
Phase 1 – Kickoff and Discovery:
Custom Data Conversion: You’ll begin by exporting your historical data and submitting it to us via a secure folder. You’ll meet your Data Conversion Specialist on your Kick Off call, who will collaborate with you to get a solid understanding of your data. Your Data Specialist will give you an estimated timeline for the Discovery Phase where you will meet to review and map your fields.
Action Item: Export your data from previous systems and have the files ready to send to the team within 3 weeks from Kick Off. Meet with your Data Specialist to map your fields.
Standard Data Import: Your Implementation Consultant will assist you with your data load. During this time, you’ll need to export your data from your previous systems, and format it according to a template your Implementation Consultant will provide.
Action Item: Export your data from previous systems and format it to the template provided.
Phase 2 – Data Load:
Custom Data Conversion: During this phase, your Data Specialist will focus on loading your data and will reach out via email if they have any questions. You’ll also receive weekly email updates on the progress of your data load.
Action Item: Promptly respond to any questions from your Data Specialist via email.
Standard Data Import: During this phase, you will send in your data by uploading via ShareFile. Once the files are received, your Implementation Consultant will review and help format to reduce errors during the data load.
Action Item: Promptly respond to any questions from your Implementation Consultant so your data load can proceed without delay.
Phase 3 – Data Review Period:
Custom Data Conversion: During this two-week period (10 business days) you will review the loaded data, confirm it was loaded properly, and flag any issues.
We recommend setting aside ample time to review your database during this period, as the list of issues is considered final, and no additional edits can be requested afterward. Please note that some edits may fall outside the conversion scope.
Action Item: Review the loaded data in your system, noting any issues on the tracking document within 10 business days.
Standard Data Import: Once your data has been loaded into your new system, be sure to review the loaded data. You will have a Data Review Call with your Implementation Consultant to illustrate that your data was loaded correctly and review where to find your most important data.
Action Item: Review the loaded data in your system.
Phase 4 – Go Live:
Custom Data Conversion and Standard Data Import: In the final phase, your Data Conversion Specialist or Implementation Consultant will send you a Conversion Acceptance Form, which needs to be signed and returned within five (5) business days.
Action Item: Sign and return the Conversion Acceptance Form within 5 business days.
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