Data Migration Done Right!

Your full historic data set will be available for audits, reports and automations

As you compare data migration offers from software vendors, make sure you are comparing apples to apples because the term ‘data migration’ is not used consistently. Collect!’s full data migration is an individual, curated process that transfers your entire legacy data set to the appropriate fields in Collect! A dedicated technician will work with you to fully individualize your system and map your existing data to the correct fields in Collect! that enable you to pass audits, make full use of Collect! automations, and produce reports that include historic data.

Benefit of a Complete Migration

Cost of an Incomplete Migration

Historic data enables audits and full reporting
Full data transfer triggers all automations

Historic data is unavailable for audits and reports
Data is absent or does not trigger automations

Questions to Ask When Comparing Vendors

For Collect! the answer to each of these questions is 'yes', and you will only find your Notes in the Notes Tab

Will all historic data be in the correct fields for future audits?
Will anything other than Notes be in Notes?
Will my reports and client statements include all historic activity, including past payments?
Will historic letter and phone contacts be in the letter and phone records?
Will letters I have scheduled in my legacy system be scheduled in the new system?
Will the automations, including Operator Work Queues, be available on the GoLive day?
Will automated letters, phone campaigns continue seamlessly on the GoLive day?
Will attachments in my legacy system be available in the Collect! attachments tab?
Will your process include a test cutover and data validation so I can trust my data at GoLive?

Some Situations Allow for the Use of Easier Options than a Full Data Migration

Option 5 is needed for established 3rd party collectors

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Option

Suitable for these Situations

New Business Import Map to bring new account data into Collect!

Startup businesses with no existing accounts

Manual data entry of account data once system and clients are setup.

Small first-party or third-party with manageable account quantity

Existing Business Import Map to bring in simple account data from spreadsheet with maximum 26 columns. For accounts to be separated by client (3rd party) or department (1st party) 1 column must contain consistent client or department data for linking to correct client or department.

Small first-party or third-party businesses with simple account data

Discovery and mapping of basic demographic data and current balance. No historic contacts or payments.

First-party starting a pre-collections program

Detailed discovery and mapping of multiple, complex data files extracted from your legacy system to the correct data locations. Includes mapping and transfer of historic contacts and payments to corresponding contact and payment records that activate business logic. Data is available for audits, historic reporting and automations.

First-party and third-party businesses who need continued access to complete and historic data for automations, reports and auditing