The Clear Concise Approach to Data Migration

Making Data Migration Manageable

Data Migration Can Feel Like Moving House – Stressful, Time-Consuming, And Fraught With The Risk Of Losing Something Important.

We’ve Been There, Done That, And Learned Some Hard Lessons Along The Way.

Remembering Nightmare Data Migrations That Caused Weeks Of Disruption And Nearly Cost Us Our Client?

It Was A Nightmare That Took Months To Rectify.

That Experience Drove Us To Develop A Foolproof System To Ensure Your Data Arrives Safe And Sound In Its New Salesforce Home.

Seamless Salesforce data migration process illustration showing the organized transformation from legacy systems to cloud-based solutions

Our Migration Approach

Our approach to data migration is methodical and comprehensive, ensuring a smooth transition with minimal disruption.

Thorough Assessment

We start by understanding your current data structure and your business goals for the migration.

Strategic Planning

We create a detailed migration plan including timelines, cleansing strategies, and a clear roadmap for success.

Data Cleansing

We clean and standardize your data before migration, ensuring only high-quality data enters your new system.

Iterative Testing

We perform multiple test migrations and validation checks to ensure accuracy before the final migration.

Seamless Execution

We execute the migration with minimal business disruption, following a well-tested process and contingency plans.

Post-Migration Validation

We thoroughly check the migrated data and verify system functionality to ensure a successful transition.

What We Offer

  • Comprehensive Migration Planning

    Detailed roadmap for your data journey, including risk assessment and contingency planning

  • Data Mapping and Transformation

    Ensuring your data fits perfectly into your new Salesforce structure.

  • Data Cleansing and Standardization

    Cleaning your data before migration for the best fit in your new system.

  • Custom Migration Scripts

    Developing scripts tailored to your specific migration needs

  • Legacy System Transformation

    Safely moving data from outdated systems into your modern Salesforce solution.

  • Post-Migration Support

    Ongoing assistance to address any issues that arise after migration.

Why Our Data Migration Works

  • Experience-Driven Process

    Our migration strategies are built on lessons learned from numerous successful (and a few challenging) migrations



  • Meticulous Business Documentation

    We plan and document migrations meticulously based on your key to the operation.

  • Data Integrity Focus



    We prioritize the accuracy and completeness of your data throughout the migration process.

  • Compliance Assurance


    We ensure your data migration adheres to relevant industry regulations and standards.

  • Future-Proofing

    We migrate your data in a way that supports your Salesforce growth and evolution.

Illustration of a diverse group of people gathered around a tall stack of books, symbolizing teamwork and knowledge sharing. The background features abstract educational symbols.

Ready to Safely Move Your Data to Salesforce?

Whether you're moving from legacy systems, consolidating multiple databases, or just starting your Salesforce journey, clear data migration is essential, secure, and successful. Let's turn the daunting task of data migration into an opportunity to optimize your business data.


Book Your Free 30 Minute Consultation

Remember: a successful data migration is not just about moving data. It's about setting your business up for better insights, improved efficiency, and strategic growth. With Clear Concise Consulting, you're not just migrating data; you're building a foundation for data-driven growth.

FAQs

  • The timeline varies based on data volume and complexity, but most migrations take between 2-8 weeks from planning to final validation. We break the process into manageable phases, with the actual data transfer often taking just hours or days. The majority of time is spent on thorough planning, cleansing, and testing to ensure a smooth transition.

  • Our methodical approach is specifically designed to prevent data loss. We create secure backups of your original data, perform multiple test migrations, and use comprehensive validation processes to ensure all your data arrives intact. If discrepancies arise, we have recovery procedures ready to ensure nothing gets lost in transition.

  • This is where our expertise shines. We analyze your legacy data and design custom mapping solutions for challenging data sets. This might include creating custom objects, utilizing Salesforce's extended relationship capabilities, or developing transformation rules to reshape your data. We'll explain these solutions in plain language and ensure they align with your business processes.

  • We design migrations to minimize business disruption. For most clients, we can perform the migration during off-hours with little to no system downtime. We'll work with you to develop a migration schedule that accounts for your business cycles and critical operations, ensuring continuity throughout the process.