Standard Data Migration and Final Data Cutover

SKU: Data Migration with Integration Technology
Estimated Hours/QuantityPrice

Solution Description

Anchor Group offers a special data migration package that leverages integration technology to automate more of the processes. We find this is a cleaner customer experience as it takes less time to process but it comes with a fixed technology fee of $5000 that is charged at the start of the project. The fixed technology fee may vary if the project scope changes outside the standard list of activities.

Standard Data Migration Package
1. Initial data import
a. Chart of accounts
b. Customers
c. Contacts
d. Employees
e. Vendor
2. Transaction sample set import
a. Trial balances
3. Final data cutover
a. Historical trial balance
b. Inventory balance
c. Open sales orders
d. Open purchase orders
e. Open accounts receivable, including invoices, unapplied payments, and credit memos.
f. Open accounts payable, including vendor bills, vendor credits, and unapplied payments loaded as journal entries.
g. Open amortization schedules (if applicable)

Task assumptions for standard data migration package
1. The client is able to give Anchor Group resources access to their QuickBooks Online account.
2. The client has cleansed their QuickBooks data prior to the data migration process. The technology fee includes some basic address cleansing but excludes reviewing duplicate entity records.

3. Estimate assumes a single subsidiary.
4. All data exists in a single environment.

Exclusions to the standard data migration package
1. The data migration excludes historical detailed transaction data but can be added estimated and added into scope upon request. By default, it is excluded from a standard data migration.
2. Client will be responsible for cleansing their data prior to the data migration.
3. Does not include multiple data loads in addition to what is defined in scope. Additional data loads can be requested with a change order.

Estimate Details

Anchor Group works on a time and material basis which means that you will be invoiced for the time actually consumed. This general estimate is based on the standard needs for the services described. Please reach out to your Anchor Group sales rep to make sure that each service item is correctly quoted for your specific use case. 

Typically these are some areas that impact the estimated level of effort in an engagement:
  • Size of the business (either number of employees or the annual revenue)
  • Industry 
  • Complexity of your business processes in your industry
  • How savvy are your employees and key stakeholders with ERP systems
    • Experience implementing ERP
    • Experience working in ERP
    • Ability to be curious and a self-learner when hitting roadblocks
  • Number of NetSuite modules that need to be implemented
  • How good your team is at providing detailed requirements
    • Include conditions for certain scenarios
    • Ability to know general technical architecture and flow of data
    • Ability to provide detailed process flow maps for visuals (we recommend using LucidChart for this)

Need Customizations?
  •  Add to quote and provide additional requirements for customization needs during the process. 

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Compatibility

This NetSuite task is designed for the convert stage of an Anchor Group NetSuite implementation.

It is also designed for specific legacy software systems like QuickBooks online to NetSuite data migrations. Please reach out if you want to confirm other legacy software systems are compatible with this technology being leveraged.