Company Strategy
Just sit and relax while we take care of our software and migration needs.
JC Financials provides efficient and secure data migration service with no to minimum disruption to your business.
Data Migration Process
Our data migration process as follows:
Research
Identify existing data sources, determine the requirements of the new system and how the data will be converted.
Export
Export all the data from existing source(s).
Clean-up
Review the data and identify data issues, remove redundant or duplicated data, identify incomplete data and correct inaccurate data.
Import
Import the cleansed data to the new system, either in one go or phased or in parallel.
Review
Test the data and validate upload success.
First step of any successful migration is a great project plan. At JC Financials, we provide a detailed oriented project plan that will cover all the steps to complete migration. This also keeps both the clients and us accountable and on track to avoid any hurdles.
Our project plans are divided into the following categories:
Data
We assess your current processes, software and will provide actions plans to ensure your data quality is not duplicated or incorrect.
User Clean-up
We work with our clients to clean up and/or fix any data that was discovered in step 1.
Validation
We provide a checking system to help verify that your information accurate. When it comes to migration, some softwares will provide test databases, which our clients can use as a prototype to check for any errors and discrepancies that might show up at the live migration.
Migration
We work with our clients’ IT or accounting departments to extract and import their data. Any manual adjustments will be made by our advanced team in addition to build customized billing templates.
Review
We review the imported data with our clients’ administrator prior to opening the software to every user.
Software Solution
Collect Ideas
During our consultation meeting, we explore our clients’ needs, wants and current challenges with our detailed oriented questionnaire. We gather information from our clients which we use for our data analysis.
Data Analysis
Our team works hard to review all information gathered. From the initially collected information, we take a deep dive in researching all the possible solutions to put together a finalized solution plan.
Finalize Product
When producing final analysis, we will provide our clients with comprehensive evaluation and provide 1-2 solutions as a recommendation that best meets their needs.
Accounting Training
Within our financial and accounting trainings, we cover materials from basic to advanced. This might include financial statements, budgets, accounts payable, trust, bank reconciliations and many more.
Software Training
With today’s technological advancements, training is no longer limited to in person sessions. JC Financial offers comprehensive web-based trainings that will help our clients to master any software and come over any challenges they are currently facing.
Webinar Training
During our live webinar, you can learn about different topics such as accounting, human resources and business management. Once a quarter, we will be holding round table discussion where we can exchange of information among individuals who have extensive bookkeeping, management and administrative knowledge.
OUR Training Strategy
- Determine client’s needs
- Develop training agenda
- Deliver training
- Provide training materials and recorded sessions for future view
Software & Training FAQ?
If you don’t see an answer to your question, you can send us an email from our contact form.
Beginning of the year is always the best, however 1st of any month is a good option because it will provide a cleaner and more accurate transition.