Data Migration is one of the most important steps in transitioning from your existing system to Tracker. Doing it right should not be under-estimated or under-valued and it takes time, input from knowledgeable staff and a solid review process. Doing it wrong risks losing data forever, ending up with a system that is less functional than the existing one and ultimately the continuity of your business.
For this reason, we have a dedicated team of data migration experts within our implementation team who are committed to understanding the content and usage of your data and its safe and complete transfer into Tracker.
We have experience migrating over 80 different CRM and ATS systems and most of our implementation team has worked in recruitment for many years, understanding the value and complexity of your data. We configure the data migration to ensure that our clients are satisfied, and we never charge hourly. Pricing is fixed so that the burden of success sits squarely with us each and every time.
No two migrations are ever the same and our individualized approach provides clarity on the processes we follow and the expectations of all parties. Our team applies the flexibility required to ensure every piece of data makes sense and serves its purpose from the moment you fire up Tracker for the first time.
Most systems allow for the export of data in either Excel, CSV or other similar formats, and for those clients who would rather start with all their core customer and/or candidate information only, this is a good choice.
With this option we can take information relating to Clients, Contacts and Candidates in flat file format and import them directly into Tracker.
Assuming there are no significant complexities involving the cleaning up, merging, re-mapping or de-duplication of this data, this option is offered free-of-charge. If the data is in a poor state, needs breaking out into separate files, or is fragmented across multiple files is various formats, then a nominal charge may be offered if you require that our data team correct this for you prior to importing.
Please note that only core Client, Contact and Candidate data can be used with the Importer, so no relational information such as activities, notes or work history related to these core records can be imported. For this type of data, a Full Data Migration will be required.
For Resume Documents, we can take all your existing documents in any digitally readable format (such as doc, docx, pdf etc) and bulk parse these for you, automatically creating full candidate records ready for searching immediately. Again, assuming these are in common document format, organized into one or more folders (typically zipped up), this service can be offered free-of-charge. We can even assign ownership to different users, departments, or sources!
We will confirm any work required upon reviewing your data and provide you with the required pro-forma spreadsheets and DropBox folders to upload your data at no extra cost.
Our baseline data migration consists of a tried and trusted process to ensure the quickest and most comprehensive path to getting you logged onto TrackerRMS with minimal impact to your day-to-day business.
Our baseline goal ensures we move 100% of the data you need from your existing system into TrackerRMS and demonstrate this to you within our system until you are happy!
Our outline process is as follows:
To understand more about the phase of a Data Migration, please click any of the sections below: