Data Migration
Services for Sage 100 Contractor
Drakon Engineering is proud to offer data migration as a cost-effective and expedient solution for transferring data from your existing accounting software directly into Sage 100 Contractor. We incorporate a pre-formulated Excel spreadsheet. This design is tailored to facilitate users in efficiently setting up and verifying their data, ensuring its accuracy before a seamless migration into Sage 100 Contractor.
The Strategic Importance of
Transitioning to Sage 100 Contractor
The decision to adopt a new business management software, such as Sage 100 Contractor, can be pivotal for a company's success. It necessitates a significant investment of time and resources from our customers. For a smooth transition, it's imperative that clients collaborate closely with our consultants and also include relevant personnel from their own organization, forming an effective implementation team. This integration process offers a prime opportunity for businesses to introspect, evaluating and reshaping their operational processes, both for the present and the future.
Optimizing Data Transfer with the
Data Migration System
Our data migration system consists of a sequence of pre-structured Excel sheets that meticulously organize data from the existing software. This organized format permits the data to be scrutinized, validated, balanced, and augmented, thus ensuring an accurate starting point once the data is integrated into Sage 100 Contractor. This meticulously designed system aids businesses in tapping into the full potential of the features offered by Sage 100 Contractor, expediting the realization of their ROI. Moreover, it streamlines the software's implementation process, presenting options regarding the volume of historical data clients might want to transfer.
Data Collection Process
Collection of Data
From the existing software, the necessary lists are collated, including vendors, clients, jobs, employees, chart of accounts, and cost codes/divisions. These lists are exported to Excel, reviewed for accuracy, unwanted data is pruned, and master files are professionalized to Title Case where relevant.
Create Special Setup Lists
Adjustments are made to the Excel templates to align with the company's specific needs. This involves various types like job, vendor, client, subcontract, and purchase order types. Furthermore, information related to cost codes, general ledger (like chart of accounts and sub-accounts/departments), and GL setup is detailed.
Cleanup of Master Files
Using the data compiled in the previous steps, our consultant finalizes the information. They then integrate this data into the sheets and carry out a comprehensive review for approval before progressing to the next phase.
Enhancement of Master Files
At this juncture, the types lists created in step 2 are assigned. Jobs are aligned with job types, vendors with relevant types, and client types are matched with clients. Other updates include refining the job statuses for better tracking and reporting, assigning default settings to vendors concerning GL codes, and enhancing spreadsheets with new features. This revised data is then reviewed with the client for final confirmation prior to submission.
Add Beginning Balances
This involves updating the GL trial balance numbers, open A/R, open A/P invoices, previous and current year job cost totals, and, if required, historical contract billings.
Submitting Files
The final step is to compress the files and forward them for the concluding processing. This can be done via an upload, either as master records only or using the other available options.
Efficient Transition with
Drakon's Service
Opting for our service, under the supervision of our adept consultants, ensures minimal disruptions to a company's regular operations. This approach drastically reduces the errors commonly associated with manual data entry. Consequently, this efficiency allows a company’s personnel to allocate more time towards mastering the software rather than getting bogged down with its implementation.
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