Construction Systems Data Migration
Scope of Work Discovery Questionnaire

"*" indicates required fields

Description of Services

Sage Intacct Marketplace Partner (MPP), Platform Transition (“PT”), offers services that include the migration of detailed General Ledger journal entry data and Subledgers into Sage Intacct eliminating manually-intensive, error-prone, and time-consuming client tasks on projects. Addressing data migration early supports excellence in the architecture and implementation of Sage Intacct. These services include the following parts:

•   Removing the data from the current system*
•   Converting the data to load into the new system, and
•   Migrating the data to the target system

* Client to provide legacy system backup files for our 1. Data Analysis, 2. Conversion, 3. Migration.

Getting a Price Quote

•   Answer the questions below in this document to the best of your ability.
•   If you don't know an answer or understand the question, no worries. Just enter a '?'.
•   Upon submission of the quote form, click the link provided to schedule an Intro to the Sage 300 CRE Migration Journey.
•   We will review the data migration process, and answer any questions you may have.

Person filling out the form
Person filling out the form
The company requesting a quote for data migration services
Are you a Sage Intacct Partner or Prospective Client?
Name of the referral or prospective client
Name of the company requiring migration services
Please list the legacy system/s you'd like to migrate. I.e. (Sage 300 CRE), Marks Systems, Foundation
What is the system you are migrating data to?
How many data folders exist in the Legacy system in total?
How many EINs (with NO Job Activity) are being managed in the legacy system?
How many EINs (with Job Activity) are being managed in the legacy system?
This is the company setting up and configuring the target system.
This is the person at the company attending your implementation.
Intended Migration Goals*
Select all that apply. (Learn more about our Unique Processes below)
Master Data Required*
Select all that apply.
Legacy System Fields Being Redefined as Dimensions in Sage Intacct*
Select all that apply.
Do you process multi-currency transactions?*
Do you use Procore?*
How many years of relevant/active jobs & associated transactions would you like to migrate?
Provide the ideal active migration start date. (The oldest date of data to migrate.)
MM slash DD slash YYYY
The cutoff date of the data being migrated.
MM slash DD slash YYYY
Additional information you'd like to share about this project. For example: using Advanced Projects in Intacct; seeking a Trial Balance Migration by year (or by month for 36 months), etc.
Learn more about our Unique Processes

Platform Transition™ is a Sage Intacct® Marketplace Partner. The Multi-Dimensional Data Conversion Solution™ is a workflow intended to quicken and ease the transition to Sage Intacct®.