Scope of Work Discovery Questionnaire for Quote

"*" 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 effort.

Attending to data migration early supports excellence in the architectural design and implementation of Sage Intacct. Importing historical data allows clients to receive an immediate return on their investment. By applying the go-forward architecture to historical transactions clients gain Sage Intacct insight into their business from day one.

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 a scoping call.
•   We will review the data migration process, and answer any questions you may have.
•   An SOW will be provided following the scoping meeting. This allows us to gain insight into your initiatives, verify our understanding of the scope, and return an accurate quote.

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
List each legacy system you have to migrate and how many EINs there are in each. For example, a four-entity migration might look like: 1 QB Desktop, 2 QB Online, 1 Xero (Note: It is necessary to specify Desktop or Online for QB)
How many unique GL Chart of Accounts will need to be migrated?
What is the system you are migrating data to?
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?*
Where will data be loaded?*
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:

•   Duplicate Suppression System (DSS)
•   Historical General Ledger Migration (MDCS)
•   Historical Subledger Migration (SSCP)
•   Monthly Data Migration (MDMS)

State the promotion name to receive the benefit of a promotional offer.

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®.