Modernise your systems with a planned transition
Move from legacy software to a platform designed for your next stage, with your records mapped, migration rehearsed and continuity planned before launch.
- Typically costs
- £30k–£95k
- Live in
- 10–26 weeks
Indicative build investment, excluding VAT. Your ongoing Managed SLA is quoted separately.
Leaving a system
3 parts01Where this usually starts
A system replacement needs to preserve your business knowledge as well as your data. We map existing records and processes, rehearse migration and agree the transition with your team so you can move forward confidently.
02What changes
What you end up holding.
- 01A documented assessment of your records and migration requirements
- 02Validated mappings and reconciliation checks
- 03A rehearsed transition with agreed recovery arrangements
- 04User training and support through launch
- 05Legacy records retained under your agreed access plan
Plan your replacement system and migration with our team.
03The pieces
What a system like this is usually made of.
Prioritise the capabilities that create the most value for your first release. The estimator lets you explore each addition and plan your investment as the system develops.
Bringing your history across
Checked against the old system and shown to you before you commit to the move.
Running both for a while
Old and new side by side for a cycle, compared, and the old one switched off when you are satisfied.
Reading the old records afterwards
The history stays readable without paying to keep the old system running.
04How it would run
10 to 26 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
We have been told our data cannot be extracted.
We assess available exports, supplier assistance and permitted access during discovery. Your proposal identifies the feasible extraction approach, costs and any records needing special handling.
What if it goes wrong on the day?
We rehearse migration, verify records and agree recovery arrangements before launch. Your team reviews the transition plan and the conditions for proceeding.
Can we run both for a while?
Yes, where feasible. A parallel period can support reconciliation and user acceptance before retiring the old system.
06The rest of it
Most projects are two or three of these at once.
- 01Customer and salesConnect your customers, conversations and opportunities in a bespoke CRM designed around your sales process, with specialist workflows and reporting.14–28 weeks
- 02Invoicing and paymentsTurn your contract rules into consistent invoices, connect payments and accounting, and give your team a clear view of outstanding revenue.10–22 weeks
- 03Access and auditControl access by role and record, retain a clear history of activity and give your team the evidence needed for governance and assurance reviews.8–20 weeks
- 04Planning and schedulingCoordinate your people, locations and equipment with qualifications, availability and travel considered together in a schedule your team can act on.14–30 weeks
- 05ReportingBring your operational data together in dashboards and reports that reflect your business priorities, with consistent definitions and clear access controls.8–18 weeks
- 06Quoting and proposalsCreate professional quotes using your pricing rules, approvals and customer options, with clear margin visibility and a connected route from acceptance to delivery.10–20 weeks
- 07Client portalsGive your customers a branded place to follow progress, access documents, review invoices and approve work, with permissions suited to each relationship.8–18 weeks
- 08Documents and approvalsCapture the information your team needs and move it through clear approvals, signatures and records, with responsibilities and progress visible throughout.8–16 weeks
- 09Field work and jobsBring dispatch, mobile job records, asset history and invoicing together so your office and field teams work from the same operational picture.16–34 weeks
- 10BookingsLet customers book against your availability, resources and service rules, with payments and calendar connections supporting a professional booking experience.8–16 weeks
- 11Stock and assetsTrack your stock, assets and movements across sites, stores and vehicles, with job allocation, replenishment and service history connected to your operation.10–22 weeks
- 12Joining systems upConnect your accounting, CRM and operational tools so records move through agreed workflows, with validation, monitoring and clear handling of exceptions.6–16 weeks
- 13Reading documentsExtract information from your invoices, forms and certificates, validate it against agreed rules and route exceptions for review with the original document available.10–22 weeks
- 14MembershipsManage your members, subscriptions, eligibility and renewals in one connected system, with self-service and reporting shaped around your membership model.10–20 weeks
- 15MarketplacesConnect buyers and suppliers through a branded marketplace, with onboarding, transactions and operational controls tailored to the relationships you manage.18–40 weeks
- 16Compliance recordsConnect your obligations, evidence, expiry dates and approvals so your team can monitor responsibilities and prepare records for audits and assurance reviews.8–20 weeks
Let’s build your next business advantage.
Discuss your goals with the specialists who will deliver your system. We will help you define the scope, investment and delivery plan, then prepare a proposal for your business.
An outline is enough. Reply within one working day.
Call us on 01603 339222.
Designed around your work
Your workflows, commercial rules and customer experience shape your system.
Owned by your business
Your commissioned source code and documentation give you control over your investment.
Supported as you grow
A Managed SLA combines system protection, support and agreed improvement time.