Construction Systems Data Migration Scope of Work Discovery Questionnaire
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.
First name
Person filling out the form
Last name
Person filling out the form
Company name
The company requesting a quote for data migration services
Requesting Contact's Company Type
Are you a Sage Intacct Partner or Prospective Client?
Accounting ConsultantMPPProspect DirectProspect ReferredSage IntacctSIAPVAROther
Select an Option
Phone
Time Zone
Referral Contact
Name of the referral or prospective client
Project Name
Name of the company requiring migration services
Construction Legacy System(s) Requiring Migration Services
Please list the legacy system/s you'd like to migrate. I.e. (Sage 300 CRE), Marks Systems, Foundation
Target System
What is the system you are migrating data to?
Sage IntacctSage Intacct - ConstructionOther
Select an Option
of Data Folders in Total
How many data folders exist in the Legacy system in total?
of Holding EINs in the Legacy System
How many EINs (with NO Job Activity) are being managed in the legacy system?
of Construction EINs in the Legacy System
How many EINs (with Job Activity) are being managed in the legacy system?
How many unique data folder structures exist in total?
How many Projects do you do annually:
Estimation
What is your annual revenue:
Estimation
Implementation Company
This is the company setting up and configuring the target system.
Implementation Specialist
This is the person at the company attending your implementation.
Intended Migration Goals
Select all that apply.
Migrate Contracts and/or Commitments - Construction
Balance Forward Migration - Construction
Relevant Projects Migration
Other / I don't know / Something else
Master Data Required
Select all that apply.
Customer
Vendor
Employee
Projects
Cost Codes
Cost Types
Legacy System Fields Being Redefined as Dimensions in Sage Intacct
Select all that apply.
Location
Item
Estimates
Department
Class
1 Additional Dimension
2 Additional Dimensions
3 Additional Dimensions
Do you process multi-currency transactions?
No
Yes - 1 Currency
Yes - 2 Currency
Yes - 3 Currency
Yes - 4 Currency
Yes - 5 Currency
Do you use Procore?
Yes
No
How many years of data would you "like" to migrate?
How many years of relevant/active jobs & associated transactions would you like to migrate?
Desired Migration Period Start Date
Provide the ideal active migration start date. (The oldest date of data to migrate.)
MM slash DD slash YYYY
Projected Go-Live Date or Migration Period End-date
The cutoff date of the data being migrated.
MM slash DD slash YYYY
Comments
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®.