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.

Form Fields

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 Consultant
  • MPP
  • Prospect Direct
  • Prospect Referred
  • Sage Intacct
  • SIAP
  • VAR
  • Other

Phone*

Time Zone*

Email*

Referral Contact* Name of the referral or prospective client

Project Name* Name of the company requiring migration services

Legacy System(s) 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)

Number of Distinct Companies to be Migrated* How many unique GL Chart of Accounts will need to be migrated?

Target System* What is the system you are migrating data to?

  • Sage Intacct
  • Sage Intacct - Construction
  • Other

Intended Migration Goals* Select all that apply. (Learn more about our Unique Processes below)

  • Migrate Historical Transactions w/Go-forward Dimensions to the Subledgers in Sage Intacct (SSCP)
  • Migrate Historical Transaction Detail w/Go-forward Dimensions to the General Ledger in Sage Intacct (MDCS)
  • Archive Legacy Data for Audit Purposes (ASAP)
  • Migrate Undimensionalized Legacy Data to Sage Intacct Quickly (RDMS)
  • Migrate Trial Balances by Month or Year to Sage Intacct (TBMS)
  • Migrate Data Transactions from Active Legacy System to Sage Intacct Monthly (MDMS)
  • Create Clean Master Data Lists for Import to Sage Intacct (DSS)
  • Migrate Legacy System Attachments to Sage Intacct or to Archive (TAM, MAM or AES)
  • Balance Forward Migration (Construction)
  • Relevant Projects Migration (Construction)
  • Migrate Contracts and/or Commitments (Construction)
  • All Historical Projects Migration - Relevant and Complete Projects (Construction)
  • Other / I don't know / Something else

Master Data Required* Select all that apply.

  • Customer
  • Vendor
  • Employee
  • Projects
  • Project ("Customer: Job" in QuickBooks)
  • 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

Open AP / Open AR* Options:

  • Open Accounts Payable Required
  • Open Accounts Receivable Required
  • Both Open AP and Open AR Required
  • Neither Open AP and Open AR Required

Select Reporting Type*

  • Accrual Basis
  • Cash Basis
  • Both Accrual & Cash Basis

Do you process multi-currency transactions?*

  • No
  • Yes - 1 Currency
  • Yes - 2 Currency
  • Yes - 3 Currency
  • Yes - 4 Currency
  • Yes - 5 Currency

Where will data be loaded?*

  • Top Level Load All Data (Master Data and Entity Transactional Detail at Top Level)
  • Top Level Master Data, Entity Level Transactional Detail at Entity Level

How many years of data 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:

• Duplicate Suppression System (DSS)

• Historical General Ledger Migration (MDCS)

• Historical Subledger Migration (SSCP)

• Monthly Data Migration (MDMS)

Promo Name 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®.