Conversion Phases


The Conversion Phases outline below was designed to help guide you through the Conversion process. The phases must be completed in order before moving on to the next phase in the process.

NOTE:  A copy of this timeline is also emailed to the main contact on file upon purchase of the software from our Conversion Coordinator.

Initial Phase

  • Discovery Agreement - must be signed
  • Conversion Standards - must be signed
  • Reconciliation Form - must be completed

enlightenedCannot proceed to the next phase without these returned to us

Discovery Phase

  • Data pulled & qualified by Conversion Programmer
  • Contract created with estimated delivery date 

enlightenedCannot proceed to the next phase without these returned to us

Evaluation Phase

  • Edge setup scheduled and performed
  • Preliminary database delivered for your review

enlightenedCannot proceed to the next phase without these returned to us

Final Phase

  • New copy of data pulled
  • Final conversion run and delivered
  • GO LIVE!

 

Updated on Thu, 17 Feb 2022 by Angela Chiaravalle

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