You MUST sign and return the FULL Discovery Phase Agreement for your specific conversion emailed to you by the Conversion Coordinator which includes signature line and Contacts Form. This page is for your reference ONLY.
The Conversion Process starts with the Discovery Phase. This is the first step where we will:
- Review your conversion request.
- Analyze your data.
- Assess what we will be able to convert.
This document is NOT the conversion contract and signing it DOES NOT obligate you to move forward with the data conversion.
The purpose of this document is to outline your responsibilities during the Discovery Phase. This phase CANNOT be completed without your active participation.
Scope
We will attempt to convert your in stock inventory and vendors. See Conversion Standards for specifics.
We are under no obligations to convert any other data.
Your Responsibilities
You agree to do the following:
- Designate an associate with knowledge of your current system to be the point of contact. This person must be responsive to our team.
- Provide a copy of your data. We can assist with this, but if your data is stored offsite (i.e. “in the cloud”) you either need to provide us login credentials to the server holding the data OR obtain a copy of the data yourself.
- Complete and return the Contacts Form. (page 2 of the Discovery Phase Agreement).
Next Step
You will receive a confirmation email with the next steps once this agreement has been signed and returned along with the Contacts Form.
Acknowledgement
By signing, you agree to the responsibilities outlined above and understand that we CANNOT begin to evaluate your conversion until everything above has been received.
You MUST sign and return the FULL Discovery Phase Agreement emailed to you by the Conversion Coordinator which includes signature line and Contacts Form. This page is for your reference ONLY.