Contact Us

Data Migration and Implementation

Data Migration Services

Through our experience migrating hundreds of sites to Inteum, we have developed a unique, collaborative process tailored specifically to your office processes and data needs. With our expertise in change management, we realize data migration is part of a larger process. Our holistic approach to this change addresses not just your data needs, but also works to make your entire operation more successful.

Let our dedicated migration team guide you as we work closely with your team to ensure a smooth migration process.

Data Review & Discovery

In this initial phase, we spend time to learn about and map your data, paying particular attention to the data points important to your operation.

We review your data for ‘structural fit’ in Minuet, as well as identify any issues that may need to be resolved prior to migration. This ensures that the final backup of your data is in perfect shape to enter the migration stage.

System Setup

While your data migration project is going, we work with your IT manager and/or implementation consultant to start setting up your Inteum system including:

  • User logins, security groups, email manager, form letter templates
  • Managed lists and user-defined fields (UDFs)
  • Sentinel Rules
  • Custom data sets (which will help guide the data migration)

Remedial Review & Testing

Once we have addressed all data issues and have agreed on an approach, we will undertake the initial migration and then move into the remedial review and testing phase, which is when you will fully review the test system and advise of any alterations required.

We take special care during this time to address your concerns and make sure you have a system specifically catered to your operation.

Data Migration

The migration stage takes your final data backup and migrates it to Inteum. This stage usually lasts about a week and is followed by two weeks of post-migration support, where enhanced operational and data support is available to resolve any issues identified once you start using the system.

Ongoing Training

You get a dedicated account manager from day one who is there to guide you through your transition to Inteum, as well as a support site full of help articles, tutorial videos, recorded past courses and webinars.

  • You can gather your team and opt for Web Interactive Training (WIT) or an onsite training session.
  • Connect with other Inteum users on our user forum.
  • Sign up for online certificate courses and monthly webinars.