[https://biggerboatconsulting.com/wp-content/uploads/2020/08/noundb3.png]”I have all this data in my old system. How will you get it into Salesforce? What do we need to do?” These are questions we often get asked early in the process of talking to a client.

Each migration is unique. For example, a migration from Raiser’s Edge for one client may be different than a migration from Raiser’s Edge for another client. Clients use Raiser’s Edge in varying ways and make different choices during a migration. While each migration project has its own characteristics, we have created consistent processes to ensure a successful one. These steps also apply to other systems like SQL Server or DonorPerfect.


Our process includes a high level of visibility to ensure key stakeholders understand what to expect, what will be migrated, what will not be migrated, and how the migration will happen. When our clients have this visibility, they are in control of and have insight into the effort level of the …

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