DATA MIGRATION AND TRANSFER
Changing software is like moving your data to a new home. The software itself can be installed in three days.
It's never the tool that goes wrong. It's what you put into it.
Switching management software means deciding what to transfer and what to archive from fifteen years of clients, balances, and invoices, managing a period of double entry, then signing off on acceptance. We don't estimate anything before inventorying your data, and we honestly tell you what could go wrong. The diagnosis is free of charge.
The path in five steps
The old system remains operational until the switch. In between, we practice without data, then work for a while with both systems. The end date is decided before starting.
The old system does not shut down on the day of the switch: Swiss law requires keeping records for ten years, so it remains accessible.
Why your data is dirtier than you think
This isn't a criticism; it's mechanical. A customer file lives for ten years; three people have entered the same company under three different spellings. As long as everything stays in the old tool, no one notices: everyone knows by heart where the real information is. On import day, everything comes up at once.
SWISS GUIDES PLACE DATA QUALITY AMONG THE TOP CAUSES OF OVERBUDGETING
Even the original software editor charges for this check separately: Epsitec (Crésus) quotes 100 francs excl. tax per base for migration from an old version, with verification and adaptation billed extra. Public reference, not our price.
The four decisions only you can make
A service provider can extract, clean, transpose, import. They cannot decide for you: these are management decisions disguised as technical questions.
1. The cutover date
At the beginning of a fiscal year, everything is simple. Mid-year, you manage an exercise spanning two systems: feasible, but costly in reconciliations. Your auditor has their say.
2. Unpaid invoices
Transferred one by one into the new system for follow-ups to continue, or left to expire in the old under surveillance. Both have their merits. Not deciding is not an option.
3. Who is still a customer
A clear rule, decided by you: for example, third parties active in the last three years are kept, the rest goes to archive, accessible on demand. Otherwise, you pay to move chaos.
4. How much history
The most costly decision. Ten years of detailed entries import all past errors with the seriousness of new data. Accurate opening balances are better.
What flows through, what stays
Move to the new system what you need to work tomorrow morning. Keep in the archive what you need to prove yesterday. Nothing is lost, nothing is destroyed.
Active third parties and conditions · sold items · validated opening balances
Departed clients. Consultable for ten years, elsewhere, without cluttering the morning tool.
Read-only license, dedicated machine or extraction into durable files: three ways to keep the old consultable, each with its cost. To be decided before the switch, never after.
The recipe and why it is signed
Your processes, executed by your people, on a prepared dataset, with an expected result written in advance. What passes is validated, what does not pass is corrected and retested. You sign, we sign.
Without minutes, a fixed price becomes an endless promise. With them, you know what has been delivered to you, and we know what we need to deliver
Why we do not encrypt anything before the inventory
“Reprendre les clients et les articles” can take two days or three weeks depending on the actual state of your files. A quoted flat rate without opening your data hides a margin that you pay, or an additional cost at the end.
PUBLIC REFERENCE · COMPLETE ERP MIGRATION, SME, ROMAND INTEGRATOR
ADVANCED ENCRYPTED INVENTORY · FIXED PRICE PER STEP · YOU DECIDE AFTER EACH ONE
NEITHER THE SAME SCOPE NOR THE SAME PRICE: THE AMOUNTS ABOVE ARE MARKET REFERENCES, NOT AN OFFER FROM LYVIA
The inventory counts the records by type, duplicates, empty fields, what the old system exports and what it refuses. Short, encrypted in advance, and its result belongs to you even if you stop there.
What can go wrong, we tell you straight
The data is worse than expected
It happens. Data cleaning is handled separately from the import; we show you the real state before any decision. What should never happen is learning about it through an invoice.
The person who knew the old system leaves
This knowledge often resides in a single head, sometimes just one year away from retirement. A good enough reason not to postpone for three years.
We replicate the specific without questioning it
The workaround invented twelve years ago for a flaw that no longer exists is paid for with each update. We ask the question every time; you decide.
The switch happens at the wrong time
Three weeks before closing, during peak season or while the accountant is on vacation: an ordinary project becomes a crisis. Your schedule comes first.
A technically successful migration can be perceived as a failure for one reason: the double entry that no one had announced to the team.
Frequently Asked Questions
What we are asked
Can the migration be done without stopping operations?
Yes, that is the usual case. Operations continue in the old system until the switch, then in the new one. The burden is not a stoppage, but the period with both systems.
Do we need to start over to comply with regulations?
No. The requirement is about preserving documents, not their presence in today's tool. A readable and retrievable archive is sufficient, and it lightens the migration.
What happens if the import fails?
We try again: an import is prepared on a copy, never on the live system. The actual switch only occurs after a successful rehearsal.
Do you also handle the new software?
We configure, connect, and train on the tools you have chosen. We do not sell any licenses; the subscription goes to the publisher.
What if we decide to stay with our current software?
That happens, and it is not a failure. The inventory remains, as does the list of blocking points, and many issues can be resolved through configuration.
Where to go next
- Software registerTwelve products of the Swiss market, filterable by your constraints
- Getting your data backThe question arises before entering, not on the way out
- Migrating from CrésusWhat comes out, what does not, and in which order
- The listed price and the restThe items the subscription never covers
- Choosing management softwareSix questions that rule out three quarters of the candidates
- Swiss complianceQR-bill, eBill, Swissdec and VAT, what the law asks today
- Connecting your softwareThe interfaces of eleven Swiss suites, with their sources
- Your procedures on videoShown once, available to the whole team
- Our methodFive steps, from the free diagnosis to the measurement
Let's start by looking at what your old system contains
The diagnosis is free. We open your files, count what is inside, and tell you what to keep, what to archive, and what will require work.