Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Data Migration - Not for the Faint of Heart!

13 Jan 2025 · 1 min

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0:33

In this brief excerpt from the video, two speakers emphasize that data migration is a complex, demanding task unsuitable for novices. They warn that firm owners often assume data can simply be moved from one system to another without issues. The speakers stress the importance of setting realistic expectations and recognizing the deeper technical work required beyond merely copying data.

If you don't have any clue about that kind of work, you're better off finding somebody who does.
It's not for the faint of heart. Well, in our experience, when we're talking with firm owners, we have to establish the expectations a little bit differently because I feel that there's this misguided thought process of, oh, you're just going to take the data from here and plunk it over here and it will look the same. And so to me, that That is understandably a natural thought process, but it's also— we got to go deeper.