Blog
December 18, 2023
Key Considerations for Data Migration
Ellucian is sunsetting Advance Web. While migrating to Ellucian CRM Advance may seem like the only option available, now is a good time to consider if the new solution really meets your needs, as well as what new features are coming to the table. This is also an opportunity to explore migrating to other systems. Consider UC Innovation’s ascend. Attain Partners experts employ reusable, automated processes that can help seamlessly and efficiently extract and migrate your data.
Migrating to a new system can present concerns.
When migrating to an entirely new system, you may feel hesitation, asking yourself many important questions like:
- What will be done with my existing Advancement records and other documents?
- How will I generate and track receipts?
- Can I keep up with my existing practices while finding ways for technology to improve business processes to give staff more flexibility to service their Advancement customers by lightening their workload with automation?
Attain Partners can help.
Document Extraction and Data Migrating
Our experts have experience extracting tens of thousands of documents out of a single Advance Web instance and into ascend. We’ll take all your existing data from Advance Web—no matter how robust your catalog is—and migrate it into ascend efficiently and securely so that no legacy data is lost, keeping all your data safe for regulatory, reporting, and marketing purposes.
Receipt Generation and PDF Creation
We can create a custom receipt object that satisfies requirements for a variety of needs, departments, and/or donors using tailored picklists that can be linked between all related pieces. This allows for a customizable receipt based upon various criteria with batching options below 1,000 records per batch. Using PDF generation tools, documents can be stored on all related records for ease of access for staff to review as well as providing robust reporting capabilities.
Attain Partners – Salesforce Experts
No matter if your organization is beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your digital transformation goals.
To learn more, check out our Salesforce Innovation services, read case studies about our work, and explore blog posts from Attain Partners’ Salesforce team.
About the Author
Christopher Wray is a Senior Specialist at Attain Partners. He has worked in higher education for over 11 years, both on the university side and as a consultant. With an extensive background in Information Technology, Chris has worked with a number of different applications, security needs, and areas of infrastructure and has a deep understanding of the education markets he serves.
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