Source register
Record format, owner, update pattern, access and known quality issues.
CRM / Data transition
Move the records worth keeping, with evidence that they arrived correctly.
CRM migration is a controlled data and operating-change project, not a bulk copy. GA Applications inventories sources, profiles quality, defines the target model, prepares cautious matching and transformation rules, runs test migrations and reconciles the result. The process also identifies information that should be archived, corrected or excluded rather than carried forward indefinitely.
Profilebefore transforming
Testbefore the live move
Reconcilecounts, fields and samples
Why it matters
Source register
Record format, owner, update pattern, access and known quality issues.
CHAPTER 01
Find every source and decide which one is authoritative.
We identify systems, exports, spreadsheets, shared lists and hidden team copies, then document ownership, sensitivity and overlap.
Authority
Decide which source wins for each important field or event.
Scope
Separate required live data, reference history, archive material and information to exclude.
CHAPTER 02
Measure quality before designing transformation rules.
Profiling reveals missing values, inconsistent formats, duplicate patterns, invalid relationships and values that appear meaningful but lack a reliable definition.
Completeness
Measure fields needed for the target workflow, not every column equally.
Consistency
Find competing status names, date formats, identifiers and free-text categories.
Sensitivity
Identify personal or confidential information requiring additional handling.
CHAPTER 03
Create a field-by-field and relationship-by-relationship migration map.
The map states how each source value becomes a target value, what validation applies and what happens when the rule cannot decide safely.
Transform
Normalise dates, names, categories and identifiers with documented rules.
Relate
Preserve links between contacts, organisations, opportunities, jobs and activities.
Exception
Send uncertain records to review instead of silently inventing a value.
CHAPTER 04
Use matching to support human decisions.
Possible duplicates can be scored using agreed identifiers and contextual signals, but merges with material ambiguity should be reviewed and reversible.
Exact matches
Use stable identifiers where they are reliable and appropriately normalised.
Suggested matches
Present similarities and differences to an authorised reviewer.
Merge history
Retain source identifiers and a record of consequential merge actions.
CHAPTER 05
Prove the result with test migrations and reconciliation.
We run representative and full-scale tests, compare source and target totals, inspect high-risk samples and confirm that the application behaves correctly with migrated data.
Counts
Compare records by source, type, status and exception category.
Samples
Trace selected customer histories and relationships end to end.
Workflow
Confirm migrated records can enter the intended processes and permission views.
CHAPTER 06
Plan the live move, rollback and post-migration care.
The cutover specifies freeze windows, final extracts, validation owners, communication, rollback conditions and the period for resolving discovered issues.
Readiness
Confirm backups, access, test evidence, user preparation and support contacts.
Go-live
Run the agreed sequence and record each completion or exception.
Stabilise
Monitor errors, reconcile final totals and keep legacy access controlled for the approved period.
Continue through the crm systems system.
Each route answers a different operating question while retaining the same standards for evidence, responsibility and a usable next step.
Route 01
Crm
Plan a practical CRM that connects enquiries, contacts, quotes, follow-up and jobs without forcing your team into an unsuitable process.Route 02Custom Crm Systems
Design a focused custom CRM when off-the-shelf software cannot represent your records, approvals, jobs or customer journey cleanly.Route 03Contact Relationship Records
Create dependable customer, organisation and activity records that give authorised staff the context needed for the next conversation.Route 04Lead Sales Pipelines
Build a clear lead pipeline with defined stages, owners, qualification, follow-up and reporting that reflects how your team makes decisions.Route 05Quote Follow Up
Coordinate quote preparation, approval, issue and follow-up with clear ownership, customer context and links to CRM and job systems.Route 06Job Registers
Create a controlled job register connecting approved work, owners, dates, status, documents and delivery visibility.Route 07Crm Dashboards Automation
Connect CRM records to meaningful dashboards, task queues and controlled automation while retaining visible ownership and human approval.Questions worth resolving
What to clarify before committing.
Can every historical record be migrated?
Technically possible does not always mean useful or appropriate. We help decide which history supports operations, obligations or customer context, and which material is better retained in a controlled archive.
Can you remove duplicates automatically?
Clear exact matches may be automated under approved rules. Ambiguous matches should be reviewed because an incorrect merge can damage customer history and permissions.
How do you show that the migration worked?
We provide reconciliation across counts, fields, relationships, exceptions and traced samples, together with test results and unresolved-item ownership.
Know the data before moving it
Start with a migration readiness review.
We can inventory representative sources, identify the highest-risk decisions and outline a testable migration path.