Topic results Data Migration

CCH IFirm Accounts Production
Migrating your existing clients to CCH iFirm Accounts Production
This document outlines the steps for migrating accounting data to CCH iFirm Accounts Production. It begins by instructing users to select a client from CCH Central and check if their data is already migrated. Key prerequisites include ensuring that the CCH iFirm Console is running and confirming .NET runtime installation. Users are then guided through the migration process by clicking the appropriate button and confirming the migration. Once complete, the client’s accounting status is updated, and visual indicators are provided. Lastly, it includes information on reverting back to the on-premise version of the software.
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Training and Consultancy
CCH Software Migration Service
This document outlines the CCH Software Migration Service, detailing the process of migrating servers, specifically focusing on the CCH Suite. It defines server migration and explains the components involved, including SQL software installation, database management, and end-user access. Different migration pathways (on-premises to cloud, cloud to cloud, etc.) are discussed, emphasizing the importance of planning, testing phases, and stakeholder communication. The document categorizes migration projects into three categories based on complexity and requirements and concludes with recommendations for technical preparations and a link for a technical questionnaire to aid project planning.
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CCH Central
Migration Implementation Consultancy
Wolters Kluwer emphasizes the importance of early consultancy engagement in data migration projects to ensure successful transitions to new systems. Their consultancy service is aimed at new customers without recent migration experience and involves comprehensive planning and analysis of data requirements. By collaborating closely with clients, consultants help define a clear mapping structure and address critical decisions, minimizing potential issues. The proactive approach enhances efficiency, maintains data integrity, and reduces disruption. The service includes two preparatory sessions focused on data extraction and review, paving the way for a seamless migration into the new system.
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CCH Central
Migration Data Services : New Customers
Wolters Kluwer offers migration services to assist new customers in transitioning data from existing systems to the CCH solution while ensuring data integrity. The process involves extracting data from SQL backups and enabling customer verification through spreadsheets. Various migration options are available, including standing data and practice management data. The service aims for minimal disruption and is overseen by a project manager. Customers can choose between detailed transaction transfers or simplified balance entries for WIP and Debt. Additional services may incur costs for separate conversions.
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