Topic results New Customers

CCH Central
Client Data Services Options: New Customers
This document outlines options for businesses transferring data to the CCH Central database. It details three methods: manual entry, self-import via spreadsheet, and the CCH Data Import and Migration services. Each method varies in complexity and support, with the latter two offering additional features and consultant assistance for data quality. The importance of data cleansing is emphasized, and it highlights potential additional charges for importing unbilled Work in Progress (WIP) and Debt. Customers are encouraged to consult their account manager for tailored solutions.
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CCH Document Management
Transferring Documents into CCH Document Management (existing customers)
Wolters Kluwer specializes in data migration and merging services for document management systems. They offer comprehensive solutions, including document extraction, importation from network folders, and offboarding to structured locations. Services are provided to both new and existing customers, featuring a structured onboarding process for CCH Document Management and support for merging documents from various sources. The migration process involves multiple stages, ensuring minimal disruption to operations. Additionally, considerations for successful integration include prior configuration validation, proper mappings, and maintaining document integrity throughout the transition.
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CCH Central
CCH Conversions - Data categories and descriptions
This document outlines the key components of standing/static/core data and practice management data necessary for client management in professional services. It details the types of essential client information such as unique client codes, contact details, and employee data. Additionally, it includes information on compliance data related to various tax modules and the ability to import financial records into the system. Document management capabilities for electronic files are also mentioned, along with a reference to a comprehensive guide for preparing and auditing practice data.
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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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CCH Central
Importing Data Services: New Customers
The document outlines data importing services for new customers transitioning to the CCH Central database. It details options for populating client and contact information, including self-service imports and professional services support. Customers can manage data quality through templates for import, thereby maintaining high integrity and facilitating a smooth transition. Additionally, the document discusses converting work in progress (WIP) and debt data, offering options for detailed transaction transfers or top-level balances. It emphasizes a seamless migration experience without system downtime, with support available for various data needs.
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CCH Central
Glossary
This document provides a glossary of terms related to data conversions, specifically for the CCH Central database. It defines key concepts such as "existing system," "data conversion process," "test conversion," and "data cleansing." The glossary explains essential terms and procedures involved in data management and conversion, including data types (e.g., static data, open debtors), tools (e.g., contact import wizard), and processes (e.g., live conversion, database merge/demerge). It serves as a reference for users navigating the data conversion process.
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CCH Central
Data Quality Services (10127134)
This document outlines the Data Quality Services offered by Wolters Kluwer to assist customers with data conversions and address identified data quality issues. The service is optional and supports the preparation of practice data for integration into CCH solutions, while emphasizing that customers remain responsible for the quality and integrity of their data. It specifically addresses data quality issues, without making business decisions about duplicates or incorrect records. Additionally, it provides guidance for preparing and auditing practice data, with a link to detailed documentation.
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CCH Central
CCH Conversions - Approved data sources for conversion - on premise
Wolters Kluwer provides migration and data merge services from existing business systems, with options for conversion of standing and practice management data, specifically regarding Work In Progress (WIP) and debt positions. Clients can choose between detailed open transaction transfers or converting only open balances. It’s essential to finalize month-end procedures before selecting a "go live" date. Additional services may incur extra charges if WIP and debt require a separate conversion. Clients should consult their account manager for systems not listed. Transactional history is not included in the conversion services.
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CCH Central
Analysis and Scoping Service (10097992)
This document outlines the evaluation and scoping process for a CCH solution, where a consultant is assigned to assess the client’s systems and requirements. It involves internal evaluations and discussions with the client’s teams, culminating in a detailed report with project recommendations. The service may require bringing client data to secure servers for thorough analysis. Additionally, it provides guidelines on securely submitting data, emphasizing the need for password encryption when using the WKUK Citrix Sharefile portal.
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