Here are the stages that SmartVault considers for the Virtual Cabinet migration process.
Assess your business and data migration needs.
- Enrol into SmartVault Academy
- Schedule your Administrative Training
- Meet your dedicated team
- Identify your migration needs in a consultation call
- Expectation setting & timeline of data migration
Configure your account to align your business needs.
- Administrative Training
- Account configuration
- Application integration
- Schedule your migration kick-off call
Launch your migration.
- Migration kick-off call
- Prepare and export your data for migration
- Upload your data to Staging
- Match your data to clients – customer participation
- Migrate – route your data to Client folders
- Review and verification
Prepare your organization for a successful launch.
- Data migration sign-off
- Attend final onboarding call
- Attend Staff Training (add-on)
- Transition to Customer Success Manager