Introduction & software change

An implementation plan should include responsible persons, dates, data migration, technical checks, and approval. Also plan for handling queries and disruptions. Define measurable check points for the first operational days and record when the change is considered successful.

Train based on the tasks reception, trainers and management actually perform. Short exercises with typical cases show better than a pure presentation which questions remain open. Clarify in advance which training services are included in the offer and who supports after the start.

First agree on a defined test scope and review anonymized sample data sets in a test environment. Compare numbers, assignments, and technical content with the source. Determine who approves the import and how to handle interim changes during the production switch.

Check for duplicate profiles, outdated contact details, unclear membership statuses, and unassigned invoices. Document professional decisions transparently. Only adopt data necessary for planned operations and for which processing conditions are clarified.

Create an overview of data, contracts, invoices, interfaces and ongoing obligations. Then agree on the scope of the takeover and a realistic schedule. Check sample data and the most important workflows before the switch. An import is only definitively promised after reviewing your data sources.