< Part 6: Getting the Timing of the Migration Right

This is Part 7 and final article of the “Migrating Practice Management Software Successfully” series. See all articles in the series here.

Part 7: Planning for After the Migration


Have you planned for decommissioning the old PMS?

Decommissioning the old PMS, minimising access to a few power users or disabling access/connectivity altogether is a must do for a successful migration. It can help in two ways.

First, phasing out the old PMS and associated hardware can be a cost-saver. Most people will appreciate when there are savings involved.

Second, the fact that the old PMS and possibly hardware will be turned off means users will no longer have access to data on the old hardware; this can help users understand that they will need to learn how to use the new PMS to access client data and learn new workflows. Without access to the old PMS, it will be easier to get users on board with the process of transferring data.


Do you have a plan for the copies of the migration data?

With the data migrated and your practice using the new PMS, your work is still not finished. You’ll also need to make sure that the exported data used for cleansing and importing is stored securely with appropriate permissions for access. If you had multiple versions of working files during the migration where are they and are, they still needed. Don’t fall into the trap of leaving your entire client or referrer list on an old PC and forget about it making the data available to a future user of that device.


A final thought…

Following these steps will produce a plan which gives your project a foundation. It is up to you and your team to execute this plan in the face of practice nuances, disgruntled users and missing data (even the best implementations experience these).