Our migration approach

We treat migration as a modernization program — aligning configuration, data, workflows, and validation so Vantagepoint supports your goals on day one.

  • Readiness assessment of Vision configuration & data
  • Identify custom code, scripts, data gaps
  • Test migration plan with reconciliation & rollback
  • Cleanse/transform data, verify workflows & reports
  • Go‑live, monitoring, and post‑migration hypercare
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Take Your Project to Next Level

Why upgrade now

Turn the upgrade into a growth catalyst

We use migration to fix data quality, streamline processes, and set you up for analytics success in Vantagepoint.

  • Data profiling, cleansing, reconciliation, audit logs
  • Upgrade‑safe extensions & documentation
  • API‑first mindset for future integrations
  • Analytics readiness from day one

Expected outcomes

2–4×

Faster reporting

15–25%

Forecast accuracy

30–40%

Manual effort ↓

100%

Audit logs

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Migration phases

Phase 1 – Discovery & Assessment

Vision setup, custom fields, data quality, module usage.

Phase 2 – Data Preparation & Cleansing

Clean, map, reconcile key masters (Projects, Clients, Employees…).

Phase 3 – Test Migration

Pilot runs, process testing, report validation, user training.

Phase 4 – Go‑Live & Optimization

Cutover, data verification, hypercare, performance tuning.

Migration roadmap

Interactive migration timeline

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Step 1: Vision Environment Assessment

Scope, prerequisites, risks & success criteria

Catalogue custom fields, roles, security, module usage, integrations, volumes.

  • Readiness report & roadmap
  • Environment health & risk register
  • KPI baseline for post‑go‑live

Step 2: Data Cleansing & Mapping

Data quality uplift and schema mapping

Standardise masters; resolve duplicates; map Vision structures to Vantagepoint.

  • Projects, Clients, Employees, Vendors, WBS, Timesheets
  • Automated reconciliation & validation
  • Data dictionary & mapping workbook

Step 3: Test Migration & Validation

Pilot runs, UAT, reconciliation

Execute trials and validate end‑to‑end processes & reports.

  • Reconciliation vs Vision
  • Workflow & security testing
  • Training & change previews

Step 4: Go‑Live & Hypercare

Cutover, issue triage, tuning

Cutover with gates; confirm data integrity; provide hypercare.

  • Sign‑off & fallback readiness
  • Monitoring & issue mgmt
  • Performance tuning

Step 5: Optimization & Insights

Automation, forecasting, improvement

Enhance with automation and predictive models; quarterly reviews.

  • Exception alerts & approvals
  • Forecasting & anomaly detection
  • Optimization sprints

Migration roadmap

Interactive migration timeline

Test migrations, reconciliation, audit logs, parallel runs, rollback plan.
Upgrade‑safe extensions, versioning, documentation, regression testing.
Depends on scope & complexity. Typical medium: 3–6 months; large: 6–12+.
Role‑based training, documentation, sandbox testing, hypercare support.
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Why choose Business Insights

  • Proven Vision → Vantagepoint accelerators
  • Deep Deltek data model & API knowledge
  • Automated validation & reconciliation scripts
  • Upgrade‑safe configuration & extensions
  • Hypercare & optimization roadmap
Take Your Project to Next Level
Creative Solutions

Ready to plan your Vision → Vantagepoint upgrade?

Book a free readiness assessment or jump to our consulting services.

info@business-insights.com.au
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