Data migration is treated as a critical transformation—not a technical export/import.
We focus first on understanding how your foundation actually uses data today, then map and validate it to support future workflows, reporting, and controls. Our goal is not just to move data, but to improve its usability and reliability.

We use a phased, multi-round migration approach. Early migrations load a subset of data to validate structure, mappings, and assumptions. A final migration occurs only after issues are resolved and stakeholders are confident in the results. This reduces surprises and protects day-to-day operations.

We migrate the operational history foundations depend on. This commonly includes donors, charities, funds, contributions, grants, recipients, statements, balances, and historical transactions—at a level appropriate for reporting, audits, and ongoing operations. Scope is always aligned to your needs, not a one-size-fits-all rule.

Validation is built into every step of the process. We perform reconciliation checks, record counts, balance tie-outs, and scenario testing with your team. Migration success is measured by accuracy, usability, and confidence—not just technical completion.

Your team’s expertise is essential—but we respect their time.
We rely on subject-matter experts to validate assumptions and review results, while our team handles the technical execution. Clear roles, structured reviews, and defined checkpoints keep involvement focused and efficient.

That’s normal—and expected.
Most foundations come from systems with historical workarounds, manual processes, or evolving data standards. We help normalize and structure data where appropriate, while preserving historical integrity for reporting and audit purposes.

Operations continue while migration work happens in parallel.
Migrations are conducted in non-production environments until go-live readiness is confirmed. Cutover timing is carefully planned to minimize downtime and ensure a smooth transition for staff and donors.