CMiC Data Conversion Services
Start Your CMiC Journey with Clean, Accurate and Validated Data.
No matter how well a system is configured, poor data quality, inaccurate conversions, or incomplete validation can create reporting issues, payroll discrepancies, job cost inaccuracies, user frustration, and ultimately a failed implementation.
At ProTek Partners, we help construction companies successfully transition from legacy ERP systems into CMiC through a structured, construction-focused data conversion methodology designed to reduce risk, improve accuracy, and ensure confidence at go-live.
Data Conversion Options: Choosing the Right Approach
Not all data conversions are the same — and more history isn't always better. The right approach balances your reporting needs against cost, effort, and risk. We help you choose deliberately, not by default. There are four primary strategies:
Balance-Forward (Recommended Default)
We convert your open and active balances only — trial-balance GL, open AP and AR, active job cost-to-date, employee and payroll YTD, and open commitments. No closed transactional history moves over. This is the lowest-risk, fastest, and cleanest path to go-live. Historical detail remains fully retrievable in your archived legacy system. Best for companies that want a clean, trustworthy foundation for the next decade.
Balance-Forward + Summary History
Everything in the balance-forward approach, plus summarized prior-period history — monthly GL summaries, closed-job cost totals, and prior-year figures — so you retain trend and comparative reporting inside CMiC without migrating every transaction. A practical middle ground for in-system reporting continuity.
Hybrid / Selective Detailed History
Balance-forward plus full transactional detail for a defined subset of your data — for example, full cost detail on active multi-year jobs while closed jobs come over as balances, or the current fiscal year in detail with prior years summarized. This delivers targeted depth where it matters and requires more mapping and reconciliation effort.
Full Detailed Historical Conversion
Complete transactional history across all modules for multiple prior years. This is the most comprehensive — and the most time-intensive, costly, and complex to reconcile. We reserve this for organizations with a specific compliance, audit, or reporting requirement that legacy archive access cannot satisfy.
The right strategy is defined during Data Discovery & Assessment and documented so every stakeholder understands exactly what will (and won't) live in CMiC at go-live.
The ProTek Data Conversion Methodology
Our methodology is built specifically for construction companies and focuses on reducing risk through planning, validation, and accountability.
Data Discovery & Assessment
We evaluate your legacy ERP structure, data quality, historical data requirements, reporting needs, and overall objectives. We then work to determine what data should be converted, archived, or cleaned prior to migration.
Deliverables
- Data inventory
- Conversion strategy
- Data conversion roadmap
- Risk assessment
Data Mapping & Transformation
Once requirements are defined, we develop detailed mapping documentation for financial, job cost, payroll, and operational data. All mappings are thoroughly validated before any conversion activities begin.
Deliverables
- Data mapping workbooks
- Transformation rules
- Validation procedures
Data Pass 1 – Initial Conversion
The first conversion pass focuses on validating structure, verifying data mappings, and testing data relationships. The objective is not perfection, but to identify and resolve issues early in the process.
Deliverables
- Initial converted data
- Issue log
- Reconciliation reports
Data Pass 2 – Validation Conversion
After addressing our findings from Pass 1, we perform a second pass focused on data accuracy, financial reconciliation, user validation, and reporting verification. Client stakeholders play an active role to ensure converted data meets all operational requirements.
Deliverables
- Updated converted data
- Reconciliation results
- Validation sign-offs
Mock Go-Live/Final Conversion
Prior to production go-live, we execute a complete end-to-end conversion that simulates the final extraction, transformation, loading, and validation processes. This final rehearsal helps identify any remaining issues and significantly reduces go-live risk.
Deliverables
- Mock go-live results
- Final issue resolution
- Production readiness approval
Production Conversion & Go-Live
During go-live, final data is extracted, loaded into production, reconciled, and validated by key stakeholders. Our team supports the entire process to ensure a smooth, controlled transition with minimal disruption to operations.
We Believe Successful Conversions Require Collaboration
Under our Shared Accountability Model, ProTek Partners manages data mapping, transformation, loading, and reconciliation, while clients are responsible for business validation, data approval, and process confirmation. This approach creates clear ownership, transparency, and accountability throughout the project.
Our methodology is built specifically for construction companies and focuses on reducing risk through planning, validation, and accountability. Organizations that follow the ProTek Partners methodology typically achieve:
Systems We Commonly Convert From
Request Your Discovery Call with ProTek
Let us review your goals, outline an approach and provide a plan, timeline, and cost structure—so you can make the right decision with confidence.
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