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.
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.
© 2026 ProTek Partners.