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Data Migration Icon Data Migration

Preserving and protecting your most valuable financial, operational and customer data.
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Data migration is one of the most delicate tasks any business can undertake. Make one false step, and valuable customer data, financial records and operational information can evaporate into thin air or worse — get corrupted or exposed.

Inovi Solutions has a proven, reliable and secure process for smoothly migrating data into or out of the Salesforce platform. Our rigorous testing and redundancy procedures ensure that nothing will get lost, and that a limited number of senior leaders in your organization have access to the data for ultimate security.

We begin every data migration project with a detailed discovery session and analysis of the needs of the business and the quality of the data so we can identify on the front end any potential snags or mismatch of records that need to be accounted for and corrected. We work with your team to de-duplicate or merge data fields when appropriate to ensure an even cleaner data set after cutover.

Lastly, we plan and prepare for the actual data migration so execution is flawless and barely noticed. Our team often conducts the final data migration late at night, in the wee hours of the morning or over the weekend to ensure business continuity and minimize the risk of possible disruptions.

Inovi Solutions stores data in a secure location with Amazon S3 and limit access for additional security. We encrypt and obfuscate data during transit, which is a cruel way to protect your data as it moves from one location to another, and we properly dispose of or destroy after the migration is complete.

We work closely with each client to ensure compliance with regulatory or compliance requirements such as Securities and Exchange Commission, Sarbanes-Oxley, Health Insurance Portability and Accountability Act (HIPAA), and European Union General Data Protection Regulation (GDPR).

Our team has successfully migrated data from many different legacy CRM systems, databases and APIs — including HubSpot, Copper, SQL Server database, SOAP, REST, and Oracle. We have decades of collective experience working with tools such as Jitterbit, Dataloader.io, DBSync, TaskFactory, CozyRoc, DBAmp, SQL Server Integration Services and many more.

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