Financial services
Intake and document chasing inside your compliance rules, so licensed staff spend their day on files that are ready.
Also from our team
Data migration from legacy systems and spreadsheets to modern databases
Data migration moves your records out of an old system or a folder of spreadsheets and into a modern database or cloud platform such as PostgreSQL, MySQL, MongoDB, AWS or DigitalOcean. It is for businesses whose data is hard to query or back up, and harder still to connect to new tools such as AI agents. You end up with clean, de-duplicated data in the new system, checked against the source by row counts and checksums, and moved over with a rollback path ready at every step.
Deliverables
What you get
01
Source inventory and field mapping
A document listing every source table, sheet and field, where each one lands in the new schema, and how its values are converted.
02
Cleaning and de-duplication
Rules for fixing formats and merging duplicate customers or products, agreed with you before they run. Missing values are flagged, and records the rules cannot decide go to a review list for your staff.
03
Reconciliation report
Row counts and checksums compared between source and target, table by table, plus spot checks on individual records your staff know well.
04
Rehearsal run
A full migration into a copy of the target environment, timed and checked, so the real cutover contains no first attempts.
05
Cutover plan with rollback
A step-by-step plan for the switch: when writes to the old system stop, the order of the loads, who checks what, and how to return to the old system if a check fails.
06
Data ready for AI and search
Consistent IDs and documented tables, so AI agents and search tools can use the data without guessing what a column means.
How it runs
The steps, in order
- 1
Inventory
We look at every source: the database, its exports, the spreadsheets, and the unwritten rules staff follow when they enter data.
- 2
Map and clean
We write the mapping and cleaning rules, run them on a sample, and review the result with the people who use the data every day.
- 3
Rehearse
A full run into a test copy of the target, reconciled by row counts and checksums. Gaps get fixed and the run is repeated until it comes out clean.
- 4
Cut over
The live migration follows the rehearsed plan, with the rollback path kept ready until reconciliation passes and you sign off.
What we build with
- MySQL
- PostgreSQL
- MongoDB
- AWS
- DigitalOcean
- Heroku
- Python
- Node.js
- Go
- Java
Industries
Where it fits best
Building materials
Spec and stock questions answered from your own data, and contractor lists turned into draft quotes your sales desk approves.
Pharmacies
Pickup reminders and vaccine booking in your customers' languages. Anything clinical goes to a pharmacist.
Dental and medical clinics
Booking, reminders and recall through your practice software, with patient data kept in the systems you have approved.
Auto dealers
Every listing-site lead answered from live inventory within minutes, with the test drive on a salesperson's calendar.
FAQ
Data migration: common questions
Will our business have to stop during the migration?
The rehearsal tells us how long the final load takes, so any downtime is known in advance and can be scheduled outside business hours. Where a pause is not acceptable, the old and new systems can run side by side with changes synced until the switch.
How do we know no data was lost?
Every table is reconciled: row counts and checksums on source and target must match, and records merged or excluded on purpose are listed with the rule that removed them. Your staff also spot-check records they know. You sign off on the report before the old system is retired.
What if our data is a mess?
That is normal, and cleaning is part of the job rather than an extra. We agree the rules with you, apply them in code so they can be re-run, and send anything the rules cannot settle to a review list for your team.
Can you migrate from a system with no export or API?
It depends on the system. Options include reading its underlying database directly, working from reports it can save, or scripting its screens when nothing else works. We confirm which one applies during the inventory, before quoting.
What drives the cost and timeline?
The number of sources and tables, how inconsistent the data is, how many duplicates need a human decision, and how much downtime the cutover can have. The rehearsal adds time up front, and it is where problems surface while they are still cheap to fix.
Is our data safe while you work on it?
We work in your environment or in accounts you control wherever possible, with access limited to the people on the project. Where test copies live and when they are deleted is agreed in writing before the first extract.
Also from our team
Related services
App development
Native iOS and Android, Flutter or React Native apps, with AI chat, search or document capture added only where it saves users a step.
Web development
Server-rendered Next.js sites with structured data and Lighthouse checks, a CMS your team can edit, and a shop or booking if needed.
Tell us about the workflow that costs you the most time
A first call is about the business you run, not a pitch. We will tell you what an agent could handle, what it should not, and what it would take to build.