Cloud10ANALYTICS

Data integration & migration

Connect your systems.
Move your data without disrupting the business.

Whether information needs to flow between the tools you have or move into a new platform, I map it, test it, and check what arrives — so the records still make sense.

Two kinds of work, one discipline

Moving data is more than copying rows.
It’s keeping the meaning.

Names, formats, and relationships change between systems. A transfer can look complete and still leave out the context people need. Whether the connection is ongoing or a one-time move, the discipline is the same: understand what each record means, map it deliberately, and prove it arrived intact.

Ongoing connections

Data integration

Your sales, service, fleet, and accounting systems each hold part of the picture. I connect them so agreed information moves automatically, with clear rules for which system owns what.

  • Reduce duplicate entry between systems
  • Feed reporting and the company knowledge base
  • Supported APIs or agreed file routes, with monitoring and exception handling

A planned transition

Data migration

Moving into a new operations, accounting, or customer management platform — or absorbing an acquired company’s data into yours. I map fields and relationships, run trial loads, and validate the destination before anyone goes live on it.

  • Documented source-to-target mapping and business rules
  • Cleanup before the move, not after
  • Trial migrations, reconciliation counts, and sign-off checks

I’ve done this at scale

Migrations where
getting it wrong wasn’t an option.

Two of the largest projects in my career were data migrations with live customers on the other side. Both landed without disruption. That experience is what I bring to a project of any size.

Platform migration + acquisition

A new operations platform.
A concurrent acquisition.

At the third-largest elevator company in the world, I owned the migration of units and contracts — foundation records that the rest of the business depended on. Midway through, the company acquired a competitor.

I learned the acquired company’s data model and mapped it into the core system as the new platform rolled out. Two migrations, one timeline, no gap in service.

Scope
Units & contracts
Challenge
Concurrent acquisition

Merger & acquisition

Two national lawn care businesses.
One customer data transition.

I served on the small core team responsible for the data migration when two national lawn care businesses merged.

Every customer, contract, and schedule had to carry over so that nobody missed a visit or got billed wrong. Customers never saw the change.

Role
Core migration team
Outcome
No customer disruption

What makes it go well

The understanding
comes first.

Projects run into trouble when someone starts loading data before everyone agrees what it means. These are the habits I bring to every one.

  1. Start with the foundation records

    Customers, units, contracts — whatever everything else depends on. Get those right and the rest follows.

  2. Write the mapping down

    Every field, every rule, every exception, agreed with the people who use the data before a single row moves.

  3. Clean before you move

    Duplicates, stale records, and inconsistent formats don’t get better in a new system. Resolve them at the source.

  4. Rehearse it

    Trial loads with real data, reconciled by count and by value, before the agreed cutover.

  5. Prove it arrived

    Validation checks you can read and sign off on, with any remaining issues documented and owned.

How the work takes shape

Start with your business.
Build around it.

The same shape whether it’s a single integration or a full platform move — only the scale changes.

Scope

Define what moves and what “correct” means

Which systems, which records, who owns each piece, and the checks we’ll use to call it done.

You get a written scope and acceptance checks.

Rehearse

Map, clean, and run a trial

Documented mapping, cleanup at the source, and a rehearsal with a representative set of real records.

You get a mapping document and a reconciled trial load.

Move

Cut over, validate, and hand off

The agreed go-live, reconciliation results you can read, and monitoring and ownership defined for what comes next.

You get a signed-off migration or connection, with a named owner.

A few things you
may be wondering.

Is integration the same as migration?

No. Integration is an ongoing connection between systems you keep using. Migration is a planned, one-time move into a new system. The mapping and validation discipline is the same; the engineering and the cutover planning differ.

Can you help if the source data is messy?

Yes — it usually is. Cleanup is part of the plan: duplicates, stale records, inconsistent formats, and missing values get resolved at the source before the move, not discovered afterward.

Have you worked with APIs?

Yes. Where a system offers a supported API — a connection software provides for exchanging data — that’s the preferred route. Where it doesn’t, agreed file-based exchanges work too. Either way, the connection is scoped, monitored, and documented.

Will there be downtime or disruption?

That’s the whole point of trial loads and reconciliation: by the time the real move happens, it’s been rehearsed. On the large migrations I’ve led, customers never saw the change.

Can any two systems be connected?

Nearly always, with the right access. The real question is which system should own each piece of information — that’s what we settle first.