MIGRATION

Move from spreadsheets and old software without breaking what already works.

Existing businesses are understandably cautious about moving systems. A safer BusinessBuilder migration should inventory, import, preview and prove the new workflow before anything important is replaced.

Official source: GOV.UK — SME Digital Adoption Taskforce

Map where the information lives

Before changing software, identify the places that currently hold customers, quotes, work, documents, invoices and schedules.

Spreadsheets

Accounting software

CRM/job software

Google Drive/OneDrive

Email and calendar

Import with a preview

BusinessBuilder should show field mapping and potential duplicates before committing imported data.

Export a backup first

Map columns to BusinessBuilder fields

Preview records

Resolve duplicates

Keep originals during transition

Connect instead of replace when that is smarter

If an accounting or specialist tool already works well, integration may remove more admin than forcing the business to switch everything at once.

Keep useful specialist software

Connect calendars/accounting where practical

Replace only where BusinessBuilder adds clear value

Maintain exportability later

BUSINESSBUILDER EXAMPLE

A five-person contractor using ServiceM8, Google Drive and QuickBooks should not be told to delete everything. BusinessBuilder should prove a useful connected workflow first and let the company choose which existing tools remain part of the stack.

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