It depends on data volume, the number of entities, how much trust and financial history moves and the quality of the source data. A migration runs through discovery, mapping, cleansing, a sample migration, the full run and validation before cut-over. We scope a realistic timeline up front — and never rush the validation, because data integrity is the deliverable.
"How long will it take?" is really a question about risk. A migration that's rushed to hit a date is a migration that loses data. The timeline is set by how much has to move and how clean it is — and by refusing to skip the steps that protect your history.
Data integrity is the deliverable. We prove it on a sample before the full run, and reconcile everything before cut-over — no exceptions to hit a date.
On one engagement we consolidated three related entities into a single Actionstep instance and migrated roughly 70,000 documents and 13,000 contacts off an on-premise legacy server — history intact, with SharePoint and data-security requirements handled as first-order concerns throughout. You can read the anonymised write-up in our case studies.
The honest way to get your timeline is to look at your actual data. Explore our FilePro to Actionstep migration service, or tell us your volumes and we'll map out a realistic plan.
We plan the cut-over to minimise disruption — the bulk of the work happens in parallel with your firm running as normal, and the switch is scheduled around you. We'll set expectations clearly before cut-over day.
Yes. Trust and transaction history is migrated and reconciled as a first-order concern. It's the part we're most careful with, because it's the part firms can least afford to get wrong.
That's normal, and we plan for it. Cleansing duplicate and legacy records is a defined stage — it adds a little time but means you start fresh rather than importing years of clutter.