Generally speaking, there are three potential categories of information we like to get from whatever system a client prior used, for insertion into ServiceDesk so that, on beginning a new life in ServiceDesk, there is already a context of operational data in place. Each situation varies in regard to what detail of information is available. We here describe what we consider it ideal to obtain. If we can’t obtain each item in every instance, we can usually optimize to work with whatever is available. In some instances we may likewise be able to make beneficial use of further information, not necessarily listed here.
We consider this element of conversion the most critical and beneficial, at least for such clients that have been using a computerized system and have such elements of data already existing in an electronic format. Basically, for each service job performed, we like to get the following:
If you have a significant inventory of parts and a reasonably accurate and detailed electronic accounting of it, it can be a great benefit if said data is imported directly into ServiceDesk for use there. If you have or can get the data into an Excel format — in particular, a format that features one line-item listing for each part — ServiceDesk has an import wizard you may, on your own accord, use to pull that data in directly yourself (F10+Ctrl-I is the keyboard shortcut to get there). If you cannot get your data into the needed Excel format, we at Rossware may be able to otherwise extract it for you. Here is a list of the kinds of fields that are useful:
This is obviously applicable only if, besides being a servicer, you are also a dealer (i.e., involved in selling whole appliances, or similar), if you hold a significant quantity of such inventory, if you presently have data regarding such inventory in electronic format, and if you intend to use Rossware’s SD-Dealer program to manage said inventory. If yes, here are the kinds of fields we’d like to see, for potential import into the SD-Dealer database (in particular, for each such inventory item):
NOTE-1: We have already-written “canned” conversion code for pulling customer info and job histories from Swiftlink, Logiserv and CDA. Ditto in regard to pulling inventory info from Swiftlink and Logiserv. Our fee for the customer-info/job-history conversion, on any of those, is $399. Our fee for the either of the two inventory conversions is $299.
For any other system that you wish to convert data from, we generally need to examine such data as you can make available to us. We’ll estimate the time required to write conversion code that’s designed to directly process that data, and provide a quote to you on that basis.
NOTE-2: In all cases, we like to do two conversions, and the single price will cover doing both.
In particular, we like to first do (preferably, as soon as possible after we first provide ServiceDesk to you) what we call a “practice conversion.” The idea is you get converted data into ServiceDesk right away, when you’re still practicing and learning, and before you’re ready to go live with use. This makes your learning and familiarization rather more effective, for you have real data in your system.
In the meantime, you’ll still be using your old system (i.e., while getting ready to use ServiceDesk), and, accordingly, you’ll still be building new data there.
That is why we also want to do a second, “working conversion.” Basically, you’ll pick a “go live” date for ServiceDesk. After you close business on the last day in your prior system, we’ll pull the present data from it, run an immediate conversion process on it, and plug back into ServiceDesk. This will replace your practice data, and make it so, the very next morning, you’ve got the latest from your old system in ServiceDesk, just as you begin your new life in the new system.
Again, our single conversion fee will cover doing both of these instances.