Industry Leadership & Innovation

We bring deep expertise in IT and ConnectWise consulting, helping to shape industry trends with tailored solutions for your business.

Strategic Consulting for Scalable Growth

Our consultative approach ensures that we align technology with your business goals, driving efficiency and supporting long- term success.

Experts in Migration & Integration

We migrate, archive and provide AI-drive access to data that doesn’t make the transition, ensuring nothing is left behind.

Merge

For M&A Integrations

  • Ingest: We pull all relevant data from both ConnectWise systems into a secure, query-ready data lake.
  • Map: We align source fields to destination fields, resolving structural mismatches and standardizing entities.
  • Transform: We apply filters, field selectors, and business logic to prepare clean, curated datasets for the new environment.
  • Load: We load the curated data into the destination ConnectWise system with full validation and minimal disruption.

Migrate

For Competitor PSA Migrations

  • Extract: We securely pull legacy PSA data into our encrypted data lake for full access and control.
  • Blueprint: Data is reviewed and mapped using our DOC spreadsheet, aligning it with your ConnectWise setup for clean, accurate configuration.
  • Import: Curated data is imported into ConnectWise using optimized tools to ensure accuracy and readiness.
  • Activate: Legacy data is made searchable in ConnectWise via SMARThive—maintaining access without cluttering your new system.

HIGH-LEVEL MIGRATION SUMMARY

Remapped Datasets

Where old naming meets new conventions. Match arriving data to their new ones, in three areas

Member IDs
Mapped to new identifiers to ensure data associations remain intact.

Department
Reclassified based on a predefined mapping for consistency.

Location
Adjusted to align with the new system’s geographical requirements.

Priorities
Mapped from legacy labels (e.g., High/ Med/Low) to standardized tiers (e.g., P1–P4) for consistency.

Standard Datasets

The BIG 13 datasets that make the move from old to new:

Dependency Datasets

All the backend tables linked to the Standard Datasets? Yep—plenty of dependencies, and we’ve got them covered.

Pre-Fix Datasets

To maintain consistency and avoid data conflicts during a merger or PSA migration, SMARTshift applies strategic prefixes to specific records. These pre-pended areas preserve legacy data context while enabling a clean transition into the new operating environment.

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