Use Case
SmartShift for ConnectWise
Effortless ITSM Transitions with a Private Data Lake
Transitioning between IT Service Management (ITSM) platforms can be challenging, especially when ensuring historical data is preserved and accessible while aligning with new workflows. SmartShift from CrushBank simplifies this process by migrating all legacy system data into CrushBank's secure and searchable data lake, with select standard objects seamlessly integrated into your ConnectWise environment.
This dual approach ensures comprehensive data access while optimizing your ConnectWise instance for peak performance.
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Use Case
Key Benefits
- Unified Data Lake
All legacy data, including tickets, configurations, attachments, and more is moved to the CrushBank data lake and is available for secure, Al-powered search and retrieval. - Universal API
Data is extracted from the legacy system, independent of the vendor through a universal API connection. Whatever the system's API can expose can be imported. - Select Standard Object Integration
Specific standard objects, such as core ticket data, active configurations, and essential client details, are directly migrated into Connect Wise, ensuring immediate usability. - Smart Ticket Reclassification
Reclassify legacy tickets and objects according to your company's current workflows, categories, and priorities, aligning seamlessly with ConnectWise. - Decommission Legacy Systems
Once data has been migrated, legacy ITSM systems can be safely shut down, saving licensing costs and reducing complexity. - Improved Productivity and Data Access
Technicians gain access to historical and current data through CrushBank's intelligent search tools, reducing time spent looking for critical information.
How It Works
- Data Extraction
SmartShift extracts data from your legacy ITSM system via APL capturing all objects, including tickets, configurations, and attachments. - Data Transformation
Objects are categorized, reclassified, and prepared for integration into a specific CrushBank data lake just for your business. Standard objects are refined to match your ConnectWise workflows. - Data Migration
To the CrushBank Data Lake: All objects are stored securely in the CrushBank data lake, where they remain searchable and accessible.
To ConnectWise: Select standard objects are migrated directly into Connect Wise for immediate use, and are also made part of the data lake for unified searching
- Legacy System Decommissioning
After validation, the legacy system can be decommissioned, reducing licensing and operational costs. - Search and Retrieval
CrushBank's intelligent data lake enables technicians to search across both current and historical data using Al-powered tools, ensuring compliance and business continuity.
Migrating to ConnectWise
A Managed Services Provider migrating from an outdated ITSM platform wanted to ensure all historical data was preserved while reducing clutter in their new Connect Wise instance. With SmartShift, they:
- Migrated all objects into the CrushBank data lake.
- Moved open tickets, active assets, and critical client data into ConnectWise.
- Reclassified tickets to match new workflows.
- Decommissioned the legacy platform, saving $25,000 annually in licensing fees.
- Enabled technicians to search across legacy and current data seamlessly through CrushBank.
Why Choose SmartShift for ConnectWise?
Preserve all tickets, assets, and documents
Migrate compatible data into the new ITSM
Decommission old systems and reduce costs
Search across legacy and live data in one place
Technical Features
- Dual Migration Paths:
Objects are moved either into the CrushBank data lake or directly into Connect Wise, depending on type and business needs. - Customizable Reclassification:
Flexible tools to align data with Connect Wise workflows.
- Search-Optimized Data Lake:
Al-powered search across all historical and current data. - Data Integrity Checks:
Built-in validation ensures consistency and completeness. - Secure Process:
End-to-end encryption and compliance with industry standards.
