The process
Moving years of customers, products, sales, and other records takes more than uploading a file. Historical records carry local meanings, exceptions, duplicates, and gaps, so the work happens in three steps. Read how Forrests Music moved 36 years of records in under a month.
01
Assess
We take an export from your current system and tell you what it contains, what it can answer, and what the work will cost. You keep the assessment even if you decide not to proceed.
02
Translate
We clean up and migrate the records with the people who know the business. You know why the exceptions exist; we know where they need to land.
03
Validate
We check the migrated records with your team, launch on bsns, and train everyone who will use the new system.
Implementation is quoted separately from the software subscription, so the work, cost, and responsibilities are clear before we begin.
What we look for
Has anything stayed the same price while its cost went up?
Prices tend to move when a supplier invoice does. Anything you make or set yourself has no such trigger, and can sit untouched for years.
Are your fees and pass-throughs recovering what you think?
Card surcharges, handling fees, and delivery charges drift out of step with the costs they were meant to cover.
Which regular customers are buying later than they used to?
Not who's lapsed, but who's late by their own pattern. A regular who reorders every six months and hasn't in nine is a different problem from a one-time buyer.
Is there revenue that never reaches your reports?
Recurring lines — rentals, service plans, deposits — are often collected in one place and reported from another.
How much labor does an order take now, versus five years ago?
Where hours were recorded, the trend is usually visible — and rarely flat.
Which trials, quotes, or demos actually turn into sales?
The step that closes the business is frequently the one nobody measures.
What we can answer depends on what your system recorded. Some keep cost history, shipping charges, and hours; many don’t. So the first step is a paid assessment of your data — so we both know what’s there before either of us commits to more.
Starting fresh?
No old system means nothing to clean up. Start recording customers, work, sales, money, agreements, and messages in one place from the first day, and the history that can answer questions like these builds itself as the business runs.