Upgrade to

Jobstream 9
We make it easy to migrate to Jobstream 9.
Through 17 years of experience we have
Our proven migration methodology
developed a low-risk, proven methodology for
migrating your data and staff to the Jobstream 1 Business
analysis
process
5 Acceptance
testing
platform from a variety of other systems
Pre-migration analysis of existing Spot checking of selected typical
including 4Series, Phoenix, Troika and Sage.
data and systems carried out in entities and reconciliation of data
Whichever system you currently use, our consultation with appropriate client such as summary figures and
proven migration method is backed by our staff. Project documentation is transaction numbers from source
team of expert consultants and project created to define migration scope systems to live systems.
managers who will guide you through the and data mappings, and provide
process to ensure switching is both seamless recommendations for data clean-up 6 Parallel running
(optional)
and cost-effective. in source systems.
The legacy system(s) and new
What is Jobstream 9?
2 Data mapping and
iterative development
Jobstream platform are operated
Jobstream 9 is a highly configurable software in parallel for a defined period.
platform that enables trust companies, family Development of data migration This serves to further ensure data
offices, and similar organisations to efficiently scripts followed by iterative and operational processes are
manage their business. It provides a single implementation cycles. Testing is implemented effectively.
integrated source of role-based, actionable carried out on a trial database with
information supporting client and office: issues are logged and fed directly 7 Full user
training
back to our development team.
• Administration
Prior to migration completion our
System
• Accounting
• Practice Management
3 configuration
experienced training staff ensure
that, from day one, your organisation
• Reporting Construction of live database(s) will get maximum benefit your new
• Regulatory compliance enabling creation of resources such Jobstream platform.

Built on Microsoft technologies, the Jobstream as report templates and data tables.

platform currently operates at the heart of

The live database(s) form the base 8 Completion
& go live
system for script implementation and
over 60 organisations globally.
ultimately live data migration. Upon formal acceptance of the data
migration, final, live migration is
Key user
4 familiarisation
implemented in accordance with
project plans.
Key users are briefed and trained
to enable efficient testing and
subsequent implementation.

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licence. All other system and product names are either trademarks or registered trademarks of their respective companies. E&OE. Email contact@jobstream.com