Make ideas visible.
Plan statuses are clear.
Collaboration, precisely.

If you want, we take over data transfer and data entry for you. This can include clients, projects, planning references, document versions, and tasks. Whether from existing software, spreadsheets, exports, or documents: We review the sources, assign the fields, and prepare the agreed data for import. We also plan extensive inventories in manageable sections.

Most importantly, we keep project references, plan statuses, and responsibilities clearly understandable. We check duplicates and required fields, clarify incomplete data sets with you, and first test a representative subset. After that, the coordinated import takes place with a control overview and approval.

Existing systems can remain part of the solution. We develop the right connection between project management, document storage, approval processes, and time tracking. If an approved technical access with the required functions is available, we take over conception, integration, and testing—including data mapping, permissions, synchronization, and error handling.

A user account alone doesn’t always provide the necessary data access. That’s why we clarify the interface scope, usage rights, and technical limitations right at the start, and if needed with the provider. If there’s no suitable interface, we check structured import and export options or another viable handover method. You receive a clear path and don’t have to handle the technical coordination yourself.

We can take over the technical preparation and implementation. From your team, we primarily need a point of contact, access and data exports that are prepared safely, and approval of the professional mapping. You don’t have to handle preparation and data entry on top of day-to-day business all by yourself.

How much effort it takes depends on data volume, quality, formats, interfaces, and the desired changeover date. After the review, you receive a traceable scope, an effort estimate, and a process with responsibilities. Trial transfer, backup, and a coordinated changeover window help account for ongoing operations. We agree onboarding and support after go-live accordingly.