Freeze Week
What to Expect During FREEZE Week:
We are excited to continue moving forward with your team as we work together towards furthering integration. The next step is what the software industry would call a data FREEZE. We will work with you closely during this time as new software habits begin to form.
The data migration from one system to the next requires the coordination of activities along with a timely transfer of information in a specific order.
One of the most critical times of a data migration is the moment where the information matches up between the two systems. This step is what the software industry would call a data FREEZE of the old system.
This approach of freezing the old system allows Vision to complete the data migration in the shortest possible timeframe and saves the internal hassle of needing to work across the old and new systems simultaneously.
Depending on the volume of data, Vision asks for a Freeze Week. This allows our team to make sure that all of the data from the old system matches everything that has been imported into Vision. This timeframe is important because it helps to verify that the first invoices sent out to subscribers from Vision will be accurate.
Freeze week also drives employee engagement and use in the new system. Vision’s implementation team will work closely with your company during this time as new software habits begin to form.
If you have any questions or concerns, please don’t hesitate to reach out to your project manager or your Vision point-of-contact.
Client’s Responsibility:
Any actions taken on a subscriber account will occur within Vision. (It will still be possible to view information from the old system, but any changes or additions need to be made in Vision.) This means ALL activity, sales, installations- sight surveys, payments, service dispatches, tickets, and account changes are made in Vision.
Disable the old system communications and invoicing.
Turn off email digest in the old system. Turn on email digest for sales, billing, and support for Vision’s ticketing system.
Everyone who works daily in the system needs to login and begin to work their ticket and task assignments.
Redirect your customer portal to your new custom URL – Be sure to receive Vision’s confirmation beforehand.
Your team will continue training during this time.
Don’t over schedule the field tech’s schedule during FREEZE Week.
Vision’s Responsibility:
Import payment methods and tokens.
Import portal usernames.
Transfer any credits and balances.
Audit the subscriber data, services and invoice amounts