We will provide a complete analysis of your current configuration, and everything required for your transition.  Additionally, we will give recommendations for optimizing current workflows and taking advantage of new functionality.

During the migration, custom forms will not transition with any custom logic intact.  Any formulas and custom rules that make your form work behind the scenes will need to be re-created. This is a great time to optimize or extend any current custom logic!

Your current workflows will need to be examined and possibly reworked to operate correctly in the new platform. We will ensure that all of the hard work you put into configuring the SmartClient for your line of business will be transitioned to the web.

Enhanced conditions are a requirement when you move to the web and there are a number of differences in the way they are created and how custom logic interacts with them.  We will ensure you have everything needed for a smooth and successful transition.

Services work differently on the web. Credentials, permissions, field mappings and any automated service ordering will need to be set up.  We'll get you going and provide you with all of the skills required to manage the process on your own moving forward.