Data Integration & Migration Services

CTOs, IT Leaders, Operations Managers, Software Teams

What You Get

What's Included in Our Data Integration & Migration Services

Key deliverable

Migration Strategy & Risk Assessment

We assess your current systems, data landscape, and business requirements to design a comprehensive migration strategy. This includes risk identification, dependency mapping, rollback planning, and detailed project timelines ensuring safe, successful migration with minimal business disruption.

  • Current state assessment documenting all data sources, volumes, dependencies, integrations, and business-critical workflows
  • Risk analysis identifying potential issues including data quality problems, system dependencies, downtime requirements, and compliance constraints
  • Migration approach selection choosing between big bang vs phased, zero-downtime strategies, and parallel running options
  • Detailed migration plan with timelines, resource requirements, testing phases, rollback procedures, and success criteria
Key deliverable

Data Profiling & Quality Assessment

We analyze your existing data to identify quality issues, inconsistencies, duplicates, and gaps before migration. This proactive quality assessment prevents migration failures and ensures only clean, validated data moves to target systems, reducing post-migration issues by 60-80%.

  • Comprehensive data profiling analyzing completeness, accuracy, consistency, validity, and uniqueness across all tables and fields
  • Data quality scoring quantifying issues by severity (critical, high, medium, low) enabling prioritized remediation
  • Duplicate detection and deduplication strategies identifying and resolving duplicate records before migration
  • Referential integrity checking ensuring relationships between tables remain intact during migration
Key deliverable

Software Upgrade & Platform Migration

We handle complex software upgrades and platform migrations including Salesforce version upgrades, SAP ECC to S/4HANA, Oracle to cloud databases, and legacy ERP/CRM modernizations. Our expertise covers both standard upgrade paths and custom migration scenarios with data transformation.

  • Enterprise software upgrades (Salesforce, SAP S/4HANA, Oracle, Microsoft Dynamics, NetSuite) with data schema transformation
  • Legacy to modern platform migrations moving from custom systems to SaaS platforms with data model redesign
  • Cloud platform migrations (on-premise to AWS RDS, Azure SQL, Google Cloud SQL) with performance optimization
  • Database engine migrations (Oracle to PostgreSQL, SQL Server to MySQL, MongoDB to relational databases) preserving functionality
Key deliverable

Zero-Downtime Migration Execution

We implement proven zero-downtime or minimal-downtime strategies ensuring business continuity during migration. Using parallel running, incremental synchronization, blue-green deployments, and real-time replication, we keep systems operational while safely migrating data.

  • Parallel running strategy operating old and new systems simultaneously with bidirectional sync until validation complete
  • Incremental synchronization migrating data in phases (historical data first, then recent, then real-time) minimizing cutover window
  • Blue-green deployment maintaining production environment while building and testing new environment completely
  • Change Data Capture (CDC) replication capturing and replicating ongoing changes in real-time during migration
Key deliverable

Data Validation & Reconciliation

We implement rigorous validation ensuring 100% data accuracy post-migration. Automated reconciliation compares source and target systems at row, field, and aggregate levels, with detailed reports identifying any discrepancies. No migration is complete until validation achieves 100% accuracy.

  • Automated reconciliation comparing row counts, field values, checksums, and aggregates between source and target systems
  • Data integrity verification ensuring referential integrity, constraints, indexes, and business rules remain intact
  • Sample-based quality checks validating representative data samples across all tables and date ranges
  • Performance benchmarking comparing query performance, response times, and system behavior pre- and post-migration
Key deliverable

Real-Time Data Integration & Ongoing Sync

We build automated data integration pipelines connecting disparate systems with real-time or near-real-time synchronization. Post-migration, we establish ETL/ELT workflows, API integrations, and change data capture ensuring systems remain synchronized as business needs evolve.

  • ETL/ELT pipeline development using modern tools (Fivetran, Airbyte, Stitch, custom APIs) for automated data extraction and loading
  • Real-time integration via APIs, webhooks, and message queues (Kafka, RabbitMQ) enabling immediate data synchronization
  • Change Data Capture (CDC) implementation tracking and replicating changes continuously with sub-second latency
  • Scheduled batch integration for less time-sensitive data with incremental updates and error handling
Our Process

From Discovery to Delivery

A proven approach to strategic planning

Understand current systems, assess risks, and design comprehensive migration strategy
01

Assessment & Strategy Development • 1-2 weeks

Understand current systems, assess risks, and design comprehensive migration strategy

Deliverable: Migration Strategy Document including current state assessment, data quality report, risk analysis, detailed migration plan, rollback procedures, and communication strategy

View Details
Clean and prepare data, resolve quality issues, and establish validation baseline
02
Build migration processes, transform data, and test thoroughly in non-production environment
03
Execute pilot migration on subset of data, validate thoroughly, refine processes
04
Execute production migration with minimal downtime and complete validation
05
Monitor systems, resolve issues, optimize performance, establish ongoing integration
06

Why Trust StepInsight for Data Integration & Migration Services

Experience

  • 10+ years executing data migrations and integrations across 200+ projects spanning 18 industries
  • Successful enterprise software upgrades including Salesforce Lightning transitions, SAP S/4HANA migrations, and Oracle cloud conversions
  • Complex multi-terabyte database migrations from legacy platforms to modern cloud infrastructure with zero data loss
  • Partnered with companies from pre-seed concept through Series B scale and Fortune 500 enterprises
  • Global delivery experience across US, Australia, Europe with offices in Sydney, Austin, and Brussels

Expertise

  • Zero-downtime migration strategies including parallel running, CDC replication, blue-green deployments, and incremental synchronization
  • Platform expertise across Salesforce, SAP, Oracle, Microsoft Dynamics, PostgreSQL, MySQL, MongoDB, and modern cloud databases
  • Modern integration tools including Fivetran, Airbyte, AWS DMS, Azure Database Migration Service, and custom API development
  • Data quality and validation frameworks using automated reconciliation, data profiling tools, and master data management principles

Authority

  • Featured in industry publications for data migration best practices and zero-downtime strategies
  • Guest speakers at data engineering and enterprise architecture conferences across 3 continents
  • Strategic advisors to accelerators and venture capital firms on portfolio company data infrastructure and migration planning
  • Clutch-verified with 4.9/5 rating across 50+ client reviews
  • Active contributors to open-source data migration tools and frameworks

Ready to start your project?

Let's talk custom software and build something remarkable together.

Custom Data Integration & Migration Services vs. Off-the-Shelf Solutions

See how our approach transforms outcomes

Details:

98%+ success rate with proven methodologies and 200+ migrations across platforms. Comprehensive risk assessment, parallel running, and rollback capabilities ensure safe migration. Rigorous validation achieves 100% data accuracy before final cutover. Issues discovered and resolved during testing, not production.

Details:

80% of migrations fail to meet deadlines or budgets. High risk of data loss, extended downtime, or failed migration requiring rollback and restart. Vendor migrations often lack proper planning, testing, or validation leading to post-migration issues discovered weeks later.

Details:

Automated validation comparing 100% of data at row, field, and aggregate levels. Detailed reconciliation reports identifying any discrepancies. Quality assessment before migration preventing issues. Validation baseline established ensuring accuracy. No migration complete until 100% validation achieved.

Details:

Data quality issues affect 84% of migrations. Manual validation is incomplete or non-existent. Discrepancies discovered months later affecting business operations, financial reporting, or customer service. No baseline metrics for comparison.

Details:

Zero or minimal downtime strategies using parallel running, incremental sync, and blue-green deployments. Most migrations complete with under 2 hours downtime for final cutover. Full rollback capabilities maintained throughout. Business operations continue during migration with transparent transition.

Details:

Migration-related downtime averages 24-72 hours costing $5,600/minute in lost revenue and productivity. Big bang approaches risk extended outages if problems occur. Limited rollback capabilities mean commitment to new system even if issues discovered.

Details:

Accurate timelines based on 200+ prior migrations. Phased approach delivers value incrementally—critical systems first, then progressive migration. Dedicated team focused exclusively on your migration. Typical timelines: 6-16 weeks for database migrations, 8-20 weeks for enterprise software upgrades.

Details:

Migrations take 2-3x longer than planned due to unforeseen issues, poor planning, or rework. Scope creep and changing requirements extend timelines. Internal teams juggle migration with existing responsibilities creating delays. Average 6-12 months for complex migrations.

Details:

Fixed-price or capped project pricing with clear scope and deliverables. Budget includes comprehensive planning, testing, validation, and post-migration support. Minimize downtime costs through efficient strategies. Typical 20-40% lower total cost than DIY or vendor-only migrations when all factors included.

Details:

83% of migrations exceed budgets. Hidden costs from extended timelines, rework, data quality issues, and post-migration problems. Downtime costs average $5,600/minute adding $400k-$1.6M+ for 24-72 hour outages. Vendor migrations often quote low then add charges for issues.

Details:

Specialized migration expertise with proven methodologies including parallel running, CDC replication, blue-green deployments, incremental sync. Experience across 20+ platforms and database engines. Best practices from 200+ successful migrations. Senior engineers, not junior consultants.

Details:

Internal teams lack migration expertise—it's not their core competency. Vendor migrations use generic approaches not optimized for your situation. No proven methodology or playbook. Learning through trial and error on your production data.

Details:

Comprehensive integration inventory and testing before migration. Custom code conversion with functional testing ensuring business logic preserved. Integration adapters built for new platform. Stored procedures and triggers converted or refactored. All customizations documented and tested. Integrations operational on day one.

Details:

Integrations break during migration causing downstream system failures. Custom code, stored procedures, and business logic not converted correctly. Workarounds and manual processes required post-migration until issues resolved. Poor documentation of customizations complicates conversion.

Details:

Proactive data profiling identifying quality issues before migration. Cleansing strategies implemented as part of migration process. Deduplication, standardization, and validation improve data quality 30-60%. Migration as opportunity for improvement, not just movement. Clean, accurate data in new system from day one.

Details:

Existing data quality problems migrate to new system unchanged or worsened. Duplicates, inconsistencies, and errors accumulate over time. Migration viewed as simple 'lift and shift' without improvement opportunity. Post-migration cleansing is reactive and expensive.

Frequently Asked Questions About Data Integration & Migration Services

Data migration services help organizations safely move data between systems, upgrade software platforms, and integrate disparate data sources without data loss or business disruption. This includes database migrations (moving from Oracle to PostgreSQL, SQL Server to cloud platforms like AWS RDS), software upgrades (Salesforce to Lightning, SAP ECC to S/4HANA, legacy CRM to modern platforms), cloud migrations (on-premise to AWS/Azure/GCP), system consolidations (merging multiple databases after M&A), and real-time data integration (connecting APIs, building ETL/ELT pipelines). Professional migration services ensure 100% data accuracy through rigorous validation, minimize downtime using parallel running and incremental sync strategies, maintain business continuity with comprehensive testing and rollback plans, and establish automated integration pipelines for ongoing synchronization. The risk of DIY migration is significant: 80% of data migration projects exceed budgets and timelines, migration-related downtime costs $5,600 per minute, and data quality issues affect 84% of migrations leading to business operational problems.

Hire migration consultants when you're: (1) upgrading major business software (Salesforce, SAP, Microsoft Dynamics, Oracle) where vendor end-of-support deadlines force mandatory migration, (2) migrating databases to cloud platforms (AWS, Azure, GCP) but lack expertise in zero-downtime strategies, (3) consolidating multiple databases or systems after M&A or reorganization requiring complex data mapping and deduplication, (4) experiencing frequent data integration issues where manual processes consume 10-20 hours per week, (5) concerned about data loss risks—your data is too valuable to risk with trial-and-error DIY approaches, or (6) facing time pressure where business cannot tolerate extended downtime or failed migration attempts. The ideal time is 3-6 months before migration deadline allowing proper planning, testing, and phased execution. Most organizations hire consultants when migration complexity exceeds internal expertise, when business-critical systems cannot tolerate downtime or data loss, or when prior migration attempts failed or exceeded budgets. Professional consultants deliver 98%+ success rates vs 20% failure rates for DIY migrations.

Data migration services typically cost $10,000-$30,000 for small single-database migrations (under 100GB) with standard schemas and minimal customizations, $30,000-$100,000 for complex system migrations with multiple databases, integrations, zero-downtime requirements, and extensive testing, or $100,000-$500,000+ for enterprise migrations including petabyte-scale data, mission-critical systems, multi-system consolidations, or SAP S/4HANA transitions. Pricing depends on data volume and complexity (gigabytes vs terabytes), number of systems and integrations involved, downtime tolerance (zero-downtime strategies cost more but save $5,600/minute in business disruption), data quality issues requiring cleansing and deduplication, and customization complexity (standard vs heavily customized systems). While costs may seem high, consider that 83% of DIY migrations exceed budgets by 50-200%, downtime costs average $5,600/minute (2-3 days = $1.6M-$2.4M lost), and data loss or quality issues cost $100k-$1M+ to remediate post-migration. Professional migrations typically cost 20-40% less than total DIY costs when all factors included, with 98% success rates vs 20% DIY failure rates. Most clients achieve ROI within 3-6 months through avoided downtime, data quality improvements, and faster project completion.

Data migration timelines vary significantly based on complexity: simple database migrations (single database, under 100GB, standard schema) take 4-8 weeks including planning, testing, and execution; medium complexity migrations (multiple databases, 100GB-10TB, integrations, customizations) take 8-16 weeks with phased approach and extensive testing; complex enterprise migrations (petabyte-scale, mission-critical systems, SAP S/4HANA, multi-system consolidations) take 16-24+ weeks with comprehensive planning, parallel running, and staged rollout. Timeline depends on data volume (GB vs TB vs PB affects extraction and transfer time), data quality (significant cleansing requirements add 2-4 weeks), testing requirements (more iterations for zero-downtime or mission-critical systems), customization complexity (custom code conversion, integration development), and business constraints (limited testing windows, compliance requirements). Most migrations follow phased approach: Assessment & Strategy (1-2 weeks), Data Preparation (1-3 weeks), Development & Testing (3-6 weeks), Pilot Migration (1-2 weeks), Production Migration (1-7 days), Post-Migration Support (2-4 weeks). While timelines seem long, rushing migrations is primary cause of failures—proper planning and testing prevent costly post-migration issues. Organizations should start migration planning 3-6 months before deadline allowing proper execution.

We ensure zero data loss through comprehensive validation and testing at every stage: (1) Pre-migration baseline establishment creating checksums, row counts, and aggregate metrics for all source data, (2) Automated reconciliation comparing 100% of migrated data at row level, field level, and aggregate level between source and target systems, (3) Data integrity validation ensuring referential integrity, constraints, indexes, and business rules remain intact post-migration, (4) Multiple test migrations in non-production environments refining processes until validation achieves 100% accuracy before production cutover, (5) Parallel running strategies where old and new systems operate simultaneously with real-time synchronization allowing extensive validation before final switch, (6) Incremental validation during migration with automated alerts if discrepancies detected enabling immediate remediation, (7) Rollback capabilities maintained throughout migration enabling return to original system if validation fails, and (8) Sample-based quality checks where business users validate representative data samples confirming accuracy. No migration is considered complete until automated validation plus user acceptance testing confirms 100% data accuracy. Our 200+ migrations have achieved zero data loss rate through these rigorous methodologies. For mission-critical systems, we implement additional safeguards including dual-write strategies, continuous replication with lag monitoring, and multi-point validation checkpoints.

Yes, we specialize in zero or minimal-downtime software upgrade migrations using proven strategies: (1) Parallel running approach where old and new software versions operate simultaneously with bidirectional data synchronization—users can continue working in old system while we test new version thoroughly, final cutover taking under 2 hours, (2) Blue-green deployment maintaining production environment (blue) fully operational while building and testing new environment (green) completely, then switching traffic instantly with immediate rollback if issues detected, (3) Incremental migration upgrading non-critical modules first (reports, dashboards, less-used features) while keeping core functionality on old version, progressively migrating until fully transitioned, (4) Off-hours cutover scheduling final transition during low-usage periods (weekends, nights) minimizing impact, with extensive prep ensuring smooth execution, and (5) Change Data Capture (CDC) replication continuously capturing and applying changes to new system in real-time, keeping data synchronized during extended parallel running periods. For enterprise software upgrades (Salesforce Lightning, SAP S/4HANA, Microsoft Dynamics), we typically achieve under 4 hours downtime for final cutover, often under 2 hours. Many migrations complete with zero user-facing downtime using parallel running. We maintain full rollback capabilities—if issues occur, we can revert to old system within minutes. Our approach: plan for zero downtime, execute conservatively with rollback ready, achieve minimal disruption. Typical result: 95% reduction in downtime vs traditional big bang approaches.

Data migration is a one-time project moving data from source system A to target system B, typically when upgrading software, consolidating databases, or modernizing platforms. Goal: safely transfer all data, shut down old system, operate solely on new system. Once complete, migration is done. Data integration is ongoing synchronization between multiple systems that remain operational, continuously moving data between systems as changes occur. Goal: keep systems aligned so data entered in System A automatically appears in System B in real-time or near-real-time. Integration is permanent infrastructure. Key differences: Migration is temporary project (weeks to months), integration is permanent infrastructure; migration moves all data once, integration moves incremental changes continuously; migration ends with single operational system, integration maintains multiple operational systems; migration uses batch processes and cutover, integration uses APIs, webhooks, ETL/ELT pipelines. However, many projects involve both: you might migrate from Oracle to PostgreSQL (migration project), then establish ongoing integration synchronizing PostgreSQL with Salesforce and analytics warehouse (integration infrastructure). We handle both: migration projects ensuring safe, accurate data transfer with validation and cutover, and integration development building automated pipelines for ongoing synchronization. Often migration projects conclude with integration pipeline development ensuring new system stays synchronized with other business systems.

We handle data quality proactively through comprehensive profiling, cleansing, and validation: (1) Pre-migration data profiling using automated tools analyzing completeness (missing values), accuracy (format errors, invalid data), consistency (duplicate records, conflicting information), validity (data type mismatches, constraint violations), and uniqueness (duplicate records), (2) Data quality scoring quantifying issues by severity (critical, high, medium, low) and creating prioritized remediation plan addressing critical issues before migration, (3) Cleansing strategies implemented during migration including deduplication using intelligent matching algorithms, standardization of formats (addresses, phone numbers, dates), validation against business rules, and handling missing/null values, (4) Quality improvement as migration benefit—migration is opportunity to improve data quality 30-60% through automated cleansing not just 'lift and shift' of existing problems, (5) Validation at multiple checkpoints ensuring quality improvements successful and no degradation during migration process, (6) Exception handling for problematic records that can't be automatically resolved—documented, reported, and resolved through business decision or manual remediation, and (7) Post-migration quality monitoring tracking quality metrics ensuring new system maintains or improves upon cleansed data. We've found that addressing data quality proactively reduces post-migration issues by 60-80% and often uncovers business operational problems (duplicate customers, inconsistent data entry) enabling broader improvements. Migration projects that skip quality assessment inevitably face post-migration problems requiring expensive remediation.

Yes, we specialize in heterogeneous migrations between different platforms and database engines including: (1) Database engine migrations—Oracle to PostgreSQL, SQL Server to MySQL, MySQL to PostgreSQL, MongoDB to relational databases (PostgreSQL, MySQL), legacy databases (DB2, Sybase) to modern cloud platforms with schema conversion, data type mapping, and SQL dialect translation, (2) Cloud platform migrations—on-premise Oracle to AWS RDS/Aurora, SQL Server to Azure SQL Database, any database to Google Cloud SQL with optimization for cloud-native performance and cost, (3) Enterprise software migrations—Salesforce to Microsoft Dynamics, Oracle to SAP, legacy custom systems to modern SaaS platforms with business logic preservation and workflow recreation, (4) Data model transformations—relational to NoSQL, normalized to denormalized, legacy schemas to modern dimensional models optimizing for new platform's strengths. Heterogeneous migrations are more complex than same-platform upgrades due to: schema differences requiring careful mapping and transformation, data type incompatibilities needing conversion logic, stored procedure and trigger conversion between different SQL dialects or languages, and functionality gaps where features in source platform need alternatives in target. Our expertise covers 20+ database engines and enterprise platforms. We handle complexities including SQL code conversion (PL/SQL to PL/pgSQL, T-SQL to PostgreSQL), feature mapping (when direct equivalents don't exist, we design alternatives), performance optimization (target platform may have different indexing or partitioning strategies), and integration adaptation (APIs and connectors need updating for new platform). Most heterogeneous migrations take 10-20 weeks depending on complexity and data volume.

We implement comprehensive risk mitigation and rollback capabilities ensuring business continuity even if problems occur: (1) Multiple test migrations in non-production environments identifying and resolving issues before production attempt—we never attempt production migration until test migrations achieve 100% validation success, (2) Parallel running strategies maintaining old system fully operational during migration—if new system has issues, users continue working in old system without disruption, (3) Rollback procedures documented and tested before production cutover enabling return to original state within minutes if critical issues detected, (4) Incremental validation checkpoints during migration with automated alerts if discrepancies or errors detected enabling immediate pause and remediation, (5) Real-time monitoring during cutover with health checks on data accuracy, system performance, integration functionality, and user access enabling rapid issue identification, (6) Immediate support availability during cutover period with senior engineers on standby 24/7 ready to respond to any problems, (7) Defined success criteria and go/no-go decision points—we won't proceed to final cutover unless all validation gates pass, and (8) Contingency time built into project plans allowing buffer for unexpected issues without impacting business deadlines. If problems occur during testing phase, we iterate and refine until resolved—testing is specifically designed to uncover issues safely. If problems occur during production cutover, we pause migration, assess severity, either resolve immediately or execute rollback depending on situation. Our 98%+ success rate comes from conservative approach: extensive testing, parallel running, incremental validation, and readiness to roll back rather than force problematic migration. Failed migrations are almost always due to insufficient testing or skipping validation steps—we never cut corners on safety.

Yes, comprehensive post-migration support is included in all engagements: (1) 30-60 days post-migration support (depending on engagement tier) with rapid response to any issues discovered after cutover including troubleshooting, bug fixes, performance problems, and user questions, (2) Performance monitoring tracking system performance, query execution times, error rates, and resource utilization during initial production period with optimization recommendations, (3) Issue resolution for problems discovered post-cutover prioritized by business impact with same team that executed migration providing continuity, (4) Integration pipeline development establishing ongoing data synchronization between new system and other business platforms using ETL/ELT tools (Fivetran, Airbyte), custom APIs, or real-time sync mechanisms, (5) Optimization services tuning database performance, optimizing queries, adjusting configurations based on actual production usage patterns, (6) Knowledge transfer and training ensuring your IT team can maintain and operate new system independently with comprehensive documentation and hands-on training, (7) Additional integration projects building connections to other systems, adding new data sources, or enhancing automation, and (8) Optional retainer arrangements for ongoing support, optimization, and integration development as business needs evolve. Many clients are fully independent after initial support period; others engage us for ongoing enhancements, new integrations, or strategic consultation. We can also provide recommendations for hiring internal data engineers if you want to build in-house capabilities. You own all code, configurations, and documentation—no lock-in or dependency on continued engagement with us.

Complex integrations require careful inventory, adaptation, and testing during migration: (1) Pre-migration integration discovery documenting all systems connected to migration source including APIs, ETL processes, data feeds, webhooks, message queues, and custom integration code, (2) Dependency mapping understanding which integrations are critical for business operations vs nice-to-have enabling prioritization, (3) Integration testing environment provisioning systems where integrations can be tested against new platform without affecting production, (4) Integration adaptation approaches including reconnecting existing integrations to new platform (if APIs compatible), rebuilding integrations using new platform's APIs and connectors, or creating integration adapters/proxies translating between old and new formats, (5) Staged integration migration often migrating core system first while keeping integrations pointed at old platform, then progressively migrating integrations one at a time reducing risk, (6) Testing and validation for each integration ensuring data flows correctly, business logic preserved, error handling works, and performance acceptable, (7) Integration monitoring post-migration tracking health of all connected systems with automated alerts for failures or data quality issues, and (8) Documentation of updated integration architecture enabling your team to maintain and troubleshoot going forward. Common integration challenges we handle: API version changes requiring connector updates, authentication methods changing (OAuth, API keys), data format transformations between platforms, rate limiting and throttling differences, and webhook configuration changes. We've integrated with hundreds of platforms including Salesforce, NetSuite, Shopify, Stripe, HubSpot, QuickBooks, and custom applications. Most migrations with 5-15 integrations require additional 2-4 weeks for integration adaptation and testing.

We've executed data migrations across 18 industries including: SaaS and software companies (database migrations, Salesforce upgrades, system consolidations), healthcare organizations (EHR migrations, HIPAA-compliant data transfers, legacy system modernizations), financial services (banking platform migrations, SOC 2 compliant transfers, trading system upgrades), e-commerce and retail (Shopify migrations, inventory system consolidations, POS integrations), real estate (property database migrations, MLS integrations, CRM upgrades), logistics and transportation (fleet management system upgrades, warehouse management migrations), nonprofits and membership organizations (donor database migrations, CRM consolidations, legacy system modernizations), construction and field services (project management system migrations, ERP upgrades), education (student information system migrations, learning platform integrations), and professional services (practice management migrations, billing system consolidations). While industry context matters—we understand HIPAA for healthcare, SOC 2 for SaaS, financial regulations for banking—most migration challenges are universal: ensuring data accuracy, minimizing downtime, handling integrations, and managing business continuity. Our methodologies apply across industries with adaptation for specific compliance requirements (GDPR, HIPAA, SOC 2, PCI DSS) and domain-specific data models. We bring 10+ years of migration best practices and adapt them to your specific industry needs, regulatory environment, and business context. Industry-specific experience helps us anticipate issues and design appropriate solutions.

Yes, we provide emergency migration services with rapid response for urgent situations: (1) 24-48 hour engagement start for emergencies including database corruption, ransomware attacks, hardware failures, vendor shutdowns, or critical system failures, (2) Damage assessment and data recovery using forensic techniques to extract data from backups, logs, partially functional systems, or corrupted databases, (3) Emergency platform provisioning rapidly setting up new cloud infrastructure (typically AWS, Azure, GCP) within 24-48 hours for immediate data restoration, (4) Prioritized data recovery focusing on business-critical data first enabling partial operations within days while systematically recovering remaining data, (5) Accelerated migration timeline using parallel workstreams and dedicated team—typical 6-16 week migrations compressed to 2-4 weeks for critical systems, (6) Business continuity focus maintaining some operational capability throughout recovery rather than complete shutdown until full restoration, (7) Disaster recovery implementation after immediate crisis establishing robust backup, replication, and failover preventing future incidents, and (8) Root cause analysis documenting what happened and recommendations preventing recurrence. Emergency migrations balance speed with safety—we move fast but don't skip validation. Common emergency scenarios: ransomware requiring migration to new clean environment (avoiding ransom payment), vendor bankruptcy or service shutdown requiring urgent platform switch, hardware failure with incomplete backups requiring data forensics and recovery, database corruption rendering system partially inoperable, and cloud provider issues requiring rapid migration to alternative platform. Emergency engagements start at $25k-$50k depending on scope with accelerated timelines. Goal: restore critical business operations within 1-2 weeks, complete full migration within 4-6 weeks.

StepInsight differentiates through: (1) Independent expertise—we're not tied to specific platforms or vendors, enabling honest recommendations and best-fit solutions rather than vendor-promoted paths that may not suit your needs, (2) Zero-downtime specialization—our migration strategies prioritize business continuity using parallel running, incremental sync, and blue-green deployments minimizing disruption, unlike big bang vendor approaches, (3) Comprehensive validation—we implement automated reconciliation achieving 100% data accuracy before cutover, while many vendor migrations skip thorough validation leading to post-migration issues, (4) Full-stack capability—our team combines data engineering with software development enabling custom integrations, code conversion, and complex platform adaptations beyond standard vendor migrations, (5) 200+ migration track record—we've executed successful migrations across 20+ platforms and industries bringing proven methodologies and anticipating issues before they occur, (6) Fixed-price or capped pricing—we provide clear cost structures with scope protection, unlike vendors who quote low then add charges for 'unforeseen' issues, (7) Hands-on implementation—senior engineers execute the work, not junior consultants, ensuring quality and expertise throughout project, and (8) Post-migration independence—we deliver complete documentation and training enabling your team to operate independently without ongoing vendor dependency or licensing. We're not a big consulting firm with generic playbooks—we're specialized migration experts who've solved complex problems across hundreds of projects. Clients choose us over vendors when they need zero-downtime guarantees, heterogeneous platform migrations, complex integration handling, or when prior vendor migration attempts failed or exceeded budgets significantly.

What our customers think

Our clients trust us because we treat their products like our own. We focus on their business goals, building solutions that truly meet their needs — not just delivering features.

Lachlan Vidler
We were impressed with their deep thinking and ability to take ideas from people with non-software backgrounds and convert them into deliverable software products.
Jun 2025
Lucas Cox
Lucas Cox
I'm most impressed with StepInsight's passion, commitment, and flexibility.
Sept 2024
Dan Novick
Dan Novick
StepInsight work details and personal approach stood out.
Feb 2024
Audrey Bailly
Trust them; they know what they're doing and want the best outcome for their clients.
Jan 2023

Ready to start your project?

Let's talk custom software and build something remarkable together.