Tag Archive for: Data Conversion

Packing Up and Moving Your Data

In our age of technology and communication it is common that our customers are adopting RiteTrack after using another data management system, often for a substantial amount of time. One of the largest concerns that we deal with is, “Will we get to keep our data and will it be complete?” At Handel, we understand that historical information is invaluable to spot trends, maintain reporting requirements, and increase interdepartmental communication. That is why we have developed proprietary software to quickly and accurately convert legacy data into RiteTrack.

Our data conversion process starts at the very beginning of our project management process; Handel views data conversions as a key and central part of our software implementations, not as an afterthought. Our trained project managers begin by explicitly mapping out each column in every table in the legacy database and define a place for it to go in the new RiteTrack system. This process takes place alongside the creation of the system design so that the mapping is completed before we start developing the system in order to make certain that no crucial data is left behind. During this process your project manager will highlight areas where the legacy data may not be clean or accurate so that no dirty information finds its way into the new system.

While on the initial site visit, your project manager will sit down with you and your staff to walk through your legacy system to gain a full understanding of its functionality, how your staff uses it, and any potential difficulties that may arise in the conversion process. Since every system is different we make sure to take the time to get to know it. This practice gets to the core of how Handel does business; each project and each customer is unique and we dedicate ourselves to forming a relationship based upon communication, transparency, and honesty.

Once a conversion map has been completed and approved, the data will begin the process of being moved into RiteTrack. Our skilled developers have built software to assist us in the conversion process. Using this single core technology reduces errors, speeds up the conversion process, and lowers cost. Our data conversion experts work side-by-side with our project managers throughout the entire project to make sure that this process is as streamlined as possible.

Much like our software development, our data conversion process involves multiple rounds of testing and validating to make sure that the end product is exactly what it should be. You and your staff will be able to see and test the converted data in a sandbox version of RiteTrack, this will even include any custom fields that have been added. For larger systems this is often done in phases to ensure that nothing is missed in the sheer volume of information we work with.

ConversionProcess

Handel’s Conversion Process (Click to Enlarge)

 

We have utilized this process on databases of all sizes, from a few thousand rows of data up to millions of rows. To gain a more complete understanding of how our data conversions fit into the entire software implementation process please read Problem Solved: A Story of Vanquishing Risk and Complexity.
Finally, when the entire data conversion has been tested and approved, Handel will pull a final and current copy of the legacy database for conversion. This information will be what eventually comprises your initial RiteTrack system. At the end of this process your users will have a new, friendly, and easy-to-use software solution complete with all of the data that has been tirelessly entered by users in the legacy system.

This simple, yet powerful, methodology, when paired with our proprietary software, takes the often frustrating and error-prone process of converting data and turns it into an efficient and organized procedure. What is more, our data conversions are fully supported just like our software. If there is an issue found after RiteTrack has gone live our data conversion experts will rectify the error, often with zero downtime for users. Our philosophy for data conversions is the same as it is for building software; we center everything on our clients and their needs in our pursuit for the best product possible.

Problem Solved: A Story of Vanquishing Risk and Complexity

I was told growing up that when you experience success you should act like you’ve experienced it before. Don’t flaunt your touchdown reception or first place finish; act like you’ve been there before. However, I quickly realized that there is a huge difference between simply acting like one has done something and actually having done it.

So, what does this all have to do with software implementations and case management? The simple answer is that there is a large collection of companies out there that claim to be able to take on massive projects to design, develop, and implement a large enterprise-level software solution. How should project leaders with large and complex projects choose a vendor from the plethora of options available to them?

Most people know that in enterprise-level software implementations, risk is proportionally tied to the complexity of the project. If the complexity goes up the risk does as well. With that in mind, what are we to think of projects on the extreme end of complexity? What if we are taking multiple legacy systems and want to put them into one single and comprehensive system? What if we also want to bring multiple departments together onto one single system in that same project? What if there are federal and state reports that must justify from the moment the system goes live? What if we need to integrate with other systems at the same time that everything else is happening? If risk of failure is directly proportional to the complexity of a project, should we even bother attempting such bold initiatives?

Risk and Complexity

Click to Expand

 

The answer to that final question is a resounding ‘yes’. It is worth pursuing because of the benefits that it can lead to. Bringing multiple systems together reduces complexity and duplication of data entry which, in turn, reduces errors. Having multiple departments or facilities operate on one common platform increases communication and improves outcomes for clients. The risk, in other words, is worth the potential rewards that a system that can do all of those things could bring. However, that one question still lingers… What if it fails?

This is where proven success comes into play. It is not enough to know that a company could potentially complete a project. These projects need a company that has been there before. The type of system described above with multiple data conversions, bringing previously disparate departments together on one system, reporting to federal and state agencies accurately from day one, and integrating with other software systems describes most of Handel’s customers. We have proven success on every single one of our solutions, from unifying government agencies of a Tribe to providing a system that unifies detention and residential facilities for a county.

Large and complex projects require the devoted attention of software professionals who have repeated success and a strong, standard solution. We have devoted countless hours to designing, testing, and refining each of our solutions to meet the needs of our clients with our standard functionality, whether it is for a CPS Department, Juvenile Detention Facility, TANF Department, or a multitude of other systems. This standard functionality not only brings down cost, it also lessens risk.

While most systems require small changes, we have found that our standard platform will accomplish most of the needed functionality within the markets that we serve. Completely custom solutions that are built from the ground up may sound wonderful at the beginning of a project. However, these projects are the most likely to end up over budget, behind schedule, and outside of scope. We at Handel know this because that is how we used to build software solutions. We built our latest version of RiteTrack to combat all of those things; we provide a common framework to all of our customers, thoroughly test and refine each one of our software modules, and send updates to all of our systems whenever we make something better or fix the rare bug we run into. This means that not only is your project more likely to be successful on the front end, but also that our customers never have to worry about having a system that nobody knows how to fix or update five or ten years down the road.

And what of those things that will always be custom to an individual software solution? We handle (yes, pun is intended here) data conversions, systems integration, custom reporting, attaching custom modules to our standard framework, training and system documentation, and everything else imaginable on a regular basis. All of our staff, from our sales personnel to our project management staff to our software developers, are trained to create custom alterations and additions to make our software work for you in the most optimal way possible.

Consultant

This combination of our standard software offering and our staff’s familiarity with providing insightful and accurate consulting creates a unique environment where we can reduce the risks imposed by time, cost, and scope of a project as a whole while also building a software solution that keeps your legacy data, communicates with other systems, and improves upon your organization’s reporting abilities. Handel’s ability to accomplish all of these extremely complex things comes from our more than 17 years of corporate experience and our tireless efforts to make the best standard software for each industry we serve. Our experience and work makes it possible for organizations to dream big about what their case management software can do for them.

Though these types of projects are large, complex, and sometimes even scary, Handel can help mitigate all of that. We have been there before and our customers have experienced great success using our system. Our track record shows that our methodologies, standard software offerings, and innovative technologies work. So, go ahead and dream big and know that if Handel is your partner your project, no matter how big, will be a success.

TANF and Enrollment Data Conversion Tools Developed with Tribe’s Help

Converting data from a legacy system to an upgraded solution is often a time-intensive and arduous process.

However, this may change for Tribes searching for a better TANF or enrollment case management solution. Working with the Soboba Band of Luiseño Indians, Handel developers have standardized a data conversion tool that converts data from other leading solutions for TANF and enrollment.

This conversion tool identifies data points from legacy systems and imports them for a faster, more accurate data conversion. However, it not only converts data from only specific legacy solutions; it has the potential to convert cross-platform (meaning it can work with many different systems to convert data) as well.

After beginning a partnership in July 2013, implementation of the Soboba solution is currently in progress and the date for the Band to begin using the system to support its data collection for TANF case tracking and reporting and enrollment management begins the first quarter (Q1) of 2014.

The integration of information of these departments will help them better leverage that information and generate meaningful reports and statistics to further support the Tribe in providing client services more efficiently.

This RiteTrack system integrates multiple departments, including enrollment, TANF, family services (with child protective services) and the accounting department for grant tracking purposes. The solution has this capability because it is built on core, essential, shared data points. The database serves as the central hub of information with each department accessing consistent, reliable data on members.

As a sovereign nation, the Soboba Band’s mission is to assist American Indian families and future generations to reach their fullest potential in securing economic stability while encouraging wellness in the family.

Soboba’s Tribal TANF program strives to provide welfare-related services to eligible Native American families who meet all STTP requirements in an equitable and fair method according to customs and traditions.

Soboba’s Family Services Department seeks to ensure services for needy and vulnerable children and adults that aid and protect in ways that strengthen and preserve Native American families, that encourage personal responsibility, and that promote self-sufficiency.

Handel specializes in creating the best possible software solutions for American Indian service agencies. RiteTrack is software for tribal, state and county government. RiteTrack serves tribal nations throughout the country in nearly every tribal department.  With the experience and accountability that Handel offers, RiteTrack is the trusted information solution that tribal social services can rely on.

About Handel

Handel IT is the creator of RiteTrack, a web-based case management platform used by human services agencies nationwide. Thousands of professionals rely on RiteTrack to manage clients, track cases, and improve outcomes.

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