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Setup

Creative Solutions Practice conversion options to Practice CS

When converting from Creative Solutions Practice (CSP) to Practice CS, you can select between a Demographic conversion and a WIP & AR Balances conversion. This topic walks you through the pros and cons of each conversion type.

Key questions to ask when deciding what conversion option will best meet your firm's needs

  • Are all your reporting needs available within your current database setup?
  • Are your reports too detailed at times or too summarized?
  • Have your business processes changed since you implemented your current database structure?
  • Have you encountered data corruption in the past?
  • Did you convert from a previous application into CSP?

Recommendation

We recommend converting only demographic data from CSP to give your firm the most flexibility in upgrading and optimizing your workflow utilizing the dynamic new features in Practice CS. If your database isn't fully living up to your current needs for reporting, your business processes have changed and no longer match your current structure, or you've encountered data issues in the past, the demographic conversion will help you start fresh and make sure you're getting the most out of your investment.

Pros and Cons

Demographic Conversion

Pros:
  • Conversion can be done in your office and on your schedule.
  • Limited to no downtime for staff.
  • Ability to edit and streamline workflow processes.
  • Ease of setup changes.
  • Maximum control of data in Practice CS.
Cons:
  • Detail history in separate application.
  • Beginning balances must be entered manually.

WIP & A/R Balances

Pros:
  • Conversion can be done in your office, on your schedule.
  • Detail open WIP and open A/R transactions.
  • Closed history and non-billable transactions don’t convert letting for some modification of setup screens.
Cons:
  • Data may not be 1-1 due to necessary changes during conversion to maintain client balances.
  • On average, there is a 1 week down time of your Practice Management software for staff while converted data is verified and setup changes are made to streamline your workflow.
  • Some setup items won’t be available for deletion if WIP or A\R transactions are attached to them.
  • More difficult to make workflow modifications.
  • Detailed history in a separate application.

This article applies to:

  • Product: Practice CS
  • Subject: Setup