Business Challenges that Initus Solves

Complex & Risky
Data Migration

Secure your digital transformation by eliminating the risk, error, and compliance exposure inherent in complex data migrations. We deliver a complete, auditable data transfer process.

See How We Solve This Challenge

The Painful Process of Manual Data Migration

Data migration is often treated as a parallel project requiring unbudgeted effort. It commonly involves messy Excel sheets, version control chaos, and forces Subject Matter Experts (SMEs) to perform unpleasant data preparation, generating confusion and delays.

Data Corruption & Loss

• Migrating between heterogeneous systems often leads to data type mismatches or dropped fields, corrupting historical context.

• Uncontrolled, manual transfers lack the rigorous validation needed to ensure data integrity and completeness after the move.

• This risk is amplified when moving master data, such as customer records or product catalogues.

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Compliance & Audit Failure

• In regulated industries, failure to maintain an auditable, transparent record of data changes during migration exposes the company to penalties.

• Migrating sensitive data (PII, financial records) without proper masking, security, and traceability leads to compliance breaches.

• Data that is mapped incorrectly may result in inaccurate reporting for tax or regulatory purposes in the new system.

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Unpredictable Project Scope

• Migration complexity is often underestimated, leading to unplanned downtime and massive cost overruns after the go-live date.

• Teams waste time manually cleaning and restructuring dirty data instead of focusing on business adoption of the new system.

• The lack of a standardized, repeatable process means every migration is an expensive, one-off engineering effort.

Our Solution

InitusMigrate Platform:
Automated, Auditable ETL

We leverage our proprietary ETL platform, InitusMigrate, to provide a predictable, high-integrity transfer. This eliminates manual tasks, reducing budget confusion and implementation delays.

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See InitusMigrate in Action

This solution streamlines the extraction, automated transformation, and loading of data between systems. The solution provides step-by-step processes that facilitate the efficient and accurate migration of data.

InitusMigrate Capabilities & Outcomes

Eliminate migration risk and compliance exposure by replacing manual data prep with an automated, auditable ETL process that ensures total data integrity and project predictability.

Key Features & The ETL Process

InitusMigrate is your centralized hub for Extract, Transform, and Load (ETL) with complete visibility and AI assistance.

• E – Direct API Extraction: We connect with any API-open system to extract data based on specific criteria (e.g. all transactions from 2020 to present). This eliminates the need for customer SMEs to manually pull data and reduces initial project delays.

• T – AI-Assisted Transformation and Auditable Logic: We use an AI feature to accelerate the mapping of standard and custom fields and perform deep duplicate detection. For intricate business rules and field combinations, we use a dedicated console for Python formulas. The system then compiles the auditable Data Proposal for customer confirmation.

• L – Controlled Loading & Audit: The load process provides high control with versioning and the ability to track progress. It summarizes import errors, allowing implementers to quickly fix and resubmit records, ensuring full data integrity.

The Result: Predictable Project Delivery

Our controlled process de-risks your digital transformation, ensuring minimal disruption and immediate value from your new platform.

• Accelerated Go-Live: By automating extraction and transformation, we drastically reduce the time spent in the painful data cleanup phase, cutting project durations.

• Guaranteed Data Integrity: Our rigorous validation process ensures zero data loss and verifies that all business rules are correctly applied in the new environment.

• Enhanced Collaboration: Providing customers with visibility into the Data Proposal reduces the need for lengthy status meetings and ensures faster sign-off on the final data set.

Our Value

Tool-Enabled Professional Services

InitusMigrate is a powerful tool that we use to implement a fully custom solution. We begin by sitting down with the customer to deeply understand the business process, validating volumes, fields, and the how and when of data movement. Our experts leverage the platform’s AI, Python console, and visibility features to execute complex data projects, allowing our non-technology-oriented customers to focus on their core roles, knowing their data is handled reliably and accurately.

Our Consulting Approach

“Having successfully managed numerous data migration initiatives over the past 20 years, I understand the challenges that can arise during the data migration process. InitusMigrate’s process guidance capabilities and AI support reduced migration efforts and duration up to 47%.”

Vlad Olano
VP of Operations
Trajectory

The Requirement
Trajectory had 45 days to migrate historical data from legacy HubSpot and NetSuite instances to new Salesforce and NetSuite systems.

The Solution
Using InitusMigrate, the team streamlined data consolidation, normalization and uploads, leveraging AI to efficiently merge and summarize multiple notes fields into a single field.

The Result
The data was migrated in half the time historically required for a similar sized initiative, greatly reducing risk for the technology transformation.

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Vlad Olano
VP of Operations
Trajectory

The Requirement

Trajectory had 45 days to migrate historical data from legacy HubSpot and NetSuite instances to new Salesforce and NetSuite systems.

The Solution

Using InitusMigrate, the team streamlined data consolidation, normalization and uploads, leveraging AI to efficiently merge and summarize multiple notes fields into a single field.

The Result

The data was migrated in half the time historically required for a similar sized initiative, greatly reducing risk for the technology transformation.

Read The Story View All Customer Stories

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