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How Lucas Mechanical Achieved Seamless Platform Migration with Zero Data Loss
total service hours
24
week timeline
3
data loss
Zero
BACKGROUND
Modernizing Operations with Jobber Platform
Lucas Mechanical, an established HVAC service provider in Chicago, needed to migrate their existing customer and job data to the Jobber platform to modernize their service operations.
With years of customer relationships and service history stored in legacy systems, maintaining data integrity during the migration was critical to business continuity.
The company required a seamless transition that would minimize downtime while ensuring all historical data remained accessible in the new platform.
MOOD provided comprehensive data migration services that preserved data integrity while optimizing the new system for improved operational efficiency.
CHALLENGE
Complex Data Migration Without Business Disruption
Lucas Mechanical had extensive customer and job data stored across multiple systems that needed to be consolidated and migrated to Jobber.
The migration required careful data mapping and validation to ensure no customer information or service history was lost in the transition.
Business operations needed to continue uninterrupted during the migration process, requiring careful planning and execution.
The new Jobber system needed to be properly configured and tested before going live to ensure optimal performance from day one.
"We couldn't afford to lose any customer data or service history during the migration. MOOD's systematic approach gave us confidence throughout the entire process."
* Client testimonials have been edited for clarity and brevity while maintaining the original intent and meaning.
Luc Fewer
Owner, Lucas Mechanical
SOLUTION
Systematic Data Migration and Platform Optimization
Contact Data Migration (8 hours)
Comprehensive data upload and organization of customer contact information with validation and deduplication processes.
Job Data Migration (8 hours)
Complete migration of job history, service records, and related documentation with proper categorization and indexing.
System Testing & Cutover (8 hours)
Thorough testing of migrated data and system functionality followed by coordinated cutover to ensure business continuity.
Platform Optimization
Configuration of Jobber platform settings and workflows optimized for Lucas Mechanical's specific service processes.
RESULTS
Flawless Migration Enabling Operational Excellence
The migration was completed on schedule with zero data loss, providing Lucas Mechanical with a modern platform that improved operational efficiency and customer service capabilities.
8 hours
Contact Migration
Complete customer data upload with validation.
8 hours
Job Migration
Service history and documentation transfer.
8 hours
Testing & Cutover
System validation and seamless transition.
3 weeks
Total Timeline
Complete migration from start to finish.
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