If you’re thinking about switching financial vendors, our support team can help you make this transition seamlessly. In order to assist you properly, it is important to begin this amendment by first creating a new project. Once a new project has been created, we will then set up a kick-off call with you and your new vendor to discuss the necessary steps. 


Understanding the fundamental details ensures that we can guide you successfully, and a kick-off call will help us to achieve this.


On the kick-off call, we will:


  1. Seek to understand the method in how we will gather the data and the timeline of having the project completed. 


  1. Work with your new vendor to put all of these updates into motion. 


  1. Revise the data model to transition data from your old system to the upgraded system seamlessly. 


If you need more support to better understand the process of switching financial vendors, please email us at help@dashboardhc.comOur team is happy to address your questions or offer any assistance needed.