Creative Solutions Practice (CSP) Conversion Options to Practice CS

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

For more information about each type of conversion, see the Information Kit for Conversions from Creative Solutions Practice.

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

Recommendation

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

Pros and Cons

Demographic Conversion

Pros:

Cons:

WIP & A/R Balances

Pros:

Cons:

Historical Data

Pros:

Cons:

Related Topics

Information Kit for Conversions from Creative Solutions Practice

Importing conversion data

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