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Elite 3E Data Conversion Services
An Opportunity for Strategic Planning and Profitability

When you decide to upgrade your firm to ELITE 3E, you are committing your firm to one of the most innovative and powerful financial and practice management systems available. To help you make the transition from your old legacy system to the 3E system, Elite offers comprehensive data conversion services backed by a team of experts. With the 3E data conversion program, your firm is prepared to take full advantage of 3E’s powerful capabilities right out of the gate.

From the workflow for a specific practice area to statutory and regulatory compliance on a worldwide basis, Elite understands the front-office and back-office processes required for success. As a result, the Elite Project Teams provide a blend of domain knowledge and market expertise that is second to none. During the conversion process, they can help you strategically plan your new business processes so that they align with your objectives and long-term goals.

Elite implementation teams follow the Elite Project Quality Model (PQM), a world-class approach based upon the internationally accepted, ANSI-standard principles from the Project Management Institute. The Elite Project Quality Model provides the framework for the successful completion of consulting, implementation and technical service engagements in the most efficient and cost-effective manner. In addition, you benefit from the knowledge these consultants have gained through more than 200 combined years of experience working in the legal and professional services industry.

A Roadmap to Success

  • 3E implementation team works with you in Solution Design Workshops to ensure that you take full advantage of the powerful 3E capabilities
  • A systematic process follows a structured and tested approach to ensure a successful conversion
  • Legacy data is carefully mapped and validated with two test conversions before final deployment
  • Expert team members understand professional services firms and their software needs

The 3E conversion process provides you with a close-up view of the capabilities available with 3E, an innovative platform with power and robust versatility unmatched in the industry. Indeed, 3E offers firms a completely new way of looking at how they utilize their software. Whereas before software may have been a tool to help a firm conduct its business on a day to day basis, 3E helps a firm streamline, automate and explore new avenues to grow and become more efficient.

During the conversion process, the implementation services team establishes a strong partnership with clients and delivers project management and technical expertise, as well as the ability to clearly communicate the conversion procedures to firm team members. Together with firm staff, the implementation team works diligently to ensure that the 3E solution is successfully implemented within an agreed upon time schedule.

Elite PQM

The Elite PQM serves as a roadmap for the entire implementation lifecycle and features a series of distinct but interrelated processes.

Click here to view or download Elite 3E Data Conversion Process White Paper.