Data merge - worksheet, cheatsheet, etc..

[JohnGage]

Does anyone know of any TAM documentation re: data merges?  I would like to understand the agency's responsibilities prior to placing the order with AS.  For example, I know we need to rename any duplicate customer codes.  It would be helpful to know how much agency manpower will be required.

[Lance Bateman]

Are you talking about merging data from another TAM system, or another non-TAM system?  And it all depends on how much info you want to "merge" - just customer record and billing screen, or also apps, history, transactions, etc?

They evaluate and quote.

[JohnGage]

TAM to TAM.  I understand that they evaluate both sets of db and proceed with the details.  I'm looking for a high level list such as

• Recode matching customer codes to unique code
• Recode matching carrier codes to unique
• If not merging all activity codes together, add all codes from destination system to source system and use activity recode utility to convert open activities to new code.
• ...

I have an idea what is involved but I figured a list existed such as what they have for TAM --> Epic data conversions.

[Bob]

Randy Teich comes to mind.