Move the records that create value—not every obsolete file.
Data migration should preserve useful history without reproducing years of inconsistent structure inside the new system. EvalHero migration planning classifies source data, determines what must remain historical, maps identities and organization boundaries, validates counts, and rehearses the process before any production apply.
Why organizations need a connected readiness system
Data migration should preserve useful history without reproducing years of inconsistent structure inside the new system. EvalHero migration planning classifies source data, determines what must remain historical, maps identities and organization boundaries, validates counts, and rehearses the process before any production apply.
Common problems you might be facing
- Prospective buyers need specific information before they can evaluate fit and risk.
- Vague claims create uncertainty and make procurement harder.
- We document the important expectations with you before implementation or contracting.
What EvalHero helps the organization do
Source assessment
Inventory spreadsheets, PDFs, databases, exports, shared drives, users, forms, and historical records.
Scope and retention
Decide what must migrate as structured data, what can remain as an archive, and what should not be carried forward.
Mapping and transformation
Map users, roles, organizations, templates, fields, statuses, dates, evidence, and identifiers.
Dry run and reconciliation
Generate a plan, compare source and destination counts, review exceptions, and obtain approval before apply.
Controlled apply
Back up the target, execute the approved migration, produce reports, and prevent accidental duplicate writes.
Post-apply verification
Confirm record counts, relationships, permissions, scoring, statistics, files, and representative user workflows.
How the workflow works
- Explore the workflows below and identify the ones that match your organization.
- Confirm any claim or term that materially affects procurement or risk.
- Discuss open questions with EvalHero.
- Document the agreed scope, responsibilities, and next steps.
Operational outcomes
- Fewer surprises during procurement
- Clearer expectations
- A more focused implementation conversation
- Better trust through verifiable information
Important boundaries
- EvalHero supports the organization’s training, evaluation, documentation, and workflow process. It does not replace the organization’s legal, medical, employment, regulatory, accreditation, or operational judgment.
- The organization defines the applicable standard, authorized roles, retention requirements, passing rules, and final decisions.
Frequently asked questions
What information can EvalHero help migrate?
Migration can include existing forms, taskbooks, Word documents, PDFs, spreadsheets, and selected historical records. The exact scope depends on the source data and the organization’s goals.
Is migration a one-click automated process?
No. Migration requires source review, field mapping, workflow decisions, validation, and an agreed plan for records that cannot be transferred cleanly.
Can an organization launch before all historical data is migrated?
Yes. An organization can begin with new workflows while historical migration is handled as a separate, defined workstream.
How is migration scope determined?
EvalHero and the organization review the source systems, record volume, file formats, required history, data quality, and validation requirements before defining the migration plan.
More than software
A partner in your training program—not just a platform.
EvalHero works alongside departments and organizations of every size—from a 3-person volunteer crew to a 3,000+ member agency. We don’t hand you a login and disappear: we help you build your training program, structure your evaluations, and set the readiness goals your organization is aiming for.
White-glove onboarding
We migrate your records, recreate your forms and taskbooks, and configure workflows with you—done for you, not dumped on you.
Program design help
We help structure training tracks, evaluation cycles, and approval chains that match how your organization actually operates.
Goals & readiness planning
We work with your leadership to define readiness targets and the reporting to prove progress—then help you get there.