ATS Migration Services
1. Platform Evaluation
Before a migration begins, I help leadership teams determine whether a new system will actually solve their operational challenges.This includes evaluating:
- Recruiting workflows
- Customer management processes
- Payroll complexity
- Reporting requirements
- Integration needs
- Automation opportunities
2. Data Migration Planning
Moving data from one ATS to another is one of the highest-risk parts of a conversion.I help staffing firms identify:
- Where critical data lives in the current system
- Which fields must be migrated
- Which data should be archived or cleaned
- How to map fields between systems
- How historical data should be handled
- This often involves reviewing:
- Candidate records
- Customer records
- Orders and job history
- Assignment and payroll records
- Compliance and onboarding data
3. Data Cleanup and Standardization
Many staffing databases contain years of inconsistent or duplicate data.Before migration, I help teams:
- Standardize customer records
- Clean address and billing data
- Remove duplicate candidate records
- Normalize job titles and order types
- Identify inactive or obsolete data
This step dramatically improves reporting and system usability after migration.
4. Workflow and Process Optimization
Migrating systems is the best opportunity to improve operational efficiency.I work with recruiting, sales, payroll, and operations teams to redesign workflows including:
- Candidate sourcing and screening
- Customer order intake
- Candidate submission and approval
- Assignment management
- Redeployment tracking
- Payroll processing
- Customer billing
The goal is to ensure your new ATS supports your processes instead of forcing workarounds.
5. Reporting and Dashboard Design
Leadership teams depend on accurate reporting to make decisions.During a migration I help staffing firms define key metrics such as:
- Fill rate
- Gross margin
- Recruiter productivity
- Redeployment rate
- Customer profitability
- DSO
- Order aging
- Pipeline conversion rates
Why Staffing Companies Work With an Independent Migration Consultant
Most software vendors focus on implementing their platform, not necessarily optimizing your operations.An independent consultant provides:
- Vendor-neutral guidance
- Process optimization
- Data quality oversight
- Reporting strategy
- Integration planning
Who I Work With
I work directly with:
- Staffing company CEOs
- ATS/CRM Project Managers (Avionte/Tempworks/Bullhorn/Etc.)
- Operations leaders
- Technology and systems managers
- Recruiting leadership
- Payroll and billing teams
Most clients are staffing firms that:
- Have between 20 and 1,000 internal employees
- Operate across multiple branches
- Manage complex payroll and billing processes
- Need stronger reporting and operational visibility
- Want to leverage more technology and automation
Typical ATS Migration Timeline
While timelines vary depending on complexity, most staffing ATS conversions follow a structure like:
- Discovery and system evaluation (2–4 weeks)
- Data mapping and cleanup planning (4–6 weeks)
- Implementation and configuration (6–12 weeks)
- Testing and reporting validation (2–4 weeks)
- Training and go-live support
Proper planning can significantly reduce risk and improve adoption across the organization.