Operations Manager
Migrate off a legacy system that has no export button
When the old tool has no API and no export, your agent clicks through it record by record and rebuilds the data in the new one.
The legacy system has fifteen hundred contacts, two hundred proposals, and no export function. The vendor's answer is a professional-services quote; yours has been "we'll migrate someday" for two years. Your agent does it the way a very patient temp would: it logs into the old tool in a real browser using credentials you store once, encrypted and bound to that site, so the password never appears in chat, then opens each record, reads every field, and enters the data into the new system the same way.
How it works
- 01
It works methodically and keeps the books. A desk table tracks every record: migrated, skipped, or flagged. Records that do not fit the new schema cleanly, a contact with three companies, a proposal with a status the new tool does not have, get flagged with a note instead of silently mangled. You resolve the flags in batches; the agent applies your rulings to every similar case it finds afterward, so you decide each judgment call once.
- 02
Progress reports land in Slack: how many records done, the current rate, the open flags. The agent verifies as it goes, spot-checking migrated records against the source, and produces a final reconciliation report showing counts on both sides. The work that justified a consulting invoice happens in the background over a few days, with an audit trail.