Does this replace my implementation partner?

No — it gives you the internal architecture they don't provide, so their work actually lands.

What systems does it work for?

Any migration: Sage, Foundation, Vista, Acumatica, Procore, Buildertrend, or moving off spreadsheets.

Can we go live faster than 90 days?

Yes — the sequencing framework adapts to 45-, 60-, or 120-day timelines. 90 is the median.

What about historical data?

The pack treats history as an archive problem, not a migration problem. Most operators save 60–80% of the effort by archiving instead of porting.

Pack 04 · Implementation

Systems Migration Planner

Name: Systems Migration Planner
Brand: Keystone Operating Partners
SKU: KOP-PACK-04
Price: 179 USD
Availability: InStock

A complete construction systems migration plan — move from spreadsheets or legacy tools to a modern operating stack without losing history, momentum, or your team.

Claude ProClaude TeamClaude Max

Instant download · Works with Claude Pro, Team & Max · 30-day guarantee

The Problem

Why operators buy this pack.

01
You bought the new system 6 months ago and half the team is still in the old one.
02
Nobody owns the migration. The implementation partner sent a Gantt chart and disappeared.
03
Your historical job data lives in Excel files, QuickBooks, and one PM's inbox — and nobody has a plan to move it.
04
Every time you push for cutover, ops pushes back because "we have a job closing."

This pack gives you the migration architecture your implementation partner didn't — sequencing, ownership, risk, and a go-live readiness gate.

What's in the Pack

6 components. One outcome.

Migration Readiness Assessment Skill

Scores your org's readiness across data, process, training, and leadership.

Data Migration Checklist

Field-by-field mapping template with data quality gates.

Change Management Plan Generator

Communication, training, and incentive plan tailored to your team.

Rollout Sequencing Framework

Decides what migrates first, what runs parallel, and what gets sunset.

Training Plan Template

Role-based training paths with completion checkpoints.

Go-Live Risk Register

Tracks open risks with owners, mitigations, and trigger conditions.

6 components · Instant download

How to use this pack

Install. Input. Output.

Step 01 — Install

Upload the skill file to Claude using the Projects feature. Takes under 5 minutes.

Step 02 — Input

Paste in your situation using the included input template. No technical knowledge required.

Step 03 — Output

Claude returns a structured, consultant-grade deliverable you can act on immediately.

Sample Output

What you actually get back.

Input

We're moving from Excel + QuickBooks to Sage 300 CRE. We have 12 employees, a controller, and two PMs. We want to go live in 90 days. Our biggest fear is losing job history.

Output

MIGRATION PLAN — EXCEL + QB → SAGE 300 CRE (90 DAYS)

READINESS SCORE: 62/100 (CAUTION)
Top gaps: data quality (45), training plan (40), change comms (55)

SEQUENCING (parallel-run model)
Days 0–30   Data cleanup + chart of accounts mapping (Controller owns)
Days 15–45  Sage configured. Two open jobs run parallel in both systems.
Days 30–60  PMs trained on job cost entry. Subcontractor AP migrated.
Days 60–75  Historical job data archived (read-only Excel snapshot).
Days 75–90  All new jobs created in Sage only. QB closed for new entry.

TOP 3 RISKS
1. PM resistance — mitigate with role-based training + paired sessions.
2. Job history "loss" — archive strategy, not migration. Read-only.
3. Go-live during active closeout — block cutover during any job >85% complete.

GO/NO-GO GATE — DAY 75
• ≥2 parallel jobs reconciled clean
• All PMs completed Tier 1 training
• Controller signs off on chart of accounts mapping

Actual output format. Content varies based on your inputs.

Who this is for

Built for three operators.

Persona 01

Owner-Operator

Pain

Wrote the check for the new system and is watching adoption stall.

How this helps

A 90-day plan with clear go/no-go gates.

Persona 02

Operations Manager / COO

Pain

Owns the migration but has no architecture to manage it.

How this helps

Sequencing, risk register, and readiness scoring out of the box.

Persona 03

Technology Consultant

Pain

Implementations slip because the client lacks internal structure.

How this helps

Hand the client a real plan, not a Gantt chart.

Everything included

No upsells. No add-ons.

Claude skill file (one-click install)
Installation guide (PDF)
Migration sequencing template
Data mapping worksheet
Cutover risk register
Rollback plan generator
Free updates for 12 months

Get the Pack