As part of our long term commitment to Time4Advice and their largest client St. James’s Place Wealth Management, CBoxx are providing specialist data migration project management services to assist with the safe and secure transfer of customer and policy data from SJP legacy systems onto their new Bluedoor policy administration platform. This exercise is part of an extensive program described here  in Money Marketing.

Our involvement is the provision of project management services working daily with both Time4Advice’s in-house technical data experts, SJP’s data teams and reporting to both T4A and SJP senior management. It should be noted that CBoxx are not handling the data or systems involved, just managing project plans and people.

At the time of writing (January 2019) the program is nearing completion and due to the careful degree of military-style planning, close co-operative working practices, detailed testing and extensive rehearsals involved and a long series of overnight shifts … it’s very good to report that the migration has gone smoothly (unlike a couple of other similar projects within the industry!)