Ajera to Vantagepoint migration: why to keep the full project history

Why should the full project history survive an Ajera to Vantagepoint move?

When an architecture or engineering firm moves from Ajera to Vantagepoint, the cheapest moment to preserve the full project, time and billing history is before cutover, because that is when the data is still intact and someone is already mapping it. Converting only a few years saves effort now but can permanently orphan the records that show how the firm priced, staffed and billed work.

For a Deltek consultant or controller, this is also a referral moment. A firm with 50+ full-time employees at peak (contractors excluded) and a decade of project accounting is the kind of company that may qualify to license its operational records through SourceX. Companies keep ownership and sign only if price and terms work. You introduce; you never handle the records. The ERP consultant referral guide covers the general playbook.

What does the migration timeline look like, and where does the licensing question fit?

The question belongs in the scoping phase, long before data conversion starts, because the conversion scope is the decision.

If the firm is also changing hands, the same sequence applies; coordinate with the M&A advisor before anything is licensed.

Which records are worth keeping, and why do they matter?

A project-accounting history records how a professional-services firm turns hours into invoices. That makes it a connected record of staffing, pricing and outcome, not just a ledger.

Employee-level time data is personal information in part, so redaction and de-identification requirements are agreed with the company before any work begins. Client names and fee terms may carry confidentiality obligations too, which is a rights question for the firm and SourceX to review during qualification.

What is the five-year test for a conversion decision?

Use a simple decision rule when the controller asks how much to convert.

• Keep the live conversion lean if you wish: converting recent years only is a legitimate way to reduce cutover risk.
• Archive everything older: preserve the complete Ajera database and report outputs in a named location with an owner.
• Verify it opens: restore the archive once and confirm projects, time and invoices can be read.
• Record what was kept: write a one-page list of years, modules and export formats.
• Name the sponsor: note who at the firm, the principal or CFO, could authorize a licensing review.

The sponsor and rights questions are covered by the company fit checker, a preliminary, non-binding screen that needs no contact details.

How do you bring it up with the controller and the principal?

Talk to the controller about preservation and to the principal about the opportunity. They care about different things.

How does the introduction work?

1. You register as a partner and use your referral link, or submit the firm through the referral form.
2. SourceX qualifies size, history, data breadth and rights with the sponsor.
3. The firm completes a data inventory of each system, its years of history and what can be exported.
4. Price and terms are agreed. The firm receives one all-in price, with SourceX's fee included.
5. Buyers review; once a firm is deal-ready they typically respond within about two weeks.
6. If the firm signs, data is prepared and delivered under agreed redaction rules, and payment follows, typically within about 60 days of invoicing once the buyer selects the data.
7. Your reward is paid after SourceX receives payment.

Lessons from adjacent triggers apply: the PLM team's cutover logic in PLM migration consultant records and the shutdown-window discipline in call center closing both show why preserving history before decommissioning matters.

What do partners earn, and what should consultants check first?

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee, and no reward is guaranteed. The reward is never deducted from what the firm receives.

Check your Deltek reseller or services agreements and any client-facing independence or conflict policies before accepting referral compensation. The program terms cover the partner side.

When is a migration not a licensing trigger?

Do not raise it when the firm is under 50 full-time employees at peak, when the old database was already purged or the server wiped, when most work is for clients who forbid use of project information, or when the principals will not consider an exclusive license. A firm that fails today may pass if you preserve the history during this migration. See also fractional CFO records for manufacturers for how controllers think about project cost records.

Next step

At your next scoping call, ask for a read-only archive of the full Ajera history. If the firm looks like a fit, register as a partner and make the introduction, or have the principal apply at sourcex.si/apply with your referral link. The who qualifies page lists the full baseline.