Paper, spreadsheets, and separate forms
Bring participant, match, communication, activity, and reporting records into one connected structure.
Switching & Migration
Move forward without leaving your program history behind.
Whether your records live in spreadsheets, paper files, forms, or another database, we’ll help you plan a practical move into Innovative Mentoring.
A practical transition
Bring forward what works. Leave the patchwork behind.
Your current setup holds useful program knowledge, whether it lives in spreadsheets, forms, paper files, or another system.
A clear transition plan helps you carry forward the information and processes that still matter, then organize them around the way your team works today.
Starting points
Making the switch is doable, wherever you’re starting from.
A pre-existing CRM
Move from workarounds and custom configurations to workflows built for intake, matching, match support, and outcomes.
Another mentoring platform
Bring the records and processes that matter into a system designed to support the full administrative work of a youth mentoring program.
Migration process
A clear path into one connected system.
- 1
Review your current setup.
We’ll walk through your programs, users, records, fields, forms, reporting needs, and existing data sources.
- 2
Shape the system around your work.
We’ll configure program labels, fields, forms, and workflows to reflect how your organization operates.
- 3
Import your data.
We’ll help map, clean, and import the eligible information approved for migration, then confirm it fits its new structure.
- 4
Prepare your team.
We’ll help the people responsible for daily administration understand the workflows they’ll use.
What can move
Bring your data with you.
Organizations come to Innovative Mentoring from spreadsheets, paper files, pre-existing CRMs, and other mentoring platforms.
Start by showing us how your information is organized today. We’ll identify what can be brought over, what may need cleanup, and the most practical path into your new system.
Next step
Take the next step to amplify your impact.
Tell us how you manage your program today. We’ll show you how Innovative Mentoring can fit your workflow and simplify your systems.