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Downs Solicitors Successfully Completes Full Actionstep & XSDM Implementation with Xperate

We’re thrilled to share the success story of Downs Solicitors’ recent project in partnership with Xperate  - a full-scale implementation of Actionstep and XSDM for 106 users, completed seamlessly within just 8 months.

Project Scope

The project encompassed a complete migration from Norwel to Actionstep, alongside the design of workflows and documents, billing consultancy, accounts training, and comprehensive go-live support. A key component of this success was the use of XSDM (Xperate Standard Data Migration) – a proven methodology developed by Xperate to ensure accurate, secure, and efficient migration of data from legacy systems. 

The Team Behind the Success

This achievement was driven by the dedication and expertise of both teams. From Downs Solicitors, Richard Ockwell and Katie Gemmell provided strong leadership throughout the project.  

The implementation work was managed by Xperate’s project team, while the critical data migration process was overseen by our Technical specialists dedicated to ensuring accuracy and continuity. The entire project was expertly coordinated by our project lead, ensuring every milestone was met.

  To complete the transition, end-user training was delivered by Beccy Scobell of Baskerville Drummond. Thanks to their combined efforts, every task was completed on time, keeping the project firmly on track from start to finish.

Key Highlights

  • Met every deadline: No deviations from the project plan.
  • Outstanding go-live preparation: The effort invested by Downs Solicitors significantly aided the transition process.
  • Smooth migration: Downs Solicitors now benefits from a fully optimised Actionstep environment following a smooth migration using XSDM.

The collaboration between Downs Solicitors and Xperate was paramount in ensuring the project was successful, delivered on time, and on budget.

This achievement reflects the power of teamwork, planning, and precision execution. Congratulations to everyone involved!

 

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