This means CP Financial typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts CP Financial on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access CP Financial. In this scenario, some people may say that CP Financial runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

The Migration Specialist will need an Administrator username and password into CP Financial in order to extract your data.

The Migration Specialist will need the Administrator username and password into the CP Financial database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Because data is extracted from the CP Financial database, the migration can be run from anywhere with access to a backup of the database.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

A member of the firm will need to complete a small spreadsheet mapping users from CP Financial to users in the new system.