ClickSoftware & ServiceMax Migration
Your legacy FSM is costing you more than the migration will
ClickSoftware and ServiceMax were built for a different era. Maintenance costs climb, mobile capabilities fall short, and every workaround adds technical debt. Cold Sun Capital migrates field service organisations from legacy FSM platforms to Salesforce Field Service Lightning — protecting your data, your workflows, and your technicians through every step of cutover.
A migration path that eliminates the risks your team fears most
Data loss. Scheduling downtime. Technician disruption. These are the fears that keep organisations on ageing platforms long past their usefulness. Our proven migration methodology runs parallel environments, validates every data record, and delivers a cutover your field team barely notices — because we have done this before, and we have the playbooks to prove it.
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What's in it for you?
From strategy to execution, we help organizations become more efficient, agile, and future-ready. Our expertise focuses on digital transformation, operational optimization, and the human side of change.
Book a migration readiness assessment
Get a clear picture of your migration scope, timeline, and risk profile — at no cost.
What our migration service covers end to end
From the first audit of your legacy configuration through to post-go-live hypercare, Cold Sun Capital manages every dimension of the migration so your internal team can stay focused on the business.
Data Extraction & Validation
Every work order, asset record, and scheduling rule is extracted, cleaned, and validated before a single byte moves to Salesforce.
Workflow & Rules Mapping
We map your existing dispatch logic, SLA rules, and territory configurations to FSL — nothing is rebuilt from scratch where it can be preserved.
Technician App Onboarding
Role-based training and a parallel running period ensure your field technicians are productive on day one, not day thirty.
Post-Migration Reporting
Dashboards comparing pre- and post-migration KPIs give your operations team immediate evidence that the migration delivered.
From legacy constraints to modern field intelligence
The organisations still running ClickSoftware or ServiceMax are not slow — they are cautious, and for good reason. A failed migration costs more than staying put. That is why Cold Sun Capital invests heavily in the discovery and parallel-run phases before any production cutover. Once your team is on Salesforce FSL, the difference is immediate: real-time scheduling, mobile-first technician tools, Einstein-powered dispatch, and a platform that connects directly to your CRM, ERP, and contact centre.
Why organizations choose our approach
In a complex digital landscape, we bring clarity, speed, and lasting impact. Clients turn to us to solve critical operational and technology challenges quickly, effectively, and without compromise. We deliver smart, scalable solutions that work today and evolve with your business. Our hands-on approach ensures transparency, accountability, and results that stick. Most clients come through referrals and stay with us because we don't just deliver — we partner, adapt, and help you lead with confidence.
Read more about usOur promise in practice
We don't believe in one-size-fits-all solutions. Every collaboration starts with listening, analyzing, and truly understanding the situation. From that foundation, we build solutions that work — not only today, but also tomorrow.
Whether it's about digital efficiency, smart service, or human-centered change: we deliver results you can rely on.
Projects successfully delivered across various sectors
Focus on growth and results. From strategy to execution: we work with clarity, purpose, and scalability.
Days on average until the first visible impact
Frequently asked questions about ClickSoftware & ServiceMax Migration
How long does a ClickSoftware or ServiceMax migration take?
Most migrations to Salesforce Field Service Lightning complete in 8–14 weeks depending on data volume, integration complexity, and the number of legacy customisations to replicate or retire. Cold Sun Capital provides a fixed-scope migration plan after the initial discovery, so you know the timeline before work begins.
Will we lose historical job and work order data?
No. Data preservation is the first commitment of every migration Cold Sun Capital delivers. We run a full data audit, extract and transform all historical records, validate completeness in a sandbox environment, and only proceed to production cutover once sign-off is received from your operations team.
Can you migrate complex dispatch rules and territory configurations?
Yes. Dispatch logic, territory boundaries, SLA rules, and skill-based routing are all mapped during the discovery phase and reconstructed in Salesforce FSL. Where legacy rules are overly complex or no longer fit-for-purpose, we will flag this and propose a streamlined alternative — always with your approval.
What happens to our field technicians during the cutover?
Cold Sun Capital runs a parallel environment period where both systems operate simultaneously. Technicians train on FSL during this window and go live with the new app on a pre-agreed cutover date. Hypercare support for 30 days after go-live ensures any issues are resolved before your team is left to operate independently.