The smarter way to switch: why moving to Birdie is easier than you think

Change can be daunting, especially when it comes to the essential systems that power your care agency. If you're considering switching your care management platform but worried about disruption, you're not alone. Many care agencies delay making much-needed technology changes due to concerns about the migration process.

At Birdie, we've guided hundreds of homecare agencies through successful transitions from legacy systems to our smart technology platform. Here's why the process is much more straightforward than you might think—and how our structured approach ensures you can work smarter, not just harder.

Understanding your migration concerns

When considering a new care management system, common worries include:

• Data loss: "What if critical client information gets lost in the transition?"
• Service disruption: "Will we be able to deliver care as usual during the changeover?"
• Team resistance: "My care team isn't tech-savvy. How will they adapt?"
• Time investment: "We're already stretched thin. Do we have time for this?"

These are valid concerns, but with the right partner and process, migration becomes a manageable, step-by-step journey rather than a daunting leap.

The Birdie migration advantage

When birds migrate, they don’t try to fly solo - and that’s exactly how we treat migration here at Birdie!

Our migration approach is designed to address your specific needs, whether you're a small agency with 15 clients or a large provider with multiple branches. Here's how our process works:

1. Dedicated support from day one

Every new Birdie customer on our Soar+ plan gets an assigned a dedicated Onboarding Manager who works with you to:

• Conduct a thorough consultation to understand your business goals
• Create a personalised implementation plan tailored to your agency's needs
• Provide guidance on best practices for setting up your new system
• Offer regular check-ins and progress reviews throughout the onboarding journey

2. Structured data migration

Our Soar+ data migration services eliminate the manual work of re-entering information:

• Basic client and carer information (name, address, contact details) is transferred via simple CSV import
• Custom templates help you organise your existing data in a format ready for migration
• Regular updates from our migration team keep you informed of progress
• Quality assurance checks ensure your data is correctly structured in Birdie

3. Progressive implementation

Rather than switching everything at once, we recommend a phased approach:

Week 1: Team communication and initial setup, including adding clients and carers to Birdie
‍Weeks 2-3: Staff training and care planning setup, including tasks and medications
‍Week 4: Finance setup and carer training begins
‍Week 5: Go live with visit scheduling and start logging visits on the app

This staged approach minimises disruption while ensuring each component is properly set up and tested.

4. Comprehensive training resources

We provide multiple training options to suit different learning styles:

• Birdie Academy offers self-paced courses for different roles in your organisation
• Regular live webinars for deep dives into specific features
• In-platform guidance that teaches you as you use the system
• On-demand videos tailored to your setup

5. Change management support

Successful migration isn't just about technology—it's about people. We provide:

• Change management templates to help you communicate the transition to your team
• Best practices for introducing the Birdie app to your care professionals
• Guidance on managing team resistance and building confidence with the new system
• Family communication tools to keep clients and their loved ones informed

Real results from real care agencies

Don't just take our word for it—here's what other care providers experienced when switching to Birdie:

"Our demographic of carers tend to not be so 'au fait' with technology, and they were quite scared of the change - so we projected we'd lose some because of transitioning. And we didn't lose anyone. That says it all really!" - Tim Middleton, Head of Operations, Christie's Care

"The training for Birdie is really, really good - I know I can go back onto it and go straight to what I need at anytime." - Leanne Newman, Compliance Officer, Walfinch

"I know change can be daunting especially for those who have not been exposed to technology during early years of working life, but this is something to embrace and revel in the stride's forwards Birdie gives us." - Birdie User, Trustpilot Review

The business impact of smooth migration

A well-executed migration to Birdie delivers tangible benefits:

• Time savings: Partners report an average 56% time savings improvement in overall operations
• Growth enablement: After one year with Birdie, agencies see a median growth of 20% more hours of care
• Financial improvement: 77% of agencies using Birdie Finance see positive increases in profit margins
• Quality enhancement: 92% of partners report overall care quality improvements

Choose the onboarding path that works for you

We understand that different care agencies have different needs. That's why we offer flexible onboarding options:

Soar (included with all subscriptions)

• Interactive setup checklist outlining all steps needed to start reporting visits
• Change management templates to help communicate the transition
• Learn-as-you-go training embedded throughout the Birdie Agency Hub
• Self-paced learning via the Birdie Academy and webinars
• 24-hour support from our live chat support team

Soar+ (enhanced support)

For agencies that want additional guidance, our Soar+ package includes everything in the standard plan, plus:

• Dedicated Onboarding Manager to jointly manage your implementation from setup through to full launch
• Initial migration of client and carer basic information via CSV import
• Kick-off meeting to discuss your business goals and co-create your implementation plan
• Mid-point review meeting to assess progress and make any necessary adjustments
• Expert onboarding guidance via personalised on-demand videos
• Post-launch review of your operations including roster efficiency and finance management

Ready to work smarter, not just harder?

Making the switch to Birdie is about more than just changing software—it's about transforming how your care agency operates. With our structured migration approach, you can confidently make the move knowing that disruption will be minimised while the benefits will be substantial.

The path to better care delivery, improved efficiency, and business growth starts with a single step. Let's take it together.

Want to learn more about migrating to Birdie? Contact us today to discuss your specific needs and discover how we can make your transition as smooth as possible.

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