How the City of Greenfield migrated to SwiftComply without downtime or data loss

With Brian Petrey, Backflow Compliance Program Manager at the City of Greenfield

Overview

Brian Petrey, a seasoned water professional with over 20 years of experience, oversees the backflow compliance program for the City of Greenfield. When the city decided to switch to SwiftComply, he was determined to ensure the migration process would avoid the pitfalls of past implementations—downtime, data loss, and confusion over new workflows.

Thanks to careful planning and SwiftComply’s hands-on support, the migration went smoother than Brian could have imagined. From day one, he felt fully prepared to manage the system with confidence.

Addressing Implementation Challenges

Before transitioning to SwiftComply, Brian had faced a rushed implementation with a previous system that left him scrambling to figure things out on the fly.

When the software we used previously went live, I had to learn the system as I went. That’s not the position I wanted to be in again.

Data migration was another major concern. With over 800 backflow assemblies in the database, Brian needed reassurance that every piece of information would transfer accurately. Any errors or missing data could disrupt compliance efforts and create significant setbacks.

Key Goals for a Successful Transition

Brian’s main priority for the transition was ensuring everything ran smoothly, leaving him fully prepared to manage his backflow program with the new system from day one. His specific goals included:

  • Accurate data migration: Ensuring all data migrated accurately and securely from the previous system.
  • Effective onboarding: Having time to test and familiarize himself with the software before it went live.
  • Minimal downtime: Avoiding interruptions to compliance activities during the migration process.
I needed to be comfortable from day one—not day 121

SwiftComply's Approach

The SwiftComply team implemented a phased rollout that prioritized preparation, clear communication, and comprehensive support. The process gave Brian ample time to test the system, understand its functionality, and ensure everything was in place before going live.

The last time we implemented new software, it felt rushed. This time, we had enough time to get everything in line, test the product, and make sure I understood it. By the time we went live, I was confident and ready to go.

The team also worked closely with Brian to ensure all his data transferred accurately. By mapping terms and fields from his previous system to SwiftComply’s structure, they made sure nothing was lost in the transition.

Regular check-ins and clear communication kept Brian in the loop every step of the way, ensuring the process was collaborative and stress-free.

Implementation Process and Ongoing Support

SwiftComply’s structured implementation process made the transition simple and manageable. The team worked around Brian’s schedule, ensuring the rollout happened at a pace that fit his needs.

The implementations team was flexible and worked with my timeline to make sure everything launched when we were ready.

After the system went live, SwiftComply provided ongoing support to make sure Brian felt fully equipped to manage his program. Regular check-ins and proactive communication kept things running smoothly.

They made sure I was comfortable with everything. My implementation manager Colin still checks in to say, ‘Let me know if you need help or want to go over anything.’ It’s been great

Implementation Results

By the end of the transition, Brian felt fully prepared to manage his program with SwiftComply. The migration avoided any disruptions, with all backflow assembly records transferred accurately.

Data migration was smooth, and we didn’t lose anything. That was a huge relief—it would have been a lot of work down the drain if something had gone wrong.

The phased rollout gave Brian time to prepare for common scenarios before going live, so he could handle compliance tasks confidently from day one.

When we went live, I felt confident. I knew exactly what I was doing, and even if I didn’t, I could get answers right away. That preparation made all the difference

Beyond his own work, Brian has started training other team members to use the system, making compliance information more accessible across the department.

I’ve started training my boss and other team members to use the system. They can look up reports or check compliance statuses quickly, which helps us work smarter

Conclusion

SwiftComply provided Brian and the City of Greenfield with a straightforward, well-organized implementation process that addressed all his concerns. From accurate data migration to ongoing support, every step of the transition was designed to make his job easier and set him up for success.

With SwiftComply, Brian has streamlined his compliance program and empowered his team to work more efficiently. The dedicated support throughout the process stood out as a key highlight, ensuring the transition exceeded his expectations.

The customer service throughout the process was outstanding. At every step, they answered my questions, provided reassurance, and made sure everything was running smoothly.
Switching to SwiftComply was a completely different experience from past software transitions. The data migration was smooth—nothing was lost—and the phased rollout gave me time to get comfortable before going live. From day one, I felt ready to manage the system confidently. The support team has been incredible, checking in regularly and making sure I have everything I need.
Brian Petrey
Backflow Compliance Program Manager

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