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Trial migrations
Before production cutover
Reconciliation
Trial and final reports
Cutover gate
Reconciliation reviewed
Step process
Extract to cutover
Source Systems
If your data is exportable, we assess its structure, quality, and fit for the target ERP.
QuickBooks
Desktop & Online
Sage
50/100/200/Intacct
SAP
B1/ByDesign/S4
Legacy / Custom
On-prem, Access, spreadsheets
Other ERP
Any system with exportable data
6-Step Approach
Pull data from your source system. We audit completeness, identify gaps, and document data quality issues before any transformation.
Pull data from your source system. We audit completeness, identify gaps, and document data quality issues before any transformation.
Run data quality checks. Flag duplicates, missing fields, orphaned records, and out-of-balance conditions. Provide a data quality report.
Run data quality checks. Flag duplicates, missing fields, orphaned records, and out-of-balance conditions. Provide a data quality report.
Define field-by-field mappings between source and target. CoA rationalization, customer/vendor consolidation, and transformation rules signed off.
Define field-by-field mappings between source and target. CoA rationalization, customer/vendor consolidation, and transformation rules signed off.
Run 3+ trial migrations in non-production. Each trial generates a reconciliation report. Issues fixed iteratively until variance is within tolerance.
Run 3+ trial migrations in non-production. Each trial generates a reconciliation report. Issues fixed iteratively until variance is within tolerance.
Compare trial balance, open AR/AP aging, and inventory counts with the source. Resolve or document exceptions before sign-off.
Compare trial balance, open AR/AP aging, and inventory counts with the source. Resolve or document exceptions before sign-off.
Production migration during planned downtime window. Command center active. Rollback plan tested and ready. Final reconciliation confirms go-live.
Production migration during planned downtime window. Command center active. Rollback plan tested and ready. Final reconciliation confirms go-live.