01 • Audit & Rulesetting
First, we document and
map core processes and workflows. Then, we configure the new software to mirror your operational build.
02 • Linkup & Migration
At the scheduled transition event, we link the systems, stagger the transmission cadence, and activate our proprietary migration engine.
03 • Review & Stress Testing
Before your staff logs in, we run a set of reconciliations and trial balances to ensure your data ties out correctly and is ops-ready.
04 • To-the-Core Review
Add-on: A deep dive into your company’s complete balance sheet to confirm the accuracy of actual balances vs. just data tie-out.
05 • Ongoing Support Pack
Add-on: We monitor the new software until it’s optimized, offer support for advanced functionality, and assist with system updates/changes.