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Ledrix

For businesses

A clearer way to prepare for a finance-system change.

Moving finance systems is a business transition, not merely a technical import. It touches reporting, compliance, workflows and the confidence your team has in the numbers.

A structured pathway for making decisions, tracking actions and reviewing outcomes — so the transition runs on information rather than late surprises.

The risk
Data condition you cannot see until it is too late
The cost
Late decisions, rework and a stressful changeover
The aim
An evidenced position before you commit to go-live

Before you commit

The questions that should be answered before go-live

Most migrations do not fail on the import itself. They fail on the questions nobody answered early enough.

01

Is the source data ready to migrate?

Incomplete records, duplicate contacts and suppliers, unreconciled bank and control accounts, inconsistent tax codes and gaps in historical data all shape how a migration runs. Finding them once the project is underway usually means rework, renegotiated scope and a later go-live. Ledrix is designed to surface that condition before migration activity starts, so the effort is understood rather than estimated.

02

What needs to continue during the changeover?

Invoicing, customer balances, supplier payments, payroll obligations, bank feeds, reconciliations and management reporting rarely stop because a system is changing. Each needs a stated position: continues as normal, pauses briefly, or is handled outside the system for a defined period. The precise approach depends on the systems involved and the agreed migration scope.

03

Who is responsible for each decision?

Data cleanup, account and tax mapping, opening balances, how much history moves across, and final sign-off are business decisions, not technical defaults. When ownership is assumed rather than recorded, the decision usually lands with whoever is closest to the deadline. Ledrix keeps each decision, its owner and its status visible.

04

How will we know the result is right?

Confidence comes from evidence you can read: record counts on both sides, balance comparisons for key accounts, a list of the differences that were identified, notes on what was investigated and why, and a documented approval. Not a statement that the import finished.

05

What happens in the final cutover window?

An agreed point where changes stop in the old system, a final pass of data, validation against that data, the approvals required to proceed, and a plan for the first days of operating in the new system — including who to contact when something looks wrong. The length of that window depends on the systems and the scope agreed.

A system migration is not just a technical import. It affects the records your business relies on to invoice, pay, report and make decisions.

The difference structure makes

Two ways the same migration can run

The same system change, followed along two paths — one where information arrives late, and one where it arrives while you can still act on it.

Common migration uncertainty

  1. Data condition

    Data issues only become visible after the project has started

  2. Decisions

    Important scope and mapping decisions are spread across emails and meetings

  3. Progress

    Teams cannot easily tell what has been migrated or what needs attention

  4. Validation

    Differences are discovered late without a clear explanation

  5. Cutover

    Cutover is managed under time pressure

A more structured Ledrix pathway

  1. Data condition

    Earlier visibility of source-data condition, risks and required cleanup

  2. Decisions

    Decisions, owners and migration assumptions are made visible

  3. Progress

    Workflow status, exceptions and required next actions are easier to see

  4. Validation

    Validation activity creates a clearer path to identify and investigate differences

  5. Cutover

    Final activities, approvals and go-live preparation are planned more deliberately

Ledrix capability is being introduced progressively, with each migration scoped around the relevant systems and requirements.

Practical outcomes

Built to make the migration easier to manage

Earlier clarity

Understand likely risks, cleanup work and decisions before they become last-minute problems.

Clearer accountability

Make responsibilities, actions and approvals visible across the business and migration team.

More useful validation

Create a structured way to compare outcomes and investigate what needs attention.

A more prepared cutover

Bring final migration activity, approvals and go-live readiness into one clear process.

Planning a system change?

Tell us about the systems involved and what you would want visibility over. You can also read the full migration process or the platform direction.