Insights
Notes on what we have learned about assessing, preparing, validating and cutting over financial data — written for finance teams, accounting practices and implementation partners.
4 articles · Migration practice
- 01
Migration preparation
What to assess before changing accounting systems
9 min read
A finance-system change is a business change before it is a data transfer. This guide covers what to review — data condition, scope, decisions and continuity — before you commit to a date.
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Validation and governance
Why financial-data migration needs validation, not just import
10 min read
A completed import and a trustworthy migration are different things. This guide explains what validation involves and what evidence supports sign-off.
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ERP readiness
Preparing source data for an ERP migration
10 min read
ERP implementations rarely struggle on configuration. They struggle on the data that has to arrive with them, and on decisions made too late.
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Practice guidance
What accounting practices should review before a client migration
9 min read
Practices usually carry the consequences of a client migration. A structured review before it starts is the cheapest protection available.
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More articles are added as our migration practice work continues.