Data Migration & Platform Integration
Whether you are transitioning to a new platform, consolidating multiple entities, or integrating newly acquired companies, the biggest risk is rarely the software. It is the integrity of your data.
Poorly executed migrations create financial exposure, reporting inconsistencies, operational slowdowns, and internal friction. They distract leadership, burden teams, and delay the value your new system is meant to deliver. We eliminate that risk.
What success looks like
Accurate historical and operational records in the new system. Reporting that ties out and stays tied out. Faster onboarding of new entities after acquisitions. Teams trusting the platform instead of building workarounds.
Clean data. Reliable reporting. Operational continuity.
Typical use cases
- Switching platforms for finance or operations
- Post acquisition consolidation and onboarding
- Multi entity rollups and reporting standardization
- Legacy system cleanup prior to implementation
- Migration remediation when reporting is not tying out
Our approach
Assess and map
We review source systems, data quality, edge cases, and reporting requirements. We define a migration plan that is realistic and testable.
Extract, transform, and load
We build repeatable pipelines to transform source data into the target model. Exceptions are handled explicitly and tracked.
Validate independently
We reconcile critical totals, spot check records, and verify reporting outputs so the new platform can become a trusted system of record.
Stabilize after go live
We support the cutover and resolve issues quickly so teams can keep operating without disruption.
Deliverables
- Migration plan and cutover checklist
- Mapping documentation from source to target
- Exception log with resolution path
- Validation report with reconciliations and accuracy checks
- Final handoff package for internal teams
Software platforms and migration examples
We support migrations and integrations across a range of operational, financial, and industry platforms. Here are examples of the types of systems and migrations we work on.
Ready to map your migration?
Schedule a free migration assessment and we will align on scope, risk, and timing.