Migration

Great Plains → Sage Intacct Migration

COA mapping, dimension cleanup, and historical load for ERP modernization.

Project Size

2 engineers, 1 PM

Timeline

10 weeks

Technologies

Great Plains, Sage Intacct

1Challenge

Legacy Great Plains system was end-of-life with no vendor support. Years of dimension sprawl made the chart of accounts unmanageable, and historical data needed to be preserved for compliance.

2Requirements

  • Full historical data migration (7 years)
  • Chart of accounts rationalization
  • Dimension cleanup and standardization
  • Parallel run validation
  • Zero downtime cutover

3Solution

We developed a comprehensive migration plan with COA mapping, dimension consolidation, and historical data transformation. A parallel run period validated accuracy before the final cutover.

Key Features

COA Rationalization: Cleaned up 40% of unused accounts

Dimension Cleanup: Standardized naming and hierarchy

Historical Load: 7 years with full audit trail

Validation Framework: Automated balance reconciliation

4Results

100% successful migration with zero data loss
Chart of accounts reduced by 40%
Passed external audit on first try
Month-end close reduced by 2 days

5Conclusion

The migration modernized the finance function with a supported, cloud-based ERP. The cleanup work done during migration continues to pay dividends in simpler reporting and faster closes.

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