The material we wish existed before our first migration.
Written for controllers and CFOs actually doing the work — not for search engines.
The 40-point migration readiness checklist
Everything we test in a week-one assessment, written so you can run it yourself first. Covers data quality, revenue contracts, integrations, controls and the internal decisions that stall projects.
- Source data: what to clean before anyone quotes you
- Revenue: the eight contract questions that change your timeline
- Integrations: mapping your order-to-cash before it is someone else's assumption
- People: who signs off, and when they need to be free
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Anonymised engagements
Placeholder summaries — replace with your own written case studies once clients approve attribution.
NetSuite to Rillet in 38 days
Two entities, 1,400 revenue schedules, seven integrations. Parallel close tied to zero variance; close time fell from 11 days to 4.
Read the studyMetered billing, reconciled monthly
Consumption feed wired from the metering platform to the ledger, eliminating a manual unbilled revenue estimate worth $2.1M a quarter.
Read the studyA stalled implementation, finished
Inherited at week 14 of a 6-week project. Audited in two weeks, remediated in five, live for the following quarter end.
Read the studyLonger reads
Migrating revenue schedules without restating
A practical method for porting ASC 606 schedules and proving they tie.
Open guideChart of accounts redesign, done once
Why lifting and shifting your COA is the most expensive shortcut in a migration.
Open guideRunning a parallel close that means something
What to reconcile, what to ignore, and the exit criteria worth holding a date for.
Open guideRecent writing
12 August 2026 · 6 min
The real cost of a legacy ERP is on your payroll
Licence fees are the small number. Here is how to model the rest of it.
Read28 July 2026 · 9 min
Eight contract questions that change your migration timeline
Ask them before you take a quote from anyone, including us.
Read9 July 2026 · 5 min
What auditors ask about an ERP cutover
And the four documents that answer all of it in advance.
ReadSkip the reading. Get the assessment.
Everything in these guides, applied to your ledger, by someone who will put a number and a date on it.