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Story · Manufacturing · ERP migration

Great Plains to a modern ERP without losing a month

Microsoft Dynamics GP, which most people still call Great Plains, was on its way out. The client had a decade of data in it, a small finance team, and no appetite for a month of double entry.

ClientManufacturer
WhereSoutheastern Wisconsin
What we didERP migration planning and execution
Led byJamie Deeter, Service Director

The situation

Vendor end-of-life dates have a way of arriving faster than planned, and the replacement products all assume a big-company project team. This client had a controller and a part-time bookkeeper, and a quarter close that could not slip.

What we did

We mapped the data first, so the finance team could see what would move cleanly and what needed cleanup before anyone touched the new system. The cutover was scheduled just after a quarter close, when the books were tidy and the team had breathing room.

The new system ran in parallel for one full cycle. Every report was reconciled against the old one, line by line, before the switch. When the day came, the finance team had already been using the new system for a month.

"The migration everyone remembers is the one that went wrong. The goal is a migration nobody remembers."

How the service team puts it

What changed

Resolved

A supported ERP, a finance team that lost days to the migration rather than weeks, and ten years of history that still reconciles.

Questions people ask about this

Our accounting software is being retired. How long do we have?

Usually longer than the vendor's letter suggests, and less than you would like. Plan the move around your close calendar, not theirs.

The team in a shop meetingGold Star survey

"As always, efficient, non-intrusive and complete!"

Kurt, concrete supplierMore from the survey wall
Why people switch to us
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"Thanks for the hard work. I was kept informed with regular updates until the concern was resolved."

Jeff, insurance brokerage

Facing a vendor end-of-life date?

Talk to us before you talk to the vendor's sales team.

Talk to a partner

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Tell us what is going on. A partner will call you back the same business day, look at what you have, and tell you honestly whether we are the right fit. No pricing pressure, no pitch deck.

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99.5%of ticket surveys rated positiveNever explain twicethe technician who knows your setup takes every request20-min responseaverage on a new ticket, 2-hour commitment2 in 21 yearsservice staff who have left us. Family-owned since 2005
Gold Star survey

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