Our migration process
A structured migration. Not a leap into the unknown.
Five phases, each with clear activities and outputs. Scope and timeline depend on your existing implementation — the structure doesn't.
- 01
Discover
Review existing models, dimensions, integrations, reports, and planning processes.
- Inventory models, sheets, and calculation logic
- Map dimensions, hierarchies, and source systems
- Catalog reports stakeholders actually use
- Document planning calendar and workflows
Output
Current-state architecture map
- 02
Architect
Identify what should be retained, redesigned, or simplified in Abacum.
- Retain / redesign / simplify / retire decisions
- Future-state dimension and driver design
- Integration and data-flow design
- Agreed acceptance criteria
Output
Future-state design and migration plan
- 03
Build
Implement financial models, planning drivers, integrations, and dashboards.
- Configure models and planning drivers
- Connect ERP, CRM, HRIS, and warehouse data
- Load agreed historical actuals
- Build reports and dashboards
Output
Working Abacum environment
- 04
Validate
Reconcile historical actuals, financial outputs, calculations, and forecasts to agreed acceptance criteria.
- Reconcile actuals to ERP and legacy platform
- Test calculations and workforce logic
- Compare forecasts for agreed periods
- Document and resolve variances
Output
Reconciled, signed-off results
- 05
Enable
Train stakeholders, support rollout, and establish a model that finance can maintain.
- Admin and end-user training
- Rollout and first-cycle support
- Model documentation
- Ownership handoff to finance
Output
A model finance can own
Principles
How we reduce migration risk.
Understand before rebuilding
We don't start configuring until we understand why your current model works the way it does.
Translate, don't transliterate
Essential logic moves forward. Legacy workarounds usually don't need to.
Agree on acceptance up front
Validation criteria are defined before build, so sign-off is objective.
Design for finance ownership
The finished model should be maintainable by your team, not dependent on us.
See what your migration would actually involve.
Start with a 30-minute conversation about your current platform, models, and requirements.