MIGRATION SERVICES

Move to Your Next Platform with Confidence and Minimal Disruption

Making a Change is a Major Investment

The average company retains their EPM solution for 8 years or more. However, changes to your EPM solution may come from goals to consolidate redundant applications, to standardize systems after acquisitions, to rebuild aging models, or to take advantage of unique functionality. CFO Solutions first helps you assess the business case for change, then when change is warranted, CFO Solutions helps make the process efficient and lower-risk by bringing expertise across multiple platforms.

Where some firms only know one product, our consultants have worked with many. This means we understand both your current system and the one you are moving to, which reduces overall effort and allows us to support your team through adapting to new functionality.

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Benefits of working with CFO Solutions:


More Focused Design Time:
We convert concepts directly without reverse-engineering your current system, so we can focus on helping you evolve the process instead. 


Greater Efficiency:
We extract what’s needed without placing unnecessary burden on your staff.


Less effort for Your Team:
We already understand how your old system works, so you don’t have to explain it 


Better Training:
We translate processes from the existing system to the new environment, helping drive faster and easier adoption.


A Smaller Project Team:
You don’t need two sets of experts to finish the job.

A Smooth Path Forward

We guide your team through a practical migration journey designed to reduce disruption and build confidence.

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Assess

Review your current environment and identify risks.
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Transition

Move data, processes, and users with a clear plan. 

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Validate

Test, train, and confirm readiness for go-live. 

Get Help Planning
Your Migration 

Meet with our team to discuss moving from legacy or unsupported systems. We’ll help you assess readiness, reduce risk, and plan a smooth transition to a new environment.

Shaun Zeldes, Partner at CFO Solutions and OneStream Practice leader, delivering enterprise accounting and finance solutions

Shaun Zeldes
Partner
OneStream Services