How to Prepare for a Desktop to Online Migration
Practical educational information for migration planning. Verify product-specific requirements against current official documentation.
Start with an inventory
List users, reporting periods, recurring transactions, custom reports, documents, connected services and critical workflows before making changes.
Protect source information
Create and verify an appropriate backup or copy using your existing software procedures. Record when it was created and who is responsible for retaining it.
Document users and permissions
Record users, responsibilities, important permissions and approval steps so they can be tested later.
Review reports and balances
Choose important reports and balances that can be reproduced after migration. Record the period and filters used.
Review integrations
Identify bank feeds, payroll, payments, inventory, e-commerce and other connected services and note their owners and current compatibility requirements.
Plan validation
Decide who will compare records, which reports will be reviewed, how exceptions will be recorded and what the team considers complete.
Keep an issue log
For material issues, record the date, workflow, expected result, actual result, impact, owner and resolution.