Migration plan

Eight weeks, signed exit criteria, zero close-week drama

Migrations into a finance system are won or lost on exit criteria. This is the same plan we use with every customer — week by week, with owners and the signed evidence required to move on.

Default plan

8 weeks

From signed MSA to active mode

Cutover rollback

≤ 60 s

One command, audited

Shadow window

≥ 2 weeks

Variance vs incumbent < 0.25%

Audit-ready

Walk-through with your auditor

Week-by-week plan

Week	Title	Exit criteria	Owner
W0	Mutual NDA, data room access, MSA + DPA	All legal in place; named owners on both sides; access requests filed.	Legal · Procurement · CS
W1	Read-only connect to ad platforms & ERP	Recon engine running on last 90 days; variance against incumbent < 0.25%.	Recon ops · Finance
W2	Shadow pacing & alerts	Pacer runs in shadow; alert volume vs incumbent measured; false-positive rate published.	Pacer team · Marketing ops
W3	Cutover plan + rollback test	Runbook signed by both CTO and CFO; one-command rollback tested; audit trail handover scheduled.	CS · Eng · Customer CFO
W4	Cutover · monitoring mode	ADmetric is system of record for budgets and reconciliation; alerts deduplicated; close pack tested.	CS · Finance
W5–6	Active mode & payouts	Treasury queue live with 2-of-3 approvals; first payout posted and reconciled; legacy access revoked.	Treasury · Security
W7	Audit trail handover	Auditor walk-through complete; SOC 2 letter, attestations and reconciliation rules accepted.	Customer auditor · Security
W8	Exit criteria signed	All exit criteria signed by Customer CFO; legacy contract terminated on schedule; success metrics frozen.	CS exec · Customer CFO

By source system

Spreadsheets + email

Effort: Low (4–6 weeks)
Risks: Discovery of un-tracked accounts; reconciliation surprises in month 1
Assets we bring: We auto-discover platform accounts and pre-fill budgets from history.

In-house ledger

Effort: Medium (6–8 weeks)
Risks: Schema mismatch; custom rules; SSO + RBAC mapping
Assets we bring: Schema mapping templates; CSV/Parquet importers; SSO handover playbook.

Competitor SaaS

Effort: Medium (6–10 weeks)
Risks: Contract overlap; data export limits; auditor sign-off
Assets we bring: We co-sign a contract-overlap credit; data export adapters for the top 4 competitors.

Our commitments during migration

No close-week cutovers; cutover never lands in the customer’s fiscal close window.
Shadow mode for at least two full weeks before any state-changing action.
Customer auditor invited to W7 walk-through at our expense.
If exit criteria slip, the contract clock pauses until they are signed.