| When |
Action |
Purpose |
Who should do this? |
| As soon as you decide to migrate |
Start a free trial |
Check out Synergy cloud, explore new and existing features, receive a free online demo |
Decision makers, Synergy System Admin |
| |
|
|
|
| 2-3 months to go |
Migration education day |
A consultant will explore your v4 workflow, compare it to the cloud and provide detailed gap analysis on the difference between v4 and Synergy cloud |
Approximately 5 staff ranging from C-level, Director, Project Manager, Finance, and System Admin |
| |
Monthly reporting exercise |
Ensure that critical reporting items are available in cloud |
Directors, Finance, Admin |
| |
Test Document management |
Consider the best way to manage your documents once live in cloud |
Directors, Admin |
| |
|
|
|
| 1 month to go |
Recreate your day to day workflow |
All staff levels (PM and above) should ensure all critical day-to-day items have been performed in the cloud to understand product difference and workflows |
Directors, Project Managers, Finance, System Admin |
| |
Create your document templates |
Document templates will not migrate to Synergy cloud. Make sure you're ready for 'go-live' by creating your document templates during your trial migration period |
Finance, Admin |
| |
Create your custom reports |
Reports will not migrate to Synergy cloud. Make sure you're ready for 'go-live' by creating your reports during your trial migration period |
Directors, Finance, Admin |
| |
|
|
|
| 2 weeks to go |
Thorough invoicing test |
Make sure that they way you invoice in v4 is still possible and look at what changes you may need to make to your workflow |
Whoever does the invoicing in your organisation |
| |
Additional consulting if required |
Have a consultant provide some additional training to all user levels to ensure all staff are confident with upcoming changes |
All user levels |
| |
|
|
|
| The day of migration |
v4 Data Check |
|
System Admin |
| |
Retrieve custom report layouts from your cloud trial |
|
System Admin |
| |
Retrieve document templates from your cloud trial |
|
System Admin |
| |
|
|
|
| Live |
Reactivate your rates |
Ensure that rates will be available when you're ready to disburse a bill for the first time |
System Admin |
| |
Send staff invitations |
|
System owner |
| |
Run Connect |
|
System Admin |
| |
Regain access to v4 (file > database > unlock database) |
Login to v4 to access any data as a reference |
System Admin |
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