Customer Feedback
Ensuring a Smooth Migration to a New Financial ERP System
Organize the transition, anticipate risks, and prepare users for the new ERP system.
The Mission at a Glance
The Company
A player in the tourism and hospitality industry
Background
A tourism company initiated a migration to Oracle to modernize its accounting operations. The project had to comply with legal requirements and minimize disruptions in a highly operational environment.
The Challenge
A migration to Oracle needed to be executed securely to ensure the continuity of accounting operations and prepare users.
Our Approach
The Process, Step by Step
Assessing the Current System and Risks
PALMER conducted an assessment of the existing system to identify gaps between the current state and the target state, as well as risks associated with the migration.
This analysis made it possible to link operational challenges to the work that needed to be secured. It served as the basis for planning the transition phases.
Developing the Security Plan
The migration plan outlined the work phases, risk management, and coordination with the integrator.
It was designed to anticipate challenges related to specifications and deadlines. Business continuity and applicable requirements were taken into account during this planning process.
Strengthening Project Governance
Regular progress reviews supported project management.
PALMER monitored the work and facilitated communication among stakeholders to keep the project aligned with its objectives. Adjustments were made to account for identified risks and changing needs throughout the transition.
Training Users and Monitoring Deployment
A training and communication strategy prepared the teams for the Oracle ERP system.
Support continued after the system went live to monitor system stability and make any necessary adjustments. This ongoing monitoring allowed user feedback to be incorporated into the actions taken.
Work Completed
What the “
” initiative has implemented
- 01
An assessment of the current situation and migration risks.
- 02
A plan to ensure security during the transition phases.
- 03
Governance and regular progress reviews.
- 04
A system for training, communication, and post-deployment monitoring.
The Firm’s Support
PALMER’s Contribution
PALMER supported the transition from planning to post-deployment monitoring. The approach combined risk management, operational coordination, and team preparation.
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