Successful Sage 200 to Xero Care Home

15/12/2024|Admin|Our Blogs

Successful Sage 200 to Xero Care Home: How We Helped Transform Financial Operations Across 33 Companies

Migrating from Sage 200 to Xero can seem like a daunting challenge, especially for organizations with complex structures and high transaction volumes. Recently, we had the privilege of assisting a client with the migration of 33 entities from Sage 200 to Xero, overcoming multiple challenges and delivering a robust, future-ready financial solution in record time.

The Challenge: Managing Complexity and Ensuring Continuity

This organization faced significant hurdles while attempting to migrate their group of companies from Sage 200 to Xero:

Multiple Entities and Currencies: Managing 33 entities with varied financial structures, including transactions in multiple foreign currencies, required careful planning and execution.
High Transaction Volume: The migration involved 2.6 million historical transactions, demanding meticulous attention to detail to ensure accuracy.
Chart of Accounts Remapping: Each entity had a unique chart of accounts, which needed to be unified and restructured to align with Xero’s framework.
In-House Resource Constraints: An initial attempt to handle the migration internally stalled due to the project’s complexity and the team’s limited capacity.

Our Solution: Expertly Managing the Sage 200 to Xero Group Migration

We approached this project with a clear, step-by-step strategy, leveraging our expertise as Xero-certified advisors and trusted partners:

Detailed Scoping and Planning
- We began by meeting with the client and their Xero Account Manager, gaining a deep understanding of their needs and challenges.
- A comprehensive project plan was developed to ensure a seamless migration within a tight timeframe of less than four months.
Full Historical Data Migration
- Using advanced tools and processes, we migrated the organization’s full financial history, including all 2.6 million transactions, into Xero.
- Each entity’s data was carefully reviewed and mapped to ensure accuracy and continuity.
Chart of Accounts Remapping
- We consolidated and restructured the client’s diverse chart of accounts to optimize Xero’s capabilities, ensuring consistency and ease of use across all 33 entities.
Streamlined Processes and Customizations
- To handle the complexity of foreign currency transactions, we implemented customized workflows and ensured Xero’s multi-currency functionality was fully utilized.
- Our team performed rigorous testing to confirm that all data was transferred correctly and processes were functioning seamlessly in the new system.
Ongoing Support and Collaboration
- Post-migration, we have continued to provide support for the client’s evolving needs, maintaining the integrity of their financial data and assisting with new projects as they arise.

The Outcome: A Sage 200 to Xero Success Story

Thanks to our focused approach and commitment to excellence, the client experienced a smooth and successful migration. Here are the key results:

Efficient Multi-Entity Management: All 33 companies are now unified under Xero, enabling streamlined financial management and reporting.
Accurate Historical Data: By transferring the entire financial history, the client retained valuable insights and ensured continuity.
Optimized Financial Processes: The new, consolidated chart of accounts and enhanced workflows provide clarity and efficiency.
Rapid Turnaround: The entire project was completed in just under four months, a testament to our expertise and dedication.

Client Testimonial

“We were introduced to Florentina to help us migrate our entities from Sage 200 to Xero. We had started the process in-house, but it was taking too long, and we did not have the capacity. Florentina met with us, discussed the scope of the project, and delivered just as she promised. In total, she migrated 33 companies for us with a total of 2.6 million transactions, and she did all this in just under four months.

She managed the project perfectly, was extremely responsive, and her customer service is the best we have come across in the industry. It has been a pleasure working with her to get these migrations over the line, and because of how pleased we have been with her service, we are continuing to use her for new projects coming on board. Thanks for all your help!”

Why Choose Us as Your Xero Migration Partner?

Our team’s reputation for delivering Sage 200 to Xero migration services is backed by our expertise, precision, and commitment to client success. We are Xero-certified advisors and we bring the following advantages:

Proven Track Record: Successful migrations for organizations with complex requirements, such as group structures and multi-currency transactions.
Custom Solutions: Tailored approaches to address unique challenges and optimize processes.
Exceptional Support: A consultative approach with ongoing assistance to ensure continued success.

Ready to Transform Your Financial Operations?

Whether you’re managing a single entity or a complex group, we’re here to make your transition from Sage 200 to Xero smooth and stress-free.

Contact us today to learn more about our Sage 200 to Xero migration services and how we can help you achieve success.

Find out more of what we can offer HERE.