Successful migration Microsoft Dynamics to Xero

29/11/2024|Admin|Our Blogs

Client Success Story: Streamlining Financial Management for Turnkey Computer Technology Ltd

Check our Successful migration Microsoft Dynamics to Xero

Florentina took the lead on this project, combining professionalism with a personal touch to deliver a tailored migration process for Turnkey Computer Technology Ltd. Here’s how she made it happen:

Understanding the Foundation

The first step was diving into the details of the Dynamics NAV system. Florentina conducted a thorough review of the company’s 10 year financial history, taking time to map out all critical data, including customer invoices, supplier payments, and journal entries. By focusing on the details from the beginning, she ensured the entire migration would be smooth and error-free.

Crafting a Custom Plan

With a clear understanding of the data, Florentina designed a bespoke migration plan. She outlined every step, from data extraction to cleansing and finally importing everything into Xero. Throughout the process, she prioritized preserving the integrity of historical records, knowing how important that data would be for Turnkey’s future financial decisions.

Working Hand-in-Hand

Florentina didn’t just work for Tony and his team; she worked with them. Open communication was key. Whether answering questions, addressing concerns, or providing updates, she made sure Tony always felt informed and confident about the progress. This collaborative approach created a strong partnership and minimized any potential hiccups along the way.

Delivering with Precision

When it came time to implement the plan, Florentina relied on her expertise and specialized tools to get the job done right. Moreover, she carefully transferred 10 years of financial data, double-checking and testing every detail to ensure the records reconciled perfectly within Xero.

Finishing Ahead of Schedule

Florentina didn’t just meet expectations, she exceeded them too. She completed the migration ahead of schedule, saving Turnkey both time and stress. Her efficient, proactive approach allowed Tony and his team to transition seamlessly to their new system without any disruptions to their operations.

A Success Story to Share

By the end of the project, Turnkey Computer Technology Ltd had a fully functional Xero system with 10 years of complete transaction history intact. Tony expressed his appreciation, saying:

“Florentina helped migrate 10 years full transaction history from our on-premise Dynamics NAV system to Xero ahead of time and on budget. An excellent, professional, and efficient service from start to finish. I would recommend her services to anybody needing support migrating to Xero.”

Summing up, this success wasn’t just about meeting deadlines or budgets, it was about understanding the client’s needs, maintaining trust, and delivering a solution that empowered the business to thrive.

If you’re ready to make the move to Xero, Florentina is here to make your transition just as seamless and stress-free

Let us help you achieve a seamless migration tailored to your business needs. Reach out today to learn how we can make your transition to Xero effortless.