Workflow Templates: Software and System Migration checklist (Accounting Tools)

Identify key stakeholders and form a migration team

Assess current system and software for compatibility with new tools

Define the scope, objectives, and timeline of the migration

Cleanse and validate data to ensure accuracy

Create comprehensive data backups

Map out data migration paths and formats

Install new accounting software and configure system settings

Ensure necessary hardware and network resources are in place

Set up user accounts and permissions according to roles

Conduct preliminary tests on data migration processes

Validate data integrity and accuracy post-migration

Perform functionality tests on new software

Provide training sessions for end-users

Create and distribute user manuals and documentation

Set up a support system for post-migration issues

Software and System Migration checklist (Accounting Tools)