6 tips to speed up your Unit4 Financials by Coda cloud migration

Unit4 Financials is both feature-rich and flexible. In terms of functionality, configuration, data sources, add-ons, and integrations, different businesses tend to use it in different ways. In short, Unit4 Financials covers a lot, but when it comes to migration, you don’t have to execute absolutely everything all at once.

The Minimum Viable Product (MVP) approach to migration can go a long way in making the project run as swiftly and smoothly as possible. With this, a subset of essential services is migrated to the cloud in the first instance. It helps reduce needless complexity and makes identifying and quickly eliminating any bottlenecks easier.

What elements should your MVP consist of? This will vary from business to business. However, ideally, you should focus on core finance functions.

Businesses can sometimes stick with legacy software versions for too long simply because of perceived complications linked to integration. If this sounds familiar, it’s worth remembering that it’s entirely expected to have multiple integrations to deal with as part of the migration process. And secondly, there are multiple ways to manage this effectively.

Accelerators – i.e. pre-built templates and API management tools – can go a long way in ensuring your SaaS version of Unit4 Financials is integrated successfully with third-party applications and data sources. Our dataBridge solution is specifically designed to facilitate cloud migration, no matter what linked applications you have in play. Find out more here.

Dedicated Unit4 Financials migration experience is out there. To avoid pitfalls, delays, and costly mistakes, it makes sense to tap into it. For Millennium Consulting, migrating Unit4 Financials by Coda to the cloud is very much all in a day’s work.

They are most familiar with how the solution’s various functions map onto real-life business processes. They know how the end product should be configured to get the job done.

Business users’ involvement in the migration planning stage helps ensure the migrated software meets the business’s operational requirements. Likewise, they should be directly involved in the testing process. Input is also crucial for migrating and configuring a solution that teams are more likely to embrace, reducing resistance to change, and ensuring smoother adoption.

Procurement, point of sale systems, payroll, inventory management, HR, CRM… These are just some of the categories of applications that you may have in your tech stack and that are integrated with Unit4 Financials. Especially if you have a niche, industry-specific software in play, you need to liaise with those vendors to ensure that everything will run as it should post-migration. Not all third-party applications will be immediately compatible with your new cloud-based version of Unit4 Financials, and custom integrations may need to be adjusted or rebuilt for your new cloud environment.

Liaising early with the vendors lets you know precisely what work needs to be done and gives you the option of working together on customising integrations and conducting testing before going live.

You can’t UAT during the finance department’s preparations for year-end, people have annual leave; there will be other projects and programmes… these types of logistical snags can quickly build up, leading to significant delays overall.  Pushing a project ‘to the right’ delays your ROI.

It’s hard to overestimate the value of a seasoned project manager in speeding up delivery and avoiding bottlenecks. Proactive planning around tasks, milestones, and deadlines, a thorough understanding of organisational dependencies, and effective communication are all essential to keep your project on track.