Keep rollout measurable
Each phase should have a clear success measure: fewer duplicate entries, faster approvals, cleaner branch reporting, or reduced month-end reconciliation.
MIGRATION GUIDE
Do not replace every tool on day one. Map the records that must agree, move the highest-friction workflows first, keep exports available, and use consultants for data cleanup or integration risk.
Each phase should have a clear success measure: fewer duplicate entries, faster approvals, cleaner branch reporting, or reduced month-end reconciliation.