We move companies onto Sage X3 from the systems they've outgrown
Outgrowing entry-level accounting; need real inventory, manufacturing, and multi-entity finance.
Customization fatigue, escalating subscription costs, or a poor fit for complex manufacturing.
Operations have outgrown the platform's distribution or multi-company capabilities.
Legacy GP, NAV, or SL deployments approaching end of mainstream support.
Aging Oracle JDE installations seeking a modern, lower-cost mid-market platform.
SAP Business One or ECC environments where Sage X3 is a better operational and economic fit.
Manufacturers consolidating onto a platform with stronger finance and multi-entity capabilities.
Custom-built or Excel-driven operations that have hit a hard scalability ceiling.
A disciplined path from source system to a clean go-live
Every step is owned by senior consultants who have personally executed migrations in production environments.
- 01Discovery
Process workshops, system inventory, and reporting requirements aligned to your future-state operating model.
- 02Data Assessment
Profile source data, identify gaps and quality issues, and define the master data model before mapping begins.
- 03Mapping
Translate source structures to Sage X3 — chart of accounts, items, customers, suppliers, BOMs, routings, open transactions.
- 04Conversion
Build repeatable load programs and templates; iterate against test environments until results are reconcilable.
- 05Validation
Reconciliation reports finance and operations can sign off on, with variances explained, not hidden.
- 06Testing
Conference room pilots, role-based UAT, and end-to-end process testing across finance, manufacturing, and distribution.
- 07Training
Role-based training designed for the people who will run the system on day one, not generic product tours.
- 08Go-Live
Structured cutover, hypercare, and a first-cycle month-end close protected by senior consultants on-site or remote.
The hard parts other partners hand off to junior staff
Migration failures almost always trace back to data, not software. We treat data as the project.
- Dirty source data that has accumulated for a decade or more
- Spreadsheet workarounds that hide critical operational logic
- Multi-company and multi-currency structures that were never modeled cleanly
- Inventory inaccuracies, costing gaps, and traceability blind spots
- Reporting limitations forcing finance to rebuild numbers manually
- Manual, paper-based processes that need to be redesigned, not just digitized
Outputs your finance, operations, and IT leaders can sign off on
Repeatable load programs with validation built in.
Master data rationalized before it touches production.
Step-by-step cutover playbook with rollback decision points.
- Data conversion programs you can re-run with confidence
- A documented master data model and mapping specification
- Reconciliation packs that survive auditor and executive review
- Validated test cycles before any production cutover
- A realistic cutover plan with rollback decision points