Written by Aroha
on 16 October 2024
“By 2025, 85% of organisations will have moved their applications to the cloud,” says Gartner. That’s a staggering shift. Yet for many businesses in the professional services industry, making this leap is anything but straightforward.
Cloud migration sounds easy enough—until you start. The complexities start to pile up: legacy systems, scattered data, integration issues, security concerns. All of these things can quickly turn what should be a transformational opportunity into a nightmare of delays and confusion.
But it doesn’t have to be that way.
At Agilyx Group, we understand that migrating to the cloud can feel like navigating through a dense fog. You need clear direction, a reliable partner, and a strategy that won’t just get you there, but get you there smoothly. We’ve walked alongside countless professional services firms as they’ve made this critical move. With tools like Certinia (formerly FinancialForce), we help mitigate the risks and turn challenges into wins.
Why Cloud Migration Gets Messy
Let’s break it down. Most professional services firms are sitting on mountains of data spread across different systems—everything from CRM to project management tools. Each system likely evolved independently. None of them “talk” to each other properly. Migrating these tangled webs to the cloud isn’t just a matter of “lift and shift.” It’s an intricate dance of integration, data management, and ensuring business continuity.
Here’s where things usually go wrong:
- Inadequate planning. Many companies underestimate the scope of their migration. They don’t realise how deeply legacy systems are entrenched in their day-to-day operations until it’s too late. Suddenly, they’re trying to manage a half-migrated system while keeping the old one running.
- Data complexity. Moving sensitive client data, financial records, and project workflows safely and securely is daunting. Data quality issues—duplicates, outdated info, incomplete records—can grind a migration project to a halt.
- Unclear integration strategies. Professional services firms often rely on multiple tools to manage client relationships, billing, project tracking, and more. During migration, ensuring these tools work together in the cloud can be one of the biggest headaches.
So, how do we fix this? Simple: preparation and the right partners.
How Certinia and Agilyx Help
Certinia provides the foundation, and Agilyx brings the expertise. It’s that combination that makes the difference.
- Holistic integration. Certinia’s cloud ERP is tailor-made for professional services, seamlessly connecting your core functions—finance, operations, and project management—on one platform. This unification eliminates the need for siloed systems and simplifies your processes. With our expertise, we ensure that integration is pain-free, building a custom roadmap to connect all the dots between your existing tools and the cloud.
- Risk reduction through planning. We don’t just jump into migration. Agilyx builds a comprehensive plan that covers every aspect, from system audits to post-migration support. This ensures nothing falls through the cracks. We’ve seen too many firms try to wing it. We don’t let that happen.
- Data quality and security. Data is the backbone of any migration. Certinia’s platform allows for secure data migration and management, while we ensure it’s clean, accurate, and compliant every step of the way. It’s not just about moving your data—it’s about transforming it into a more efficient, usable asset in the cloud.
- A team of experts. At Agilyx, we’ve been through this before—many times. Our consultants understand the unique challenges of professional services firms. We don’t offer one-size-fits-all solutions. Every migration is tailored to your business’s specific needs and pain points.
The Payoff: Why It’s All Worth It
Yes, cloud migration is complex, but the rewards are huge. Once you’re in the cloud, you unlock agility, scalability, and insight that were out of reach with legacy systems. Certinia’s real-time reporting, automation capabilities, and robust project management tools let you focus on what matters: delivering top-notch services to your clients.
At Agilyx, we don’t just help you migrate—we help you thrive in the cloud. Our approach ensures minimal disruption to your business operations while positioning your firm for future growth.
Ready for the Cloud?
The professional services landscape is rapidly changing, and cloud migration isn’t just an option—it’s a necessity. But it doesn’t have to be overwhelming. With the right plan, the right tools, and the right partner, you can turn a potential headache into a competitive advantage.
If you’re ready to take the plunge, let’s talk. Together, we can turn your migration into a smooth, successful journey. The cloud is waiting—let’s make sure you get there with confidence.
