Where ERP migrations actually go over budget
The new system is rarely the problem. The overruns come from data nobody looked at hard enough until the cutover calendar made it expensive.
Master data hygiene problems hiding in the source system
Duplicate vendors, orphan GL accounts, inconsistent customer codes — your consulting firm will charge you to clean these up during cutover at $250-450 per hour.
Reconciliation gaps post-go-live
Opening balances that don't tie, AR aging that doesn't match, fixed-asset registers that lose accumulated depreciation in translation. Discovered after go-live; expensive to fix backward.
iLoad / template gaps you don't know about yet
Your consulting firm has templates for 70% of what you need; the other 30% is custom development billed by the hour.
Cutover sequence guesswork
Nobody on the project team has done your exact source-target combination before, so the dependency graph is half-known and the cutover plan is partially fictional.
Discovery happening AT cutover instead of before
When it costs 10x as much to fix and creates calendar pressure that compounds every other risk on the project.
What you receive
A finance- and IT-grade deliverable your project sponsor can hand to the implementation partner on day one — and that your CFO can defend in a steering committee.
Source-system data quality scoring
Gaps, duplicates, master-data hygiene across the entities that matter (Customer, Vendor, GL Account, Fixed Asset, Open AR, Open AP).
Target-state mapping for Workday, NetSuite, or SAP
Every source entity, where it lands in the target, what transformation is needed.
Template inventory
For Workday cutovers specifically, we map your data to our 31 pre-built iLoad templates across 8 source systems and 7 Workday modules. Anything not covered becomes a known custom development item, not a surprise.
Risk-ranked entity list
Which entities will likely fail reconciliation if migrated as-is, with mitigations.
Recommended cutover sequence
With estimated effort hours per phase, dependency mapping, and a pre-cutover cleanup checklist.
What this typically saves
For mid-market ERP migrations ($20M–$500M revenue)
Pre-migration assessments typically save $50,000-$200,000 of consulting spend by catching data quality and master-data issues weeks before they become mid-cutover blockers. For a typical Workday cutover, that's about 20-30% of the consulting hours that would otherwise be spent on reactive cleanup. The assessment fee is creditable against subsequent migration work with us if you decide to engage.
For enterprise multi-entity migrations ($1B+ revenue)
Savings often reach $200,000-$1,000,000 as the issues that show up in a mid-cutover crisis multiply across entities. A single bad master data field discovered three weeks before go-live costs the project days; the same field discovered during cutover weekend costs weeks. Pre-cutover assessment converts those discoveries into known items with budget, not surprises with overage.
Your specific numbers fall out of the assessment; we anchor every recommendation to your actual baseline.
How it works
Two to three days, end to end. Finance, IT, and project sponsorship in the room or on the calls. No drawn-out RFP cycle.
Discovery
Source system inventory, key entity walk-through with finance + IT, sample data extracts.
Analysis
Data quality scoring, target-state mapping, template inventory, risk ranking.
Delivery
Executive presentation, full report, cutover sequence recommendation, pre-cutover cleanup checklist, Q&A.
This is the diagnostic you do BEFORE you sign with a migration partner
Your implementation firm's discovery phase is paid for by you, at their rates, and is scoped to what they want to learn before billing the build. Our pre-cutover assessment is independent — we don't need to win the implementation work to make the engagement worthwhile. The deliverable is the information your project sponsor and CFO need to make the build/buy decision with their eyes open.
If you've already chosen an implementation partner, the assessment still pays back by catching data issues before they enter the change-order phase of the project.
Already past the assessment phase? See how we partner on full Workday data migrations with our 31 pre-built iLoad templates.
Common questions
How is this different from a Workday implementation partner's discovery phase? +
Implementation partner discovery is scoped to what they need to start billing the build. Our pre-cutover assessment is scoped to what your CFO and project sponsor need to evaluate the build. Independent of any partner choice.
Do you work with our chosen Workday or NetSuite implementation partner? +
Yes — typically as a finance-led pre-cutover diagnostic that surfaces issues their team would have hit at cutover. Our deliverable goes into their project plan as known work items, not surprises.
What if we're already mid-cutover? +
The assessment shifts focus to risk triage. We identify which entities are most likely to fail reconciliation at go-live and what to clean up first. Still 2-3 days; faster ROI because issues are imminent.
Which ERPs do you cover? +
Workday is the deepest specialty — 31 prebuilt iLoad templates across 8 source systems and 7 Workday modules. We also cover NetSuite, SAP, Oracle, and PeopleSoft as source or target. Other ERPs are scoped during the discovery call.
Know what's real before you commit
30-minute discovery call. We confirm scope, target system, and timing.