Migrating off spreadsheets in 30 days

Start with one plan

You don't have to migrate everything at once. Pick one representative plan, model it in the new system, and run it in parallel for a cycle. Parallel runs build confidence and surface edge cases safely.

Once the numbers match, you've proven the model — and the rest follows the same pattern.

A week-by-week shape

Week one: model the org and the pilot plan. Week two: load data and validate calculations. Week three: parallel run and reconcile. Week four: cut over and onboard reps to self-serve statements.

Thirty days in, you've replaced a fragile file with a governed system — and the team trusts it because they watched it prove itself.