Tailored ERP migration plan based on business needs
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Tailored ERP migration plan based on business needs
Onsite deployment of ERP experts for real-time execution
Minimized disruption with full-cycle migration and post-go-live support
The client is a reputed NBFC offering diverse financial products and services. With rapid growth and increasing transaction volumes, the company recognized the need to shift from Tally to a more scalable ERP solution capable of supporting their dynamic financial operations.
Wisecor was engaged for a complete ERP migration from Tally to Sun System, managed over the course of one year. A dedicated team comprising 1 Chartered Accountant (CA) and 2 Senior Executives was deployed on-premise to oversee the migration. The engagement involved: A thorough analysis of current financial systems and reporting gaps Designing a customized migration roadmap tailored to NBFC-specific needs Execution of data migration, ERP implementation, and validation checks Post-implementation support to ensure seamless operations and issue resolution
Client Premise (India) – Onsite execution to ensure direct control, effective coordination, and continuous system validation.
Financial Services – NBFC – Focused on financial institutions managing complex regulatory and reporting structures.
🚨 Legacy system (Tally) lacked scalability for dynamic operations
🚨 Difficulty in maintaining financial accuracy and audit readiness
🚨 Increased operational bottlenecks and reporting limitations
✔ Seamless migration to Sun System ERP within 12 months
✔ Enhanced financial control and reporting efficiency
✔ Real-time data accuracy and audit compliance
✔ Greater scalability and flexibility for future business growth
✔ Empowered decision-making with centralized financial visibility
To ensure a smooth transition, Wisecor’s onsite team took a consultative and hands-on approach:
📌 Conducted business-specific ERP needs assessment
📌 Created a phased, risk-mitigated migration and deployment plan
📌 Provided ongoing support to resolve technical and user-side issues
📌 Facilitated staff training to enable smooth adaptation to the new system
The ERP migration empowered the NBFC to streamline and future-proof its operations. With enhanced data integrity, automated reporting, and scalable infrastructure, the client significantly improved its financial control and decision-making processes. Wisecor’s implementation strategy ensured minimal downtime, long-term compliance, and operational excellence in the highly regulated financial services space.
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