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Transforming Financial Operations: ERP Migration from Tally to Sun System

How Wisecor empowered a leading financial group with real-time data accuracy, scalability, and operational efficiency.

In today’s fast-evolving financial landscape, outdated systems can restrict scalability, slow down reporting, and hinder data-driven decisions. Recognizing this challenge, a leading financial services group partnered with Wisecor to modernize its finance function through a strategic ERP migration moving from the legacy Tally system to the robust and scalable Sun System ERP. This digital transformation empowered the client with real-time financial insights, improved compliance, and a future-ready financial management ecosystem.

End-to-End ERP Migration: From system design to data transition and validation

User Training & Support: Onsite support to enable adoption and operational efficiency

Data Accuracy Assurance: Rigorous validation to ensure 100% data integrity

Client

The client is a renowned financial services group operating across NBFC (Non-Banking Financial Company), Private Equity Fund, and Investment Banking domains. With diverse operations and multi-entity transactions, the Group required a unified and scalable ERP platform to manage its growing financial complexities efficiently.

Scope of work

>Migration from Tally to Sun System ERP >Process documentation and workflow standardization >Financial module configuration and testing >Data migration, cleansing, and verification >User training and post-implementation support >Performance tracking and improvement reporting

Geography Serviced

On-site and remote support teams worked closely with the client’s finance departments to deliver a seamless transition and consistent ERP adoption throughout the organization.

Industry serviced

On-site and remote support teams worked closely with the client’s finance departments to deliver a seamless transition and consistent ERP adoption throughout the organization.

Client Challenges

The client was operating on Tally, an accounting system that could no longer meet its expanding business requirements. Key challenges included:

  • Limited scalability for multi-entity financial operations

  • Data inaccuracies and manual reconciliations

  • Absence of real-time financial visibility

  • Compliance management and consolidated reporting inefficiencies

To sustain growth and maintain compliance standards, the client needed a modern ERP system capable of automation, analytics, and integration across all verticals.

Wisecor's Solution

Wisecor deployed a specialized ERP migration team led by:

  • 1 Chartered Accountant (CA)

  • 1 Senior Executive

  • The engagement began with a thorough process mapping and system analysis, followed by a seamless migration from Tally to Sun System ERP. Wisecor’s experts ensured zero data loss, minimal disruption, and complete alignment with the client’s reporting and compliance frameworks.

Impact Generated

  • Operational Efficiency: 40% improvement in month-end reporting timelines

  • Data Accuracy: 100% verified financial data migration

  • Scalability: Ready for multi-entity expansion and future integrations

  • Decision-Making: Empowered leadership with data-driven insights

  • Compliance: Strengthened statutory adherence and audit preparedness

Outcome

Within just 12 months, Wisecor completed the ERP transformation project, enabling the client to achieve:

  • Enhanced Financial Accuracy & Control – Reliable, audit-ready financial data

  • Real-Time Data Insights – Instant visibility across all business verticals

  • Streamlined Multi-Entity Operations – Unified and automated processes

  • Improved Compliance & Governance – Strengthened financial integrity

  • Scalable Growth Framework – A robust ERP ready to support future expansion

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