Software Migration Services

Elevating your financial capabilities through a seamless transition to the tools that are changing the competitive landscape.
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Trusted by Leading
Organizations and Startups

What is a Software Migration?

As technology advances, companies are operating on increasingly outdated platforms. In the era of cloud computing, companies leave themselves exposed to numerous risks by continuing to operate on these old systems. In addition, many organizations are not leveraging the power of new technology, costing them greatly.

A software migration is moving from an old platform to a more powerful, more secure, modern solution. These systems may include a full ERP, an accounting system, an inventory management system, and more.

What is a Software Migration?

As technology advances, companies are operating on increasingly outdated platforms. In the era of cloud computing, companies leave themselves exposed to numerous risks by continuing to operate on these old systems. In addition, many organizations are not leveraging the power of new technology, costing them greatly.

A software migration is moving from an old platform to a more powerful, more secure, modern solution. These systems may include a full ERP, an accounting system, an inventory management system, and more.

How to Engage a CFO

Step 1

Review CFOs

We first match you with CFOs from inside the firm and part of our extended network that match the criteria needed by your organization.

Step 2

Speak with CFOs

Of the CFOs we recommend, you choose who you would like to speak with. There is no limit to the amount of conversations you can have before you find the right fit.

Step 3

Engage CFO

Once you have found your CFO, it's time to get the onboarding process started. We help you develop a plan to manage a smooth transition.

How to Engage a CFO

Step 1

Review CFOs

We first match you with CFOs from inside the firm and part of our extended network that match the criteria needed by your organization.

Step 2

Speak with CFOs

Of the CFOs we recommend, you choose who you would like to speak with. There is no limit to the amount of conversations you can have before you find the right fit.

Step 3

Engage CFO

Once you have found your CFO, it's time to get the onboarding process started. We help you develop a plan to manage a smooth transition.

How to Engage a CFO

Step 1

Review CFOs

We first match you with a CFO who has a background supporting companies just like yours and in similar circumstances.

Step 2

Speak with CFOs

Of the CFOs we recommend, you choose who you would like to speak with. There is no limit to the amount of conversations you can have before you find the right fit.

Step 3

Engage CFO

Once you have found your CFO and you are comfortable with the scope of the engagement, we start working as soon as needed and on a schedule that fits your requirements.

How to Engage a CFO

Step 1

Review CFOs

We first match you with a CFO who has a background supporting companies just like yours and in similar circumstances.

Step 2

Speak with CFOs

Of the CFOs we recommend, you choose who you would like to speak with. There is no limit to the amount of conversations you can have before you find the right fit.

Step 3

Engage CFO

Once you have found your CFO and you are comfortable with the scope of the engagement, we start working as soon as needed and on a schedule that fits your requirements.

Meet Our Exclusive Partnership of CFOs

Featured CFOs
Amy
Youngblood
30
+ Years of Experience
Global Leadership
 Experience
CFO Partner
About
Amy
Amy is an experienced global finance executive with a passion for learning and development of finance executives. Over her thirty years with The Coca-Cola Company, Amy served as Controller of Minute Maid and later CFO of Coca-Cola Company Consolidations. Later, Amy served as the Global Finance Director for Capability and Development at Coke. Amy has proven herself as an expert in her space through the design and execution of major learning initiatives for finance professionals throughout Coke’s global footprint. Now as a partner with McCracken, Amy brings her passion and vast experience to finance organizations as they strive to build first in class leadership teams.
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CFO Coaching
SOX
Investor Relations
Work with
Amy
Mark
Bachmann
40
+ Years of Experience
IPO
 Experience
CFO Partner
About
Mark
Mark served as EVP & CFO of public company Acuity Special products before leading the spinoff to Zep Inc., where he led as CFO until selling to private equity. Earlier in his career, Mark worked for Big 4 firm Deloitte before joining The Quaker Oats Company ($6 billion publicly traded Consumer Packaged Goods Company) where he held nine different financial management positions of increasing responsibility including both domestic and international assignments. Mark is an expert CFO Coach and is regularly selected as speaker at universities and professional associations regarding value creation, strategy development, leadership and Office of the CFO.
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CFO Coaching
IPO
Corporate Development
Investor Relations
SOX
Work with
Mark
Doug
Hooper
25
+ Years of Experience
Telecommunications
 Experience
CFO Partner
About
Doug
Doug is a seasoned Senior Operations and Finance Executive with over two decades of experience serving as Chief Financial Officer in diverse industries, including telecommunications, manufacturing, medical equipment, pharmaceutical, education, e-learning SaaS, and software development. As a change agent, Doug excels in integrating finance, operations, business metrics, and processes to drive strategic decision-making and enhance financial and business performance.
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Private Equity
CFO Coaching
Corporate Development
SOX
Work with
Doug
Beatty
D’Alessandro
30
+ Years of Experience
Fortune 500
 Experience
CFO Partner
About
Beatty
Beatty D'Alessandro is an experienced executive and mentor with over 35 years of experience in corporate finance, technology, manufacturing, operations and strategic planning. Beatty served as the CFO for Univar Solutions and Graybar Electric, both Fortune 500 companies. He currently serves as Executive in Residence for Georgia State University's graduate finance program. His success in managing complex financial and operational challenges has made him a sought after resource for owners and investors globally. As an advisor, Beatty is deployed into organizations to rationalize and improve upon complex challenges throughout the company. As Executive in Residence at Georgia State University’s graduate finance program, Beatty is able to fulfill his passion for mentoring and supporting the next generation of business leaders.
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Private Equity
CFO Coaching
Corporate Development
SOX
Work with
Beatty
Darrell
Borne
30
+ Years of Experience
Global Pharmaceutical
 Experience
CFO Partner
About
Darrell
Darrell is a seasoned financial executive with a proven track record of success in strategic financial management, corporate turnarounds, and driving growth through acquisitions. Darrell led as CFO for Shionogi Pharma in the U.S., driving revenue growth 500% over his 8 year tenure through 5 acquisitions and operational efficiencies. With his strategic vision, financial acumen, and leadership skills, Darrell has consistently delivered results and positioned companies for long-term success.
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CFO Coaching
Corporate Development
IPO
Turnarounds
Re-engineering
Work with
Darrell
Chuck
Dunlap
35
+ Years of Experience
Turnaround
 Experience
CFO Partner
About
Chuck
Chuck has served international and domestic firms during significant change initiatives. Chuck has served numerous private equity owned firms pre and post transaction and managed varied stakeholder interests. Financial sponsors trust Chuck to obtain a stable, successful re-engineered enterprise with maximum value creation. During his career, he has led transactional closings and executions in excess of $1 Billion.
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Turnarounds
Private Equity
Corporate Development
Re-engineering
Work with
Chuck

Meet more CFOs in our firm.

Don’t see the perfect fit for your organization?
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Receive Support Every Step of the Way

We have been supporting finance functions for companies of all sizes and complexities for over 30 years. We’re here to answer all of your questions at any point before or after you engage us.

Ready to get started?

Get Started

Looking for Something Else?

Fractional CFO

Fractional CFOs support companies of all sizes on a part-time basis when there is no need for a full-time CFO.

Full-time CFO

Ready to find your next full-time CFO? We have the network you need to quickly connect with a CFO that fits your organization.

Interim CFO

Interim CFOs temporarily support companies full-time through transitions or other initiatives.

Do I Need a Software Migration?

Whether your company is operating on a legacy system or you have quickly outgrown your previous system's capabilities, understanding when to make the jump can save your company from impending challenges and allow you to capture value that only modern systems provide access to.

Legacy Systems

Continuing to operate on legacy systems can present many recurring challenges for your business. For one, legacy systems require a skillset that is becoming more rare by the day. These systems are no longer receiving the research and development investment from their providers like they once were, making them a poor choice for tackling modern challenges.

Growth-Stage Companies

At some point your business will reach a complexity threshold that is not tenable in one or more of the systems you're currently running. If you are outgrowing your current systems, understanding the appropriate time to start migrating is an important component of a successful IT strategy.

Preparing for Scale

Modern cloud solutions have many benefits, one of which is cost reduction. Your outdated systems present operating costs that create challenges for any growing business. If you are anticipating growth, your systems may not be able to support the rapid changes your business can expect. Migrating systems prior to any endeavor to scale the company can spare your operations from facing unwanted challenges at critical times.

Data Risks

Leveraging the security infrastructure of major cloud-based platforms is not only a cost-effective choice, it is also a more secure choice. Managing an on-premise solution does not provide the enterprise level security that the major cloud platforms offer. You will also have access to backups, failovers, and other data loss and operational securities.

Just looking to ask questions?

Feel free to book a call with us and we can help you explore ideas, no strings attached.
Book a Call

See What Our Clients Say

Serving more than
40
US Cities
1000
+
Business helped since 2010
“McCracken provided a high-quality solution on short order. If ever I had a question, Mike was always a phone call away, patiently guiding us through the process. When I’m in need of reliable finance talent in the future, I will call these guys.”
Michael Eitler
EVP & GM Eastern Division
Residential Design Services
“I've been sending referrals to McCracken for many years, and continue to recommend their capabilities...Whether the need is a highly experienced interim or permanent CFO or controller, leadership development services, or an IT transformation, they have always been able to provide immediate high-quality results.”
Don Bravaldo
President
Bravaldo Capital Advisors
“I've worked with Mike several times to identify quality finance talent. Working with McCracken has been a pleasure and I highly recommend them to others looking for any kind of support in their finance function.”
Cindi Filer
CEO & Founder
Innovative Outsourcing

Frequently Asked Questions

How exactly does McCracken support a software migration?

When migrating from an old system, it's important to have financial talent with migration experience that understands your financial data. In conjunction with our sister advisory firm, Cogiliti, we can manage the entire process for you. Or, if you just need one or more financial experts to assist your existing team, we can provide the necessary support.

What systems are included in a software migration?

This answer depends on the needs and stage of your business. For a small, growing company, you may need to migrate your HR and Accounting needs to a new platform, but you may not be ready for a full ERP solution. For larger companies managing many disparate platforms and applications while operating on a legacy ERP system, a more comprehensive migration should be considered to consolidate and centralize your systems environment.

How long does a software migration take, and what is the process?

Migrating systems starts with understanding the business and its needs moving forward. Any migration project should first begin with assessing the current systems environment and the corporate strategy it supports. Suppose the company is complex and the anticipated project is large; another assessment phase may be needed to dive deeper into the business and initiate a systems selection process. For example, a small migration project that includes just an accounting system may only take 4 to 12 weeks. More extensive, complex projects that may involve the restructuring of a company's data environment and the integration of new systems can take a year or more to complete, subject to the level of investment in the project.

No obligations. Talk with a software migration expert now.

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