Professional services finance and project data review

Professional Services ERP Data Migration

Protect project delivery, billing accuracy, and revenue recognition.

Seamlessly migrate your ERP while preserving critical project, financial, utilization, and client delivery insights.

Schedule a demo

Why It Is Different

Professional services migrations carry direct financial impact.

Professional services organizations operate on billable utilization, project margins, and timely revenue recognition. Even small data issues can have direct financial impact.

Migration needs to protect not just data, but how your business runs day-to-day.

Incomplete project histories affect delivery and reporting
Inaccurate financial data impacts revenue recognition
Poorly migrated time and expense data disrupts billing cycles
Missing client or contract data affects ongoing engagements
Migration needs to protect how the business runs day-to-day

What We Migrate With Care

Business-critical service data, clean and ready for your new ERP

Client & Engagement Records

  • Client master data
  • Engagement records
  • Contract and relationship history

Financial Transactions

  • Financial transactions
  • Audit trails
  • Traceable reporting history

Project Structures

  • Project phases
  • Tasks and milestones
  • Delivery structure history

Time & Expense Entries

  • Time records linked to billing
  • Expense entries
  • Billing-cycle continuity

Resource Allocation

  • Resource planning data
  • Utilization records
  • Delivery capacity visibility

Billing & Invoice History

  • Billing schedules
  • Invoice history
  • Manual adjustment cleanup

Revenue Recognition & WIP

  • Revenue recognition data
  • Work in Progress data
  • Project margin insight
Professional services project delivery planning

Delivery Continuity

Keep active engagements, billing cycles, and project visibility intact.

A Common Scenario

Many firms start with fragmented project and financial data.

LGSTech helps standardize, cleanse, and structure this data before it reaches your new ERP, so you start with a stronger foundation.

Fragmented project and financial data across systems
Inconsistent billing structures and manual adjustments
Limited visibility into true project profitability
Messy time and expense records

How LGSTech De-Risks Migration

Automated preparation for predictable business outcomes.

Using reusable IP, templates, and proven methodology, LGSTech automates and streamlines the most complex parts of the migration process.

Automate up to 75% of data preparation effort
Deliver clean, structured, target-ready datasets
Reduce manual intervention and errors
Ensure audit-ready, traceable financial data

Built For Stakeholders

Designed around finance, delivery, operations, and IT priorities

For Finance Leaders (CFOs)

  • Accurate revenue recognition and financial reporting
  • Clean, audit-ready data with full traceability
  • Reduced revenue leakage and reconciliation effort

For Project & Delivery Leaders

  • Continuity of active engagements and project tracking
  • Complete visibility into project performance and margins
  • No loss of historical project insights

For Operations Teams

  • Stable billing cycles and invoicing processes
  • Preserved resource planning and utilization data
  • Minimal disruption to day-to-day delivery

For IT & Transformation Teams

  • Structured, repeatable migration approach
  • Reduced complexity and manual effort
  • Controlled, low-risk execution

Before vs After

Move from disconnected records to real-time profitability insight.

Before Migration

Disconnected project and financial data

Manual billing adjustments and reconciliation

Limited visibility into margins and utilization

After Migration with LGSTech

Unified project + financial data in one system

Clean, automated billing and reporting

Real-time visibility into profitability and performance

Our Approach

Five steps to a smooth, low-risk transition

A controlled process protects revenue, projects, and client delivery while reducing migration effort.

01

AssessUnderstand your ERP landscape, data complexity, and business priorities.

02

PrepareCleanse, standardize, and structure data for the target system.

03

AutomateLeverage proven IP and templates to reduce manual effort.

04

ValidateEnsure accuracy across financial, project, and operational data.

05

Go Live With ConfidenceExecute a controlled transition with minimal disruption.

Professional services data and performance analytics
Project and financial visibility

Why LGSTech

ERP migration expertise aligned to service-led businesses.

Deep expertise in ERP data migration for professional services
Strong focus on financial and project data integrity
Automation-led approach to reduce effort and risk
Proven methodology with repeatable outcomes
Alignment with business, finance, and delivery teams
Professional services ERP migration consultation

Request a Consultation

Start with a Professional Services ERP data assessment.

If your firm is planning an ERP move, the priority is not just migration. It is protecting revenue, projects, and client delivery.

Contact Us