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Your 8-Step SunSystems Cloud Migration Plan

8 step flow

SunSystems Cloud migration is a strategic decision that can support greater resilience, reduce IT burden, and enable secure access from anywhere.

However, success depends on a clear, phased approach that minimises disruption and keeps stakeholders aligned.

As the leading SunSystems Cloud provider with more cloud upgrades completed than any other partner, and recognised as Infor’s SaaS Partner of the Year, FinanSys applies a proven 8-step methodology that maintains operational continuity while delivering technical precision.

Here is a high-level view of how we guide our clients through a structured migration process (keep in mind that the full process often includes additional steps tailored to each organisation’s structure, system complexity, and internal timelines).

1. Project Initiation

Every migration begins with a clear scope.

At this stage, we define objectives, stakeholders, timelines, and success criteria.

This includes identifying the SunSystems modules in use, reviewing licencing requirements, and assessing any custom reports or integrations that need to be carried across.

Early engagement with all internal departments ensures that priorities are aligned from the start.

2. Initial Data Migration

We then carry out an initial migration of your SunSystems data to the new environment.

This early transfer allows us to validate connectivity and confirm compatibility between the legacy system and the cloud platform.

It also enables us to identify any data quality issues that need to be addressed before the live cutover.

3. Initial Data Migration & Repoint

At this point, we refine the data structures and reconfigure links to any connected systems.

If you are integrating SunSystems with procurement, HR, or banking platforms, we ensure all connections are operational.

This step is essential for ensuring that all references and lookups function as expected in the new environment.

4. End User Training

Cloud platforms are intuitive, but changes to layout, access methods, and security protocols can cause disruption if not addressed in advance.

We run targeted training sessions for different user groups to help them understand how to access the system, navigate new workflows, and raise support tickets.

This increases user confidence and reduces post-launch enquiries.

5. User Acceptance Testing (UAT)

UAT allows you to confirm that all key processes operate as expected.

We support you in developing test cases across functions such as reporting, approvals, period-end tasks, and multi-entity processing.

Any discrepancies or defects are logged, resolved, and re-tested before proceeding.

6. Go-Live Data Migration

With user sign-off in place, we migrate the most recent data set into the live cloud environment.

This step usually happens outside of core business hours to avoid disruption.

We advise clients on appropriate blackout windows, system freeze points, and user communication to ensure transparency throughout.

7. Go-Live Support

When the system goes live, our consultants remain on hand to address queries, monitor performance, and carry out final adjustments.

This support period is designed to keep the business moving while building confidence in the new setup.

8. Post-Project Review

Once the system has stabilised, we carry out a review of the project against initial objectives.

This includes lessons learned, enhancement opportunities, and a performance benchmark.

If further development or automation is needed, we provide recommendations for next steps.

Extending the Capabilities of SunSystems Cloud with UniFi

If your organisation is looking to connect SunSystems to a broader ecosystem of business functions—such as approvals, business intelligence, or custom workflows—our UniFi platform can extend the value of your investment.

UniFi connects directly with SunSystems to give you greater control, visibility, and process efficiency across finance and operations.

By purchasing SunSystems Cloud or opting for enhanced support from FinanSys, you will receive one full UniFi user subscription licence for each supported user — valid for as long as you remain on support.

With the UniFi subscription, you will receive a variety of features and apps, including Procurement, Time & Expense Management, HR, Enterprise Asset Management, Making Tax Digital, and Business Intelligence (plus many more).

This is a great benefit for SunSystems users who typically purchase and implement various third-party software to meet these needs – you get extensive features and apps included with UniFi.

Why Organisations Choose FinanSys for SunSystems Cloud Upgrades

FinanSys has completed more SunSystems cloud upgrades than any other provider.

Our position as the number one partner is not based on volume alone, but on a repeatable approach that delivers stable outcomes, minimal disruption, and full user support.

Our proven methodology has been refined across a wide range of industries and system configurations.

Each upgrade is shaped by real-world experience, with a clear structure that keeps your teams informed and your system running throughout the process.

This is why leading organisations trust FinanSys to manage their move to the cloud.

Conclusion

Choosing a trusted partner with deep SunSystems knowledge and a clear migration framework is essential.

FinanSys’ cloud migration process is not theoretical. It has been tested across many sectors.

You retain control while we deliver a seamless transition to the cloud.

We’ve supported SunSystems for 25+ years and we are Infor’s #1 partner across EMEA & the Americas.

Our clients stick with us too: a 94% renewal rate speaks for itself. 

With our 1:25 support ratio, you get faster fixes, proactive care, and a trusted team that knows SunSystems inside out.

We have one of the highest numbers of support staff in the industry with multiple 5-star reviews, so you can always rely on us to solve your queries. 

If you’re still on legacy SunSystems, getting low-quality support or waiting months for an upgrade, it’s time to reassess.

Get a free Cloud Migration Readiness Assessment.

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  • Home
  • About
    • About FinanSys
    • MANAGEMENT TEAM
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    • Partners, Accreditations & Memberships
    • Careers
    • Privacy Policy
  • Solutions
    • Sunsystems Solutions
      • SunSystems Overview
      • Infor SunSystems Cloud
      • SunSystems Cloud Features
      • Query & Analysis Reporting
      • Sharperlight Reporting
      • Process Automation for SunSystems
      • Bank Payments
      • Making Tax Digital
      • Finansys Cloud
      • Spindle Document Delivery
      • Infor d/EPM
    • Netsuite Solutions
      • Oracle NetSuite ERP & Business Management Solutions
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      • Professional Services Automation
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