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Case Study

Managing the Switchover to a Cloud-Based HRIS


We managed the switch over for a global financial services firm from a legacy Human Resources system to a new cloud-based system with minimal disruption to service using a tightly controlled project plan and detailed coordination between many workstreams and stakeholders.


An industry leading financial services firm was switching from its outdated human resources software to a new cloud-based system. The client wanted to plan how the switch over would happen with minimal disruption to the department and company.

Satori Solution

Our team worked with every workstream in the project to fully map out their cut over milestones, timeline, and dependencies. From there, we combined and coordinated the plans to identify discrepancies and risks between the proposed schedules and key milestones. We then set-up a governance process to track milestones leading to go/no go decisions at key points. Issues and risks, identified during the cut over governance process, were escalated for on-time remediation. Our team established the production support process after go-live including how issues would be reported and triaged, and what would be the reporting and escalation process.

Finally, we worked with the technical and functional team members to establish holistic test plans throughout cut over to ensure each new component prepared for launch was accurately configured and fully integrated with the rest of the project.



The new cloud based HRIS system launched successfully and on schedule with minimal disruption to business functions. All data from the legacy system was transferred over within the allocated time frame. The client implemented the plan for extensive 24-hour production support coverage to support the end users and ensure no major bugs or defects were missed.



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