Two sister companies · Legacy replacementThe problem
Two sister companies ran their daily work, documents, time records and accounts on separate instances of the same ageing software. The licence cost had risen 11% in 14 months. The vendor was pushing customers onto a hosted successor with a 36-month commitment and a higher price, and support had been poor for years.
Staff depended on specific behaviours: the task list, dragging emails from Outlook onto a case, amendable history lines, month-end reports, and strict separation of client and office money. Any replacement had to keep them.
How it works
One platform serves both companies with strict separation between them. It reproduces the agreed screens and workflows: case history with drag-and-drop from Outlook, task lists, diary, time recording, Word templates, a custom report builder and the accounts module, including client and office ledgers and Making Tax Digital for VAT. Historical cases, documents and ledgers migrate with manifests and reconciled counts. The companies host it themselves under a perpetual licence with full source code.
- Familiar screens and task lists, so minimal retraining
- Outlook drag-and-drop and Word templates as today
- Custom reports and month-end packs with spreadsheet export
- Accounts with client and office money kept separate
- Perpetual, assignable licence with full source code
The results
- Licence cost falls materially from migration, with no 36-month lock-in.
- Staff keep the task list, drag-and-drop and reports they use every day.
- The companies host the platform themselves and own the source code.
- Migrated records reconcile to source counts, with every document linked to its original file.
