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Plan your upgrade around the work your people do.

Inovium helps plan and carry out upgrades and cloud migrations for Infor Workforce Management, HR and Talent applications. Our experienced consultants review your current setup and work through the changes with your team, from configuration and integrations to testing and preparation for everyday use.

An illustrative team reviewing application changes together in a workplace
Plan the change with the people who rely on it.

Understand the starting point before choosing the path.

An upgrade within your existing environment and a move to a different cloud environment involve different decisions. We review the application and version you use, your configuration and the destination you are considering.

The assessment identifies dependencies and unresolved questions. It helps your team agree what must be ready for the transition and which improvements can follow once the new environment is in use.

The processes that need to carry forward

Workforce Management

Review timekeeping and scheduling rules alongside payroll handoffs. Test missed punches, changed approvals and other operating exceptions so managers and administrators can see how familiar work will behave in the new environment.

HR and Talent

Review employee records, effective dates, security and approvals. Check the HR and Talent workflows in scope with their owners, including the information passed to workforce and payroll systems.

reputation and trust in software project management

What we review and work through

The new environment needs to support the processes people depend on today. We work through these areas with the business owners and technical teams responsible for them.

01

Configuration and business rules

Document the settings and processes the business relies on today. Compare them with the chosen destination, including roles and approvals. Agree which rules should remain and where the business wants a change, with the relevant owners reviewing the decisions.

02

Customizations and reports

Identify custom code, workflows and reports, including why each exists and who uses it. Review compatibility and maintenance needs. A standard option may meet the requirement; other work may need redesign or redevelopment before it can move.

03

Integrations

Map the systems exchanging information with the application. Review connection methods, authentication, timing and validation for the new environment. Include failed exchanges and corrections in the plan, and involve the teams responsible for each connected system.

04

Data and historical access

Agree which records need to move and how older information will remain available. Review mappings and source-data quality, then check trial loads and reconciliation results. Your organization's approved retention and access requirements guide those decisions.

05

Business-process testing

Test representative transactions across the application and its integrations. Check expected pay results, employee changes and reports where they are in scope. Include different user roles and exceptions. Record issues and retest corrections so readiness decisions use evidence.

06

User readiness and cutover

Show administrators and users what will change and give them relevant tasks to practice. Rehearse the transition steps, data checks and responsibilities. Plan around business deadlines such as payroll processing, and agree how issues will be handled after the move.

EXPERIENCE APPLIED

Experience Applied throughout the transition

Experienced consultants help identify the dependencies behind a change. Agile delivery gives your team work to review in manageable cycles, including configuration, trial data loads and test results. We use that feedback to refine priorities within the agreed scope. The sequence and review points depend on your current environment and the route agreed for the move.

  1. 01

    Assess the current environment

    Review the application, business processes and technical dependencies. Record the questions that need answers before a route and scope can be agreed.

  2. 02

    Agree the destination and plan

    Confirm the target environment, work in scope and responsibilities. Business owners approve requirements; technical teams help with access, connected systems and source information.

  3. 03

    Build and validate in cycles

    Work through configuration, integrations and data preparation. Review progress with your team and test real scenarios as the solution develops, resolving issues before the transition.

  4. 04

    Rehearse and confirm readiness

    Practice cutover tasks and check the results. Review user preparation, open issues and contingency arrangements. Your decision owners approve readiness using the evidence available.

  5. 05

    Move into agreed support

    Carry out the planned transition and complete the agreed checks. Confirm ownership of the live environment and the stabilization or ongoing support arrangements in scope.

Your team reviews the work throughout.Build → Test → Review → Refine ↻
team reviewing a software solution in conference room
continuous improvement and workforce efficiency focus

PLANNING THE MOVE

Upgrade and migration questions

Can our existing customizations move with us?

Each needs review against the selected destination. Some may remain usable, while others need changes or can be replaced by standard configuration. We assess the business requirement and technical options before agreeing the work.

Do we need to migrate all historical data?

That depends on how your organization needs to use it. Agree what belongs in the new application, what can be archived and how users will access older records. Data quality and reconciliation need attention whichever approach you choose.

How long will the work take?

The starting version, target environment, integrations and custom work affect timing. Data preparation and your team's availability for decisions and testing also matter. We review those factors before agreeing a delivery plan.

Can we keep working during the move?

Continuity needs to be planned around your operation and the chosen migration route. We work through cutover windows, data changes and dependencies with your team. Any interruption and contingency arrangements should be clear before the transition is approved.

What support is included after the move?

Stabilization and ongoing support follow the scope agreed for your engagement. Confirm responsibilities and service arrangements before go-live, including who will investigate issues and maintain configuration. See support and configuration services.

Organizations we have worked with

MichaelsKohlerC&S Wholesale GrocersRosen Hotels & ResortsGift of HopeCity of Corpus ChristiCOTA — Central Ohio Transit Authority

YOUR NEXT STEP

Tell us about the move you are considering.

Share your current application and version, the reason for the change and any deadline your team is working toward. Include the integrations or custom work you already know about. We can discuss the starting point and the next assessment steps.